# Clio

> Use this tool when you need to integrate AI assistants with a cloud-based legal practice management platform, solving data retrieval and security challenges for law firms. It connects to Clio, providing 15 tools for accessing matters, contacts, and billing data, while ensuring compliance with ABA Opinion 512 through OAuth 2.0 authentication and AES-256-GCM token encryption. This connector is ideal for law firms requiring secure and compliant data exchange between AI assistants and their practice management system.

Canonical page: https://skillsregistry.net/skills/oktopeak-clio  
JSON: https://api.skillsregistry.net/v1/skills/oktopeak-clio

## Description

This MCP server connects AI assistants to Clio, a cloud-based legal practice management platform. It exposes 15 tools for retrieving matters, contacts, documents, tasks, calendar entries, time logs, and billing data without storing sensitive client information. The connector runs locally with OAuth 2.0 authentication and AES-256-GCM token encryption, supporting ABA Opinion 512 compliance requirements.

## Trust

- **Trust score (0–1):** 0.62
- **Verification tier:** scanned
- **Last scanned:** 2026-09-02

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** security
- **Updated:** 2026-09-02

## Source

- **Source listing:** [PulseMCP](https://www.pulsemcp.com/servers/oktopeak-clio)
- **Repository:** <https://github.com/oktopeak/clio-mcp>

## Use it

Resolve this record through the SkillsRegistry MCP server (no auth, read-only):

```
claude mcp add --transport http --scope user skillsregistry https://api.skillsregistry.net/mcp
```

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_skill",
    "arguments": {
      "slug": "oktopeak-clio"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/oktopeak-clio` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/oktopeak-clio/pull`

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SkillsRegistry indexes agent skills from public registries and GitHub. Skills we have analysed are scanned with Circle-IR and scored on six dimensions; each listing states its scan coverage. More: https://skillsregistry.net/llms.txt