Clio MCP Server

MCP server integration for Clio’s legal practice management and CRM platform, enabling MCP-compatible agents to work with legal matters and contacts.

• Brand: Clio
• Category: Business & Commerce – MCP Servers
• Tags: practice-management, legal, CRM

Overview

The Clio MCP Server is a static MCP endpoint, provided via Pipedream Connect, that allows MCP-compatible chat clients and agents to connect to Clio’s legal software environment. Users authenticate when adding the server to their chosen application, enabling agent-based interactions with Clio data (such as legal matters and contacts) through the MCP protocol.

Features

• Static MCP endpoint

  • Single MCP server URL usable across all clients.
  • Central configuration point for connecting MCP-compatible tools.

• Authentication at client setup

  • Users authenticate when adding the server to their application rather than using client-specific URLs.

• Clio legal platform integration

  • Designed for Clio’s legal practice management and legal CRM platform.
  • Intended to enable MCP agents to work with legal matters and contacts (as supported by Clio’s underlying APIs and the MCP implementation).

• Multi-client compatibility

  • Works with any MCP-compatible chat client that supports adding custom MCP servers.

• Pipedream Connect infrastructure

  • Hosted and powered by Pipedream Connect.
  • Uses Pipedream’s backend to expose the MCP server.

MCP Server URL

Use the following static URL as the MCP server endpoint (for all clients):

https://mcp.pipedream.net/v2

Authentication occurs when you add this server to your chosen MCP-compatible application.

Setup

• Add https://mcp.pipedream.net/v2 as an MCP server in your chat client.
• Complete the client’s authentication flow when prompted.
• Optionally refer to the provider’s configuration documentation for detailed setup steps.

Pricing

The provided content does not specify any pricing or plan information for the Clio MCP Server.