Connect Claude to Clio: 34 tools for matters, custom fields, notes, documents, folders, billing.
To add clio-mcp to Claude, run the install command below or copy the ready-made config for Claude Code, Claude Desktop, Cursor and VS Code further down. Restart your client after adding it and its tools show up in your next conversation. It needs 9 environment variables, listed below.
Install
npx -y @oktopeak/clio-mcp@2.2.0Environment variables
CLIO_CLIENT_IDSet in your MCP configCLIO_CLIENT_SECRETSet in your MCP configENCRYPTION_KEYSet in your MCP configCLIO_REDIRECT_PORTSet in your MCP configCLIO_REGIONSet in your MCP configREAD_ONLYSet in your MCP configCLIO_API_BASESet in your MCP configCLIO_AUTH_URLSet in your MCP configCLIO_TOKEN_URLSet in your MCP configInstall with your client
claude mcp add clio --env CLIO_CLIENT_ID=<YOUR_CLIO_CLIENT_ID> --env CLIO_CLIENT_SECRET=<YOUR_CLIO_CLIENT_SECRET> --env ENCRYPTION_KEY=<YOUR_ENCRYPTION_KEY> --env CLIO_REDIRECT_PORT=<YOUR_CLIO_REDIRECT_PORT> --env CLIO_REGION=<YOUR_CLIO_REGION> --env READ_ONLY=<YOUR_READ_ONLY> --env CLIO_API_BASE=<YOUR_CLIO_API_BASE> --env CLIO_AUTH_URL=<YOUR_CLIO_AUTH_URL> --env CLIO_TOKEN_URL=<YOUR_CLIO_TOKEN_URL> -- npx -y @oktopeak/clio-mcp@2.2.0
Run this in a terminal to add the server to Claude Code.
What this does
clio-mcp exposes a set of tools to Claude over the Model Context Protocol. After you add it to claude_desktop_config.json (snippet above) and restart Claude Desktop, those tools become callable inside any conversation.
Requirements
This server needs the following environment variables to be set before it can run:
CLIO_CLIENT_ID CLIO_CLIENT_SECRET ENCRYPTION_KEY CLIO_REDIRECT_PORT CLIO_REGION READ_ONLY CLIO_API_BASE CLIO_AUTH_URL CLIO_TOKEN_URL
Set these via the env object in your MCP config (see claude_desktop_config.json snippet above).
Frequently asked questions
How do I install clio-mcp?
Run the Claude Code command in the install section to add clio-mcp to Claude Code, or copy the ready-made config for your client from the install section on this page. Restart your client afterwards and the tools appear in your next conversation.
Which clients work with clio-mcp?
This page carries setup and config for Claude Code, Claude Desktop, Cursor and VS Code. Any other MCP client that accepts a standard server config can connect to clio-mcp as well.
Does clio-mcp need an API key?
Yes. Before it can run, set these environment variables: CLIO_CLIENT_ID, CLIO_CLIENT_SECRET, ENCRYPTION_KEY, CLIO_REDIRECT_PORT, CLIO_REGION, READ_ONLY, CLIO_API_BASE, CLIO_AUTH_URL, CLIO_TOKEN_URL. They go in the env block of your MCP config.
Imported from the Official MCP Registry. The details above come from the registry entry; the maker can claim this listing to correct them, add docs, and see its traffic.
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