Connects Claude Desktop to Clio's practice management API with 26 tools spanning matters, contacts, tasks, calendar, documents, and billing. Built specifically for law firms that need to keep client data out of chat windows while still querying live case information. Ships with AES-256-GCM encrypted token storage, append-only audit logs for ABA Opinion 512 compliance, and OAuth 2.0 flow. All traffic stays local between your machine and Clio's servers with no relay service. Supports both stdio and SSE transports. Useful if you're already running Clio and want Claude to pull matter details, check task lists, or look up contact information without copy-pasting privileged data into prompts.
claude mcp add --transport stdio oktopeak-clio-mcp uvx clio-mcp