🧪 Community ✓ Claude Code ✓ Claude Desktop Standalone • Clio
Clio
Clio Manage — legal practice management: matters, contacts, time/expense activities, tasks, documents (metadata), calendar, and billing
Installation
Install this plugin individually:
/plugin marketplace add wyre-technology/msp-claude-plugins --plugin clio Or install all MSP plugins at once:
/plugin marketplace add wyre-technology/msp-claude-plugins Features
- Contact Management
- Matters
- Time Billing
Skills
This plugin provides 4 skills that teach Claude about Clio:
| Skill | Description |
|---|---|
contacts | Use this skill when creating, updating, searching, or reasoning about Clio contacts — the people and companies connected to matters. |
matters | Use this skill when creating, updating, searching, or reasoning about Clio matters — the case/client-file object that almost everything else in Clio hangs off of. |
time-billing | Use this skill when logging time or expense activities against a Clio matter, or when reading (not writing) bills. |
api-patterns | Use this skill when working with the Clio Manage MCP tools — OAuth 2.0 Authorization Code connection via Conduit, the matters-as-hub data model, decision-tree tool navigation, pagination, and the deliberate v1 scope limits (no delete anywhere, documents metadata-only, communications/ calendar/bills read-only). |
Commands
Available slash commands:
| Command | Description |
|---|---|
/log-time | Log a time entry (billable activity) against a Clio matter |
/matter-summary | Consolidated view of one Clio matter — contacts, open tasks, recent activities, recent communications, and bills |
/search-contacts | Search Clio contacts by name, company, or email |
/search-matters | Search or list Clio matters by name/client and status |
API Reference
| Base URL | |
| Authentication | |
| Rate Limit | |
| Documentation |
Example Usage
Log a time entry (billable activity) against a Clio matter
/log-timeConsolidated view of one Clio matter — contacts, open tasks, recent activities, recent communications, and bills
/matter-summarySearch Clio contacts by name, company, or email
/search-contactsSearch or list Clio matters by name/client and status
/search-mattersUsing Skills
/skill clio:contacts
Use this skill when creating, updating, searching, or reasoning about Clio contacts — the people and companies connected to matters.