🧪 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 | Clio contacts -- the people and companies connected to matters: person vs. company contact types, and how a contact relates to the matters they are party to (client, opposing party, witness, and other roles). |
matters | Clio matters -- the case/client-file object that almost everything else in Clio hangs off of: the matter status lifecycle, linking a matter to a client contact, practice areas, custom fields, and matter numbering. |
time-billing | Clio time and expense activities logged against a matter: the activities domain's create-only lifecycle, the billing-read / time-entry-write split, and why billing mutations are out of scope for v1. |
api-patterns | Clio Manage MCP fundamentals: OAuth 2.0 Authorization Code connection via Conduit, region selection, 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
Clio contacts -- the people and companies connected to matters: person vs. company contact types, and how a contact relates to the matters they are party to (client, opposing party, witness, and other roles).