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clio MCP Server: Tools, Setup for Claude Code, Cursor & More

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Getnpm@oktopeak/clio-mcpoktopeak/clio-mcp

Connect Claude to Clio: 34 tools for matters, custom fields, notes, documents, folders, billing.

Works in

12 should work

Tap an app to see how to set it up and any known problems.

Install clio MCP

Claude Code

  1. 1

    Copy this prompt.

    Add the clio MCP server to Claude Code. Run this command:
    
    claude mcp add clio -e CLIO_CLIENT_ID=<CLIO_CLIENT_ID> -e CLIO_CLIENT_SECRET=<CLIO_CLIENT_SECRET> -e TOKEN_BROKER_URL=<TOKEN_BROKER_URL> -- npx -y @oktopeak/clio-mcp
    
    Ask me for CLIO_CLIENT_ID, CLIO_CLIENT_SECRET, TOKEN_BROKER_URL and only put the values in that config, nowhere else.
    
    Then check that it loaded and tell me if I need to sign in or restart.
  2. 2

    Paste it into Claude Code. It shows the change and asks before running it.

Requires Node.js.

Built from the package data we hold. Not yet tested by us.

Tools

We don't list clio MCP's tools here yet. After you connect it, ask your assistant "What can you do with clio MCP?" to see them.

Security advisories

none published

No published security advisories as of Nov 1, 2026.

Information

updated Nov 2, 2026

Publisher
Community
Package
@oktopeak/clio-mcp
Registry
npm
Transport
stdio
Version
2.2.0
License
MIT
Last commit
Oct 19, 2026
Open issues
1
Listed in
Official MCP registry

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Facts from the official MCP registry, GitHub, npm, PyPI and the Docker catalog. Updated Nov 2, 2026.