Clio MCP Server: Install & Setup

Install Clio in Claude Code

npm

Claude Code

claude mcp add clio -e CLIO_CLIENT_ID=... -e CLIO_CLIENT_SECRET=... -- npx -y @oktopeak/clio-mcp

mcp.json (Claude Desktop, Cursor, VS Code, Windsurf)

{
  "mcpServers": {
    "clio": {
      "command": "npx",
      "args": [
        "-y",
        "@oktopeak/clio-mcp"
      ],
      "env": {
        "CLIO_CLIENT_ID": "...",
        "CLIO_CLIENT_SECRET": "..."
      }
    }
  }
}

npm

Claude Code

claude mcp add clio -e TOKEN_BROKER_URL=... -- npx -y @oktopeak/clio-mcp

mcp.json (Claude Desktop, Cursor, VS Code, Windsurf)

{
  "mcpServers": {
    "clio": {
      "command": "npx",
      "args": [
        "-y",
        "@oktopeak/clio-mcp"
      ],
      "env": {
        "TOKEN_BROKER_URL": "..."
      }
    }
  }
}

Replace each ... with your own value.

Frequently asked questions

What does the Clio MCP server do?

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

Is the Clio MCP server free?

The server is free, but you will likely need an account. The server itself is free, but it connects to a service that needs an account or API key, which may have paid tiers. Check the provider for current pricing.

Does Clio run locally or remotely?

Local. Runs on your machine (stdio). You install it with npx, uvx, Docker or from source.

How do I add Clio to Claude Code?

Run: claude mcp add clio -e CLIO_CLIENT_ID=... -e CLIO_CLIENT_SECRET=... -- npx -y @oktopeak/clio-mcp

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