# Clio Manage MCP connector

The Clio Manage connector lets Claude, ChatGPT, Cursor and the Elaichi Agent read and update time entries, activity rates, bank accounts and bank transactions in Clio Manage, with each person signed in as themselves and every call logged.

Source: https://elaichi.ai/connectors/clio/

## Facts

| | |
| --- | --- |
| Application | Clio Manage |
| Category | CRM |
| AI tools | 304 |
| Authentication | Connects over OAuth |
| Bring your own OAuth app | Yes |
| MCP endpoint | https://api.elaichi.ai/mcp |
| Works with | Claude, ChatGPT, Cursor, any MCP client, and the Elaichi Agent |
| Tools advertised by name | No. Connected tools are never listed one by one, however few there are. The endpoint advertises `search_tools` and `execute_tool` instead |

## What you can ask once Clio Manage is connected

- Log 0.5 hours on the Henderson matter for today's client call
- Show my time entries from this week that are still unbilled
- Which bank transactions posted to the trust account yesterday?

## Connect Clio Manage in Elaichi

This happens once for the organization, before any client is involved.

1. Open Connections, choose Add connection, and pick Clio Manage.
2. Optionally set Share with, then press Connect.
3. Supply your own Clio Manage app, then approve. Clio Manage needs an OAuth app you register yourself, so bring its client ID and secret. One person does this once for the organization.

Credentials are vaulted and nobody, including the AI, reads them back. The connection becomes a toolbox immediately, so you can curate which Clio Manage tools are exposed, rename them, or freeze arguments before anyone points a client at it.

## Clio Manage MCP connector for Claude

Endpoint: https://api.elaichi.ai/mcp

1. Open Customize, then Connectors.
2. Press Add.
3. Name it, paste the MCP server URL, then Continue.
4. Sign in and approve.

On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.

## Clio Manage MCP connector for ChatGPT

Endpoint: https://api.elaichi.ai/mcp

1. Open Plugins, then press the + button.
2. Name it and paste the endpoint into Server URL.
3. Leave Authentication on OAuth, then tick the risk acknowledgement.
4. Press Create, then sign in and approve.

Works on the web today. The plugin directory lives at chatgpt.com/plugins.

## Clio Manage MCP connector for Cursor

Endpoint: https://api.elaichi.ai/mcp

1. Open `~/.cursor/mcp.json`.
2. Add the endpoint under `mcpServers`.
3. Reload Cursor, then sign in and approve.

Set up per machine, so repeat it on each computer you work from.

## Connect Clio Manage to any MCP client

Endpoint: https://api.elaichi.ai/mcp

1. Add the endpoint as a remote MCP server.
2. Sign in and approve.

The Elaichi Agent already has these tools, with nothing to set up.

## What the consent screen decides

Every scope the client asks for starts ticked except "Delete data and remove access", which you tick yourself. Calling a Clio Manage tool needs "Run your connected tools". Over MCP there is no trusted place to confirm a write in the moment, so the consent screen is the standing approval rather than a formality. Think hard before granting Delete, which reaches into connected apps and cannot be undone.

## What teams do with Clio Manage through Elaichi

### Log the time right after the call

Attorneys. Tell the agent what you just did and for which matter, and a time entry with the right rate lands in Clio Manage before you open the next file.

### Tidy time entries before the billing run

Paralegals. Pull up every entry for a matter, fix the descriptions and durations that are off, and remove the duplicates without clicking through each one.

### Check rates before invoices go out

Billing. Ask which activity rates apply to a client or a timekeeper and update the ones that changed with the new engagement letter.

### Review bank transactions without leaving your chat

Accounting. List yesterday's transactions on the trust and operating accounts, record the ones that are missing, and spot anything that does not match the bank statement.

### Keep activity descriptions consistent across the firm

Office management. See every activity description in use, rename the ones people keep typing differently, and add the standard ones a new practice group needs.

### See where payments were allocated

Partners. Ask how a payment was allocated across bills and matters and get the answer from live Clio Manage records rather than a forwarded screenshot.

## Elaichi vs Zapier MCP vs Composio for Clio Manage

All three can connect Clio Manage to an AI assistant, and all three have admin controls. They differ in where access lives and how you pay.

| What to check | Elaichi | Zapier MCP | Composio |
| --- | --- | --- | --- |
| Where the AI connects | One address for the whole organization. Endpoint: https://api.elaichi.ai/mcp | A server per member, created at sign-in. | An MCP endpoint per team, or an SDK. |
| Control over Clio Manage tools | Allow or restrict single Clio Manage tools, per role or user. | App and action restrictions on the account. | Role permissions, down to the action. |
| Record of calls | One audit entry per Clio Manage call. | A History tab of tool calls. | A log of every tool call. |
| Single sign-on | SAML or OIDC, plus SCIM, on Gold. | SAML on Enterprise. | SAML and OIDC on Enterprise. |
| Price | $15 per user per month. | 2 tasks per successful call. | Billed per tool call. |

Sources: Zapier MCP [docs](https://docs.zapier.com/mcp/get-started/quickstart), [security](https://docs.zapier.com/mcp/manage/security), [usage](https://docs.zapier.com/mcp/features/usage); Composio [docs](https://docs.composio.dev/docs/composio-connect), [gateway](https://composio.dev/mcp-gateway), [enterprise](https://composio.dev/enterprise), [pricing](https://composio.dev/pricing). Checked September 2026.

Longer take: [Zapier MCP alternative](/blog/zapier-mcp-alternative/) and [when you don't need an MCP gateway](/blog/when-you-dont-need-an-mcp-gateway/).

## Frequently asked questions

### How do I connect Clio Manage to Claude?

Connect Clio Manage in Elaichi first. Clio Manage asks your firm to register an OAuth application inside Clio Manage, so one administrator brings that client ID and secret once, and after that everyone else simply signs in with their own Clio Manage login. Then in Claude go to Customize, then Connectors, then Add, and paste https://api.elaichi.ai/mcp. Claude signs in through Elaichi and Clio Manage is ready to use.

### Does Clio Manage work with ChatGPT and Cursor as well as Claude?

Yes. Once Clio Manage is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, any other MCP client and the Elaichi Agent. You connect Clio Manage once and every client picks it up.

### What can an AI agent actually do with my Clio Manage data?

It can log, look up, correct and remove time entries and expenses in Clio Manage, check and change activity rates, keep activity descriptions tidy, and review allocations. It can also list your bank accounts and record or review bank transactions. Short, concrete asks such as "log 0.3 hours on the Patel matter for today's call" work better than long paragraphs.

### Does connecting Clio Manage give the AI access to every matter?

No. The AI works inside the Clio Manage access of the person who signed in, so a paralegal who cannot see a matter in Clio Manage cannot see it through the agent either. Elaichi can narrow that access further for a team or a role, and it never widens it beyond what Clio Manage already allows.

### Can my team share one Clio Manage connection?

Yes. One person connects Clio Manage in Elaichi and shares it with a team, and nobody else has to handle the client ID, the secret or any credential. Each teammate still signs in as themselves, so every time entry or transaction they touch is logged under their own name.

### Can I stop an agent from deleting or changing things in Clio Manage?

Yes. Restrictions in Elaichi work per action, so you can allow reading time entries and bank transactions while blocking deletes or updates. A restricted action is left out of the tool list the AI client sees, so it cannot be called no matter how the prompt is worded.

### What happens to a Clio Manage connection when someone leaves?

Offboarding that person in Elaichi ends their access to Clio Manage through every AI client at once. A connection they shared with the team keeps working for everyone else. If you want Clio Manage gone entirely, disconnecting it once in Elaichi removes it from Claude, ChatGPT, Cursor and every other client.

### Does the Clio Manage MCP connector work with Gemini, Codex, Claude Code or other MCP clients?

Yes. Clio Manage is reached over the same MCP endpoint every client uses, so anything that speaks MCP can call it — Gemini, Codex, Claude Code, Windsurf, Cline, Zed and OpenCode among them — alongside Claude, ChatGPT, Cursor, and the Elaichi Agent. The tools on offer and the access behind them are identical whichever client asks. Only the setup screen differs.

### Is Elaichi an alternative to Zapier MCP for Clio Manage?

Yes. Both let Claude, ChatGPT or Cursor use Clio Manage. Zapier MCP fits a team that already automates in Zapier, since each person signs in and acts as themselves in that account. Elaichi fits when IT wants one address for the whole company, per-tool rules by role, and a record of every Clio Manage call.

### How is Elaichi different from Composio for Clio Manage?

Composio gives AI agents tools and sign-in handling across 1,000+ apps, for developers building agents or people using an assistant, billed per tool call. Elaichi gives a company's own people governed access to Clio Manage: one address, restrictions per role or user, and $15 per user per month. Both have role permissions and a log of every call.

## All 304 Clio Manage tools

Every tool below is callable through https://api.elaichi.ai/mcp once Clio Manage is connected, subject to the toolbox it is in and the restrictions on the caller.

- **List all Clio Manage activities** (List). List Clio Activities: time entries, expense entries, hard/soft cost entries, and fixed fees. Filter by matter, user, task, date range, status, and entry type. Returns type, date, quantity, price, total, and billing state. Max 200 per page.
- **Create a Clio Manage activity** (Create). Create a new Clio Activity — a TimeEntry, ExpenseEntry, HardCostEntry, SoftCostEntry, or FixedFee. Returns the created record: id, type, date, quantity, price, total, note. Billable entries on matters requiring UTBMS codes must carry them or the call returns 422. Required: data.
- **Get single Clio Manage activity by ID** (Get). Get a single Clio Activity (time entry, expense entry, or fixed fee) by id. Returns the record's id, type, date, quantity, price, total, note, and its matter and user associations. Required: id.
- **Update a Clio Manage activity by ID** (Update). Update a single Clio Activity (time entry, expense entry, or fixed fee) by id. Returns the updated record: id, type, date, quantity, price, total, note, non_billable. Billable entries on matters requiring UTBMS codes must carry them or the call returns 422. Required: id, data.
- **Delete a Clio Manage activity by ID** (Delete). Delete a single Clio Activity (time entry, expense entry, or fixed fee) by id. Returns an empty 204 response on success. Required: id.
- **List all Clio Manage activity rates** (List). List all Clio ActivityRates. Returns each rate with id, rate, flat_rate, user, group, and timestamps. Max 200 per page.
- **Create a Clio Manage activity rate** (Create). Create a new Clio ActivityRate. Returns the created ActivityRate with id, rate, flat_rate, and timestamps. Required: data.
- **Get single Clio Manage activity rate by ID** (Get). Get a single Clio ActivityRate by id. Returns the ActivityRate with id, rate, flat_rate, user, group, and timestamps. Required: id.
- **Update a Clio Manage activity rate by ID** (Update). Update a Clio ActivityRate by id. Returns the updated ActivityRate with id, rate, flat_rate, and timestamps. Required: id, data.
- **Delete a Clio Manage activity rate by ID** (Delete). Delete a Clio ActivityRate by id. Returns an empty 204 response on success. Required: id.
- **List all Clio Manage activity descriptions** (List). List all ActivityDescriptions (custom Time Entry templates) in Clio. Returns each record's id, name, rate, currency, and groups. Supports optional filters; no parameters are required.
- **Create a Clio Manage activity description** (Create). Create a new ActivityDescription (custom Time Entry template) in Clio to standardize and pre-fill time entry notes. Returns the created record including id, name, rate, currency, and groups.name). Required: data.
- **Get single Clio Manage activity description by ID** (Get). Get a single ActivityDescription (custom Time Entry template) in Clio by id. Returns: id, etag, name, description, visible_to_co_counsel, created_at, updated_at, type, utbms_activity_id, utbms_task_name, utbms_task_id, xero_service_code, accessible_to_user, category_type, currency, groups, rate, utbms_task, utbms_activity. Required: id.
- **Update a Clio Manage activity description by ID** (Update). Update a single ActivityDescription in Clio by id. Returns the updated record including id, name, rate, currency, and groups. Required: id, data.
- **Delete a Clio Manage activity description by ID** (Delete). Delete an ActivityDescription (custom Time Entry template) in Clio by id. Returns an empty 204 response on success. Required: id.
- **List all Clio Manage allocations** (List). List Clio Allocations, the records that link Payments and Credit Notes to Bills. Filter by bill_id, matter_id, contact_id, parent_id, or date range. Returns amount, interest, date, and the linked bill.
- **Get single Clio Manage allocation by ID** (Get). Get a single Clio Allocation by id, the record that links a Payment or Credit Note to a Bill. Returns amount, interest, date, voided_at, and the linked bill, matter, and contact. Required: id.
- **List all Clio Manage bank accounts** (List). List Clio bank accounts, which mirror the firm's accounts at its financial institution. Returns name, type, balance, currency, institution, and account details.
- **Create a Clio Manage bank account** (Create). Create a new Clio bank account that mirrors the firm's account at its financial institution. Returns the created account with id, name, type, balance, and timestamps. Required: data.
- **Get single Clio Manage bank account by ID** (Get). Get a single Clio bank account by id. Returns name, type, balance, currency, institution, holder, and account details. Required: id.
- **Update a Clio Manage bank account by ID** (Update). Update a Clio bank account by id, such as its name, account number, or default-account flag. Returns the updated account with id, name, type, balance, and timestamps. Required: id, data.
- **Delete a Clio Manage bank account by ID** (Delete). Delete a Clio bank account by id. Returns an empty 204 response on success. Required: id.
- **List all Clio Manage bank transactions** (List). List bank transactions in Clio, filterable by bank account, client, matter, type, reconciliation status, and created/updated time. Returns each transaction's id, amount, date, currency, description, source, client, matter, bank_account, created_at, and updated_at.
- **Create a Clio Manage bank transaction** (Create). Create a new bank transaction in Clio. Returns the created transaction record including id, amount, date, currency, description, source, client, matter, bank_account, created_at, and updated_at. Required: data.
- **Get single Clio Manage bank transaction by ID** (Get). Get a single bank transaction in Clio by id. Returns the transaction record including id, amount, date, currency, description, source, client, matter, bank_account, created_at, and updated_at. Required: id.
- **Update a Clio Manage bank transaction by ID** (Update). Update a single bank transaction in Clio by id. Returns the updated transaction record including id, amount, date, currency, description, source, client, matter, bank_account, created_at, and updated_at. Required: id, data.
- **Delete a Clio Manage bank transaction by ID** (Delete). Delete a single bank transaction in Clio by id. Returns an empty 204 response on success. Required: id.
- **Get single Clio Manage bank transfer by ID** (Get). Get the data for a single BankTransfer in Clio by id. Returns the BankTransfer record including its id. Required: id.
- **Create a Clio Manage matter transfer** (Create). Create a new MatterTransfer in Clio to move funds between a source and destination matter. Returns: id, etag, description, amount, type, date, primary_authorizer, secondary_authorizer, created_at, updated_at, source_matter, destination_matter, client, bank_account. Required: data.
- **Get single Clio Manage matter transfer by ID** (Get). Get the data for a single MatterTransfer in Clio by id. Returns: id, etag, description, amount, type, date, primary_authorizer, secondary_authorizer, created_at, updated_at, source_matter, destination_matter, client, bank_account. Required: id.
- **Update a Clio Manage matter transfer by ID** (Update). Update a single MatterTransfer in Clio by id. Returns the updated MatterTransfer's id and matter details (id, display_number, redaction status). Pass etag in the data object for optimistic concurrency control. Required: id, data.
- **List all Clio Manage bill themes** (List). List all Clio BillThemes. Returns each theme's id, name, default, config, and timestamps. Filter by created_since, updated_since, or ids. Max 200 records per page.
- **Update a Clio Manage bill theme by ID** (Update). Update a single Clio BillTheme by id. Returns the updated BillTheme with id, name, default, config, and timestamps. Optionally pass the record's etag in the IF-MATCH header to update only if it still matches. Required: id, data.
- **List all Clio Manage billable clients** (List). List Billable Clients in Clio: clients with outstanding Bills on their matters. Filter by client_id, matter_id, attorneys, unbilled-activity date range, custom field values, and status. Returns unbilled_hours, unbilled_amount, and amount_in_trust. Max 25 per page.
- **List all Clio Manage billable matters IDS** (List). List the unique identifiers of all billable matters in Clio. Returns each record's id plus its matter object (matter.id, display_number, and the redacted flag shown when the caller lacks full Matter access). No required parameters; results are retrieved asynchronously.
- **List all Clio Manage billable matters** (List). List Clio billable matters: matters that have unbilled activities. Filter by client, matter, attorneys, matter status, and unbilled-activity date range. Returns display_number, client, unbilled_hours, unbilled_amount, and amount_in_trust.
- **List all Clio Manage bills** (List). List bills in Clio — statements of what a firm's clients owe for a billing period, including fees, expenses, and taxes. Returns: id, number, state, due_at, issued_at, balance, created_at, updated_at.
- **Clio Manage bills preview** (Action). Get the pre-rendered HTML preview of a Clio Bill, including the CSS it needs, for display in an iframe. Clio documents no response fields for this endpoint. Required: bill_id.
- **Clio Manage bills mark as sent** (Action). Record that a Clio Bill was sent to the client, by LEDES eBilling, postal mail, manual email, or another method. Marking a sent Bill again adds another sent event. Pass the method as the sent_method query parameter. Clio returns no response body on success. Required: bill_id.
- **Get single Clio Manage bill by ID** (Get). Get a single Clio Bill by id. Returns number, state, kind, issued_at, due_at, total, balance, paid, and tax fields. Use the fields parameter to choose which fields are returned. Required: id.
- **Update a Clio Manage bill by ID** (Update). Update a single Clio bill by id — e.g. its memo, number, due_at, discount, interest, tax_rate, or state. Returns the updated bill with id, number, state, due_at, issued_at, and balance. Required: id, data.
- **Delete a Clio Manage bill by ID** (Delete). Delete or void a Clio bill by id. Only bills with no recorded payments qualify: draft or awaiting-approval bills are transitioned to deleted, unpaid bills to void. Returns an empty 204 response on success. Required: id.
- **List all Clio Manage calendar entries** (List). List Clio calendar entries (appointments and deadlines) across calendars you can view, with filters for calendar, matter, event type, date range, recurrence expansion, and text search. Returns entries with id, summary, description, start_at, end_at, all_day, attendees, matter, and time_entries.
- **Create a Clio Manage calendar entry** (Create). Create a new Clio calendar entry (appointment or deadline) on a calendar. Returns the created entry with id, summary, description, start_at, end_at, location, all_day, recurrence_rule, attendees, matter, and time_entries. Dates before January 1, 1900 UTC are pulled forward to 1900. Required: data.
- **Get single Clio Manage calendar entry by ID** (Get). Get a single Clio calendar entry (appointment or deadline) by id. Returns the entry with id, summary, description, start_at, end_at, location, all_day, recurrence_rule, attendees, matter, and time_entries. Required: id.
- **Update a Clio Manage calendar entry by ID** (Update). Update a single Clio calendar entry by id. Returns the updated entry with its summary, start and end times, location, attendees, and matter. Required: id, data.
- **Delete a Clio Manage calendar entry by ID** (Delete). Delete a Clio calendar entry by id. Returns an empty 204 response on success. Required: id.
- **List all Clio Manage calendar entry event types** (List). List all Clio calendar entry event types. Returns records with id, etag, created_at, and updated_at. Up to 200 per page.
- **Create a Clio Manage calendar entry event type** (Create). Create a new calendar entry event type in Clio. Returns: id, etag, created_at, updated_at. Required: data.
- **Get single Clio Manage calendar entry event type by ID** (Get). Get a single calendar entry event type in Clio by id. Returns: id, etag, created_at, updated_at. Required: id.
- ...and 254 more tools. Call `tools/list` via the MCP endpoint, or see the full catalog via the API, for the complete set.