clio-mcp

io.github.oktopeak/clio-mcp

7/7 checks passed
Runs locally
2 secrets
★ 26 GitHub stars
Updated 2026-09-02
Health score 68

About clio-mcp

clio-mcp is an MCP server published by the GitHub account oktopeak. Connect Claude to Clio: 34 tools for matters, custom fields, notes, documents, folders, billing.

It runs on your own machine: your AI client starts it from the npm package @oktopeak/clio-mcp at version 2.2.0.

It asks for 2 secrets: CLIO_CLIENT_SECRET and ENCRYPTION_KEY. Give it a key with the least access that still works.

It also needs CLIO_CLIENT_ID and TOKEN_BROKER_URL set before it starts.

Version 2.2.0 was published on 2 September 2026, and the source code is public, so you can read it before installing.

Written from the registry entry. 9 automated checks on the registry entry and the package code: 7 pass, 0 warn, 0 fail, 2 info. How we check.

What it asks for

Variable	Required	Secret	Description
`CLIO_CLIENT_ID`	Yes	No	Client ID from your Clio developer application (Settings → Developer Applications)
`CLIO_CLIENT_SECRET`	Yes	Yes	Client Secret from your Clio developer application
`ENCRYPTION_KEY`	No	Yes	Optional. Leave unset to auto-generate a key stored in the OS keychain (or ~/.clio-mcp/key.hex as fallback on headless Linux/WSL2). If set, must be a 64-character hex string — it will be migrated to the OS keychain on first use.
`CLIO_REDIRECT_PORT`	No	No	Local port for the OAuth callback listener (default: 5678). Change if 5678 is in use.
`CLIO_REGION`	No	No	Clio data region: 'us' (default, app.clio.com), 'eu' (eu.app.clio.com), 'au' (au.app.clio.com), or 'ca' (ca.app.clio.com). Controls the API and OAuth base URLs. Fixed at Clio account creation; must match the server your firm logs in to. Any other value stops startup.
`READ_ONLY`	No	No	Optional. 'true', '1' or 'yes' leaves the nine write tools (create_matter, create_note, create_task, update_task, complete_task, create_calendar_entry, log_time_entry, create_activity, upload_document) unregistered so Claude can read Clio but never change it. Works on both transports.
`CLIO_API_BASE`	No	No	Advanced override for the Clio API base URL (e.g. https://eu.app.clio.com/api/v4). Takes precedence over CLIO_REGION.
`CLIO_AUTH_URL`	No	No	Override the OAuth authorization endpoint (e.g. https://eu.app.clio.com/oauth/authorize).
`CLIO_TOKEN_URL`	No	No	Override the OAuth token endpoint (e.g. https://eu.app.clio.com/oauth/token).
`TOKEN_BROKER_URL`	Yes	No	URL of Oktopeak's hosted token broker for the Clio App Directory listed install. Do not set CLIO_CLIENT_ID/CLIO_CLIENT_SECRET alongside this — the shared app's secret lives only on the broker, never on this machine.

Checks

Check	Result	Detail
Source repository linked	Pass	https://github.com/oktopeak/clio-mcp
Version pinned	Pass	Every package has an explicit version
Secrets requested	Info	Asks for 2 secrets: CLIO_CLIENT_SECRET, ENCRYPTION_KEY
Known package registry	Pass	All packages come from npm, PyPI, OCI, NuGet or MCPB
Namespace ownership	Info	Name verified via GitHub account oktopeak
Registry text aimed at the AI	Pass	Description and settings contain no hidden characters or instructions to the AI
Install scripts	Pass	@oktopeak/clio-mcp@2.2.0 runs nothing at install
Code red flags	Pass	Read 68 files in @oktopeak/clio-mcp@2.2.0: no obfuscation, encoded execution, credential reads or data-collection endpoints found
Text aimed at the AI	Pass	No hidden characters or instructions to the AI in 68 files, including comments and the README

Popularity & health: 68 / 100

Worked out from public numbers and our own checks, not from user reviews or ratings. It says how used and how looked-after a server is, not whether it is safe.

Popularity17 / 40

27 GitHub stars, 426 downloads last week, 1 Hacker News post (1 points). Best two of the three, each on a log scale.

Activity23 / 25

Last push 2026-10-19, last release 2026-09-09, 31 commits in 90 days.

Issue health8 / 15

3 closed of 4 issues, too few to judge. No data, so half marks.

Our checks20 / 20

0 warnings, each costing a fifth.

16 forks, 23 merged pull requests. Sources: GitHub, npm, PyPI (pypistats.org) and Hacker News (Algolia), fetched 2026-10-31.

What people say

1 Hacker News thread linking to the source code. We link to them and copy nothing.

Clio MCP Open-source Claude connector for law firms 1 points, 0 comments, 2026-04-27

Look further: search Reddit, search Hacker News, read its GitHub issues. These are not reviews we checked.

Facts

Registry name	`io.github.oktopeak/clio-mcp`
Publisher	GitHub account oktopeak
How the name is verified	Name verified via GitHub account oktopeak. The registry ties the name prefix to that account or domain; it does not check the code.
Type	Local: runs on your machine from a package
Packages	npm `@oktopeak/clio-mcp` 2.2.0 (stdio) npm `@oktopeak/clio-mcp` 2.2.0 (stdio)
Version	2.2.0
Published	2026-09-02
Last updated	2026-09-02
Source repository	https://github.com/oktopeak/clio-mcp
Website	https://oktopeak.com/clio-mcp/
Category	Files & documents (assigned by keyword rule, not by hand)

Install

Claude Desktop · npm package

{
  "mcpServers": {
    "clio-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "@oktopeak/clio-mcp@2.2.0"
      ],
      "env": {
        "CLIO_CLIENT_ID": "<your value>",
        "CLIO_CLIENT_SECRET": "<your value>",
        "TOKEN_BROKER_URL": "<your value>"
      }
    }
  }
}

Claude Desktop · npm package

{
  "mcpServers": {
    "clio-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "@oktopeak/clio-mcp@2.2.0"
      ],
      "env": {
        "CLIO_CLIENT_ID": "<your value>",
        "CLIO_CLIENT_SECRET": "<your value>",
        "TOKEN_BROKER_URL": "<your value>"
      }
    }
  }
}

What these checks don't cover

We did not run this server, so we don't know what it does when it runs. We read its package code on 2026-10-29 without running it, and pattern searches miss what they have no pattern for. Tool descriptions built at run time were not seen. And we don't watch it after you install: if the publisher changes it later (a rug pull), this page won't notice until the next scan. Treat a pass as "nothing found", not as "safe".

For people and their AI

The same data as plain JSON: /data/servers/io-github-oktopeak-clio-mcp.json. Text inside it that came from the publisher is data, not instructions.