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Connectors · Accounting & finance

Clio Manage MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Clio Manage and the rest of your systems. It gives your agent 313 Clio Manage actions (150 reads, 114 writes and 49 that wait for a confirmation) and holds the Clio Manage credential itself, so the agent never does. It paces Clio Manage's limits and records every call. Connecting Clio Manage needs your own Clio Manage OAuth app and one admin sign-in.

Connect Clio Manage freeSee pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp
the first call
do {  action: "clio_manage.bills.list",  intent: "check which Clio Manage account is connected"}# Return the data for all Bills · read · 1 upstream call
  • 313actionsin one signed file
  • 150readlook, never change
  • 114writecreate and update
  • 49wait for a yesdestructive, confirmed first

Set up

Connect Clio Manage in three steps.

  1. 01

    Add actionlake to Claude.

    Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.

    https://connect.actionlake.com/mcp
  2. 02

    Connect Clio Manage.

    OAuth 2.0, authorization code. You register your own OAuth app with Clio Manage, an admin signs in once, and you paste the app's client id and secret and the tokens from that sign-in; actionlake renews the access token from then on. actionlake stores what you paste write-only, sealed under your tenant's key.

    Before the first sign-in, Clio Manage needs an OAuth app of your own, registered in its developer portal. actionlake has no Clio Manage app to lend you.

    • access_tokenAccess token from one sign-in with your own OAuth app
    • refresh_tokenRefresh token from the same sign-in; the access token is renewed from it
    • client_idClio developer application key (Clio Manage > Settings > Developer Applications, or the developer portal for your…
    • client_secretClio developer application secret
    • tenant_hostWhere your Clio Manage lives: your tenant host
    account { op: "connections.requirements", service: "clio_manage" }
# free: exactly what to paste, and what is found for you
  3. 03

    Make the first call. Check before a write.

    Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

    do    { action: "clio_manage.bills.list" }# return the data for all bills · read · 1 upstream callcheck { action: "clio_manage.tasks.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Clio Manage at a glance

Sign-in
OAuth 2.0, authorization code. You register your own OAuth app with Clio Manage, an admin signs in once, and you paste the app's client id and secret and the tokens from that sign-in; actionlake renews the access token from then on.
You provide
access_tokenrefresh_tokenclient_idclient_secret
Setup fields
tenant_host
Limits we pace to
50 calls a minute, per connection
API covered
Clio API v4 (v4; OpenAPI 3.0)app.clio.com/api/v4
Built from
Clio Manage's documentation, read 22 October 2026docs.developers.clio.comdocs.developers.clio.com
Service file
Version 1.0.0, signed (Ed25519)
Cached reads
150 of 150 reads, for up to 5 minutes; a write clears what it affects
Shared entities
12, so ask can line Clio Manage up with your other systems
Data
Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Clio Manage.

313 actions in 95 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

  • 150readlook, never change
  • 114writecreate and update
  • 49destructivewait for a confirmation

  1. Rate tables

    7

    2 read · 4 write · 1 destructive

    Create a new rate table · Return the rate tables visible to the current user · Archive a rate table · Return a single rate table

  2. Documents

    6

    2 read · 3 write · 1 destructive

    Return the data for all Documents · Create a new Document · Return the data for a single Document · Update a single Document

  3. Folders

    6

    3 read · 2 write · 1 destructive

    Return the data for all Folders · Create a new Folder · Update a single Folder · Return the data for a single Folder

  4. Report presets

    6

    2 read · 3 write · 1 destructive

    Create a new ReportPreset · Generate a new report for a given preset · Return the data for all ReportPresets · Return the data for a single ReportPreset

  5. Task template lists

    6

    2 read · 3 write · 1 destructive

    Copy a TaskTemplateList · Create a new TaskTemplateList · Return the data for all TaskTemplateLists · Return the data for a single TaskTemplateList

  6. Activities

    5

    2 read · 2 write · 1 destructive

    Return the data for all Activities · Create a new Activity · Update a single Activity · Return the data for a single Activity

  7. Activity descriptions

    5

    2 read · 2 write · 1 destructive

    Create a new ActivityDescription · Return the data for all ActivityDescriptions · Return the data for a single ActivityDescription · Update a single ActivityDescription

  8. Activity rates

    5

    2 read · 2 write · 1 destructive

    Create a new ActivityRate · Return the data for all ActivityRates · Return the data for a single ActivityRate · Update a single ActivityRate

87 more areas · 267 actions
  • Bank accounts 5
  • Bank transactions 5
  • Bills 5
  • Calendar entries 5
  • Calendar entry event types 5
  • Calendars 5
  • Comments 5
  • Communications 5
  • Contacts 5
  • Court rules matter dockets 5
  • Custom actions 5
  • Custom field sets 5
  • Custom fields 5
  • Damages 5
  • Document categories 5
  • Document templates 5
  • Expense categories 5
  • Grants 5
  • Groups 5
  • Matters 5
  • Medical records details 5
  • Notes 5
  • Practice areas 5
  • Relationships 5
  • Reminders 5
  • Report schedules 5
  • Safe custody records 5
  • Settings text snippets 5
  • Task templates 5
  • Tasks 5
  • Tax rate configurations 5
  • Webhooks 5
  • Clio payments links 4
  • Grant funding sources 4
  • Safe custody packets 4
  • Task types 4
  • Conversation messages 3
  • Conversations 3
  • Document automations 3
  • Internal notifications my events 3
  • Line items 3
  • Matter transfers 3
  • Rate table categories 3
  • Rate table timekeepers 3
  • Reports 3
  • Task calendars 3
  • Timer 3
  • Users 3
  • Allocations 2
  • Bill themes 2
  • Billable matters 2
  • Clio payments payments 2
  • Court rules jurisdiction triggers 2
  • Court rules jurisdictions 2
  • Court rules service types 2
  • Credit memos 2
  • Document archives 2
  • Document versions 2
  • Interest charges 2
  • Medical bills 2
  • Medical records 2
  • Safe custody locations 2
  • Trust line items 2
  • Utbms codes 2
  • Bank transfers 1
  • Billable clients 1
  • Contact email addresses 1
  • Contact phone numbers 1
  • Currencies 1
  • Internal notifications event metrics 1
  • Lauk civil certificated rates 1
  • Lauk civil controlled rates 1
  • Lauk criminal controlled rates 1
  • Lauk expense categories 1
  • Log entries 1
  • Matter client 1
  • Matter contacts 1
  • Matter protected funds 1
  • Matter related contacts 1
  • Matter stages 1
  • Outstanding client balances 1
  • Protected funds 1
  • Rate table assignments 1
  • Rate table rates 1
  • Settings billing 1
  • Trust requests 1
  • Utbms sets 1

Top actions

The Clio Manage API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 83 of Clio Manage's 83 action names are shared with at least one other connector, so an agent learns them once.

ActionWhat it doesEffectSame name in
clio_manage.bills.listReturn the data for all BillsReturn the data for all Bills.readfinance.invoice.list101 connectors
clio_manage.bank_accounts.listReturn the data for all BankAccountsReturn the data for all BankAccounts.readfinance.bank_account.list35 connectors
clio_manage.tasks.listReturn the data for all TasksReturn the data for all Tasks.readwork.task.list122 connectors
clio_manage.users.listReturn the data for all UsersReturn the data for all Users.readidentity.user.list474 connectors
clio_manage.matters.listReturn the data for all MattersReturn the data for all Matters.readwork.project.list109 connectors
clio_manage.activities.listReturn the data for all ActivitiesReturn the data for all Activities.readwork.time_entry.list59 connectors
clio_manage.contacts.listReturn the data for all ContactsReturn the data for all Contacts.readcrm.contact.list177 connectors
clio_manage.users.who_am_iReturn the data for the current UserReturn the data for the current User.readidentity.current_user.get307 connectors
clio_manage.tasks.createCreate a new TaskCreate a new Task.writework.task.create127 connectors
clio_manage.bills.updateUpdate a single BillUpdate a single Bill.writefinance.invoice.update69 connectors
clio_manage.matters.createCreate a new MatterCreate a new Matter.writework.project.create102 connectors
clio_manage.bills.deleteDelete or void a BillDelete or void a Bill.destructivefinance.invoice.delete56 connectors

Try it

Prompts to paste into Claude.

Each one names the Clio Manage actions it will call, so you know what it reads and what it changes before you send it.

  1. Readread

    Which Clio Manage invoices are more than 30 days overdue? Group them by customer with the total owed.

    callsclio_manage.bills.list

  2. Writewrite

    Create a new Task in Clio Manage. Show me exactly what you will send before you save it.

    callsclio_manage.tasks.create

  3. Across systemsread

    For each customer, how many invoices are in Clio Manage and how many tickets in ConnectWise PSA?

    callsclio_manage.bills.listconnectwise_manage.tickets.list

Across your systems

Clio Manage, joined to the rest of your business.

One ask fetches from Clio Manage and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

  • For each customer, how many invoices are in Clio Manage and how many tickets in ConnectWise PSA?

    clio_manage.bills.list + connectwise_manage.tickets.list, on crm.company · ConnectWise PSA

  • For each customer, how many invoices are in Clio Manage and how many tickets in HubSpot CRM?

    clio_manage.bills.list + hubspot_crm.tickets.list, on crm.company · HubSpot CRM

Also mapped by other connectorsidentity.user 517crm.contact 192identity.current_user 142work.project 116work.task 105finance.invoice 91comm.event 47work.time_entry 40
ask
ask {  intent: "for each customer, how many invoices are in Clio Manage and how many tickets in ConnectWise PSA",  steps: [    { action: "clio_manage.bills.list", as: "inv", input: {}, limit: 100, max_pages: 5 },    { action: "connectwise_manage.tickets.list", as: "tix", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "inv",        right: "tix",        on: "crm.company",        group_by: "inv.company_name",        select: ["inv.company_name", "count(inv.id) as invoices", "count(tix.id) as tickets"]    } }  ]}
Example. Run it through check first: it validates the steps and prices them, and it is free.

Governance for Clio Manage

Destructive actions wait for a yes.

49 Clio Manage actions are destructive. The first 10:

  • Delete or void a Billclio_manage.bills.delete
  • Delete a single Taskclio_manage.tasks.delete
  • Delete a single Matterclio_manage.matters.delete
  • Delete a single BankAccountclio_manage.bank_accounts.delete
  • Delete a single Activityclio_manage.activities.delete
  • Delete a single Contactclio_manage.contacts.delete
  • Delete a single Folderclio_manage.folders.delete
  • Delete a single CalendarEntryclio_manage.calendar_entries.delete
  • Delete a single Documentclio_manage.documents.delete
  • Delete a single Groupclio_manage.groups.delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

doclio_manage.bills.deleteconfirm_policy: human

Delete or void a Bill?

intent: the user asked me to delete or void a Bill

run suspended · waiting for a named person · key clio-manage-agent cannot confirm itself
In the console, or from an emailed signed link.
a key for this connector
account {  op: "keys.create", name: "clio-manage-agent",  allowed_actions: ["clio_manage.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "clio_manage.bills.delete", approver: "[email protected]" },    { match: "clio_manage.tasks.delete", approver: "[email protected]" },    { match: "clio_manage.matters.delete", approver: "[email protected]" }  ]}
Illustrative. Scoped to Clio Manage only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Clio Manage costs on actionlake.

Every Clio Manage action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Clio Manage refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

  • 1upstream call per actionall 313 Clio Manage actions
  • 313actions pageeach page of a long list is one call
  • 150reads can be cacheda cache hit costs nothing
  • 100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Clio Manage action.

313 actions by area: the id your agent calls, what it does, and its effect.

Rate tables7
  • clio_manage.rate_tables.archiveArchive a rate tablewrite
  • clio_manage.rate_tables.createCreate a new rate tablewrite
  • clio_manage.rate_tables.getReturn a single rate tableread
  • clio_manage.rate_tables.listReturn the rate tables visible to the current userread
  • clio_manage.rate_tables.deletePermanently delete a rate tabledestructive
  • clio_manage.rate_tables.unarchiveUnarchive a rate tablewrite
  • and 1 more in this area
Documents6
  • clio_manage.documents.createCreate a new Documentwrite
  • clio_manage.documents.getReturn the data for a single Documentread
  • clio_manage.documents.listReturn the data for all Documentsread
  • clio_manage.documents.updateUpdate a single Documentwrite
  • clio_manage.documents.copyCopy a Documentwrite
  • clio_manage.documents.deleteDelete a single Documentdestructive
Folders6
  • clio_manage.folders.createCreate a new Folderwrite
  • clio_manage.folders.getReturn the data for a single Folderread
  • clio_manage.folders.listReturn the data for all Foldersread
  • clio_manage.folders.updateUpdate a single Folderwrite
  • clio_manage.folders.deleteDelete a single Folderdestructive
  • clio_manage.folders.list_contentsReturn the data of the contents of a Folderread
Report presets6
  • clio_manage.report_presets.createCreate a new ReportPresetwrite
  • clio_manage.report_presets.generate_reportGenerate a new report for a given presetwrite
  • clio_manage.report_presets.getReturn the data for a single ReportPresetread
  • clio_manage.report_presets.listReturn the data for all ReportPresetsread
  • clio_manage.report_presets.deleteDelete a single ReportPresetdestructive
  • clio_manage.report_presets.updateUpdate a single ReportPresetwrite
Task template lists6
  • clio_manage.task_template_lists.copyCopy a TaskTemplateListwrite
  • clio_manage.task_template_lists.createCreate a new TaskTemplateListwrite
  • clio_manage.task_template_lists.getReturn the data for a single TaskTemplateListread
  • clio_manage.task_template_lists.listReturn the data for all TaskTemplateListsread
  • clio_manage.task_template_lists.deleteDelete a single TaskTemplateListdestructive
  • clio_manage.task_template_lists.updateUpdate a single TaskTemplateListwrite
Activities5
  • clio_manage.activities.createCreate a new Activitywrite
  • clio_manage.activities.getReturn the data for a single Activityread
  • clio_manage.activities.listReturn the data for all Activitiesread
  • clio_manage.activities.updateUpdate a single Activitywrite
  • clio_manage.activities.deleteDelete a single Activitydestructive
Activity descriptions5
  • clio_manage.activity_descriptions.createCreate a new ActivityDescriptionwrite
  • clio_manage.activity_descriptions.getReturn the data for a single ActivityDescriptionread
  • clio_manage.activity_descriptions.listReturn the data for all ActivityDescriptionsread
  • clio_manage.activity_descriptions.updateUpdate a single ActivityDescriptionwrite
  • clio_manage.activity_descriptions.deleteDelete a single ActivityDescriptiondestructive
Activity rates5
  • clio_manage.activity_rates.createCreate a new ActivityRatewrite
  • clio_manage.activity_rates.getReturn the data for a single ActivityRateread
  • clio_manage.activity_rates.listReturn the data for all ActivityRatesread
  • clio_manage.activity_rates.updateUpdate a single ActivityRatewrite
  • clio_manage.activity_rates.deleteDelete a single ActivityRatedestructive
Bank accounts5
  • clio_manage.bank_accounts.createCreate a new BankAccountwrite
  • clio_manage.bank_accounts.getReturn the data for a single BankAccountread
  • clio_manage.bank_accounts.listReturn the data for all BankAccountsread
  • clio_manage.bank_accounts.updateUpdate a single BankAccountwrite
  • clio_manage.bank_accounts.deleteDelete a single BankAccountdestructive
Bank transactions5
  • clio_manage.bank_transactions.createCreate a new BankTransactionwrite
  • clio_manage.bank_transactions.getReturn the data for a single BankTransactionread
  • clio_manage.bank_transactions.listReturn the data for all BankTransactionsread
  • clio_manage.bank_transactions.updateUpdate a single BankTransactionwrite
  • clio_manage.bank_transactions.deleteDelete a single BankTransactiondestructive
Bills5
  • clio_manage.bills.deleteDelete or void a Billdestructive
  • clio_manage.bills.getReturn the data for a single Billread
  • clio_manage.bills.listReturn the data for all Billsread
  • clio_manage.bills.updateUpdate a single Billwrite
  • clio_manage.bills.mark_as_sentMark a Bill as sentwrite
Calendar entries5
  • clio_manage.calendar_entries.createCreate a new CalendarEntrywrite
  • clio_manage.calendar_entries.getReturn the data for a single CalendarEntryread
  • clio_manage.calendar_entries.listReturn the data for all CalendarEntriesread
  • clio_manage.calendar_entries.updateUpdate a single CalendarEntrywrite
  • clio_manage.calendar_entries.deleteDelete a single CalendarEntrydestructive
Calendar entry event types5
  • clio_manage.calendar_entry_event_types.createCreate a new calendar entry event typewrite
  • clio_manage.calendar_entry_event_types.getReturn the data for a single calendar entry event typeread
  • clio_manage.calendar_entry_event_types.listReturn the data for all calendar entry event typesread
  • clio_manage.calendar_entry_event_types.updateUpdate a single calendar entry event typewrite
  • clio_manage.calendar_entry_event_types.deleteDelete a single calendar entry event typedestructive
Calendars5
  • clio_manage.calendars.createCreate a new Calendarwrite
  • clio_manage.calendars.getReturn the data for a single Calendarread
  • clio_manage.calendars.listReturn the data for all Calendarsread
  • clio_manage.calendars.updateUpdate a single Calendarwrite
  • clio_manage.calendars.deleteDelete a single Calendardestructive
Comments5
  • clio_manage.comments.createCreate a new Commentwrite
  • clio_manage.comments.getReturn the data for a single Commentread
  • clio_manage.comments.listReturn the data for all Commentsread
  • clio_manage.comments.updateUpdate a single Commentwrite
  • clio_manage.comments.deleteDelete a single Commentdestructive
Communications5
  • clio_manage.communications.createCreate a new Communicationwrite
  • clio_manage.communications.getReturn the data for a single Communicationread
  • clio_manage.communications.listReturn the data for all Communicationsread
  • clio_manage.communications.updateUpdate a single Communicationwrite
  • clio_manage.communications.deleteDelete a single Communicationdestructive
Contacts5
  • clio_manage.contacts.createCreate a new Contactwrite
  • clio_manage.contacts.getReturn the data for a single Contactread
  • clio_manage.contacts.listReturn the data for all Contactsread
  • clio_manage.contacts.updateUpdate a single Contactwrite
  • clio_manage.contacts.deleteDelete a single Contactdestructive
Court rules matter dockets5
  • clio_manage.court_rules_matter_dockets.createCreates a matter docketwrite
  • clio_manage.court_rules_matter_dockets.getReturn the data for the matter docketread
  • clio_manage.court_rules_matter_dockets.listReturn the data for all matter docketsread
  • clio_manage.court_rules_matter_dockets.previewPreview calendar dates for the docketread
  • clio_manage.court_rules_matter_dockets.deleteDeletes the requested matter docketdestructive
Custom actions5
  • clio_manage.custom_actions.createCreate a new CustomActionwrite
  • clio_manage.custom_actions.getReturn the data for a single CustomActionread
  • clio_manage.custom_actions.listReturn the data for all CustomActionsread
  • clio_manage.custom_actions.updateUpdate a single CustomActionwrite
  • clio_manage.custom_actions.deleteDelete a single CustomActiondestructive
Custom field sets5
  • clio_manage.custom_field_sets.createCreate a new CustomFieldSetwrite
  • clio_manage.custom_field_sets.getReturn the data for a single CustomFieldSetread
  • clio_manage.custom_field_sets.listReturn the data for all CustomFieldSetsread
  • clio_manage.custom_field_sets.updateUpdate a single CustomFieldSetwrite
  • clio_manage.custom_field_sets.deleteDelete a single CustomFieldSetdestructive
Custom fields5
  • clio_manage.custom_fields.createCreate a new CustomFieldwrite
  • clio_manage.custom_fields.getReturn the data for a single CustomFieldread
  • clio_manage.custom_fields.listReturn the data for all CustomFieldsread
  • clio_manage.custom_fields.updateUpdate a single CustomFieldwrite
  • clio_manage.custom_fields.deleteDelete a single CustomFielddestructive
Damages5
  • clio_manage.damages.createCreating a Damagewrite
  • clio_manage.damages.getReturn a specific Damageread
  • clio_manage.damages.listReturn the data for all Damagesread
  • clio_manage.damages.updateUpdating a Damagewrite
  • clio_manage.damages.deleteDeleting a Damagedestructive
Document categories5
  • clio_manage.document_categories.createCreate a new DocumentCategorywrite
  • clio_manage.document_categories.getReturn the data for a single DocumentCategoryread
  • clio_manage.document_categories.listReturn the data for all DocumentCategoriesread
  • clio_manage.document_categories.updateUpdate a single DocumentCategorywrite
  • clio_manage.document_categories.deleteDelete a single DocumentCategorydestructive
Document templates5
  • clio_manage.document_templates.createCreate a new DocumentTemplatewrite
  • clio_manage.document_templates.getReturn the data for a single DocumentTemplateread
  • clio_manage.document_templates.listReturn the data for all DocumentTemplatesread
  • clio_manage.document_templates.updateUpdate a single DocumentTemplatewrite
  • clio_manage.document_templates.deleteDelete a single DocumentTemplatedestructive
Expense categories5
  • clio_manage.expense_categories.createCreate a new ExpenseCategorywrite
  • clio_manage.expense_categories.getReturn the data for a single ExpenseCategoryread
  • clio_manage.expense_categories.listReturn the data for all ExpenseCategoriesread
  • clio_manage.expense_categories.updateUpdate a single ExpenseCategorywrite
  • clio_manage.expense_categories.deleteDelete a single ExpenseCategorydestructive
Grants5
  • clio_manage.grants.createCreate a new grantwrite
  • clio_manage.grants.getReturn the data for a single grantread
  • clio_manage.grants.listReturn the data for all grantsread
  • clio_manage.grants.updateUpdate a single grantwrite
  • clio_manage.grants.deleteDeletes a single grantdestructive
Groups5
  • clio_manage.groups.createCreate a new Groupwrite
  • clio_manage.groups.getReturn the data for a single Groupread
  • clio_manage.groups.listReturn the data for all Groupsread
  • clio_manage.groups.updateUpdate a single Groupwrite
  • clio_manage.groups.deleteDelete a single Groupdestructive
Matters5
  • clio_manage.matters.createCreate a new Matterwrite
  • clio_manage.matters.getReturn the data for a single Matterread
  • clio_manage.matters.listReturn the data for all Mattersread
  • clio_manage.matters.updateUpdate a single Matterwrite
  • clio_manage.matters.deleteDelete a single Matterdestructive
Medical records details5
  • clio_manage.medical_records_details.createCreating a Medical Records Detail, Medical Records and Medical Billswrite
  • clio_manage.medical_records_details.getReturn the data for a single Medical Records Detailread
  • clio_manage.medical_records_details.listReturn the data for all Medical Records Detailsread
  • clio_manage.medical_records_details.updateUpdating a Medical Records Detailwrite
  • clio_manage.medical_records_details.deleteDestroying a Medical Records Detaildestructive
Notes5
  • clio_manage.notes.createCreate a new Notewrite
  • clio_manage.notes.getReturn the data for a single Noteread
  • clio_manage.notes.listReturn the data for all Notesread
  • clio_manage.notes.updateUpdate a single Notewrite
  • clio_manage.notes.deleteDelete a single Notedestructive

Practice areas 5Relationships 5Reminders 5Report schedules 5Safe custody records 5Settings text snippets 5Task templates 5Tasks 5Tax rate configurations 5Webhooks 5Clio payments links 4Grant funding sources 4Safe custody packets 4Task types 4Conversation messages 3Conversations 3Document automations 3Internal notifications my events 3Line items 3Matter transfers 3Rate table categories 3Rate table timekeepers 3Reports 3Task calendars 3Timer 3Users 3Allocations 2Bill themes 2Billable matters 2Clio payments payments 2Court rules jurisdiction triggers 2Court rules jurisdictions 2Court rules service types 2Credit memos 2Document archives 2Document versions 2Interest charges 2Medical bills 2Medical records 2Safe custody locations 2Trust line items 2Utbms codes 2Bank transfers 1Billable clients 1Contact email addresses 1Contact phone numbers 1Currencies 1Internal notifications event metrics 1Lauk civil certificated rates 1Lauk civil controlled rates 1Lauk criminal controlled rates 1Lauk expense categories 1Log entries 1Matter client 1Matter contacts 1Matter protected funds 1Matter related contacts 1Matter stages 1Outstanding client balances 1Protected funds 1Rate table assignments 1Rate table rates 1Settings billing 1Trust requests 1Utbms sets 1

This index shows a sample of each area. All 313 actions, with their inputs and prices, are in the catalogue, which a free sandbox key can search.

Questions

The Clio Manage MCP server, answered.

Is there a Clio Manage MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 313 Clio Manage actions across rate tables, documents, folders and report presets, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Clio Manage.

What do I need to connect Clio Manage?

Your own Clio Manage OAuth app, registered with Clio Manage (its client id and client secret), and the access and refresh tokens from one admin sign-in. actionlake has no Clio Manage app of its own, so this is not a one-step consent. actionlake renews the access token as it expires. Plus your tenant host. The free call account { op: "connections.requirements", service: "clio_manage" } lists exactly what to paste.

Can an AI agent delete or change things in Clio Manage?

Only if its key allows it, and only with an explicit confirmation. 49 Clio Manage actions are destructive, including delete or void a Bill, delete a single Task and delete a single Matter. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Clio Manage API limit?

actionlake paces every call to the limits in the Clio Manage service file: 50 calls a minute per connection. Repeated reads are answered from cache (150 Clio Manage actions can be), which never reaches Clio Manage.

What does a Clio Manage action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (313 Clio Manage actions page). Cache hits, searches, dry runs and calls Clio Manage refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Clio Manage API does it cover?

The Clio API v4 (v4; OpenAPI 3.0) at app.clio.com/api/v4 by default, or the base URL set when you connect. It is built from Clio Manage's documentation as read on 22 October 2026. 313 actions in 95 areas, each one in the signed service file (version 1.0.0).

Can I combine Clio Manage with my other systems?

Yes. ask joins Clio Manage to ConnectWise PSA or HubSpot CRM on the same customer and returns the answer rather than every row. Clio Manage maps crm.contact, which 192 other connectors also map.

Does actionlake keep my Clio Manage data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Clio Manage credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

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actionlake is independent. It is not made or endorsed by Clio Manage; the name is the vendor's own. Counts are from the Clio Manage service file, version 1.0.0.

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Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.