--- title: "Clio Manage MCP server for AI agents - actionlake" description: "Give Claude 313 Clio Manage actions through one MCP server: rate tables, documents, folders. Your agent never holds the credential. 100,000 calls a month free." canonical: https://actionlake.com/connectors/clio-manage updated: 2026-10-22 --- 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 free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/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 ``` - 313 actions in one signed file - 150 read look, never change - 114 write create and update - 49 wait for a yes destructive, 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_token` Access token from one sign-in with your own OAuth app - `refresh_token` Refresh token from the same sign-in; the access token is renewed from it - `client_id` Clio developer application key (Clio Manage > Settings > Developer Applications, or the developer portal for your… - `client_secret` Clio developer application secret - `tenant_host` Where 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 call check { 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_token` `refresh_token` `client_id` `client_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 2026[docs.developers.clio.com](https://docs.developers.clio.com/openapi.json) [docs.developers.clio.com](https://docs.developers.clio.com/clio-manage/api-reference/) **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. - **150** read look, never change - **114** write create and update - **49** destructive wait 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. | Action | What it does | Effect | Same name in | | --- | --- | --- | --- | | `clio_manage.bills.list` Return the data for all Bills | Return the data for all Bills. | read | `finance.invoice.list` 101 connectors | | `clio_manage.bank_accounts.list` Return the data for all BankAccounts | Return the data for all BankAccounts. | read | `finance.bank_account.list` 35 connectors | | `clio_manage.tasks.list` Return the data for all Tasks | Return the data for all Tasks. | read | `work.task.list` 122 connectors | | `clio_manage.users.list` Return the data for all Users | Return the data for all Users. | read | `identity.user.list` 474 connectors | | `clio_manage.matters.list` Return the data for all Matters | Return the data for all Matters. | read | `work.project.list` 109 connectors | | `clio_manage.activities.list` Return the data for all Activities | Return the data for all Activities. | read | `work.time_entry.list` 59 connectors | | `clio_manage.contacts.list` Return the data for all Contacts | Return the data for all Contacts. | read | `crm.contact.list` 177 connectors | | `clio_manage.users.who_am_i` Return the data for the current User | Return the data for the current User. | read | `identity.current_user.get` 307 connectors | | `clio_manage.tasks.create` Create a new Task | Create a new Task. | write | `work.task.create` 127 connectors | | `clio_manage.bills.update` Update a single Bill | Update a single Bill. | write | `finance.invoice.update` 69 connectors | | `clio_manage.matters.create` Create a new Matter | Create a new Matter. | write | `work.project.create` 102 connectors | | `clio_manage.bills.delete` Delete or void a Bill | Delete or void a Bill. | destructive | `finance.invoice.delete` 56 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. Read read Which Clio Manage invoices are more than 30 days overdue? Group them by customer with the total owed. calls `clio_manage.bills.list` 2. Write write Create a new Task in Clio Manage. Show me exactly what you will send before you save it. calls `clio_manage.tasks.create` 3. Across systems read For each customer, how many invoices are in Clio Manage and how many tickets in ConnectWise PSA? calls `clio_manage.bills.list` `connectwise_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](https://actionlake.com/connectors/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](https://actionlake.com/connectors/hubspot-crm) Also mapped by other connectors `identity.user` **517** `crm.contact` **192** `identity.current_user` **142** `work.project` **116** `work.task` **105** `finance.invoice` **91** `comm.event` **47** `work.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 Bill `clio_manage.bills.delete` - Delete a single Task `clio_manage.tasks.delete` - Delete a single Matter `clio_manage.matters.delete` - Delete a single BankAccount `clio_manage.bank_accounts.delete` - Delete a single Activity `clio_manage.activities.delete` - Delete a single Contact `clio_manage.contacts.delete` - Delete a single Folder `clio_manage.folders.delete` - Delete a single CalendarEntry `clio_manage.calendar_entries.delete` - Delete a single Document `clio_manage.documents.delete` - Delete a single Group `clio_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. do clio_manage.bills.delete confirm_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: "lead@example.com" }, { match: "clio_manage.tasks.delete", approver: "lead@example.com" }, { match: "clio_manage.matters.delete", approver: "lead@example.com" } ] } ``` 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. - 1 upstream call per action all 313 Clio Manage actions - 313 actions page each page of a long list is one call - 150 reads can be cached a cache hit costs nothing - 100,000 calls a month, free paid plans from US$49 a month for 250,000 [See pricing](https://actionlake.com/pricing) Action index ## Every Clio Manage action. 313 actions by area: the id your agent calls, what it does, and its effect. **Rate tables 7** - `clio_manage.rate_tables.archive` Archive a rate table write - `clio_manage.rate_tables.create` Create a new rate table write - `clio_manage.rate_tables.get` Return a single rate table read - `clio_manage.rate_tables.list` Return the rate tables visible to the current user read - `clio_manage.rate_tables.delete` Permanently delete a rate table destructive - `clio_manage.rate_tables.unarchive` Unarchive a rate table write - and 1 more in this area **Documents 6** - `clio_manage.documents.create` Create a new Document write - `clio_manage.documents.get` Return the data for a single Document read - `clio_manage.documents.list` Return the data for all Documents read - `clio_manage.documents.update` Update a single Document write - `clio_manage.documents.copy` Copy a Document write - `clio_manage.documents.delete` Delete a single Document destructive **Folders 6** - `clio_manage.folders.create` Create a new Folder write - `clio_manage.folders.get` Return the data for a single Folder read - `clio_manage.folders.list` Return the data for all Folders read - `clio_manage.folders.update` Update a single Folder write - `clio_manage.folders.delete` Delete a single Folder destructive - `clio_manage.folders.list_contents` Return the data of the contents of a Folder read **Report presets 6** - `clio_manage.report_presets.create` Create a new ReportPreset write - `clio_manage.report_presets.generate_report` Generate a new report for a given preset write - `clio_manage.report_presets.get` Return the data for a single ReportPreset read - `clio_manage.report_presets.list` Return the data for all ReportPresets read - `clio_manage.report_presets.delete` Delete a single ReportPreset destructive - `clio_manage.report_presets.update` Update a single ReportPreset write **Task template lists 6** - `clio_manage.task_template_lists.copy` Copy a TaskTemplateList write - `clio_manage.task_template_lists.create` Create a new TaskTemplateList write - `clio_manage.task_template_lists.get` Return the data for a single TaskTemplateList read - `clio_manage.task_template_lists.list` Return the data for all TaskTemplateLists read - `clio_manage.task_template_lists.delete` Delete a single TaskTemplateList destructive - `clio_manage.task_template_lists.update` Update a single TaskTemplateList write **Activities 5** - `clio_manage.activities.create` Create a new Activity write - `clio_manage.activities.get` Return the data for a single Activity read - `clio_manage.activities.list` Return the data for all Activities read - `clio_manage.activities.update` Update a single Activity write - `clio_manage.activities.delete` Delete a single Activity destructive **Activity descriptions 5** - `clio_manage.activity_descriptions.create` Create a new ActivityDescription write - `clio_manage.activity_descriptions.get` Return the data for a single ActivityDescription read - `clio_manage.activity_descriptions.list` Return the data for all ActivityDescriptions read - `clio_manage.activity_descriptions.update` Update a single ActivityDescription write - `clio_manage.activity_descriptions.delete` Delete a single ActivityDescription destructive **Activity rates 5** - `clio_manage.activity_rates.create` Create a new ActivityRate write - `clio_manage.activity_rates.get` Return the data for a single ActivityRate read - `clio_manage.activity_rates.list` Return the data for all ActivityRates read - `clio_manage.activity_rates.update` Update a single ActivityRate write - `clio_manage.activity_rates.delete` Delete a single ActivityRate destructive **Bank accounts 5** - `clio_manage.bank_accounts.create` Create a new BankAccount write - `clio_manage.bank_accounts.get` Return the data for a single BankAccount read - `clio_manage.bank_accounts.list` Return the data for all BankAccounts read - `clio_manage.bank_accounts.update` Update a single BankAccount write - `clio_manage.bank_accounts.delete` Delete a single BankAccount destructive **Bank transactions 5** - `clio_manage.bank_transactions.create` Create a new BankTransaction write - `clio_manage.bank_transactions.get` Return the data for a single BankTransaction read - `clio_manage.bank_transactions.list` Return the data for all BankTransactions read - `clio_manage.bank_transactions.update` Update a single BankTransaction write - `clio_manage.bank_transactions.delete` Delete a single BankTransaction destructive **Bills 5** - `clio_manage.bills.delete` Delete or void a Bill destructive - `clio_manage.bills.get` Return the data for a single Bill read - `clio_manage.bills.list` Return the data for all Bills read - `clio_manage.bills.update` Update a single Bill write - `clio_manage.bills.mark_as_sent` Mark a Bill as sent write **Calendar entries 5** - `clio_manage.calendar_entries.create` Create a new CalendarEntry write - `clio_manage.calendar_entries.get` Return the data for a single CalendarEntry read - `clio_manage.calendar_entries.list` Return the data for all CalendarEntries read - `clio_manage.calendar_entries.update` Update a single CalendarEntry write - `clio_manage.calendar_entries.delete` Delete a single CalendarEntry destructive **Calendar entry event types 5** - `clio_manage.calendar_entry_event_types.create` Create a new calendar entry event type write - `clio_manage.calendar_entry_event_types.get` Return the data for a single calendar entry event type read - `clio_manage.calendar_entry_event_types.list` Return the data for all calendar entry event types read - `clio_manage.calendar_entry_event_types.update` Update a single calendar entry event type write - `clio_manage.calendar_entry_event_types.delete` Delete a single calendar entry event type destructive **Calendars 5** - `clio_manage.calendars.create` Create a new Calendar write - `clio_manage.calendars.get` Return the data for a single Calendar read - `clio_manage.calendars.list` Return the data for all Calendars read - `clio_manage.calendars.update` Update a single Calendar write - `clio_manage.calendars.delete` Delete a single Calendar destructive **Comments 5** - `clio_manage.comments.create` Create a new Comment write - `clio_manage.comments.get` Return the data for a single Comment read - `clio_manage.comments.list` Return the data for all Comments read - `clio_manage.comments.update` Update a single Comment write - `clio_manage.comments.delete` Delete a single Comment destructive **Communications 5** - `clio_manage.communications.create` Create a new Communication write - `clio_manage.communications.get` Return the data for a single Communication read - `clio_manage.communications.list` Return the data for all Communications read - `clio_manage.communications.update` Update a single Communication write - `clio_manage.communications.delete` Delete a single Communication destructive **Contacts 5** - `clio_manage.contacts.create` Create a new Contact write - `clio_manage.contacts.get` Return the data for a single Contact read - `clio_manage.contacts.list` Return the data for all Contacts read - `clio_manage.contacts.update` Update a single Contact write - `clio_manage.contacts.delete` Delete a single Contact destructive **Court rules matter dockets 5** - `clio_manage.court_rules_matter_dockets.create` Creates a matter docket write - `clio_manage.court_rules_matter_dockets.get` Return the data for the matter docket read - `clio_manage.court_rules_matter_dockets.list` Return the data for all matter dockets read - `clio_manage.court_rules_matter_dockets.preview` Preview calendar dates for the docket read - `clio_manage.court_rules_matter_dockets.delete` Deletes the requested matter docket destructive **Custom actions 5** - `clio_manage.custom_actions.create` Create a new CustomAction write - `clio_manage.custom_actions.get` Return the data for a single CustomAction read - `clio_manage.custom_actions.list` Return the data for all CustomActions read - `clio_manage.custom_actions.update` Update a single CustomAction write - `clio_manage.custom_actions.delete` Delete a single CustomAction destructive **Custom field sets 5** - `clio_manage.custom_field_sets.create` Create a new CustomFieldSet write - `clio_manage.custom_field_sets.get` Return the data for a single CustomFieldSet read - `clio_manage.custom_field_sets.list` Return the data for all CustomFieldSets read - `clio_manage.custom_field_sets.update` Update a single CustomFieldSet write - `clio_manage.custom_field_sets.delete` Delete a single CustomFieldSet destructive **Custom fields 5** - `clio_manage.custom_fields.create` Create a new CustomField write - `clio_manage.custom_fields.get` Return the data for a single CustomField read - `clio_manage.custom_fields.list` Return the data for all CustomFields read - `clio_manage.custom_fields.update` Update a single CustomField write - `clio_manage.custom_fields.delete` Delete a single CustomField destructive **Damages 5** - `clio_manage.damages.create` Creating a Damage write - `clio_manage.damages.get` Return a specific Damage read - `clio_manage.damages.list` Return the data for all Damages read - `clio_manage.damages.update` Updating a Damage write - `clio_manage.damages.delete` Deleting a Damage destructive **Document categories 5** - `clio_manage.document_categories.create` Create a new DocumentCategory write - `clio_manage.document_categories.get` Return the data for a single DocumentCategory read - `clio_manage.document_categories.list` Return the data for all DocumentCategories read - `clio_manage.document_categories.update` Update a single DocumentCategory write - `clio_manage.document_categories.delete` Delete a single DocumentCategory destructive **Document templates 5** - `clio_manage.document_templates.create` Create a new DocumentTemplate write - `clio_manage.document_templates.get` Return the data for a single DocumentTemplate read - `clio_manage.document_templates.list` Return the data for all DocumentTemplates read - `clio_manage.document_templates.update` Update a single DocumentTemplate write - `clio_manage.document_templates.delete` Delete a single DocumentTemplate destructive **Expense categories 5** - `clio_manage.expense_categories.create` Create a new ExpenseCategory write - `clio_manage.expense_categories.get` Return the data for a single ExpenseCategory read - `clio_manage.expense_categories.list` Return the data for all ExpenseCategories read - `clio_manage.expense_categories.update` Update a single ExpenseCategory write - `clio_manage.expense_categories.delete` Delete a single ExpenseCategory destructive **Grants 5** - `clio_manage.grants.create` Create a new grant write - `clio_manage.grants.get` Return the data for a single grant read - `clio_manage.grants.list` Return the data for all grants read - `clio_manage.grants.update` Update a single grant write - `clio_manage.grants.delete` Deletes a single grant destructive **Groups 5** - `clio_manage.groups.create` Create a new Group write - `clio_manage.groups.get` Return the data for a single Group read - `clio_manage.groups.list` Return the data for all Groups read - `clio_manage.groups.update` Update a single Group write - `clio_manage.groups.delete` Delete a single Group destructive **Matters 5** - `clio_manage.matters.create` Create a new Matter write - `clio_manage.matters.get` Return the data for a single Matter read - `clio_manage.matters.list` Return the data for all Matters read - `clio_manage.matters.update` Update a single Matter write - `clio_manage.matters.delete` Delete a single Matter destructive **Medical records details 5** - `clio_manage.medical_records_details.create` Creating a Medical Records Detail, Medical Records and Medical Bills write - `clio_manage.medical_records_details.get` Return the data for a single Medical Records Detail read - `clio_manage.medical_records_details.list` Return the data for all Medical Records Details read - `clio_manage.medical_records_details.update` Updating a Medical Records Detail write - `clio_manage.medical_records_details.delete` Destroying a Medical Records Detail destructive **Notes 5** - `clio_manage.notes.create` Create a new Note write - `clio_manage.notes.get` Return the data for a single Note read - `clio_manage.notes.list` Return the data for all Notes read - `clio_manage.notes.update` Update a single Note write - `clio_manage.notes.delete` Delete a single Note destructive 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** This index shows a sample of each area. All 313 actions, with their inputs and prices, are in the [catalogue](https://actionlake.com/console/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. ## More connectors like Clio Manage Shares the most action names with - [Smokeball 42](https://actionlake.com/connectors/smokeball) - [Actionstep 41](https://actionlake.com/connectors/actionstep) - [FreeAgent 37](https://actionlake.com/connectors/freeagent) - [Holded 32](https://actionlake.com/connectors/holded) - [Harvest 27](https://actionlake.com/connectors/harvest) - [Hubstaff 20](https://actionlake.com/connectors/hubstaff) Joins with, on shared entities - [Filevine 8](https://actionlake.com/connectors/filevine) - [Fergus 7](https://actionlake.com/connectors/fergus) - [HaloPSA 6](https://actionlake.com/connectors/halopsa) - [Teamwork 6](https://actionlake.com/connectors/teamwork) - [Productive.io 6](https://actionlake.com/connectors/productive-io) - [Kantata 6](https://actionlake.com/connectors/kantata) Browse - [All Accounting & finance connectors](https://actionlake.com/connectors/category/accounting-and-finance) - [All connectors](https://actionlake.com/connectors) - [How actionlake compares](https://actionlake.com/compare) 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. ## Give your agent Clio Manage today. [Connect Clio Manage free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free. --- Source: https://actionlake.com/connectors/clio-manage More: https://actionlake.com/llms.txt