Clio MCP by usefulapi

Fetch the Clio user this access token belongs to — name, email, subscription type, time zone and default_calendar_id (needed to create calendar entries). A cheap way to confirm the token and region are right. Clio: GET /users/who_am_i.json.

{
  "type": "object",
  "properties": {
    "fields": {
      "description": "Override the returned fields: a comma-separated list, nested resources in braces one level deep, e.g. id,name,matter{id,display_number}. Omit for a sensible default.",
      "type": "string",
      "maxLength": 1000
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

List the firm's Clio users (attorneys and staff) — use their ids for responsible attorneys, time entries and task assignees. Clio: GET /users.json.

{
  "type": "object",
  "properties": {
    "name": {
      "description": "Only users with this name.",
      "type": "string"
    },
    "enabled": {
      "description": "Only enabled (true) or disabled (false) users.",
      "type": "boolean"
    },
    "subscription_type": {
      "description": "Only attorneys or non-attorneys.",
      "type": "string",
      "enum": [
        "attorney",
        "nonattorney"
      ]
    },
    "role": {
      "description": "Only users with this role.",
      "type": "string",
      "enum": [
        "admin",
        "accounts",
        "billing",
        "reports"
      ]
    },
    "fields": {
      "description": "Override the returned fields: a comma-separated list, nested resources in braces one level deep, e.g. id,name,matter{id,display_number}. Omit for a sensible default.",
      "type": "string",
      "maxLength": 1000
    },
    "limit": {
      "description": "Records per page, 1-2000 (default 50).",
      "type": "integer",
      "minimum": 1,
      "maximum": 2000
    },
    "page_token": {
      "description": "next_page.page_token from the previous page. Omit for the first page.",
      "type": "string"
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

Search and list matters (the firm's cases) with their client, practice area, responsible attorney and status. `query` wildcard-matches matter number or description and the client's name; custom_field_id + custom_field_value filter by one of the firm's custom fields (e.g. a court case number). Clio: GET /matters.json.

{
  "type": "object",
  "properties": {
    "query": {
      "description": "Wildcard search on display number, number, description, or the client's name.",
      "type": "string"
    },
    "status": {
      "description": "open, closed or pending — or several comma-separated, e.g. open,pending.",
      "type": "string"
    },
    "client_id": {
      "description": "Only this client's (contact id) matters.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "responsible_attorney_id": {
      "description": "Only matters with this responsible attorney (user id).",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "originating_attorney_id": {
      "description": "Only matters with this originating attorney (user id).",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "practice_area_id": {
      "description": "Only matters in this practice area.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "billable": {
      "description": "Only billable (true) or non-billable (false) matters.",
      "type": "boolean"
    },
    "custom_field_id": {
      "description": "Only records whose custom field with this id (from clio_list_custom_fields) matches custom_field_value.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "custom_field_value": {
      "description": "The value to match. Checkbox: true or false; picklist: the option id; contact or matter field: the record id; date: YYYY-MM-DD. Text, checkbox, picklist, contact and matter fields always match exactly.",
      "type": "string",
      "minLength": 1,
      "maxLength": 500
    },
    "custom_field_operator": {
      "description": "Required for currency, date, time and numeric fields (= for an exact match); leave it out for every other field type.",
      "type": "string",
      "enum": [
        "=",
        "<",
        ">",
        "<=",
        ">="
      ]
    },
    "updated_since": {
      "description": "Only records updated after this ISO-8601 timestamp, e.g. 2026-09-01T00:00:00Z.",
      "type": "string"
    },
    "order": {
      "description": "Sort order. Default id(asc), the only order that allows unlimited cursor paging.",
      "type": "string",
      "enum": [
        "id(asc)",
        "id(desc)",
        "display_number(asc)",
        "display_number(desc)",
        "open_date(asc)",
        "open_date(desc)",
        "close_date(asc)",
        "close_date(desc)",
        "updated_at(asc)",
        "updated_at(desc)",
        "created_at(asc)",
        "created_at(desc)",
        "client.name(asc)",
        "client.name(desc)"
      ]
    },
    "fields": {
      "description": "Override the returned fields: a comma-separated list, nested resources in braces one level deep, e.g. id,name,matter{id,display_number}. Omit for a sensible default.",
      "type": "string",
      "maxLength": 1000
    },
    "limit": {
      "description": "Records per page, 1-200 (default 50).",
      "type": "integer",
      "minimum": 1,
      "maximum": 200
    },
    "page_token": {
      "description": "next_page.page_token from the previous page. Omit for the first page.",
      "type": "string"
    },
    "offset": {
      "description": "next_page.offset from the previous page (used when a custom order is set; capped at 10,000 records).",
      "type": "integer",
      "minimum": 0,
      "maximum": 9007199254740991
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

Fetch a single matter by id, with its client, practice area, stage, attorneys and custom field values (field_name + value; a picklist value is an option id, see clio_list_custom_fields). Clio: GET /matters/{id}.json.

{
  "type": "object",
  "properties": {
    "matter_id": {
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991,
      "description": "The matter's numeric Clio id."
    },
    "fields": {
      "description": "Override the returned fields: a comma-separated list, nested resources in braces one level deep, e.g. id,name,matter{id,display_number}. Omit for a sensible default.",
      "type": "string",
      "maxLength": 1000
    }
  },
  "required": [
    "matter_id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

Search and list contacts — clients, prospective clients, companies, opposing parties and co-counsel. `query` wildcard-matches name, email, phone, address and more; custom_field_id + custom_field_value filter by one of the firm's custom fields. Clio: GET /contacts.json.

{
  "type": "object",
  "properties": {
    "query": {
      "description": "Wildcard search across name, title, email, phone, address, web site and custom fields.",
      "type": "string"
    },
    "type": {
      "description": "Only people or only companies.",
      "type": "string",
      "enum": [
        "Person",
        "Company"
      ]
    },
    "client_only": {
      "description": "Only contacts who are clients.",
      "type": "boolean"
    },
    "email_only": {
      "description": "Only contacts that have an email address.",
      "type": "boolean"
    },
    "initial": {
      "description": "Only contacts whose last name or company name starts with this letter (A-Z).",
      "type": "string",
      "minLength": 1,
      "maxLength": 1
    },
    "custom_field_id": {
      "description": "Only records whose custom field with this id (from clio_list_custom_fields) matches custom_field_value.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "custom_field_value": {
      "description": "The value to match. Checkbox: true or false; picklist: the option id; contact or matter field: the record id; date: YYYY-MM-DD. Text, checkbox, picklist, contact and matter fields always match exactly.",
      "type": "string",
      "minLength": 1,
      "maxLength": 500
    },
    "custom_field_operator": {
      "description": "Required for currency, date, time and numeric fields (= for an exact match); leave it out for every other field type.",
      "type": "string",
      "enum": [
        "=",
        "<",
        ">",
        "<=",
        ">="
      ]
    },
    "updated_since": {
      "description": "Only records updated after this ISO-8601 timestamp, e.g. 2026-09-01T00:00:00Z.",
      "type": "string"
    },
    "order": {
      "description": "Sort order. Default id(asc).",
      "type": "string",
      "enum": [
        "id(asc)",
        "id(desc)",
        "name(asc)",
        "name(desc)"
      ]
    },
    "fields": {
      "description": "Override the returned fields: a comma-separated list, nested resources in braces one level deep, e.g. id,name,matter{id,display_number}. Omit for a sensible default.",
      "type": "string",
      "maxLength": 1000
    },
    "limit": {
      "description": "Records per page, 1-200 (default 50).",
      "type": "integer",
      "minimum": 1,
      "maximum": 200
    },
    "page_token": {
      "description": "next_page.page_token from the previous page. Omit for the first page.",
      "type": "string"
    },
    "offset": {
      "description": "next_page.offset from the previous page (used when a custom order is set; capped at 10,000 records).",
      "type": "integer",
      "minimum": 0,
      "maximum": 9007199254740991
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

Fetch a single contact by id with all email addresses, phone numbers, postal addresses, web sites and custom field values (field_name + value; a picklist value is an option id, see clio_list_custom_fields). Clio: GET /contacts/{id}.json.

{
  "type": "object",
  "properties": {
    "contact_id": {
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991,
      "description": "The contact's numeric Clio id."
    },
    "fields": {
      "description": "Override the returned fields: a comma-separated list, nested resources in braces one level deep, e.g. id,name,matter{id,display_number}. Omit for a sensible default.",
      "type": "string",
      "maxLength": 1000
    }
  },
  "required": [
    "contact_id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

List activities — time entries, expense entries and fixed fees — with hours, rate, total and billing status. Filter by matter, user, type, status or date range. `quantity` is in seconds; `quantity_in_hours` is hours. Clio: GET /activities.json.

{
  "type": "object",
  "properties": {
    "matter_id": {
      "description": "Only this matter's activities.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "user_id": {
      "description": "Only this user's activities.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "type": {
      "description": "Only this kind of activity.",
      "type": "string",
      "enum": [
        "TimeEntry",
        "ExpenseEntry",
        "HardCostEntry",
        "SoftCostEntry",
        "FixedFee"
      ]
    },
    "status": {
      "description": "Only activities in this billing status.",
      "type": "string",
      "enum": [
        "billed",
        "draft",
        "unbilled",
        "non_billable",
        "billable",
        "written_off"
      ]
    },
    "start_date": {
      "description": "Only activities dated on or after this day (ISO-8601 date or timestamp).",
      "type": "string"
    },
    "end_date": {
      "description": "Only activities dated on or before this day (ISO-8601 date or timestamp).",
      "type": "string"
    },
    "query": {
      "description": "Wildcard search on the activity's note.",
      "type": "string"
    },
    "updated_since": {
      "description": "Only records updated after this ISO-8601 timestamp, e.g. 2026-09-01T00:00:00Z.",
      "type": "string"
    },
    "order": {
      "description": "Sort order. Default id(asc).",
      "type": "string",
      "enum": [
        "id(asc)",
        "id(desc)",
        "date(asc)",
        "date(desc)",
        "total(asc)",
        "total(desc)",
        "updated_at(asc)",
        "updated_at(desc)"
      ]
    },
    "fields": {
      "description": "Override the returned fields: a comma-separated list, nested resources in braces one level deep, e.g. id,name,matter{id,display_number}. Omit for a sensible default.",
      "type": "string",
      "maxLength": 1000
    },
    "limit": {
      "description": "Records per page, 1-200 (default 50).",
      "type": "integer",
      "minimum": 1,
      "maximum": 200
    },
    "page_token": {
      "description": "next_page.page_token from the previous page. Omit for the first page.",
      "type": "string"
    },
    "offset": {
      "description": "next_page.offset from the previous page (used when a custom order is set; capped at 10,000 records).",
      "type": "integer",
      "minimum": 0,
      "maximum": 9007199254740991
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

List tasks with status, priority, due date, matter and assignee. Filter by matter, assignee, status, priority or a due-date range — e.g. what is due this week. Clio: GET /tasks.json.

{
  "type": "object",
  "properties": {
    "matter_id": {
      "description": "Only this matter's tasks.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "assignee_id": {
      "description": "Only tasks assigned to this user or contact id. Requires assignee_type.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "assignee_type": {
      "description": "Whether assignee_id is a user or a contact.",
      "type": "string",
      "enum": [
        "user",
        "contact"
      ]
    },
    "status": {
      "description": "Only tasks in this status (without advanced tasks, only pending or complete).",
      "type": "string",
      "enum": [
        "pending",
        "in_progress",
        "in_review",
        "complete",
        "draft"
      ]
    },
    "complete": {
      "description": "Only complete (true) or incomplete (false) tasks.",
      "type": "boolean"
    },
    "priority": {
      "description": "Only tasks with this priority.",
      "type": "string",
      "enum": [
        "high",
        "normal",
        "low"
      ]
    },
    "due_at_from": {
      "description": "Start of a due-date range (ISO-8601 date, YYYY-MM-DD).",
      "type": "string"
    },
    "due_at_to": {
      "description": "End of a due-date range (ISO-8601 date, YYYY-MM-DD).",
      "type": "string"
    },
    "statute_of_limitations": {
      "description": "Only statute-of-limitations tasks (true) or others (false).",
      "type": "boolean"
    },
    "query": {
      "description": "Wildcard search on the task's name or description.",
      "type": "string"
    },
    "updated_since": {
      "description": "Only records updated after this ISO-8601 timestamp, e.g. 2026-09-01T00:00:00Z.",
      "type": "string"
    },
    "order": {
      "description": "Sort order. Default id(asc).",
      "type": "string",
      "enum": [
        "id(asc)",
        "id(desc)",
        "due_at(asc)",
        "due_at(desc)",
        "priority(asc)",
        "priority(desc)",
        "name(asc)",
        "name(desc)"
      ]
    },
    "fields": {
      "description": "Override the returned fields: a comma-separated list, nested resources in braces one level deep, e.g. id,name,matter{id,display_number}. Omit for a sensible default.",
      "type": "string",
      "maxLength": 1000
    },
    "limit": {
      "description": "Records per page, 1-200 (default 50).",
      "type": "integer",
      "minimum": 1,
      "maximum": 200
    },
    "page_token": {
      "description": "next_page.page_token from the previous page. Omit for the first page.",
      "type": "string"
    },
    "offset": {
      "description": "next_page.offset from the previous page (used when a custom order is set; capped at 10,000 records).",
      "type": "integer",
      "minimum": 0,
      "maximum": 9007199254740991
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

List calendar entries (hearings, meetings, deadlines) in a time window, optionally for one matter or calendar. Set expanded=true to get each occurrence of recurring events. Clio: GET /calendar_entries.json.

{
  "type": "object",
  "properties": {
    "from": {
      "description": "Only entries ending on or after this ISO-8601 timestamp.",
      "type": "string"
    },
    "to": {
      "description": "Only entries starting on or before this ISO-8601 timestamp.",
      "type": "string"
    },
    "matter_id": {
      "description": "Only this matter's entries.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "calendar_id": {
      "description": "Only entries on this calendar.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "expanded": {
      "description": "Return one record per occurrence of recurring events.",
      "type": "boolean"
    },
    "is_all_day": {
      "description": "Only all-day (true) or timed (false) entries.",
      "type": "boolean"
    },
    "query": {
      "description": "Search text.",
      "type": "string"
    },
    "updated_since": {
      "description": "Only records updated after this ISO-8601 timestamp, e.g. 2026-09-01T00:00:00Z.",
      "type": "string"
    },
    "fields": {
      "description": "Override the returned fields: a comma-separated list, nested resources in braces one level deep, e.g. id,name,matter{id,display_number}. Omit for a sensible default.",
      "type": "string",
      "maxLength": 1000
    },
    "limit": {
      "description": "Records per page, 1-200 (default 50).",
      "type": "integer",
      "minimum": 1,
      "maximum": 200
    },
    "page_token": {
      "description": "next_page.page_token from the previous page. Omit for the first page.",
      "type": "string"
    },
    "offset": {
      "description": "next_page.offset from the previous page (used when a custom order is set; capped at 10,000 records).",
      "type": "integer",
      "minimum": 0,
      "maximum": 9007199254740991
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

List bills (invoices) with state, totals, amount due and dates. Filter by client, matter, state, overdue, or issue/due date. Clio: GET /bills.json.

{
  "type": "object",
  "properties": {
    "client_id": {
      "description": "Only this client's bills.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "matter_id": {
      "description": "Only this matter's bills.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "state": {
      "description": "Only bills in this state.",
      "type": "string",
      "enum": [
        "draft",
        "awaiting_approval",
        "awaiting_payment",
        "paid",
        "void",
        "deleted"
      ]
    },
    "overdue_only": {
      "description": "Only overdue bills.",
      "type": "boolean"
    },
    "issued_after": {
      "description": "Only bills issued after this day (ISO-8601 date, YYYY-MM-DD).",
      "type": "string"
    },
    "issued_before": {
      "description": "Only bills issued before this day (ISO-8601 date, YYYY-MM-DD).",
      "type": "string"
    },
    "due_after": {
      "description": "Only bills due after this day (ISO-8601 date, YYYY-MM-DD).",
      "type": "string"
    },
    "due_before": {
      "description": "Only bills due before this day (ISO-8601 date, YYYY-MM-DD).",
      "type": "string"
    },
    "type": {
      "description": "Only revenue or trust bills.",
      "type": "string",
      "enum": [
        "revenue",
        "trust"
      ]
    },
    "updated_since": {
      "description": "Only records updated after this ISO-8601 timestamp, e.g. 2026-09-01T00:00:00Z.",
      "type": "string"
    },
    "order": {
      "description": "Sort order. Default id(asc).",
      "type": "string",
      "enum": [
        "id(asc)",
        "id(desc)",
        "issued_at(asc)",
        "issued_at(desc)",
        "due_at(asc)",
        "due_at(desc)",
        "balance(asc)",
        "balance(desc)"
      ]
    },
    "fields": {
      "description": "Override the returned fields: a comma-separated list, nested resources in braces one level deep, e.g. id,name,matter{id,display_number}. Omit for a sensible default.",
      "type": "string",
      "maxLength": 1000
    },
    "limit": {
      "description": "Records per page, 1-200 (default 50).",
      "type": "integer",
      "minimum": 1,
      "maximum": 200
    },
    "page_token": {
      "description": "next_page.page_token from the previous page. Omit for the first page.",
      "type": "string"
    },
    "offset": {
      "description": "next_page.offset from the previous page (used when a custom order is set; capped at 10,000 records).",
      "type": "integer",
      "minimum": 0,
      "maximum": 9007199254740991
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

Fetch a single bill by id with its state, totals, balance, client and matters. Clio: GET /bills/{id}.json.

{
  "type": "object",
  "properties": {
    "bill_id": {
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991,
      "description": "The bill's numeric Clio id."
    },
    "fields": {
      "description": "Override the returned fields: a comma-separated list, nested resources in braces one level deep, e.g. id,name,matter{id,display_number}. Omit for a sensible default.",
      "type": "string",
      "maxLength": 1000
    }
  },
  "required": [
    "bill_id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

List documents (metadata only: name, file name, type, size, category, dates) for a matter, a contact or a folder, or search them by name. Clio: GET /documents.json.

{
  "type": "object",
  "properties": {
    "matter_id": {
      "description": "Only this matter's documents.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "contact_id": {
      "description": "Only this contact's documents.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "parent_id": {
      "description": "Only documents in this folder.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "scope": {
      "description": "With parent_id: direct children only (default) or everything beneath the folder.",
      "type": "string",
      "enum": [
        "children",
        "descendants"
      ]
    },
    "document_category_id": {
      "description": "Only documents in this category.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "query": {
      "description": "Wildcard search on the document name.",
      "type": "string"
    },
    "updated_since": {
      "description": "Only records updated after this ISO-8601 timestamp, e.g. 2026-09-01T00:00:00Z.",
      "type": "string"
    },
    "order": {
      "description": "Sort order. Default id(asc).",
      "type": "string",
      "enum": [
        "id(asc)",
        "id(desc)",
        "name(asc)",
        "name(desc)",
        "updated_at(asc)",
        "updated_at(desc)",
        "created_at(asc)",
        "created_at(desc)"
      ]
    },
    "fields": {
      "description": "Override the returned fields: a comma-separated list, nested resources in braces one level deep, e.g. id,name,matter{id,display_number}. Omit for a sensible default.",
      "type": "string",
      "maxLength": 1000
    },
    "limit": {
      "description": "Records per page, 1-200 (default 50).",
      "type": "integer",
      "minimum": 1,
      "maximum": 200
    },
    "page_token": {
      "description": "next_page.page_token from the previous page. Omit for the first page.",
      "type": "string"
    },
    "offset": {
      "description": "next_page.offset from the previous page (used when a custom order is set; capped at 10,000 records).",
      "type": "integer",
      "minimum": 0,
      "maximum": 9007199254740991
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

List notes on a matter or a contact, with subject, body, date and author. Clio requires type; narrow to one matter or contact with matter_id or contact_id. Clio: GET /notes.json.

{
  "type": "object",
  "properties": {
    "type": {
      "type": "string",
      "enum": [
        "Matter",
        "Contact"
      ],
      "description": "Matter notes or contact notes."
    },
    "matter_id": {
      "description": "For type Matter: the matter's id.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "contact_id": {
      "description": "For type Contact: the contact's id.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "query": {
      "description": "Wildcard search across subject and detail.",
      "type": "string"
    },
    "updated_since": {
      "description": "Only records updated after this ISO-8601 timestamp, e.g. 2026-09-01T00:00:00Z.",
      "type": "string"
    },
    "order": {
      "description": "Sort order. Default id(asc).",
      "type": "string",
      "enum": [
        "id(asc)",
        "id(desc)",
        "date(asc)",
        "date(desc)",
        "updated_at(asc)",
        "updated_at(desc)"
      ]
    },
    "fields": {
      "description": "Override the returned fields: a comma-separated list, nested resources in braces one level deep, e.g. id,name,matter{id,display_number}. Omit for a sensible default.",
      "type": "string",
      "maxLength": 1000
    },
    "limit": {
      "description": "Records per page, 1-200 (default 50).",
      "type": "integer",
      "minimum": 1,
      "maximum": 200
    },
    "page_token": {
      "description": "next_page.page_token from the previous page. Omit for the first page.",
      "type": "string"
    },
    "offset": {
      "description": "next_page.offset from the previous page (used when a custom order is set; capped at 10,000 records).",
      "type": "integer",
      "minimum": 0,
      "maximum": 9007199254740991
    }
  },
  "required": [
    "type"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

List the firm's custom fields for matters or contacts — name, type, whether required, and the options of picklist fields (option id + text). Use the ids to filter clio_list_matters / clio_list_contacts and to read the values that clio_get_matter / clio_get_contact return. Clio: GET /custom_fields.json.

{
  "type": "object",
  "properties": {
    "parent_type": {
      "description": "Only matter fields or only contact fields.",
      "type": "string",
      "enum": [
        "matter",
        "contact"
      ]
    },
    "field_type": {
      "description": "Only fields of this type.",
      "type": "string",
      "enum": [
        "checkbox",
        "contact",
        "currency",
        "date",
        "time",
        "email",
        "matter",
        "numeric",
        "picklist",
        "text_area",
        "text_line",
        "url"
      ]
    },
    "query": {
      "description": "Wildcard search on the field name.",
      "type": "string"
    },
    "deleted": {
      "description": "Only fields deleted for future use (true) or active ones (false).",
      "type": "boolean"
    },
    "visible_and_required": {
      "description": "Only fields that are visible and required.",
      "type": "boolean"
    },
    "order": {
      "description": "Sort order. Default id(asc).",
      "type": "string",
      "enum": [
        "id(asc)",
        "id(desc)",
        "name(asc)",
        "name(desc)",
        "display_order(asc)",
        "display_order(desc)"
      ]
    },
    "fields": {
      "description": "Override the returned fields: a comma-separated list, nested resources in braces one level deep, e.g. id,name,matter{id,display_number}. Omit for a sensible default.",
      "type": "string",
      "maxLength": 1000
    },
    "limit": {
      "description": "Records per page, 1-200 (default 50).",
      "type": "integer",
      "minimum": 1,
      "maximum": 200
    },
    "page_token": {
      "description": "next_page.page_token from the previous page. Omit for the first page.",
      "type": "string"
    },
    "offset": {
      "description": "next_page.offset from the previous page (used when a custom order is set; capped at 10,000 records).",
      "type": "integer",
      "minimum": 0,
      "maximum": 9007199254740991
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

List logged communications — phone calls and emails recorded on matters — with subject, body, date, senders and receivers. Filter by matter, contact, user, type or date range, or search subject and body. Clio: GET /communications.json.

{
  "type": "object",
  "properties": {
    "matter_id": {
      "description": "Only this matter's communications.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "contact_id": {
      "description": "Only communications with this contact.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "user_id": {
      "description": "Only communications of this user.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "type": {
      "description": "Only phone calls or only emails.",
      "type": "string",
      "enum": [
        "PhoneCommunication",
        "EmailCommunication"
      ]
    },
    "received_since": {
      "description": "Only communications on or after this day (ISO-8601 date, YYYY-MM-DD).",
      "type": "string"
    },
    "received_before": {
      "description": "Only communications on or before this day (ISO-8601 date, YYYY-MM-DD).",
      "type": "string"
    },
    "query": {
      "description": "Wildcard search on subject and body.",
      "type": "string"
    },
    "having_time_entries": {
      "description": "Only communications with (true) or without (false) time entries.",
      "type": "boolean"
    },
    "updated_since": {
      "description": "Only records updated after this ISO-8601 timestamp, e.g. 2026-09-01T00:00:00Z.",
      "type": "string"
    },
    "order": {
      "description": "Sort order. Default id(asc).",
      "type": "string",
      "enum": [
        "id(asc)",
        "id(desc)",
        "date(asc)",
        "date(desc)",
        "received_at(asc)",
        "received_at(desc)"
      ]
    },
    "fields": {
      "description": "Override the returned fields: a comma-separated list, nested resources in braces one level deep, e.g. id,name,matter{id,display_number}. Omit for a sensible default.",
      "type": "string",
      "maxLength": 1000
    },
    "limit": {
      "description": "Records per page, 1-200 (default 20: email bodies can be long).",
      "type": "integer",
      "minimum": 1,
      "maximum": 200
    },
    "page_token": {
      "description": "next_page.page_token from the previous page. Omit for the first page.",
      "type": "string"
    },
    "offset": {
      "description": "next_page.offset from the previous page (used when a custom order is set; capped at 10,000 records).",
      "type": "integer",
      "minimum": 0,
      "maximum": 9007199254740991
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

WRITE: Create a contact — a person (give first_name and/or last_name) or a company (give name) — optionally with an email address and phone number. Clio: POST /contacts.json.

{
  "type": "object",
  "properties": {
    "type": {
      "type": "string",
      "enum": [
        "Person",
        "Company"
      ],
      "description": "Person or Company."
    },
    "first_name": {
      "description": "Person: first name.",
      "type": "string"
    },
    "last_name": {
      "description": "Person: last name.",
      "type": "string"
    },
    "middle_name": {
      "description": "Person: middle name.",
      "type": "string"
    },
    "name": {
      "description": "Company: the company name. (For a person, prefer first_name/last_name.)",
      "type": "string"
    },
    "title": {
      "description": "Professional title, e.g. General Counsel.",
      "type": "string"
    },
    "prefix": {
      "description": "Personal title, e.g. Dr.",
      "type": "string"
    },
    "email": {
      "description": "An email address to add.",
      "type": "string"
    },
    "email_type": {
      "description": "Label for the email address (default Work).",
      "type": "string",
      "enum": [
        "Work",
        "Home",
        "Other"
      ]
    },
    "phone": {
      "description": "A phone number to add.",
      "type": "string"
    },
    "phone_type": {
      "description": "Label for the phone number (default Work).",
      "type": "string",
      "enum": [
        "Work",
        "Home",
        "Mobile",
        "Fax",
        "Pager",
        "Skype",
        "Other"
      ]
    },
    "fields": {
      "description": "Override the returned fields: a comma-separated list, nested resources in braces one level deep, e.g. id,name,matter{id,display_number}. Omit for a sensible default.",
      "type": "string",
      "maxLength": 1000
    }
  },
  "required": [
    "type"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

WRITE: Open a new matter for an existing client contact. Requires the client's contact id and a description. Clio: POST /matters.json.

{
  "type": "object",
  "properties": {
    "client_id": {
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991,
      "description": "The client contact's numeric Clio id."
    },
    "description": {
      "type": "string",
      "description": "What the matter is, e.g. 'Smith v. Jones — lease dispute'."
    },
    "status": {
      "description": "Initial status (Clio defaults to open).",
      "type": "string",
      "enum": [
        "open",
        "pending",
        "closed"
      ]
    },
    "open_date": {
      "description": "Open date (ISO-8601 date, YYYY-MM-DD).",
      "type": "string"
    },
    "practice_area_id": {
      "description": "Practice area id.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "responsible_attorney_id": {
      "description": "Responsible attorney (user id).",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "originating_attorney_id": {
      "description": "Originating attorney (user id).",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "billable": {
      "description": "Whether the matter is billable.",
      "type": "boolean"
    },
    "location": {
      "description": "Location of the matter.",
      "type": "string"
    },
    "client_reference": {
      "description": "The client's own reference for this matter.",
      "type": "string"
    },
    "fields": {
      "description": "Override the returned fields: a comma-separated list, nested resources in braces one level deep, e.g. id,name,matter{id,display_number}. Omit for a sensible default.",
      "type": "string",
      "maxLength": 1000
    }
  },
  "required": [
    "client_id",
    "description"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

WRITE: Record billable (or non-billable) time on a matter. Give hours as a decimal (1.5 = 90 minutes); it is sent to Clio as seconds. If price (hourly rate) is omitted Clio applies the firm's rate hierarchy; if user_id is omitted it records for the token's user. Clio: POST /activities.json with type TimeEntry.

{
  "type": "object",
  "properties": {
    "matter_id": {
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991,
      "description": "The matter's numeric Clio id."
    },
    "date": {
      "type": "string",
      "description": "The day the work was done (ISO-8601 date, YYYY-MM-DD)."
    },
    "hours": {
      "type": "number",
      "exclusiveMinimum": 0,
      "maximum": 24,
      "description": "Time spent, in hours (decimal)."
    },
    "note": {
      "description": "What the time was for — this appears on the bill.",
      "type": "string"
    },
    "price": {
      "description": "Hourly rate override. Omit to use Clio's rate hierarchy.",
      "type": "number",
      "minimum": 0
    },
    "user_id": {
      "description": "The user who did the work (default: the token's user).",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "activity_description_id": {
      "description": "An activity description (billing code) id.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "non_billable": {
      "description": "Keep this entry off the bill.",
      "type": "boolean"
    },
    "fields": {
      "description": "Override the returned fields: a comma-separated list, nested resources in braces one level deep, e.g. id,name,matter{id,display_number}. Omit for a sensible default.",
      "type": "string",
      "maxLength": 1000
    }
  },
  "required": [
    "matter_id",
    "date",
    "hours"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

WRITE: Create a task and assign it to a firm user or a contact, optionally on a matter with a due date and priority. Clio: POST /tasks.json.

{
  "type": "object",
  "properties": {
    "name": {
      "type": "string",
      "description": "Short name of the task."
    },
    "description": {
      "type": "string",
      "description": "Longer description of the task."
    },
    "assignee_id": {
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991,
      "description": "The user or contact to assign the task to."
    },
    "assignee_type": {
      "type": "string",
      "enum": [
        "User",
        "Contact"
      ],
      "description": "Whether assignee_id is a User or a Contact."
    },
    "matter_id": {
      "description": "The matter the task belongs to.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "due_at": {
      "description": "Due date (ISO-8601 date, YYYY-MM-DD).",
      "type": "string"
    },
    "priority": {
      "description": "Priority.",
      "type": "string",
      "enum": [
        "High",
        "Normal",
        "Low"
      ]
    },
    "status": {
      "description": "Initial status (without advanced tasks, only pending or complete).",
      "type": "string",
      "enum": [
        "pending",
        "in_progress",
        "in_review",
        "complete",
        "draft"
      ]
    },
    "permission": {
      "description": "Visibility (Clio default public).",
      "type": "string",
      "enum": [
        "public",
        "private"
      ]
    },
    "notify_assignee": {
      "description": "Notify the assignee on creation.",
      "type": "boolean"
    },
    "statute_of_limitations": {
      "description": "Mark as a statute-of-limitations task.",
      "type": "boolean"
    },
    "fields": {
      "description": "Override the returned fields: a comma-separated list, nested resources in braces one level deep, e.g. id,name,matter{id,display_number}. Omit for a sensible default.",
      "type": "string",
      "maxLength": 1000
    }
  },
  "required": [
    "name",
    "description",
    "assignee_id",
    "assignee_type"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

WRITE: Update a task — mark it complete, change its status, due date, priority, name or description, or reassign it. Only the fields given are changed. Clio: PATCH /tasks/{id}.json.

{
  "type": "object",
  "properties": {
    "task_id": {
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991,
      "description": "The task's numeric Clio id."
    },
    "status": {
      "description": "New status, e.g. complete.",
      "type": "string",
      "enum": [
        "pending",
        "in_progress",
        "in_review",
        "complete",
        "draft"
      ]
    },
    "due_at": {
      "description": "New due date (ISO-8601 date, YYYY-MM-DD).",
      "type": "string"
    },
    "priority": {
      "description": "New priority.",
      "type": "string",
      "enum": [
        "High",
        "Normal",
        "Low"
      ]
    },
    "name": {
      "description": "New name.",
      "type": "string"
    },
    "description": {
      "description": "New description.",
      "type": "string"
    },
    "assignee_id": {
      "description": "Reassign to this user or contact. Requires assignee_type.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "assignee_type": {
      "description": "Whether assignee_id is a User or a Contact.",
      "type": "string",
      "enum": [
        "User",
        "Contact"
      ]
    },
    "fields": {
      "description": "Override the returned fields: a comma-separated list, nested resources in braces one level deep, e.g. id,name,matter{id,display_number}. Omit for a sensible default.",
      "type": "string",
      "maxLength": 1000
    }
  },
  "required": [
    "task_id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

WRITE: Add a note to a matter (type Matter + matter_id) or to a contact (type Contact + contact_id). Clio: POST /notes.json.

{
  "type": "object",
  "properties": {
    "type": {
      "type": "string",
      "enum": [
        "Matter",
        "Contact"
      ],
      "description": "Attach to a matter or a contact."
    },
    "matter_id": {
      "description": "For type Matter: the matter's id.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "contact_id": {
      "description": "For type Contact: the contact's id.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "subject": {
      "description": "Note subject.",
      "type": "string"
    },
    "detail": {
      "type": "string",
      "description": "Note body (plain text)."
    },
    "date": {
      "description": "Date of the note (ISO-8601 date, YYYY-MM-DD).",
      "type": "string"
    },
    "fields": {
      "description": "Override the returned fields: a comma-separated list, nested resources in braces one level deep, e.g. id,name,matter{id,display_number}. Omit for a sensible default.",
      "type": "string",
      "maxLength": 1000
    }
  },
  "required": [
    "type",
    "detail"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

WRITE: Record a phone call or an email on Clio's communication log, optionally on a matter, with who it was from and to. This only records it: Clio sends nothing. To bill the time, also use clio_create_time_entry. Clio: POST /communications.json.

{
  "type": "object",
  "properties": {
    "type": {
      "type": "string",
      "enum": [
        "PhoneCommunication",
        "EmailCommunication"
      ],
      "description": "A phone call or an email."
    },
    "subject": {
      "type": "string",
      "minLength": 1,
      "description": "Subject line, e.g. 'Call with client about settlement'."
    },
    "body": {
      "type": "string",
      "minLength": 1,
      "description": "What was said or written (plain text)."
    },
    "received_at": {
      "type": "string",
      "description": "When it took place (ISO-8601 timestamp, e.g. 2026-10-02T09:30:00-07:00)."
    },
    "matter_id": {
      "description": "The matter it belongs to.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "senders": {
      "description": "Who it came from: firm users and/or contacts.",
      "maxItems": 20,
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "id": {
            "type": "integer",
            "exclusiveMinimum": 0,
            "maximum": 9007199254740991,
            "description": "User or contact id."
          },
          "type": {
            "type": "string",
            "enum": [
              "User",
              "Contact"
            ]
          }
        },
        "required": [
          "id",
          "type"
        ]
      }
    },
    "receivers": {
      "description": "Who it went to: firm users and/or contacts.",
      "maxItems": 20,
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "id": {
            "type": "integer",
            "exclusiveMinimum": 0,
            "maximum": 9007199254740991,
            "description": "User or contact id."
          },
          "type": {
            "type": "string",
            "enum": [
              "User",
              "Contact"
            ]
          }
        },
        "required": [
          "id",
          "type"
        ]
      }
    },
    "fields": {
      "description": "Override the returned fields: a comma-separated list, nested resources in braces one level deep, e.g. id,name,matter{id,display_number}. Omit for a sensible default.",
      "type": "string",
      "maxLength": 1000
    }
  },
  "required": [
    "type",
    "subject",
    "body",
    "received_at"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

WRITE: Put an event on a Clio calendar — a hearing, meeting or deadline — optionally linked to a matter. calendar_id is the calendar to put it on (the token user's own is default_calendar_id from clio_who_am_i). Clio: POST /calendar_entries.json.

{
  "type": "object",
  "properties": {
    "calendar_id": {
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991,
      "description": "The calendar's numeric Clio id."
    },
    "summary": {
      "type": "string",
      "description": "Short title of the event."
    },
    "start_at": {
      "type": "string",
      "description": "Start (ISO-8601 timestamp, e.g. 2026-10-02T09:30:00-07:00)."
    },
    "end_at": {
      "type": "string",
      "description": "End (ISO-8601 timestamp)."
    },
    "all_day": {
      "description": "An all-day event.",
      "type": "boolean"
    },
    "description": {
      "description": "Longer description.",
      "type": "string"
    },
    "location": {
      "description": "Where it takes place.",
      "type": "string"
    },
    "matter_id": {
      "description": "The matter this event belongs to.",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "send_email_notification": {
      "description": "Email the attendees.",
      "type": "boolean"
    },
    "fields": {
      "description": "Override the returned fields: a comma-separated list, nested resources in braces one level deep, e.g. id,name,matter{id,display_number}. Omit for a sensible default.",
      "type": "string",
      "maxLength": 1000
    }
  },
  "required": [
    "calendar_id",
    "summary",
    "start_at",
    "end_at"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}