Open-source MCP server connecting Claude to Clio practice management. Built by Oktopeak.
Setup
Choose your client, copy the config, then fill in any required environment variables.
claude mcp add clio --env CLIO_CLIENT_ID='<CLIO_CLIENT_ID>' --env CLIO_CLIENT_SECRET='<CLIO_CLIENT_SECRET>' --env ENCRYPTION_KEY='<ENCRYPTION_KEY>' -- npx -y @oktopeak/clio-mcp~/.codex/config.toml
[mcp_servers.clio]
command = "npx"
args = ["-y", "@oktopeak/clio-mcp"]
env = { CLIO_CLIENT_ID = "<CLIO_CLIENT_ID>", CLIO_CLIENT_SECRET = "<CLIO_CLIENT_SECRET>", ENCRYPTION_KEY = "<ENCRYPTION_KEY>" }
# codex mcp add clio --env CLIO_CLIENT_ID='<CLIO_CLIENT_ID>' --env CLIO_CLIENT_SECRET='<CLIO_CLIENT_SECRET>' --env ENCRYPTION_KEY='<ENCRYPTION_KEY>' -- npx -y @oktopeak/clio-mcp~/.cursor/mcp.json
{
"mcpServers": {
"clio": {
"command": "npx",
"args": [
"-y",
"@oktopeak/clio-mcp"
],
"env": {
"CLIO_CLIENT_ID": "<CLIO_CLIENT_ID>",
"CLIO_CLIENT_SECRET": "<CLIO_CLIENT_SECRET>",
"ENCRYPTION_KEY": "<ENCRYPTION_KEY>"
}
}
}
}.vscode/mcp.json
{
"servers": {
"clio": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"@oktopeak/clio-mcp"
],
"env": {
"CLIO_CLIENT_ID": "<CLIO_CLIENT_ID>",
"CLIO_CLIENT_SECRET": "<CLIO_CLIENT_SECRET>",
"ENCRYPTION_KEY": "<ENCRYPTION_KEY>"
}
}
}
}~/.gemini/settings.json
{
"mcpServers": {
"clio": {
"command": "npx",
"args": [
"-y",
"@oktopeak/clio-mcp"
],
"env": {
"CLIO_CLIENT_ID": "<CLIO_CLIENT_ID>",
"CLIO_CLIENT_SECRET": "<CLIO_CLIENT_SECRET>",
"ENCRYPTION_KEY": "<ENCRYPTION_KEY>"
}
}
}
}claude_desktop_config.json
{
"mcpServers": {
"clio": {
"command": "npx",
"args": [
"-y",
"@oktopeak/clio-mcp"
],
"env": {
"CLIO_CLIENT_ID": "<CLIO_CLIENT_ID>",
"CLIO_CLIENT_SECRET": "<CLIO_CLIENT_SECRET>",
"ENCRYPTION_KEY": "<ENCRYPTION_KEY>"
}
}
}
}.trae/mcp.json
{
"mcpServers": {
"clio": {
"command": "npx",
"args": [
"-y",
"@oktopeak/clio-mcp"
],
"env": {
"CLIO_CLIENT_ID": "<CLIO_CLIENT_ID>",
"CLIO_CLIENT_SECRET": "<CLIO_CLIENT_SECRET>",
"ENCRYPTION_KEY": "<ENCRYPTION_KEY>"
}
}
}
}Environment variables
CLIO_CLIENT_IDCLIO_CLIENT_SECRETENCRYPTION_KEY
Replace the placeholders with your own credentials and keep them out of version control.