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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.

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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

Environment variables

  • CLIO_CLIENT_ID
  • CLIO_CLIENT_SECRET
  • ENCRYPTION_KEY

Replace the placeholders with your own credentials and keep them out of version control.