Clio MCP Server
Legal software
CRM
Getting started
Configure and install the MCP server for your preferred client
Configuration
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Client-specific instructions
Follow the instructions below for your specific MCP client
- Navigate to Settings, then Cursor Settings
- Select MCP on the left
- Click Add new global MCP server at the top right
- Copy and paste the server config to your existing file, then save
Available tools
Add all 3 actions as tools in your MCP client
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