# romanoandsumner/Clio-mcp-server

Source: https://glimind.com/server/github%2Fromanoandsumner%2Fclio-mcp-server
Registry id: `github/romanoandsumner/clio-mcp-server`
Status: unknown

## Tools (36)

- `convert_time_entry_to_expense`: Replace a TimeEntry with an ExpenseEntry
- `create_contact`: Create a client/contact (Person or Company)
- `create_expense`: Create an expense entry with date, matter, amount, category
- `create_grow_inbox_lead`: Submit a lead into the Grow lead inbox
- `find_matters_by_custom_field`: Find matters by a CustomField value via one bulk paginated query
- `get_ar_aging`: Full AR aging report with discrete buckets
- `get_billable_target_report`: Hours vs daily billable target per timekeeper with weekly trends
- `get_billing_gaps`: Matters with WIP but no recent bill issued
- `get_bills`: Bills with state/date filters; open-invoice balance and aging
- `get_contacts`: Search contacts by name or email
- `get_expenses`: Expense entries with filters
- `get_grow_contacts`: List/search Grow contacts or fetch one
- `get_grow_inbox_leads`: List untriaged/ignored inbox leads or fetch one
- `get_grow_matters`: List Grow pipeline matters or fetch one
- `get_grow_pipeline_report`: Intake funnel snapshot: matter counts by status category/status/type
- `get_grow_users`: List Grow account users
- `get_matter`: Get single matter by ID or search query
- `get_matter_custom_field_values`: Read custom field values set on a specific matter
- `get_matter_financial_summary`: Per-matter snapshot: trust balance, WIP, outstanding AR, and collected
- `get_matters`: List matters with status/attorney/client filters
- `get_payments`: What a client paid: each payment/credit applied to a bill
- `get_realization_rate`: Billed vs worked value by timekeeper and matter
- `get_stale_matters`: Find open matters with no recent activity
- `get_tasks`: Tasks with status/assignee/due date filters
- `get_time_entries`: Time entries with date/user/matter/billed filters
- `get_timekeeper_realization`: Deep per-attorney: worked, billed, collected, effective rate
- `get_trust_balances`: Trust/IOLTA balances from bank-account ledger
- `get_unbilled_expenses`: Unbilled expenses grouped by matter
- `get_unbilled_time`: Unbilled time grouped by matter with totals
- `get_user_productivity`: Timekeeper hours and top matters
- `get_wip_report`: Work-in-progress report with aging flags
- `grow_who_am_i`: Verify Grow API access; returns current Grow user + firm
- `list_custom_fields`: List Clio CustomField definitions firm-wide
- `list_expense_categories`: Firm's expense categories (id, name, rate)
- `reconcile_statement`: Match bank transactions against Clio expenses
- `set_matter_custom_field_value`: Write/update/clear a single Matter CustomField value

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