> This page is for Agent Handler. > For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.merge.dev/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.merge.dev/_mcp/server. # Clio **Authentication:** OAuth. See [Magic Link](/merge-agent-handler/features/magic-link) for the runtime auth flow, or [Application credentials](/merge-agent-handler/admin-setup/add-oauth-credentials) to bring your own OAuth app. ## Sample use cases * Create a new matter for client Acme Corp and assign it to the litigation practice area. * List all open tasks due this week across my active matters. * Log a billable activity of 2 hours to the Johnson matter. * Upload the signed engagement letter to the client's document folder. ## Available Tools #### list\_activities List or search time entries and expenses. Filter server-side by matter, user, type, billing status, or date range. No... #### get\_activity Get one time entry or expense by ID. Use list\_activities to find activity IDs. A TimeEntry's 'quantity' is in seconds. #### create\_activity Log a time entry or expense against a matter. type, date, and quantity are required — quantity is in SECONDS for a Ti... #### update\_activity Update a time entry or expense. quantity is in SECONDS for a TimeEntry. An entry already billed may be rejected. Use... #### delete\_activity Delete a time entry or expense permanently. An entry already on a bill may be rejected. Use list\_activities to find a... #### list\_activity\_descriptions List the firm's activity descriptions and their default rates. Call this before create\_activity to get a valid activi... #### list\_expense\_categories List the firm's expense categories. Call this before create\_activity with type='ExpenseEntry' to get a valid expense\_... #### list\_users List the firm's Clio users. Call this to get the user IDs that create\_matter (responsible\_attorney\_id, originating\_at... #### get\_user Get one Clio user by ID. Use list\_users to find user IDs, or get\_current\_user for the signed-in user. #### get\_current\_user Get the Clio user the connection is authenticated as, including their firm account and notification\_methods. Use this... #### list\_groups List the firm's groups, which control matter permissions and rates. Use this to find the group\_id that create\_matter... #### get\_group Get one Clio group by ID, including its members. Use list\_groups to find group IDs. #### list\_currencies List the currencies available on the Clio account, with their codes and symbols. #### list\_webhooks List the webhooks registered on this Clio connection. Check expires\_at — webhooks lapse after at most 31 days unless... #### get\_webhook Get one Clio webhook by ID, including its status and expiry. Use list\_webhooks to find webhook IDs. #### create\_webhook Register a webhook so Clio posts events to your HTTPS URL. url, model, and events are required; non-HTTPS URLs are re... #### update\_webhook Update a webhook's URL, events, payload fields, or expiry. Use this to renew a webhook before expires\_at passes. Use... #### delete\_webhook Delete a Clio webhook so it stops delivering events. Use list\_webhooks to find webhook IDs. #### list\_calendar\_entries List or search Clio calendar entries (appointments and deadlines). Filter server-side by matter, calendar, or date ra... #### get\_calendar\_entry Get one Clio calendar entry by ID, including matter, attendees, and recurrence rule. Use list\_calendar\_entries to fin... #### create\_calendar\_entry Create a Clio calendar entry. summary, start\_at, end\_at and calendar\_owner\_id are all required — call list\_calendars... #### update\_calendar\_entry Update a Clio calendar entry. Only supplied fields change. Call get\_calendar\_entry first and check recurrence\_rule: i... #### delete\_calendar\_entry Delete a Clio calendar entry permanently. Call get\_calendar\_entry first and check recurrence\_rule: if it is not null... #### list\_calendars List the calendars visible to the authenticated user. Call this before create\_calendar\_entry to get a valid calendar\_... #### get\_calendar Get one Clio calendar by ID. Use list\_calendars to find calendar IDs. #### list\_calendar\_entry\_event\_types List the firm's calendar entry event types. Call this before create\_calendar\_entry or update\_calendar\_entry to get a... #### get\_calendar\_entry\_event\_type Get one calendar entry event type by ID. Use list\_calendar\_entry\_event\_types to find event type IDs. #### list\_reminders List reminders set on calendar entries or tasks. Filter by subject\_type plus subject\_id to see the reminders on one e... #### get\_reminder Get one Clio reminder by ID. Use list\_reminders to find reminder IDs. #### create\_reminder Set a reminder on a calendar entry or task, firing duration\_value duration\_units before it. Call get\_current\_user fir... #### update\_reminder Change how long before its subject a reminder fires, or which notification method delivers it. Pass duration\_value an... #### delete\_reminder Delete a reminder. The calendar entry or task it belongs to is unaffected. Use list\_reminders to find IDs. #### list\_contacts List or search Clio contacts (people and companies). Pass query for free-text search across name, email, and phone, o... #### get\_contact Get one Clio contact by ID. Use list\_contacts to find contact IDs. Pass 'fields' to widen the response, e.g. to inclu... #### create\_contact Create a Clio contact. type is required: use 'Person' with first\_name and last\_name, or 'Company' with name. For cust... #### update\_contact Update fields on a Clio contact. Only supplied fields change. For nested lists such as email\_addresses, include an en... #### delete\_contact Delete a Clio contact permanently. Fails if the contact is the client on a matter — reassign the matter first with up... #### list\_contact\_email\_addresses List every email address on a contact, with its label and which one is the default. Use list\_contacts to find contact... #### list\_contact\_phone\_numbers List every phone number on a contact, with its label and which one is the default. Use list\_contacts to find contact... #### list\_custom\_fields List the firm's custom fields on matters or contacts, with each picklist field's allowed options. Call this before cr... #### get\_custom\_field Get one custom field by ID, including its picklist options. Use list\_custom\_fields to find custom field IDs. #### create\_custom\_field Create a custom field on matters or contacts. name, parent\_type, and field\_type are required. For field\_type='picklis... #### update\_custom\_field Update a custom field's label, visibility, or picklist options. parent\_type and field\_type cannot be changed after cr... #### delete\_custom\_field Delete a custom field. Values already recorded on matters or contacts are removed with it. To hide the field instead,... #### list\_custom\_field\_sets List custom field sets, which group related custom fields on matters or contacts. Use list\_custom\_fields for the indi... #### get\_custom\_field\_set Get one custom field set by ID, including the fields it groups. Use list\_custom\_field\_sets to find set IDs. #### create\_custom\_field\_set Create a custom field set grouping existing custom fields. name and parent\_type are required. Use list\_custom\_fields... #### update\_custom\_field\_set Rename a custom field set or replace the fields it groups. Passing custom\_field\_ids replaces the whole membership. Us... #### delete\_custom\_field\_set Delete a custom field set. The custom fields it grouped are not deleted. Use list\_custom\_field\_sets to find set IDs. #### list\_documents List or search Clio documents by name, matter, contact, folder, or category. Returns metadata only — use download\_doc... #### get\_document Get one Clio document's metadata by ID — name, size, category, and where it is filed. Returns no file content; use do... #### upload\_document Upload a new document into Clio, filed under a matter, folder, or contact. Pass the file as base64 in content\_base64,... #### upload\_document\_version Upload a new version of an existing Clio document, preserving its history. Pass the file as base64 in content\_base64,... #### download\_document Download a Clio document's content by ID. Text-like files come back as UTF-8 text; anything else as base64 — check th... #### update\_document Update a Clio document's metadata — rename it, refile it under a different parent, or change its category. Does not c... #### delete\_document Move a Clio document to the trash. Recover it with update\_document and restore=true. Use list\_documents to find docum... #### copy\_document Copy a Clio document into another matter, folder, or contact, leaving the original in place. Use list\_documents for d... #### list\_document\_versions List the version history of a Clio document, highest version\_number first. Use the returned version IDs with restore\_... #### restore\_document\_version Promote an earlier version of a Clio document to be the latest. Returns only a success flag — call download\_document... #### list\_folders List or search Clio folders by name, matter, contact, or parent folder. Use this to find folder IDs for upload\_docume... #### list\_folder\_contents List folders and documents together in one call. Pass matter\_id or contact\_id to list that record's contents, or pare... #### get\_folder Get one Clio folder by ID. Use list\_folders to find folder IDs. #### create\_folder Create a folder inside a matter, contact, or another folder. Use list\_matters, list\_contacts, or list\_folders to find... #### update\_folder Rename a Clio folder or move it under a different parent. Set restore=true to recover a trashed folder. Use list\_fold... #### delete\_folder Move a Clio folder and its contents to the trash. Recover it with update\_folder and restore=true. Use list\_folders to... #### list\_document\_categories List the firm's document categories. Call this before upload\_document or update\_document to get a valid document\_cate... #### get\_document\_category Get one Clio document category by ID. Use list\_document\_categories to find category IDs. #### create\_document\_category Create a document category for filing documents. Call list\_document\_categories first to avoid duplicating an existing... #### update\_document\_category Rename a Clio document category. Use list\_document\_categories to find category IDs. #### delete\_document\_category Delete a document category. Documents filed under it are not deleted but lose the category. Use list\_document\_categor... #### list\_matters List or search Clio matters (cases). Filter server-side by status, client, practice area, or responsible attorney, or... #### get\_matter Get one Clio matter by ID, including client, practice area, stage, and responsible attorney. Use list\_matters to find... #### create\_matter Create a Clio matter for an existing client contact. client\_id and description are required — use list\_contacts to fi... #### update\_matter Update fields on a Clio matter. Only supplied fields change; omitted fields are left alone. Use list\_matters to find... #### delete\_matter Delete a Clio matter permanently, along with its associated records. This cannot be undone — to close a matter instea... #### list\_matter\_contacts List every contact associated with a matter, including the client and all related contacts. Use list\_matters to find... #### list\_related\_contacts List the related (non-client) contacts on a matter, such as opposing counsel or witnesses. Each entry's contact\_id is... #### list\_practice\_areas List the firm's practice areas. Call this before create\_matter or update\_matter to get a valid practice\_area\_id — the... #### list\_matter\_stages List the firm's matter stages, optionally filtered to one practice area. Call this before create\_matter or update\_mat... #### list\_relationships List matter-to-contact relationships, optionally filtered by matter or contact. Each entry describes how a contact re... #### get\_relationship Get one matter-to-contact relationship by ID. Use list\_relationships to find IDs. #### create\_relationship Relate an existing contact to a matter, e.g. as opposing counsel or a witness. Use list\_matters for matter\_id and lis... #### update\_relationship Update the description on a matter-to-contact relationship. Use list\_relationships to find relationship IDs. #### delete\_relationship Remove a contact's relationship to a matter. The contact itself is not deleted. Use list\_relationships to find relati... #### list\_notes List or search Clio notes on matters and contacts. Filter server-side by matter\_id, contact\_id, or type, or pass quer... #### get\_note Get one Clio note by ID, including its full detail body. Use list\_notes to find note IDs. #### create\_note Create a note on a matter or a contact. Set type='Matter' with matter\_id, or type='Contact' with contact\_id — the two... #### update\_note Update a Clio note's subject, detail, or date. The matter or contact it is filed against cannot be changed. Use list\_... #### delete\_note Delete a Clio note permanently. Use list\_notes to find note IDs. #### list\_comments List comments left on documents and folders. Pass item\_id to see the comments on one of them — use list\_documents or... #### get\_comment Get one comment by ID. Use list\_comments to find comment IDs. #### create\_comment Comment on a document or folder. Pass its ID as item\_id — use list\_documents or list\_folders to find one. To add a no... #### update\_comment Edit the text of a comment. Use list\_comments to find comment IDs. #### delete\_comment Delete a comment from a document or folder. Use list\_comments to find comment IDs. #### list\_communications List or search logged phone calls and emails. Filter server-side by matter, contact, user, type, or received-date ran... #### get\_communication Get one logged phone call or email by ID, including its body and parties. Use list\_communications to find communicati... #### create\_communication Log a phone call or email against a matter. Set type to PhoneCommunication or EmailCommunication. Use list\_matters fo... #### update\_communication Update a logged phone call or email. Use list\_communications to find communication IDs. #### delete\_communication Delete a logged phone call or email. Use list\_communications to find communication IDs. #### list\_log\_entries List Clio audit-log entries recording who accessed firm data and when. Read-only and account-wide; filter with create... #### list\_tasks List or search Clio tasks. Filter server-side by matter, assignee, status, priority, or due-date range, or pass query... #### get\_task Get one Clio task by ID, including matter, assignee, and due date. Use list\_tasks to find task IDs. #### create\_task Create a Clio task. name, assignee\_id and assignee\_type are all required — Clio rejects an unassigned task. Use list\_... #### update\_task Update a Clio task. Only supplied fields change. Set status='complete' to close the task. Use list\_tasks to find task... #### delete\_task Delete a Clio task permanently. To mark it done instead, call update\_task with status='complete'. Use list\_tasks to f... #### list\_task\_types List the firm's task types. Call this before create\_task or update\_task to get a valid task\_type\_id — task types are... #### get\_task\_type Get one Clio task type by ID. Use list\_task\_types to find task type IDs. #### create\_task\_type Create a task type the firm can assign to tasks. Use list\_task\_types to check for an existing one first. #### update\_task\_type Rename or retire a Clio task type. Clio has no delete endpoint for task types: retire one by setting deleted\_at to a...