--- name: clio description: | Clio API integration with managed OAuth. Legal practice management including matters, contacts, activities, tasks, documents, calendar entries, time entries, and billing. Use this skill when users want to manage legal practice data in Clio Manage. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway). Requires network access and valid Maton API key. metadata: author: maton version: "1.0" clawdbot: emoji: 🧠 homepage: "https://maton.ai" requires: env: - MATON_API_KEY ---

Clio

Access the Clio Manage API with managed OAuth authentication. Manage matters, contacts, activities, tasks, documents, calendar entries, time entries, and billing for legal practice management.

Quick Start

# List matters
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/clio/api/v4/matters?fields=id,display_number,description,status')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Base URL

https://gateway.maton.ai/clio/{native-api-path}

Replace {native-api-path} with the actual Clio API endpoint path. The gateway proxies requests to app.clio.com and automatically injects your OAuth token.

Authentication

All requests require the Maton API key in the Authorization header:

Authorization: Bearer $MATON_API_KEY

Environment Variable: Set your API key as MATON_API_KEY:

export MATON_API_KEY="YOUR_API_KEY"

Getting Your API Key

1. Sign in or create an account at maton.ai
2. Go to maton.ai/settings
3. Copy your API key

Connection Management

Manage your Clio OAuth connections at https://ctrl.maton.ai.

List Connections

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections?app=clio&status=ACTIVE')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Create Connection

python <<'EOF'
import urllib.request, os, json
data = json.dumps({'app': 'clio'}).encode()
req = urllib.request.Request('https://ctrl.maton.ai/connections', data=data, method='POST')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Content-Type', 'application/json')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Get Connection

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Response:

{
  "connection": {
    "connection_id": "21fd90f9-5935-43cd-b6c8-bde9d915ca80",
    "status": "ACTIVE",
    "creation_time": "2025-12-08T07:20:53.488460Z",
    "last_updated_time": "2026-01-31T20:03:32.593153Z",
    "url": "https://connect.maton.ai/?session_token=...",
    "app": "clio",
    "metadata": {}
  }
}

Open the returned url in a browser to complete OAuth authorization.

Delete Connection

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}', method='DELETE')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Specifying Connection

If you have multiple Clio connections, specify which one to use with the Maton-Connection header:

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/clio/api/v4/matters')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Maton-Connection', '21fd90f9-5935-43cd-b6c8-bde9d915ca80')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

If omitted, the gateway uses the default (oldest) active connection.

API Reference

Field Selection

By default, Clio returns minimal fields (id, etag). Use the fields parameter to request specific fields:

GET /clio/api/v4/matters?fields=id,display_number,description,status

For nested resources, use curly bracket syntax:

GET /clio/api/v4/activities?fields=id,type,matter{id,description}

Matters

List Matters

GET /clio/api/v4/matters?fields=id,display_number,description,status,client_reference

Get Matter

GET /clio/api/v4/matters/{id}?fields=id,display_number,description,status,open_date,close_date

Create Matter

POST /clio/api/v4/matters
Content-Type: application/json

{
  "data": {
    "description": "New Legal Matter",
    "status": "open",
    "client": {"id": 12345}
  }
}

Update Matter

PATCH /clio/api/v4/matters/{id}
Content-Type: application/json

{
  "data": {
    "description": "Updated Matter Description",
    "status": "closed"
  }
}

Delete Matter

DELETE /clio/api/v4/matters/{id}

Contacts

List Contacts

GET /clio/api/v4/contacts?fields=id,name,type,primary_email_address,primary_phone_number

Get Contact

GET /clio/api/v4/contacts/{id}?fields=id,name,type,first_name,last_name,company

Create Contact (Person)

POST /clio/api/v4/contacts
Content-Type: application/json

{
  "data": {
    "type": "Person",
    "first_name": "John",
    "last_name": "Doe",
    "email_addresses": [
      {"name": "Work", "address": "[email protected]", "default_email": true}
    ]
  }
}

Create Contact (Company)

POST /clio/api/v4/contacts
Content-Type: application/json

{
  "data": {
    "type": "Company",
    "name": "Acme Corporation"
  }
}

Update Contact

PATCH /clio/api/v4/contacts/{id}
Content-Type: application/json

{
  "data": {
    "first_name": "Jane"
  }
}

Delete Contact

DELETE /clio/api/v4/contacts/{id}

Activities

List Activities

GET /clio/api/v4/activities?fields=id,type,date,quantity,matter{id,description}

Get Activity

GET /clio/api/v4/activities/{id}?fields=id,type,date,quantity,note

Create Activity

POST /clio/api/v4/activities
Content-Type: application/json

{
  "data": {
    "type": "TimeEntry",
    "date": "2026-02-11",
    "quantity": 3600,
    "matter": {"id": 12345},
    "note": "Legal research"
  }
}

Update Activity

PATCH /clio/api/v4/activities/{id}
Content-Type: application/json

{
  "data": {
    "note": "Updated note"
  }
}

Delete Activity

DELETE /clio/api/v4/activities/{id}

Tasks

List Tasks

GET /clio/api/v4/tasks?fields=id,name,status,due_at,priority,matter{id,description}

Get Task

GET /clio/api/v4/tasks/{id}?fields=id,name,description,status,due_at,priority

Create Task

Requires assignee with both id and type ("User" or "Contact"):

POST /clio/api/v4/tasks
Content-Type: application/json

{
  "data": {
    "name": "Review contract",
    "due_at": "2026-02-15T17:00:00Z",
    "priority": "Normal",
    "assignee": {"id": 12345, "type": "User"},
    "matter": {"id": 67890}
  }
}

Update Task

PATCH /clio/api/v4/tasks/{id}
Content-Type: application/json

{
  "data": {
    "status": "complete"
  }
}

Delete Task

DELETE /clio/api/v4/tasks/{id}

Calendar Entries

List Calendar Entries

GET /clio/api/v4/calendar_entries?fields=id,summary,start_at,end_at,matter{id,description}

Get Calendar Entry

GET /clio/api/v4/calendar_entries/{id}?fields=id,summary,description,start_at,end_at,location

...