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Clio

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.

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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.

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Install for OpenClaw

Quick setup
  1. Download the package from Yavira.
  2. Extract the archive and review SKILL.md first.
  3. Import or place the package into your OpenClaw setup.

Requirements

Target platform
OpenClaw
Install method
Manual import
Extraction
Extract archive
Prerequisites
OpenClaw
Primary doc
SKILL.md

Package facts

Download mode
Yavira redirect
Package format
ZIP package
Source platform
Tencent SkillHub
What's included
SKILL.md, LICENSE.txt

Validation

  • Use the Yavira download entry.
  • Review SKILL.md after the package is downloaded.
  • Confirm the extracted package contains the expected setup assets.

Install with your agent

Agent handoff

Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.

  1. Download the package from Yavira.
  2. Extract it into a folder your agent can access.
  3. Paste one of the prompts below and point your agent at the extracted folder.
New install

I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Tell me what you changed and call out any manual steps you could not complete.

Upgrade existing

I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Summarize what changed and any follow-up checks I should run.

Trust & source

Release facts

Source
Tencent SkillHub
Verification
Indexed source record
Version
1.0.0

Documentation

ClawHub primary doc Primary doc: SKILL.md 27 sections Open source page

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

Sign in or create an account at maton.ai Go to maton.ai/settings 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.

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": "john@example.com", "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 Create Calendar Entry Requires calendar_owner with id and type: POST /clio/api/v4/calendar_entries Content-Type: application/json { "data": { "summary": "Client Meeting", "start_at": "2026-02-15T10:00:00Z", "end_at": "2026-02-15T11:00:00Z", "calendar_owner": {"id": 12345, "type": "User"} } } Note: Associating a matter with a calendar entry during creation may return a 404 error. To link a matter, update the calendar entry after creation using PATCH. Update Calendar Entry PATCH /clio/api/v4/calendar_entries/{id} Content-Type: application/json { "data": { "summary": "Updated Meeting Title" } } Delete Calendar Entry DELETE /clio/api/v4/calendar_entries/{id}

Documents

List Documents GET /clio/api/v4/documents?fields=id,name,content_type,size,matter{id,description} Get Document GET /clio/api/v4/documents/{id}?fields=id,name,content_type,size,created_at Download Document GET /clio/api/v4/documents/{id}/download

Users

Get Current User GET /clio/api/v4/users/who_am_i?fields=id,name,email,enabled List Users GET /clio/api/v4/users?fields=id,name,email,enabled,rate

Bills

List Bills GET /clio/api/v4/bills?fields=id,number,issued_at,due_at,total,balance,state Get Bill GET /clio/api/v4/bills/{id}?fields=id,number,issued_at,due_at,total,balance,state

Pagination

Clio uses cursor-based pagination. Response includes pagination metadata: GET /clio/api/v4/matters?fields=id,description&limit=50 Response includes pagination info in the meta object: { "data": [...], "meta": { "paging": { "next": "https://app.clio.com/api/v4/matters?page_token=xyz123" }, "records": 50 } } Use the page_token parameter to fetch the next page: GET /clio/api/v4/matters?fields=id,description&page_token=xyz123

JavaScript

const response = await fetch( 'https://gateway.maton.ai/clio/api/v4/matters?fields=id,display_number,description', { headers: { 'Authorization': `Bearer ${process.env.MATON_API_KEY}` } } ); const data = await response.json();

Python

import os import requests response = requests.get( 'https://gateway.maton.ai/clio/api/v4/matters', headers={'Authorization': f'Bearer {os.environ["MATON_API_KEY"]}'}, params={'fields': 'id,display_number,description'} ) data = response.json()

Notes

Field selection is important - default responses only include id and etag Nested resources use curly bracket syntax: matter{id,description} Only one level of nesting is supported Contact types: Person or Company Task assignees require both id and type ("User" or "Contact") Calendar entries require calendar_owner with id and type; associating a matter during creation may fail - use PATCH to link matters after creation Activity quantity is in seconds (3600 = 1 hour) Contact records limited to 20 email addresses, phone numbers, and addresses each Activities, Documents, and Bills endpoints require additional OAuth scopes beyond the basic integration IMPORTANT: When using curl commands, use curl -g when URLs contain brackets to disable glob parsing IMPORTANT: When piping curl output to jq or other commands, environment variables like $MATON_API_KEY may not expand correctly in some shell environments

Error Handling

StatusMeaning400Missing Clio connection or bad request401Invalid or missing Maton API key404Resource not found429Rate limited (50 req/min during peak hours)4xx/5xxPassthrough error from Clio API

Rate Limit Headers

Clio includes rate limit headers in responses: X-RateLimit-Limit - Maximum requests in 60-second window X-RateLimit-Remaining - Requests remaining in current window X-RateLimit-Reset - Unix timestamp for window reset Retry-After - Seconds to wait (when throttled)

Resources

Clio API Documentation Clio Fields Guide Clio Rate Limits Clio Permissions Maton Community Maton Support

Category context

Workflow acceleration for inboxes, docs, calendars, planning, and execution loops.

Source: Tencent SkillHub

Largest current source with strong distribution and engagement signals.

Package contents

Included in package
1 Docs1 Files
  • SKILL.md Primary doc
  • LICENSE.txt Files