Agent skill · marketing growth · membranedev

clio

Clio integration. Manage Matters, Contacts, Tasks, Events, Bills, Users. Use when the user wants to interact with Clio data.

Why this skill is useful

Provides specific commands and workflows for managing Clio data that the AI wouldn't reliably generate on its own.

What it needs

Requires @membranehq/cli installed locally. Requires membrane account access. About 4k tokens when loaded. Last updated 2026-04-28. 253 stars on the source repository.

What this skill does

Clio Clio is a legal practice management software. It's used by law firms and legal professionals to manage cases, clients, billing, and other administrative tasks. Official docs: https://developers.clio.com/ Clio Overview Case Contact Note Task Time Entry Expense Entry Contact Matter Contact Note Task Time Entry Expense Entry User Use action names and parameters as needed. Working with Clio This skill uses the Membrane CLI to interact with Clio. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing. Install the CLI Install the Membrane CLI so you can run membrane from the terminal: First-time setup A browser window opens for authentication. Headless environments: Run the command, copy the printed URL for the user to open in a browser, then complete with membrane login complete <code>. Connecting to Clio 1. Create a new connection: Take the connector ID from output.items[0].element?.id, then: The user completes authentication in the browser. The output contains the new connection id. Getting list of existing connections When you are not sure if connection already exists: 1. Check existing connections: If a Clio connection exists, note its connectionId Searching for actions When you know what you want to do but not the exact action ID: This will return action objects with id and inputSchema in it, so you will know how to run it. …

How to use it

Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:

@skills membranedev/clio

View the source on GitHub

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