mcpexplorer.com
clio-mcp / setup / crewai
Setup guide

Set up clio-mcp in CrewAI

communityunknownunknownno verified config · noindex

Open-source MCP server connecting Claude to Clio practice management. Built by Oktopeak.

01Configuration
# clio-mcp via CrewAI # transport: unknown # launch: the server's install method

CrewAI connects to MCP servers in code. Use its MCP client with the command/URL below; exact API varies by version.

02Steps
  1. Make sure CrewAI is installed and up to date.
  2. Wire the server into CrewAI using its MCP client API.
  3. Provide any required API keys/credentials as environment variables.
  4. Restart CrewAI and confirm clio-mcp’s tools appear.
03Other runtimes
Claude DesktopCursorWindsurfClineContinueGooseVS CodeOpenAI Agents SDKLangGraph
04Provenance
config_sourcegenerated from captured install method
last_checked2026-06-30 01:11Z
sourcesGitHub repo search [p4]
Next step

Ship clio-mcp to your agents as a governed Loadout — config, scopes, and approval rules in one place.

Build a Loadout

See also: server page · is it safe? · alternatives