Use this skill when working with the Clio Manage MCP tools — OAuth 2.0 Authorization Code connection via Conduit, the matters-as-hub data model, decision-tree tool navigation, pagination, and the deliberate v1 scope limits (no delete anywhere, documents metadata-only, communications/ calendar/bills read-only). Essential background before touching any other Clio skill.
Use this skill when creating, updating, searching, or reasoning about Clio contacts — the people and companies connected to matters. Covers person vs. company contacts and the relationship between a contact and the matters they're party to (client, opposing party, witness, and other roles).
Use this skill when creating, updating, searching, or reasoning about Clio matters — the case/client-file object that almost everything else in Clio hangs off of. Covers the matter status lifecycle, linking a matter to a client contact, practice areas, custom fields, and matter numbering.
Use this skill when logging time or expense activities against a Clio matter, or when reading (not writing) bills. Covers the activities domain's create-only lifecycle, the billing-read/time-entry-write split, and why billing mutations are out of scope for v1.
Use this skill when identifying devices, operating system versions, or firmware approaching or past end-of-life (EOL) or end-of-support (EOS), combining device inventory data (make/model/OS version) pulled from whatever RMM platforms are connected with general knowledge of common EOL/EOS dates for widely-deployed OS and hardware, and prioritizing the resulting risk list by device criticality. Always use conduit__search_tools to discover which RMM(s) are actually connected before assuming a specific vendor, and always caveat EOL/EOS dates as needing verification against current vendor lifecycle pages since they can change.
Use this skill when building a forward-looking hardware refresh calendar by combining warranty expiration, EOL/EOS timing, and device age across whatever RMM platforms and documentation tools are connected through the gateway. Covers how to bucket devices into replace-now, plan-this-year, and monitor tiers so refresh conversations happen proactively — ahead of a failure or a forced EOL migration — rather than reactively after something breaks. Always use conduit__search_tools to discover which tools are actually connected before assuming a specific vendor.
Use this skill when pulling and normalizing warranty status across whatever RMM platforms (Datto RMM, NinjaOne, N-central, Kaseya VSA, ConnectWise Automate, Atera, SuperOps, Syncro, Action1, ImmyBot) and documentation tools (IT Glue, Hudu) are connected through the gateway. Covers the reliability spread between RMM warranty fields (some pull directly from OEM APIs, some rely on manually-entered fields that go stale), cross-referencing documentation platforms when RMM warranty data is missing or stale, and flagging devices with expired or soon-expiring warranty. Always use conduit__search_tools to discover which RMM and documentation tools are actually connected before assuming a specific vendor.
Use this skill to assess portfolio-wide backup job health across whatever BCDR and SaaS-backup tools are connected: job success/failure rate, missed- backup detection, storage-consumption trending, and how to normalize very different vendor job models (image-based appliance backup vs. SaaS-data snapshot backup) into one comparable health view.