Clio Contacts

Clio Contacts is a skill for Claude Code from WYRE-AI/msp-claude-plugins. It costs 47 tokens per session (1,247 once invoked), scanned A, original, Apache-2.0.

A legal contact record for a person or company connected to one or more matters, such as a client, opposing party, or witness.

In plain words
What is it for?
Use it to list, view, create, or update contacts in Clio and see how they relate to legal matters.
Why use it?
It keeps people and companies separate from the case files they are involved in, so the same contact can be found across matters.

Skill for Claude Code

Written for Claude Code: when-to-use in frontmatter.

Part of the clio plugin — 3 skills, 3 commands shipped together

Good fit Use it to list, view, create, or update contacts in Clio and see how they relate to legal matters.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/wyre-ai/msp-claude-plugins/contacts
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add WYRE-AI/msp-claude-plugins --skill contacts
Clone the repo
git clone --depth 1 https://github.com/WYRE-AI/msp-claude-plugins

Made for: Claude Code.

Or install clio, the plugin that ships this one along with the rest of its 3 skills, 3 commands.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for Clio Contacts

README.md
[![agentmods](https://agentmods.dev/badge/skills/wyre-ai/msp-claude-plugins/contacts.svg)](https://agentmods.dev/skills/wyre-ai/msp-claude-plugins/contacts)
Your own site
<a href="https://agentmods.dev/skills/wyre-ai/msp-claude-plugins/contacts"><img src="https://agentmods.dev/badge/skills/wyre-ai/msp-claude-plugins/contacts.svg" alt="Measured on agentmods" height="20"></a>
Per session 47 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,247 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00047 $0.01247
Opus 5 $0.00023 $0.00624
Sonnet 5 $0.00009 $0.00249
Haiku 4.5 $0.00005 $0.00125

Measured 4d ago against content hash c3de274687ad, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

Clio Contacts scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 4d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

msp-claude-plugins/clio/clio/skills/contacts/SKILL.md · 114 lines

How it starts

The opening of the file, as written. The whole thing — 114 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Clio Contacts

Overview

A contact in Clio is a person or a company. Contacts exist independently of any single matter — the same contact can be the client on one matter, opposing counsel on another, and a witness on a third. Tools: clio_contacts_list, clio_contacts_get, clio_contacts_create, clio_contacts_update. Navigate into the contacts domain first.

No delete tool exists for contacts — same rule as everywhere else in this integration (see api-patterns). A contact that's no longer relevant doesn't get removed through this integration.

Anti-triggers

  • An MSP client, its billing entity, or a service-desk contact — every other plugin here says "contact", "client", and "company" too, and none of them mean a party to a legal matter. Use autotask-crm, connectwise-psa-contacts, halopsa-clients, hubspot-contacts, or qbo-customers.
  • Everyone connected to a case — a contact is a party record, not the case file. The relationship (client, opposing party, witness) is carried on the matter; use clio-matters to resolve the matter first.
  • Removing someone's data on request — no delete tool exists here, and legal retention obligations are exactly why. That request goes to the firm, in Clio, with a human deciding.

People vs. Company Contacts

Clio contacts come in two shapes:

Type Examples Notes
Person An individual client, an opposing party who is a person, a witness, an individual attorney at another firm Has first/last name fields
Company A corporate client, an opposing party that's a business entity, a vendor Has a company/organization name; may have associated people (e.g. a primary contact at the company)

When creating a contact, get the type right up front — person vs. company determines which fields are meaningful (a company doesn't have a first/last name; a person isn't "incorporated"). If a user describes an entity ambiguously ("Acme" could be a company or could be shorthand for a person at Acme), ask rather than guess, especially before creating a new contact — search first (see below).

Read the full file on GitHub · 114 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 4d ago First seen · 114 lines · 47 tokens per session scan A c3de274687ad

Subscribe to this mod's changes

Clio Contacts is a skill published in the GitHub repository WYRE-AI/msp-claude-plugins (45 stars, last pushed 6d ago), licensed Apache-2.0. It adds 47 tokens to every session and 1,247 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-04.

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