# Confido Legal MCP for AI Agents AI Agent Connect > Confido Legal MCP lets you manage law firm trust accounting and client payments through your AI agent. It handles split payments between trust and operating accounts, manages client matters, and keeps your firm's financial records compliant without manual data entry. ## Overview - **Category:** finance-accounting - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_7f0ovWDUmA6BdNCkgLUFLr8INE6tQDVQLQ6fE6td/ai-agent-connect - **Tags:** trust-accounting, legal-billing, split-payments, compliance, law-firm-software, payment-links ## Description Connect your Confido Legal account to your AI agent to take full control of your law firm's financial operations and trust-compliant payment workflows. You can handle the heavy lifting of legal billing without jumping between separate banking portals and spreadsheets. The system manages the nuance of trust accounting by ensuring processing fees never touch trust funds, which is a major compliance requirement for law firms. You can ask your agent to create payment links that automatically split funds between trust and operating accounts in one go. It also handles the lifecycle of your caseload, letting you list matters or update client profiles through natural conversation. Since Vinkius hosts this Connector, you get a direct, reliable connection to your firm's metadata and transaction histories. It turns your AI into a dedicated billing coordinator that keeps your records clean and your firm compliant. This means you spend less time on manual data entry and more time on your actual legal work. You get a reliable way to monitor recurring revenue and stay on top of client payments without the usual administrative friction. It removes the risk of human error in split-payment calculations, which is one of the biggest headaches for firm administrators. Instead of worrying about whether a fee was deducted from the wrong account, you can trust your agent to handle the distribution of funds correctly every time. ## Tools ### create_payment_link Generate a new payment link for a client. You can specify how much goes to trust and how much goes to your operating account. ### get_firm_details Retrieve your firm's metadata and connected bank accounts. This helps you verify which accounts are active for payments. ### create_client Create a new client profile in your system. This helps keep your firm's contact records up to date. ### get_payment_link_details Get specific information about a payment link. Use this to check the status or details of a sent request. ### list_clients See a full list of all clients in your firm. This is useful for auditing your current client base. ### list_matters View all legal matters, with the option to filter by a specific client. It helps you keep track of your active caseload. ### list_payment_links See all the payment links you have generated. This gives you a quick overview of pending collections. ### list_subscriptions View all recurring payment subscriptions. This helps you monitor ongoing revenue from your clients. ## Prompt Examples **Prompt:** ``` Create a payment link for client cl_123: $500 for operating and $1000 for trust. ``` **Response:** ``` Payment link generated! I've created a split payment link for client cl_123. Total: $1,500.00. Funds will be routed to your Operating ($500) and Trust ($1,000) accounts upon completion. Link: [payment_url]. ``` **Prompt:** ``` List all active legal matters for client cl_123. ``` **Response:** ``` I've retrieved the matters for client cl_123. You have 2 active cases: 'Estate Planning 2026' (ID: m_456) and 'Corporate Filing'. Would you like the current trust balance for either of these? ``` **Prompt:** ``` Show my firm's connected bank accounts. ``` **Response:** ``` Accessing firm metadata... You have 2 connected accounts: 'Business Operating' and 'IOLTA Trust Account'. Both are verified and active for split payments. Shall I check for any pending payouts? ``` ## Capabilities ### Split payment generation Create links that route funds to different accounts in one transaction. ### Client record management Update and view client profiles using natural language. ### Matter tracking List active cases and filter them by specific clients. ### Bank account verification Check firm metadata to ensure accounts are active for payments. ### Subscription monitoring View all recurring payment plans in one list. ## Use Cases ### Retainer collection with split routing An attorney needs to collect a retainer but doesn't want to manually calculate the split. They ask the agent to generate a payment link that routes specific amounts to the operating and trust accounts. ### Quick client matter audit An admin needs to check a client's status without opening a dashboard. They ask the agent to list all active matters for a specific client ID. ### Data syncing for custom dashboards A developer wants to feed firm data into a custom dashboard. They ask the agent to pull firm metadata and client lists to populate their internal tools. ### Pending payment summary A firm is auditing its accounts and needs a summary of pending payments. They ask the agent to show all current payment links. ## Benefits - Stop manual spreadsheet entry by automatically splitting funds between trust and operating accounts. - Stay compliant with trust accounting rules by verifying bank account status before sending requests. - Keep a clean caseload by managing client records and legal matters through simple prompts. - Monitor recurring revenue easily by pulling all active payment subscriptions. - Get instant operational reports by pulling transaction histories and firm metadata on demand. ## How It Works The bottom line is you get a way to manage complex legal billing and trust accounting through a simple conversation with your AI. 1. Get your API Key and Base URL from your Confido Legal dashboard. 2. Connect these credentials to your preferred AI client. 3. Ask your agent to generate payments, list matters, or check balances. ## Frequently Asked Questions **How does Confido Legal help with trust accounting?** It ensures your firm stays compliant by managing the separation of trust and operating funds. Your AI agent can handle these complex movements automatically. **Can I use this to split payments between different accounts?** Yes. You can ask your agent to generate links that route specific amounts to different accounts in a single transaction. **Will this help my firm stay compliant with legal billing rules?** It helps by automating the split of funds, which reduces the risk of human error in your trust accounting workflows. **Can I manage my client matters through the AI?** You can list active matters, filter them by client, and update client profiles using simple natural language commands. **How do I connect my bank accounts to this Connector?** You connect your firm's metadata and bank accounts via your Confido Legal dashboard, then let your AI agent access that data. **Can I see my recurring subscriptions?** Yes, your agent can pull a full list of your payment subscriptions so you can monitor ongoing revenue. **Is this suitable for a small law firm?** It is ideal for any firm that needs to manage trust accounts and split payments, regardless of size. **How do I find my Confido Legal API credentials?** Log in to the Confido Legal (Gravity Legal) portal, navigate to your **Account Settings**, and you will find your API Key and Base URL. **What is a split payment in Confido?** It allows you to specify distinct amounts for your 'Trust' and 'Operating' accounts in a single payment link to maintain compliance. **Is it compliant with IOLTA rules?** Yes, Confido Legal is designed to ensure processing fees are never deducted from trust accounts, maintaining strict regulatory compliance.