# FinLegal MCP for AI Agents AI Agent Connect > FinLegal lets you manage litigation funding and legal claims through your AI client. It handles claimant profiles, workflow steps, and case navigation across the UK, US, and AU regions. Use it to automate claim updates and track progress without jumping between tabs. ## Overview - **Category:** erp-operations - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_dsUQTmIzmOZEqPm0nPU56zOMmn80sQ8vehu1VkIO/ai-agent-connect - **Tags:** litigation-management, claim-tracking, legal-tech, case-orchestration, finance-workflows ## Description FinLegal connects your legal finance operations to your AI client. If you're tired of jumping between tabs to check claim statuses or manually updating claimant details, this Connector handles the heavy lifting for you. It allows you to manage litigation funding cases and track claim progress across the UK, US, and AU regions using natural language. You can create new claims, update contact profiles, and navigate complex case containers without ever leaving your workspace. It also handles the boring stuff like checking workflow templates and listing activities for specific claims. Because Vinkius hosts this Connector, you can integrate it into your existing workflow and let your agent act as a dedicated legal operations coordinator. This means you get to focus on the actual legal work while the AI manages the data entry and status tracking that usually eats up your day. Instead of manually navigating a complex portal to find a single piece of metadata, you can just ask your agent to pull that info for you. You can see a high-level overview of your entire portfolio or dive deep into the specifics of one claim in seconds. It handles the repetitive tasks of claimant management, like finding a contact by their email or updating their status, so you can stay focused on the bigger picture. Whether you're managing a few dozen cases or a portfolio of thousands, this Connector provides a direct line to your legal finance data. ## Tools ### get_claim Get the specific details for an individual claim. Use this to check the status of a single legal process. ### create_activity Create or back-fill a specific step or form for a claim or contact. This is useful for moving cases forward. ### create_claim Create a new legal claim for a specific contact. Use this to quickly onboard new cases. ### create_contact Create a new contact or administrator in the system. It helps maintain a high-fidelity claimant database. ### get_contact_by_email Find a contact quickly using their email address. This is the fastest way to locate a specific claimant. ### get_contact Get the full profile details for a specific contact. This helps you view all data associated with a claimant. ### list_activities See all the workflow activities associated with a claim. Use this to track the history of a specific case. ### list_activity_templates See all the available activity templates you can use. This helps you understand the required steps for a claim. ### list_attribute_templates See all the available attribute templates in the system. Use this to verify valid data types for your records. ### update_contact Update the information for an existing contact. Use this to keep your claimant CRM current and accurate. ### get_case Get all the details for a specific legal case. This provides a full overview of a complex case container. ### list_claims Get a full list of all claims in your account. This is perfect for getting a high-level overview of your portfolio. ## Prompt Examples **Prompt:** ``` What's the status of the Smith claim? ``` **Response:** ``` I've checked the details for the Smith claim (ID: clm_998). Here is the current status: | Step | Status | Notes | | :--- | :--- | :--- | | Initial Application | **Completed** | Submitted on 2026-05-01 | | Medical Evidence | **Open** | Awaiting documentation from claimant | | Final Submission | **Pending** | Scheduled for next week | Would you like me to list the specific activities for the open step? ``` **Prompt:** ``` Create a new claimant named Jane Doe with email jane@example.com. ``` **Response:** ``` I've added Jane Doe to your database. **Contact Details:** * **Name:** Jane Doe * **Email:** jane@example.com * **ID:** con_442 Would you like me to initiate a new legal claim for her now? ``` **Prompt:** ``` List all activities for claim clm_123. ``` **Response:** ``` Scanning activities for **clm_123**... I found the following workflow steps: * **Initial Application** (Completed) * **Medical Evidence** (Open) * **Final Submission** (Pending) I can provide more details on any of these steps if you need them. ``` ## Capabilities ### Create new legal claims Generate new claims for specific contacts instantly. ### Update claimant profiles Edit contact information and details within your database. ### List active claims Get a full list of all claims across different regions. ### Trigger workflow activities Programmatically start new steps or forms for a claim. ### Pull case metadata Retrieve detailed status updates and technical data for any case. ### Check available templates See all valid activity and attribute templates for your claim types. ## Use Cases ### Claim Status Audit A legal ops lead asks for a summary of all open claims in the UK region to prepare for a weekly meeting. The agent uses list_claims and get_claim to provide a summary. ### Onboarding Speed A claim manager creates a new contact and a corresponding legal claim in seconds using create_contact and create_claim from a single natural language command. ### Workflow Tracking A funding attorney asks the agent to show the specific activities for a claim to see if the medical evidence step is complete. The agent uses list_activities to show the current progress. ### Data Cleanup A user asks the agent to find a contact by email and update their status to reflect a recent settlement. The agent uses get_contact_by_email and update_contact to fix the record. ## Benefits - Stop manual status checking by using list_claims and get_claim to see exactly where every case stands instantly. This lets you spend less time on data retrieval and more time on actual legal strategy. - Automate claimant onboarding by using create_contact and create_claim to set up new files without manual data entry. You can move from a lead to a live claim in seconds. - Ensure deadline adherence by using create_activity to programmatically trigger the next steps in your workflow. It keeps your cases moving forward without you having to micromanage every single step. - Keep your database clean by using update_contact and get_contact_by_email to manage your claimant CRM. You can quickly find and correct information to maintain high-fidelity records. - Understand complex requirements by using list_activity_templates and list_attribute_templates to see what data is required for each claim type. This helps your agent provide more accurate guidance. - Handle high-volume workloads by using get_case to manage multiple claims grouped within a single container. It simplifies the oversight of large legal portfolios in one view. ## How It Works The bottom line is you turn your AI into a dedicated legal operations coordinator that handles the data entry for you. 1. Subscribe to the FinLegal MCP on Vinkius. 2. Get your API key from your FinLegal or CaseFunnel dashboard. 3. Enter your key and your preferred region (uk, us, or au) in the config. ## Frequently Asked Questions **Can FinLegal MCP manage claims in different countries?** Yes, this Connector supports legal claims and litigation funding data across the UK, US, and AU regions. You can specify your region in the setup to ensure your agent pulls the correct data. **How does FinLegal MCP help with claimant onboarding?** It automates the creation of new claimant profiles and the initial legal claims. Your agent can handle the data entry for you, making it much faster to get new cases into your system. **Can I use FinLegal MCP to update contact info?** Yes, you can use it to find contacts by email and update their details. This keeps your claimant CRM accurate without you having to manually edit records in the portal. **What kind of workflow steps can FinLegal MCP handle?** It can manage various activities, including steps and forms. You can list existing activities or create new ones to ensure your cases are progressing through the correct legal finance steps. **Is FinLegal MCP good for high-volume legal portfolios?** It's specifically designed for that. It allows you to manage complex cases that act as containers for multiple claims, making it easier to oversee large-scale legal operations. **How do I get my API key for the FinLegal MCP?** You can find your API key in your FinLegal or CaseFunnel dashboard under the Settings section. Once you have it, you can plug it into your Connector client to get started. **How do I find my FinLegal API Key?** Log in to your account, navigate to **Settings** > **API Keys**, and generate a new key for your integration. **Which regions are supported?** The FinLegal Connector supports **uk**, **us**, and **au** regions. You can specify this during setup. **Can I search for a contact by email?** Yes! Use the `get_contact_by_email` tool to retrieve profile details and associated claims for any registered email address.