# LawPay MCP for AI Agents AI Agent Connect > LawPay MCP lets you manage legal payments, trust accounts, and client billing through your AI agent. It handles everything from creating invoices to tracking IOLTA balances and processing refunds. Use it to keep your firm's finances compliant and organized without switching tabs. ## Overview - **Category:** money-moves - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_EfrgXpNkpm46dJnLnO79PkVfdyyT9Q3lX8xcTB0j/ai-agent-connect - **Tags:** legal-payments, iolta-compliance, trust-accounting, invoicing, billing, financial-reporting ## Description Imagine you're a paralegal or a firm administrator who spends half the day toggling between your trust accounting software and your billing platform. You're constantly checking if a client's retainer has cleared or trying to figure out which invoices are overdue. This LawPay MCP changes that by bringing your entire payment lifecycle into your AI agent. Instead of digging through dashboards, you can just ask your agent to summarize your current outstanding balances or check the status of a specific refund. It connects directly to your LawPay account, giving your agent the ability to create new charges, list your merchant accounts, and pull aging reports on the fly. Whether you're verifying a deposit for a new matter or reconciling bank settlements, you can do it through a simple conversation. It's a lot easier to manage complex trust accounting when you can just ask for a summary of your IOLTA balances rather than manual data entry. You'll find this is a huge win for keeping your firm compliant with bar association requirements while still moving fast. Getting this set up in the Vinkius catalog takes just a few minutes, and then your AI becomes a dedicated member of your billing team. It handles the heavy lifting of payment tracking so you can focus on your clients instead of your ledger. This integration ensures that your financial data is always accessible and actionable right where you're already working. ## Tools ### create_invoice Create a new invoice for a client. This lets you generate billing documents quickly without leaving your chat. ### create_refund Refund a transaction to a client. Use this to quickly reverse payments for overcharged fees or cancelled services. ### get_account_info Get merchant profile info. This shows you the high-level details of your LawPay merchant identity. ### get_account Get account details. Use this to see the specific status and configuration of a merchant account. ### get_payment_method Get payment method details. This helps you see which cards or accounts a client has on file. ### list_transactions List all payment transactions. Use this to see a full history of charges, deposits, and refunds. ### list_settlements List bank settlements. This helps you reconcile your bank deposits with your LawPay activity. ### get_account_stats Get payment statistics. This provides a summary of your payment trends and volume. ### get_transaction Get transaction details. Use this to see the specifics of a single payment, like the status or date. ### list_accounts List merchant accounts. Use this to see all the different accounts your firm has under your merchant ID. ### list_invoices List payment invoices. This shows you every invoice currently in the system with its due date. ### list_payment_methods List saved payment methods. Use this to see all the payment options your clients have saved. ## Prompt Examples **Prompt:** ``` What is our current trust account balance for the Smith v. Jones matter? ``` **Response:** ``` For the matter Smith v. Jones, your current trust balance is **$45,000**. This includes a recent deposit of $20,000 from April 5th. ``` **Prompt:** ``` Show me all invoices that are more than 30 days overdue. ``` **Response:** ``` You have 5 invoices currently past due: | Client | Amount | Days Overdue | | --- | --- | --- | | TechCo | $12,500 | 15 | | Johnson Estate | $3,000 | 90+ | | Miller Case | $1,200 | 32 | ``` **Prompt:** ``` Can you refund the $500 overpayment for the Miller case? ``` **Response:** ``` I've processed that refund for you. The $500 charge for the Miller case has been reversed. ``` ## Capabilities ### Create new client invoices Generate billing documents for your clients instantly through your AI agent. ### Process refunds for previous transactions Issue refunds for overpayments or cancelled services with a single command. ### View merchant account profiles See the high-level details of your merchant identity and account status. ### Track all payment transactions View a full history of charges, deposits, and refunds in one place. ### Monitor bank settlements Verify when your payments have actually moved from the processor to your bank. ### Pull payment statistics and reports Get summaries of your payment trends and revenue volume on demand. ### Access saved payment methods Check which cards or accounts your clients have on file for future use. ## Use Cases ### Handling a retainer deposit A paralegal asks the agent to check the trust balance for a new matter and then asks to bill the initial retainer. ### Reconciling monthly bank statements A finance manager asks the agent to pull the bank settlements for the last 30 days to ensure all deposits match the bank records. ### Processing a client refund A client requests a refund for a double payment, so the admin asks the agent to reverse the money. ### Checking overdue billing A billing clerk asks the agent to pull a list of all invoices and see which ones are still outstanding and how many days late they are. ## Benefits - Stop manual data entry by instantly generating billing documents. - Keep your firm compliant by monitoring trust account activity. - Faster reconciliation happens when you match bank records with payments. - Identify overdue clients quickly by viewing aging balances. - Simplify refunds for clients by processing returns in seconds. - Get a bird's-eye view of your firm's health for high-level trends. ## How It Works The bottom line is you get a natural language interface for your firm's entire payment and trust accounting workflow. 1. Subscribe to the LawPay MCP on the Vinkius marketplace. 2. Provide your LawPay Secret Key and Merchant ID in the configuration. 3. Ask your AI agent to list invoices or check trust balances. ## Frequently Asked Questions **Can the LawPay MCP help my law firm stay compliant with IOLTA rules?** Yes. It allows your AI agent to monitor trust account balances and transactions, making it much easier to keep your firm's records accurate and compliant with state bar requirements. **How does LawPay MCP handle client refunds?** Your agent can process refunds directly through the Connector. Just tell your agent which transaction needs to be reversed, and it will handle the refund for you. **Can I use the LawPay MCP to see my bank settlements?** Yes, it can. You can ask your agent to list your bank settlements to see exactly when your payments have moved from LawPay to your actual bank account. **Is the LawPay MCP good for tracking overdue legal invoices?** It's perfect for that. You can ask your agent to pull a list of all invoices and see which ones are still outstanding and how many days late they are. **What kind of financial reports can I get with LawPay MCP?** You can get a variety of reports, including payment statistics, revenue summaries, and aging reports, all by simply asking your AI agent for the data. **How do I connect my LawPay account to my AI agent?** Once you subscribe to the Connector, you just need to provide your LawPay Merchant ID and Secret Key. After that, your agent can start managing your payments and invoices. **Can I manage trust account balances?** Yes. Monitor IOLTA trust account balances, view transactions per client matter, and track deposits and disbursements. **Does LawPay use Basic Auth?** Yes. LawPay uses **HTTP Basic Auth** with the Secret Key against `api.affinipay.com/v1`. The Merchant ID is required for identifying the account. **Can I track invoices and outstanding balances?** Yes. List all invoices with amounts, due dates, payment status, and client details. Monitor aging reports and outstanding balances.