# PracticePanther MCP for AI Agents AI Agent Connect > PracticePanther MCP lets you manage your entire law firm's operations through your AI agent. You can create matters, log billable time, track client payments, and manage your calendar without switching tabs. It gives your agent direct access to your contacts, tasks, and expenses, making it easy to run a practice with just a few prompts. It handles the heavy lifting of data entry so you can focus on your clients. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_1zcsPBGB8m2Hn90aa8glFHkLFjIDzc89Xu21aFne/ai-agent-connect - **Tags:** case-management, time-tracking, legal-billing, client-portal, document-management, practice-management ## Description The PracticePanther MCP connects you to the PracticePanther legal practice management platform to run your firm from any AI agent. Imagine you're in the middle of a complex case and need to log several hours of research, update a client's status, and check the next court date. Usually, that means digging through three different tabs in your practice management software. With this connection, you just tell your AI agent what needs to happen. It handles the heavy lifting by interacting directly with PracticePanther to create entries, update records, and pull up relevant details instantly. You don't have to worry about the manual data entry or the friction of navigating a complex UI. Whether you're a solo practitioner trying to keep your head above water or part of a larger firm coordinating across multiple practice areas, this connection makes your workflow feel fluid. It's one of the many ways Vinkius helps you bring your existing software into your AI workspace, turning your agent into a dedicated legal assistant that knows your firm's data inside and out. You get to spend less time clicking and more time actually practicing law. ## Tools ### create_practicepanther_contact Add a new contact, client, or opposing party to your database. This keeps your client records up to date. ### create_practicepanther_matter Create a new legal matter or case with a name, client, and status. This helps you open new files without manual form filling. ### create_practicepanther_time_entry Log billable or non-billable hours against a specific matter with a description. Use this to record work as it happens. ### get_practicepanther_bill Retrieve detailed information for a specific bill or invoice. This is useful for checking payment statuses quickly. ### get_practicepanther_contact Fetch specific details for a contact or client in your database. Use this to pull up phone numbers or emails instantly. ### get_practicepanther_matter Get in-depth information for a specific matter or case. This provides a full overview of a client's current file. ### list_practicepanther_activities View a list of activities like calls, emails, and meetings. This helps you see the latest interactions with a client. ### list_practicepanther_bills See a list of all bills and invoices in your account. Use this to review your firm's outstanding billing. ### list_practicepanther_calendar_events View court dates, hearings, and deadlines on your calendar. This keeps your team on top of upcoming dates. ### list_practicepanther_contacts Search and list all contacts, including clients and opposing parties. This helps you browse your entire database. ### list_practicepanther_custom_fields View the custom fields you've set up for matters and contacts. This shows you the specific data points you track. ### list_practicepanther_expenses List all expenses associated with your legal matters. Use this to track costs for specific cases. ### list_practicepanther_matters Query all matters using filters for status, client, or practice area. This helps you see your entire caseload at a glance. ### list_practicepanther_payments View a list of payments received from your clients. Use this to monitor your firm's cash flow. ### list_practicepanther_tasks See all tasks associated with your matters and contacts. This helps you manage your daily to-do list. ### list_practicepanther_time_entries Review all logged time entries with filtering by matter or date. Use this to verify hours before invoicing. ### search_practicepanther_matters Find specific matters using OData filters for names or statuses. This is perfect for finding a needle in a haystack. ### update_practicepanther_matter Update the details of an existing matter or case. Use this to change statuses or update case descriptions. ## Prompt Examples **Prompt:** ``` List my open matters for the Smith Divorce case. ``` **Response:** ``` I've retrieved the details for the 'Smith Divorce' matter. Here is the current status: - **Status**: Open - **Practice Area**: Family Law - **Client**: John Smith - **Recent Activity**: Last updated 2 days ago. Would you like me to see the associated tasks or log some time for this matter? ``` **Prompt:** ``` Log 45 minutes of billable research for the Johnson vs. Doe case. ``` **Response:** ``` Done! I've logged 45 minutes of 'Research' for the 'Johnson vs. Doe' matter. - **Duration**: 45 minutes - **Billable**: Yes - **Matter**: Johnson vs. Doe Is there anything else you need to update for this case? ``` **Prompt:** ``` Who are the contacts for our new client, Jane Doe? ``` **Response:** ``` I found 3 contacts associated with Jane Doe: - **Jane Doe** (Client) — jane.doe@email.com - **John Doe** (Spouse) — john.doe@email.com - **Michael Smith** (Opposing Counsel) — m.smith@law.com Would you like me to add any new contacts or update their information? ``` ## Capabilities ### Create new legal matters Open new cases for clients with specific statuses and practice areas. ### Log billable time Record hours spent on specific matters with descriptions and rates. ### Manage client contacts Add new clients or find existing ones in your database. ### Review billing and payments Check invoice statuses and track money received from clients. ### Sync calendar events View and manage court dates, hearings, and deadlines. ### Track legal expenses Log and review costs associated with specific matters. ## Use Cases ### Logging hours on the fly A lawyer finishes a research call and asks the agent to 'log 30 minutes of billable research for the Smith Divorce.' The agent uses `create_practicepanther_time_entry` to record it immediately. ### Checking court dates A paralegal needs to know the schedule for next week. They ask the agent to 'list all calendar events for next week,' and it pulls the data using `list_practicepanther_calendar_events`. ### Onboarding a new client A solo practitioner wants to start a new case. They tell the agent to 'create a new matter called Johnson vs. Doe for client Jane Doe,' which triggers `create_practicepanther_matter`. ### Tracking payments An office manager wants to see who paid this month. They ask the agent to 'list all payments received in the last 30 days,' and it uses `list_practicepanther_payments`. ## Benefits - Stop manual data entry by using `create_practicepanther_matter` to open cases instantly through voice or text. - Keep billing accurate by using `create_practicepanther_time_entry` to log hours as they happen, not at the end of the week. - Find client info faster with `list_practicepanther_contacts` and `get_practicepanther_contact` to avoid searching through folders. - Stay on top of deadlines by pulling court dates and hearings via `list_practicepanther_calendar_events`. - Monitor firm health by reviewing payments with `list_practicepanther_payments` and `list_practicepanther_bills`. - Organize complex workloads by viewing tasks through `list_practicepanther_tasks` and filtering them by matter. ## How It Works The bottom line is you turn your AI into a functional legal assistant that handles the data entry for your firm. 1. Subscribe to the PracticePanther MCP on Vinkius. 2. Enter your PracticePanther OAuth 2 access token in your client settings. 3. Ask your AI agent to perform tasks like 'list my open matters' or 'log 2 hours of research'. ## Frequently Asked Questions **Can I use the PracticePanther MCP to manage my law firm's billing?** Yes. You can use it to list all bills, view payments received from clients, and see detailed invoice information through your AI agent. **How does the PracticePanther MCP help with time tracking?** It allows your AI agent to log billable and non-billable time entries directly into your PracticePanther account, so you don't have to switch apps to record your hours. **Can I add new clients to PracticePanther using this Connector?** Yes, you can ask your AI agent to create new contact records, including clients, opposing parties, and witnesses, with details like names, emails, and phone numbers. **Does the PracticePanther MCP support calendar management?** It does. Your agent can view court dates, hearings, and deadlines, helping you keep track of your firm's schedule without manual searching. **Can I use the PracticePanther MCP to search for specific legal matters?** Yes. You can ask your agent to find matters by name, status, or practice area using specific filters to quickly pull up the information you need. **Is the PracticePanther MCP good for solo practitioners?** It's perfect for solo practitioners who need to handle all the administrative tasks of a law firm, like matter management and billing, without a dedicated support team. **What features of PracticePanther are available through this API?** The API provides access to: Matters/Cases (CRUD operations), Contacts/Clients (create and list), Time Entries (list and create), Bills/Invoices (list and get), Payments (list), Tasks (list), Calendar Events (list), Custom Fields (list), Activities (list), and Expenses (list). The API supports OData filtering, ordering, and pagination for flexible queries across all resources. **How do I get a PracticePanther API access token?** PracticePanther uses OAuth 2 authentication. Visit the PracticePanther OAuth authorization endpoint to authorize your application, then exchange the authorization code for an access token at the token endpoint. The access token is a Bearer token used in the Authorization header for all API requests. Contact PracticePanther support if you need help setting up API access for your firm. **Can I filter and order results using OData?** Yes! PracticePanther's API supports full OData query options. Use $filter for filtering (e.g. "Status eq 'Open'"), $orderby for ordering (e.g. "CreatedDate desc"), $top for limiting results, and $skip for pagination. These parameters are available on all list tools. For example, to find open matters ordered by creation date: use filter="Status eq 'Open'" and orderby="CreatedDate desc". **How do I track billable time with PracticePanther API?** Use `create_practicepanther_time_entry` to log time against any matter. Provide the matter GUID, description of work, and duration in minutes. You can specify whether the entry is billable and set a custom hourly rate. Use `list_practicepanther_time_entries` to view all time logged against a specific matter or across all matters.