# CloudLex Legal MCP MCP

> CloudLex Legal manages every aspect of personal injury law practice. Use this MCP to build a complete record for any client—from initial case creation and medical records to tracking liens, expenses, and communications. It gives your AI agent one source of truth for your entire caseload.

## Overview
- **Category:** document-management
- **Price:** Free
- **Tags:** case-management, personal-injury, legal-tech, medical-records, lien-tracking, client-communication

## Description

This connector lets you treat CloudLex Legal as if it were an extension of your own desk. You can manage everything related to a personal injury client, all through natural conversation with your AI client. Instead of jumping between separate folders or databases, your agent pulls together the full picture: initial case details, who the clients and opposing parties are, every document exchanged, medical records from providers, and even financial tracking like expenses and liens. Because legal records demand perfect accuracy, Vinkius keeps a cryptographically signed audit trail for every tool call. This means you have an unchangeable record of what data flowed through the system, which is critical when managing high-stakes personal injury claims.

## Tools

### create_cloudlex_case
Creates a brand new legal case file for a client or matter.

### create_cloudlex_client
Adds a completely new contact record, whether they are a client or an opposing party.

### get_client_cloudlex_cases
Retrieves every case file tied specifically to one client's ID.

### get_cloudlex_case
Fetches all detailed information for a single, specific legal matter.

### get_cloudlex_client
Gets full details on any client or contact record by their ID.

### list_cloudlex_cases
Shows a filtered list of all cases, allowing you to narrow the search by status or area.

### list_cloudlex_clients
Lists every client and contact in your database for review.

### list_cloudlex_communications
Retrieves a log of all emails, calls, and notes related to one case.

### list_cloudlex_documents
Lists all pleadings, correspondence, and evidence files for a specific case.

### list_cloudlex_expenses
Shows every recorded expense—like court fees or expert witness costs—for one matter.

### list_cloudlex_liens
Tracks and lists all medical or insurance liens against a settlement for a case.

### list_cloudlex_medical_records
Gathers treatment records, bills, and summaries from healthcare providers for a specific case.

### list_cloudlex_tasks
Shows all pending or completed administrative tasks assigned to a case.

### search_cloudlex_cases
Performs a keyword search across multiple cases and matters at once.

### update_cloudlex_case
Modifies details on an existing case file, like changing the status or adding notes.

## Prompt Examples

**Prompt:** 
```
List all my open personal injury cases in CloudLex.
```

**Response:** 
```
I found 5 open personal injury cases in your CloudLex account: 1) Smith Auto Accident [Open] — John Smith, Auto Accident, 2) Jones Slip and Fall [Open] — Jane Jones, Premises Liability, 3) Williams Medical Malpractice [Open] — Robert Williams, Medical Malpractice, 4) Brown Workplace Injury [Open] — Sarah Brown, Workers' Compensation, 5) Davis Product Liability [Open] — Michael Davis, Product Liability.
```

**Prompt:** 
```
Show me all medical records for the Smith Auto Accident case.
```

**Response:** 
```
Found 8 medical records for Smith Auto Accident: 1) Emergency Room Visit — City Hospital, 04/15/2026, $2,500, 2) Orthopedic Consultation — Dr. Johnson, 04/20/2026, $450, 3) Physical Therapy Sessions (6) — Rehab Center, 04/25-06/15/2026, $1,800, 4) MRI Scan — Imaging Center, 04/22/2026, $1,200, 5) Follow-up Visit — Dr. Johnson, 05/15/2026, $350. Total medical expenses: $6,300.
```

**Prompt:** 
```
Create a new case for client John Smith called 'Smith v. ABC Corporation - Workplace Injury'.
```

**Response:** 
```
Case created successfully! 'Smith v. ABC Corporation - Workplace Injury' has been created and linked to client John Smith. Case status is set to Open, practice area is Workers' Compensation. You can now add documents, medical records, tasks, and track expenses for this case.
```

## Capabilities

### Create New Matters
Opens a new legal case or contact within CloudLex Legal.

### Identify Client Portfolio
Retrieves every case and matter associated with a specific client ID.

### Assemble Case File Details
Gathers all documents, communications, medical records, tasks, liens, and expenses for one matter.

### Search Across All Cases
Finds cases or matters using keywords across the entire client base.

### Update Case Information
Makes necessary edits to an existing legal case file.

## Use Cases

### Client Intake Review
A paralegal needs to onboard John Doe, who was injured in an auto accident. The agent first uses create_cloudlex_client to add him, then calls create_cloudlex_case with the correct practice area, and finally gathers all initial documents using list_cloudlex_documents.

### Settlement Audit
The firm is preparing for a settlement. The agent uses list_cloudlex_cases to pull up all relevant matters, then calls get_client_cloudlex_cases and systematically lists_cloudlex_liens and list_cloudlex_expenses to ensure the final payout covers every debt.

### Deep Case History Dive
An attorney needs a full picture of one client. Instead of searching, they prompt the agent to get all cases for that specific client using get_client_cloudlex_cases, which automatically pulls in every related communication and medical record.

### Missing Documentation Retrieval
A case file is incomplete. The agent searches across all matters using search_cloudlex_cases to find any mention of a specific keyword, like 'Treadmill incident,' ensuring no related documents or tasks were missed.

## Benefits

- You stop wasting time sifting through folders. Instead of manually pulling records, asking your agent to list medical records or communications for a specific case cuts the search time from minutes to seconds.
- Never miss money again. When you need to track down every single claim against a settlement, calling list_cloudlex_liens ensures that no insurance or medical lien is overlooked in the client's file.
- Build complete profiles fast. Getting all cases associated with a specific client using get_client_cloudlex_cases means you see their entire history without searching by date range or practice area.
- Stay organized and compliant. You can set up new matters quickly using create_cloudlex_case, defining the status and practice area right from your prompt.
- Reviewing finances is simple. Use list_cloudlex_expenses to gather all court costs and expert witness fees for a case in one go.

## How It Works

The bottom line is that you manage complex legal data by talking to your AI client, not by navigating an interface.

1. Subscribe to this MCP and provide your CloudLex API key.
2. Connect your preferred AI client (Claude, Cursor, etc.) using the Vinkius platform.
3. Ask your agent for a specific action, like 'List all open cases in Personal Injury' or 'Show medical records for John Smith'.

## Frequently Asked Questions

**How do I find all the different types of records using list_cloudlex_medical_records?**
You can use this tool to retrieve medical treatment records, bills, and summaries from various providers. It gathers everything into one view associated with a specific case.

**Can I create a new client record using create_cloudlex_client?**
Yes, you can add a completely new contact—whether they are the primary client or an opposing party—and specify their role right away. This ensures your database is accurate from day one.

**What if I want to see all matters for my current patient?**
Use get_client_cloudlex_cases. You just need the client's ID, and it pulls up every single case file linked back to that person in your system.

**How do I find all cases by status using list_cloudlex_cases?**
You can filter the listing of all cases by setting a specific status, like 'Open' or 'Pending.' This is much faster than manually reviewing every file.

**Can I update case details after I get them using update_cloudlex_case?**
Yes. Once you have retrieved the correct case via get_cloudlex_case, you can use update_cloudlex_case to modify status or add notes without needing a new workflow.

**How do I use `list_cloudlex_liens` to track all financial claims against a case?**
It compiles every recorded medical and insurance lien associated with the matter. This is critical for legal practice because it ensures you account for every claim or third-party right before closing out the case.

**What fields can I filter by when running `list_cloudlex_clients`?**
You can paginate results using page and page_size parameters. While direct filtering options aren't exposed, you can sort through all contacts to find specific types, like opposing counsel or expert witnesses.

**What information does `list_cloudlex_communications` pull for a matter?**
This function gathers every recorded interaction against a case. You get a comprehensive log of emails, phone calls, and notes from clients, opposing counsel, or other involved parties.