Integrate CloudLex Legal with Claude, Cursor, Chatbots & AI Agents MCP Server

Manage personal injury cases via CloudLex — cases, clients, documents, medical records, liens, tasks, and communications.

GDPR Free for Subscribers

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

create

Create cloudlex case on CloudLex Legal

USE WHEN: - User wants to open a new legal case - User needs to create a new matter for a client - User asks to "create a new case" or "open a matter" PARAMETERS: - case_name (REQUIRED): Case/matter name - client_id (OPTIONAL): ID of the client this case belongs to - status (OPTIONAL): Initial status — "Open" (default), "Closed", "Pending", "Settled" - practice_area (OPTIONAL): Practice area (e.g. "Personal Injury", "Mass Tort", "Auto Accident") - description (OPTIONAL): Case description/notes - incident_date (OPTIONAL): Date of the incident (YYYY-MM-DD) EXAMPLES: - "Create a new case called 'Smith Auto Accident'" → call with case_name="Smith Auto Accident" - "Open a new personal injury matter for client 456" → call with case_name="State v. Johnson", client_id="456", practice_area="Personal Injury" Create a new case/matter in CloudLex Legal

create

Create cloudlex client on CloudLex Legal

USE WHEN: - User wants to add a new client - User needs to create a new contact record - User asks to "add a new client" or "create a contact" PARAMETERS: - first_name (REQUIRED): Client's first name - last_name (REQUIRED): Client's last name - email (OPTIONAL): Client's email address - phone (OPTIONAL): Client's phone number - type (OPTIONAL): Contact type — "Client" (default), "Opposing Party", "Witness", "Medical Provider", "Expert" EXAMPLES: - "Add a new client John Smith" → call with first_name="John", last_name="Smith" - "Create contact for opposing party Jane Doe, jane@example.com" → call with first_name="Jane", last_name="Doe", email="jane@example.com", type="Opposing Party" Create a new client/contact in CloudLex Legal

get

Get client cloudlex cases on CloudLex Legal

Useful for understanding a client's full legal portfolio and case history. Get all cases/matters for a specific client/contact

get

Get cloudlex case on CloudLex Legal

Get detailed information for a specific case/matter

get

Get cloudlex client on CloudLex Legal

Get detailed information for a specific client/contact

list

List cloudlex cases on CloudLex Legal

Supports filtering by status, practice area, client, and date range for flexible queries. USE WHEN: - User wants to see all their legal cases/matters - User needs to find cases by status, client, or practice area - User is exploring their law firm's caseload - User asks "what cases do I have" or "list my open cases" PARAMETERS: - status (OPTIONAL): Filter by case status (e.g. "Open", "Closed", "Pending", "Settled") - practice_area (OPTIONAL): Filter by practice area (e.g. "Personal Injury", "Mass Tort", "Auto Accident") - client_id (OPTIONAL): Filter by specific client ID - page (OPTIONAL): Page number for pagination - page_size (OPTIONAL): Results per page (default: 25, max: 100) EXAMPLES: - "List all my open cases" → call with status="Open" - "Show my personal injury matters" → call with practice_area="Personal Injury" - "List all cases" → call with no params List all cases/matters in CloudLex Legal

list

List cloudlex clients on CloudLex Legal

USE WHEN: - User wants to see all their clients and contacts - User needs to find a client by name or email - User is exploring their contact database - User asks "list my clients" or "show all contacts" PARAMETERS: - page (OPTIONAL): Page number for pagination - page_size (OPTIONAL): Results per page (default: 25, max: 100) EXAMPLES: - "List all my clients" → call with no params - "Show my contacts" → call with no params - "List clients page 2" → call with page="2" List all clients/contacts in CloudLex Legal

list

List cloudlex communications on CloudLex Legal

List communications for a specific case

list

List cloudlex documents on CloudLex Legal

List documents for a specific case/matter

list

List cloudlex expenses on CloudLex Legal

List expenses for a specific case

list

List cloudlex liens on CloudLex Legal

List liens for a specific case

list

List cloudlex medical records on CloudLex Legal

List medical records for a specific case

list

List cloudlex tasks on CloudLex Legal

List tasks for a specific case/matter

Search cloudlex cases on CloudLex Legal

Search cases/matters by keyword query

update

Update cloudlex case on CloudLex Legal

Update an existing case/matter in CloudLex Legal

Security & Code Integrity Audit

Every tool in the CloudLex Legal MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

A+Score: 100

How Vinkius protects your data

Is there a risk of the AI "going crazy" and deleting important company data?

No. With Vinkius, the AI operates on "rails". It can only make the exact moves you authorized in the tool's settings. It cannot invent routes, access other networks in your company, or decide to delete random files. If the action isn't in the approved catalog, the attempt is blocked instantly.

Can I audit what my AI agents are doing with this integration?

Yes, Vinkius provides an immutable, HMAC-chained audit log. Every tool execution, payload, and response is tracked in real-time on your dashboard, giving you complete visibility into your agent's actions.

Can I create new cases and clients through the API?

Yes! You can create new cases with case name, client assignment, status, practice area, and incident date. You can also create new contacts with first name, last name, email, phone, and contact type (Client, Opposing Party, Witness, Medical Provider, Expert). Use create_cloudlex_case and create_cloudlex_client tools for these operations.

How does the AI access my passwords and credentials?

It simply doesn't. On Vinkius, your passwords, API keys, and login details are kept in a secure vault. The AI (like ChatGPT or Claude) merely "asks" Vinkius to perform the task. Vinkius opens the door, does the work, and hands the result back to the AI. Your credentials are never seen, read, or learned by the artificial intelligence.

How Chatbots Interact with CloudLex Legal

We map standard API endpoints to agent-compatible instructions. Connect CloudLex Legal to execute these core functional operations.

Autonomous case management Strategies

The CloudLex Legal toolkit enables AI agents to execute case management commands. It handles protocol translation for document management integrations natively.

Seamless personal injury Integration

Use the CloudLex Legal server to execute personal injury operations from your AI agent. The protocol manages state and authentication for continuous document management workflows.