How to Use the Confido Legal MCP in Claude

Q: How do I connect Confido Legal to Claude Desktop?

Open your claudedesktopconfig.json file and add the Confido Legal configuration under the mcpServers key. Once saved, restart Claude Desktop and look for the hammer icon in your chat window to start managing trust transactions.

Q: Can I pull up active case files using this integration?

Yes, you can. Ask your agent to run listmatters to display active litigation or consulting files associated with any client record.

Draft trust-compliant payment links and manage law firm clients directly from Claude Desktop without leaving your chat window.

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Connect Confido Legal MCP to Claude Desktop

Create your Vinkius account to connect Confido Legal to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Confido Legal with Claude Desktop

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Generate payment links with this MCP Server

The `create_payment_link` tool lets you generate payment requests that split funds between trust and operating bank accounts directly inside your chat. Instead of copying details from your billing software, tell Claude Desktop to draft the link during your client review. Your agent uses `get_firm_details` to verify active bank accounts before generating the URL. This prevents compliance headaches by ensuring trust deposits hit the correct ledger without manual intervention.

Lookup client files and active matters instantly

The `list_clients` tool pulls your active database records directly into your local Claude Desktop workflow. You don't have to toggle over to your practice management dashboard just to verify a client's ID. Once you have the ID, run `list_matters` to pull open cases associated with that specific contact. This lets your agent draft updates or write emails with accurate case numbers and client details right in your sidebar.

Track outstanding legal invoices in real time

The `list_payment_links` tool checks the status of every invoice and trust deposit request you have sent out. Having this data inside Claude Desktop means you can ask your agent to identify which clients are late on their payments. By combining this with `list_subscriptions`, you can track recurring retainer agreements. Your agent can instantly flag failed payments so you can draft follow-up notices without opening your browser.

Setup guide

Set up Confido Legal MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Confido Legal MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Confido Legal MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under confido-legal-mcp.

json

{
  "mcpServers": {
    "confido-legal-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Confido Legal. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Confido Legal MCP in Claude Desktop

Open your `claude_desktop_config.json` file and add the Confido Legal configuration under the `mcpServers` key. Once saved, restart Claude Desktop and look for the hammer icon in your chat window to start managing trust transactions.

Yes, the server supports this natively. You can instruct Claude Desktop to call `create_payment_link` with specific amounts allocated to your trust and operating accounts, keeping you compliant with bar association rules.

No local code is required. You can paste the Vinkius remote MCP server URL directly into your Claude Web integrations panel, or use the local config file for the desktop app.

Yes, you can. Ask your agent to run `list_matters` to display active litigation or consulting files associated with any client record.

Your trust account balances, client billing records, and bank details never sit on third-party servers. All requests go through the Vinkius sandboxed environment, ensuring your sensitive legal accounting data remains private.

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