# MyCase Legal MCP > MyCase Legal MCP Server manages your entire law practice through a unified API connection to MyCase. Use it to list, create, and update matters, log billable time entries, add new clients, track payments, and pull full client portfolios—all from your AI agent. ## Overview - **Category:** document-management - **Price:** Free - **Tags:** practice-management, case-tracking, legal-billing, client-portal, time-tracking, document-storage ## Description This server connects your AI agent directly to MyCase, letting you run your entire practice without ever touching the web interface. You'll use it to manage clients, track billable hours, and handle billing details—all from a single command. To start, remember that `create_mycase_contact` lets you add new client records by capturing names, emails, or phone numbers into MyCase. If you need more info on an existing contact, `get_mycase_contact` pulls all the detailed data for one specific ID. You can also pull a full list of every single contact in your firm's database using `list_mycase_contacts`. When it comes to setting up cases, you first open a new legal matter with `create_mycase_matter`, assigning it a title and linking it to an existing client ID. You can then update anything about that case—its status or description—using `update_mycase_matter`. Need an overview of your workload? `list_mycase_matters` gives you a master list, while `search_mycase_matters` lets you track down any matter by keywords across titles, descriptions, or client names. For one client's full history, `get_client_mycase_cases` pulls every active and closed case linked to their profile. Finally, if you need the raw data for a specific case, `get_mycase_matter` fetches all detailed records for that matter ID. Handling time is straightforward. You log billable or non-billable hours directly against a case using `create_mycase_time_entry`, specifying both the duration and the work description. If you need to check past work, `list_mycase_time_entries` retrieves every time entry logged specifically against one matter ID. The firm's calendar is covered by `list_mycase_calendar_events`, which pulls up upcoming court dates, deadlines, and hearings across your entire roster. For billing, you pull a list of all generated invoices with `list_mycase_invoices`. When you need the full details on one invoice—like specific line items or its current status—`get_mycase_invoice` fetches that data. To track money coming in, `list_mycase_payments` lists every payment received from clients, keeping your books straight. You can also manage evidence by using `list_mycase_documents`, which pulls up every filing and piece of evidence attached to a specific matter. It's all interconnected: you start by getting the client info, open the case, log the time entries for that case, check the related documents, then generate an invoice based on those hours. You don't gotta juggle multiple UIs—your agent handles it all. ## Tools ### create_mycase_contact Adds a new contact or client record into MyCase using names, emails, and phone numbers. ### create_mycase_matter Opens a new legal case (matter) in your system, assigning it to an existing client ID and title. ### create_mycase_time_entry Logs specific billable or non-billable time against a matter ID, specifying the duration and work description. ### get_client_mycase_cases Retrieves all active and closed cases associated with a single client's profile. ### get_mycase_contact Pulls detailed information for one specific contact or client by their ID. ### get_mycase_invoice Fetches the full details of a single invoice, including line items and status. ### get_mycase_matter Retrieves all detailed data for one specific case or matter ID. ### list_mycase_calendar_events Lists upcoming court dates, hearings, and deadlines across the firm's calendar. ### list_mycase_contacts Pulls a paginated list of all clients and contacts in your database. ### list_mycase_documents Lists every document, filing, or piece of evidence attached to a specific case/matter. ### list_mycase_invoices Pulls a list of all generated invoices for the law firm. ### list_mycase_matters Provides an overview and filtering capability for all legal cases/matters in your caseload. ### list_mycase_payments Lists all payments received from clients, tracking funds coming into the firm. ### list_mycase_time_entries Retrieves a list of time entries logged specifically against one matter ID. ### search_mycase_matters Searches all cases/matters by keyword across titles, descriptions, and client names. ### update_mycase_matter Changes details on an existing case or matter in MyCase, like updating its status or description. ## Prompt Examples **Prompt:** ``` List all my open cases in MyCase. ``` **Response:** ``` I found 5 open matters in your MyCase account: 1) Smith Divorce [open] — John Smith, Family Law, 2) State v. Johnson [open] — Robert Johnson, Criminal Defense, 3) Estate of Williams [open] — Mary Williams, Estate Planning, 4) ABC Corp Contract Dispute [open] — ABC Corporation, Business Litigation, 5) Jones Personal Injury [open] — Sarah Jones, Personal Injury. ``` **Prompt:** ``` Create a new time entry for 2 hours of legal research on the Smith Divorce case. ``` **Response:** ``` Time entry created successfully! Logged 120 minutes of 'Legal research' on matter 'Smith Divorce'. Entry is marked as billable. Running total for this matter: 8.5 hours this month. ``` **Prompt:** ``` Show me all cases for client John Smith. ``` **Response:** ``` Found 3 cases for John Smith: 1) Smith Divorce [open] — Family Law, filed 2025-03-15, 2) Smith Custody Modification [open] — Family Law, filed 2026-01-20, 3) Smith Estate Planning [closed] — Estate Planning, completed 2024-11-10. Total billable time across all matters: 32.5 hours. ``` ## Capabilities ### Create Client Contacts Adds new contact records to MyCase by capturing the client's name, email, or phone number. ### Open New Cases/Matters Registers a new legal matter in your practice, assigning it a title, specific client ID, and initial status. ### Log Time Entries Records billable or non-billable time against a specific case ID, including the duration and description of work performed. ### View Client Portfolio History Retrieves all legal matters associated with one client's history for a full overview. ### Retrieve Invoices and Payments Fetches detailed records of generated invoices, including amounts and line items, or tracks payments received from clients. ## Use Cases ### Client onboarding after the first meeting A solo practitioner just met a client. They ask their agent: 'Add John Smith as a contact, then open a new family law matter for him titled 'Smith Divorce'. Then, log 30 minutes of initial consultation time.' The agent runs `create_mycase_contact` and `create_mycase_matter`, followed by `create_mycase_time_entry`. Problem solved in three conversational steps. ### Billing at the end of a quarter The legal assistant needs to know what's owed. They ask: 'List all open matters for client Jane Doe, and then get their invoices.' The agent runs `get_client_mycase_cases` and `list_mycase_invoices`. This confirms the billable work against current outstanding debts. ### Preparing a case summary for review A paralegal needs to understand all evidence in an old case. They ask: 'List all documents and matters for client ABC Corp.' The agent runs `list_mycase_documents` and `get_client_mycase_cases`, gathering filings, correspondence, and the full matter history instantly. ### Tracking a specific client's activity A partner needs to review every case for an important account. They ask: 'Show me all matters for John Smith.' The agent uses `get_client_mycase_cases`, instantly showing the entire history—divorce, estate planning, and custody modification. ## Benefits - Log time instantly. Use `create_mycase_time_entry` to record hours against a matter ID without opening the web portal, keeping accurate records for immediate billing. - Get full visibility on clients. Run `get_client_mycase_cases` to pull every matter associated with a client in one go, giving you a complete legal portfolio overview. - Handle all financial records. You can list and review invoices using `list_mycase_invoices` and track payments received via `list_mycase_payments`, making billing reconciliation faster. - Maintain an accurate caseload view. Use `list_mycase_matters` to filter your entire firm's cases by status (e.g., 'open' or 'on_hold'), keeping your focus on active work. - Quickly find specific data points. Instead of searching multiple tabs, use `search_mycase_matters` to locate a case ID using simple keywords across titles and descriptions. ## How It Works The bottom line is, your AI agent talks directly to your MyCase database via secure tools, so you don't have to click through multiple dashboards. 1. Subscribe to the MyCase Legal server on Vinkius. 2. Provide your specific MyCase API key into the connection settings. 3. Ask your AI client to perform a legal action (e.g., 'Log 120 minutes of research for case XYZ'). ## Frequently Asked Questions **How do I find out if a client has any open cases using list_mycase_matters?** You use `list_mycase_matters` and filter the results by status='open'. This gives you an immediate overview of all active matters across your entire firm's caseload. **Can I create a new client contact using create_mycase_contact?** Yes. Just give your agent the first name, last name, and any details like email or phone number. It handles the record creation in MyCase for you. **What is the difference between list_mycase_matters and search_mycase_matters?** Use `list_mycase_matters` when you want to filter by a defined parameter, like 'open' status or 'Family Law' area. Use `search_mycase_matters` for keyword searches across titles or descriptions. **Does create_mycase_time_entry require me to know the matter ID?** Yes, it requires a `matter_id`. If you don't have the ID, run `list_mycase_matters` first, then use the resulting ID when logging time. **How do I view all invoices for my firm?** Run `list_mycase_invoices`. This pulls a list of all generated invoices so you can review amounts and statuses at a glance. **If I use `get_mycase_contact` with an ID that doesn't exist, what kind of error do I receive?** The system returns a specific API failure code (usually 404 Not Found). Your agent will stop execution and report the exact error message. You must handle this by verifying the client ID before calling the tool. **When updating case details, what does `update_mycase_matter` allow me to change?** You can modify specific fields—like changing a matter's status or adding notes—without needing to resend all existing data. Just send the ID and the parameters you want to change. **How do I ensure `list_mycase_documents` only shows documents related to a specific date range?** The tool supports filtering by dates, but you must pass both start and end date parameters. This confines the document search so your AI client doesn't pull irrelevant filings. **What features of MyCase are available through this API?** The API provides access to: Matters/Cases (CRUD operations), Contacts/Clients (create and list), Documents (list by matter), Time Entries (list and create), Calendar Events (list), Invoices (list and get details), and Payments (list). You can search matters by keyword, filter by status and practice area, and view all cases for a specific client. **How do I get a MyCase API key?** Log in to your MyCase account at mycase.com, navigate to Settings → API or Integrations, and generate an API key. The key gives you access to your firm's case data, client information, time entries, and billing data. Contact MyCase support if you don't see the API option in your account. **Can I create new cases and clients through the API?** Yes! You can create new matters/cases with title, client assignment, status, and practice area. You can also create new contacts/clients with name, email, phone, and contact type (client, opposing party, witness, etc.). Use `create_mycase_matter` and `create_mycase_contact` tools for these operations. **How do I track billable time with MyCase API?** Use `create_mycase_time_entry` to log time against any case. Provide the matter ID, description of work, and duration in minutes. You can specify whether the entry is billable and set a custom hourly rate. Use `list_mycase_time_entries` to view all time logged against a specific case.