How to Use the MyCase Legal MCP in Windsurf

Use the MyCase Legal MCP server to let Windsurf manage your firm's case files, billing, and client intake directly in the IDE.

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Connect MyCase Legal MCP to Windsurf

Create your Vinkius account to connect MyCase Legal to Windsurf 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 MyCase Legal with Windsurf

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Full case and client control

Windsurf handles your firm's administrative heavy lifting by chaining tools to sync your database. You can trigger `create_mycase_contact` or `create_mycase_matter` without leaving your code editor. Your agent parses your instructions and maps them to the right API call. It keeps your client records updated while you focus on the actual legal work.

Automated billing and time logging

Stop manual entry by letting your agent log hours as you finish tasks. The system uses `create_mycase_time_entry` to record billable minutes against specific matters automatically. It connects your work logs to `get_mycase_invoice` so you have an accurate view of your firm's finances. You just focus on the law while the server tracks the revenue.

Unified legal calendar management

Manage your firm's schedule by querying `list_mycase_calendar_events` inside your workspace. Windsurf pulls these dates into your current context so you never miss a deadline. Use `search_mycase_matters` to find the exact case details you need for an upcoming hearing. It brings the information to you, saving you from digging through multiple browser tabs.

Setup guide

Set up MyCase Legal MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the MyCase Legal MCP

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

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my MyCase Legal payment history." If connected, Cascade will call the MyCase Legal tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

{
  "mcpServers": {
    "mycase-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 MyCase. 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 MyCase Legal MCP in Windsurf

The server links your MyCase Legal account to Windsurf through a secure connection. Once connected, your agent can call tools to read and write data directly to your firm's practice management system.

Yes, you can use the search tools to verify client names and existing matters. It allows you to run a quick query across your database to identify potential conflicts before opening a new case.

It provides the exact tools needed to record time entries against specific case IDs. You provide the description and duration, and the server handles the submission to your billing records.

Vinkius hosts the server in a sandbox environment that keeps your data isolated. Your credentials are used only to authorize the specific tools your agent needs to execute.

The server only accesses the documents you explicitly request via the toolset. You maintain control over which files are pulled into your session, keeping your sensitive client data private and contained.

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