MyCase Legal MCP Server for Windsurf 16 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect MyCase Legal through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.
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{
"mcpServers": {
"mycase-legal": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About MyCase Legal MCP Server
Connect to MyCase legal practice management platform and manage your entire law practice from any AI agent. Access cases/matters, clients, documents, time entries, calendar events, invoices, and payments—all through a unified API.
Windsurf's Cascade agent chains multiple MyCase Legal tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 16 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
What you can do
- Matters/Cases — List, search, create, and update legal cases with status, practice area, and client info
- Contacts/Clients — Manage your client database including name, email, phone, and address
- Client Portfolio — View all cases associated with a specific client
- Documents — Access case documents, filings, correspondence, and evidence
- Time Tracking — Log billable and non-billable time entries against any case
- Calendar — View court dates, hearings, deadlines, and meetings
- Invoices — List and review invoices with amounts, status, and line items
- Payments — Track payments received from clients
- Search — Search cases by keyword across titles, client names, and descriptions
The MyCase Legal MCP Server exposes 16 tools through the Vinkius. Connect it to Windsurf in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect MyCase Legal to Windsurf via MCP
Follow these steps to integrate the MyCase Legal MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using MyCase Legal
Open Cascade and ask: "Using MyCase Legal, help me...". 16 tools available
Why Use Windsurf with the MyCase Legal MCP Server
Windsurf provides unique advantages when paired with MyCase Legal through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 16 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
MyCase Legal + Windsurf Use Cases
Practical scenarios where Windsurf combined with the MyCase Legal MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from MyCase Legal and generate models, types, or handlers based on real API responses
Live debugging: query MyCase Legal tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from MyCase Legal and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine MyCase Legal data with Cascade's code generation to scaffold entire features in minutes
MyCase Legal MCP Tools for Windsurf (16)
These 16 tools become available when you connect MyCase Legal to Windsurf via MCP:
create_mycase_contact
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: - given_name (REQUIRED): Client's first name - family_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", "other" EXAMPLES: - "Add a new client John Smith" → call with given_name="John", family_name="Smith" - "Create contact for opposing party Jane Doe, jane@example.com" → call with given_name="Jane", family_name="Doe", email="jane@example.com", type="opposing_party" Create a new contact/client in MyCase
create_mycase_matter
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: - title (REQUIRED): Matter/case title - client_id (REQUIRED): ID of the client this matter belongs to - status (OPTIONAL): Initial status — "open" (default), "closed", "archived", "on_hold" - practice_area (OPTIONAL): Practice area (e.g. "Family Law", "Criminal Defense") - description (OPTIONAL): Matter description/notes EXAMPLES: - "Create a new case for client 123 titled 'Smith Divorce'" → call with title="Smith Divorce", client_id="123" - "Open a new criminal defense matter for client 456" → call with title="State v. Johnson", client_id="456", practice_area="Criminal Defense" Create a new case/matter in MyCase
create_mycase_time_entry
USE WHEN: - User wants to log time spent on a case - User needs to record billable hours - User asks to "add time entry" or "log hours" PARAMETERS: - matter_id (REQUIRED): Matter/case ID this time entry belongs to - description (REQUIRED): Description of the work performed - duration_minutes (REQUIRED): Duration in minutes - billable (OPTIONAL): Whether this is billable — true (default) or false - rate (OPTIONAL): Hourly rate for this entry EXAMPLES: - "Log 2 hours of research for case 123" → call with matter_id="123", description="Legal research", duration_minutes=120 - "Add 30 minute phone call with client" → call with matter_id="123", description="Phone call with client", duration_minutes=30 Create a new time entry for billing
get_client_mycase_cases
Useful for understanding a client's full legal portfolio. Get all cases/matters for a specific client
get_mycase_contact
Get detailed information for a specific contact/client
get_mycase_invoice
Get detailed information for a specific invoice
get_mycase_matter
Get detailed information for a specific case/matter
list_mycase_calendar_events
List calendar events for the law firm
list_mycase_contacts
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 contacts/clients in MyCase
list_mycase_documents
List documents for a specific case/matter
list_mycase_invoices
List invoices for the law firm
list_mycase_matters
Essential for case management and tracking. USE WHEN: - User wants to see all their legal cases/matters - User needs to find cases by status (open, closed, archived, on hold) - User is exploring their law firm's caseload - User asks "what cases do I have" or "list my open matters" PARAMETERS: - status (OPTIONAL): Filter by status — "open", "closed", "archived", "on_hold" - practice_area (OPTIONAL): Filter by practice area (e.g. "Family Law", "Criminal Defense") - 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 family law matters" → call with practice_area="Family Law" - "List all matters" → call with no params List all cases/matters in MyCase legal practice management
list_mycase_payments
List payments received by the law firm
list_mycase_time_entries
List time entries for a specific case/matter
search_mycase_matters
Search cases/matters by keyword query
update_mycase_matter
Update an existing case/matter in MyCase
Example Prompts for MyCase Legal in Windsurf
Ready-to-use prompts you can give your Windsurf agent to start working with MyCase Legal immediately.
"List all my open cases in MyCase."
"Create a new time entry for 2 hours of legal research on the Smith Divorce case."
"Show me all cases for client John Smith."
Troubleshooting MyCase Legal MCP Server with Windsurf
Common issues when connecting MyCase Legal to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
MyCase Legal + Windsurf FAQ
Common questions about integrating MyCase Legal MCP Server with Windsurf.
How does Windsurf discover MCP tools?
mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect MyCase Legal with your favorite client
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Connect MyCase Legal to Windsurf
Get your token, paste the configuration, and start using 16 tools in under 2 minutes. No API key management needed.