Bring Case Tracking
to Claude Desktop
Learn how to connect Evolio to Claude Desktop and start using 14 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Evolio MCP Server?
Connect your Evolio account to any AI agent and manage your law firm operations through natural conversation.
What you can do
- Case Management — Create, update, list, and inspect cases with status, assigned attorneys, deadlines, and milestones
- Status Filtering — Filter cases by status (active, pending, closed, archived) to focus on what needs attention
- Task Tracking — Create tasks linked to cases, list all tasks with due dates and assignees, and inspect individual task details
- Client Profiles — Browse all clients with contact information and associated case counts, and inspect full client profiles
- Document Access — List all documents uploaded per client or per case for easy reference during consultations
How it works
1. Subscribe to this server
2. Enter your Evolio API Key from your administration settings
3. Start managing your cases from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Attorneys — check case status, review deadlines, and create tasks without switching to the Evolio dashboard
- Paralegals — access client documents and case files during research through conversational AI
- Law Firm Administrators — monitor caseloads, track pending tasks, and manage client profiles
Built-in capabilities (14)
Verify connectivity
Create a case
Create a task
Get case details
Get client details
Get task details
List case files
List cases
List cases by status
List client files
List clients
List all tasks
List tasks by case
Update a case
Why Claude Desktop?
Claude Desktop is the definitive way to connect Evolio to your AI workflow. Add Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 14 tools in the chat interface. ask a question, Claude calls the right tool, and you see the answer. Zero code, zero context switching.
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Claude Desktop is the reference MCP client. it was designed alongside the protocol itself, ensuring the most complete and stable MCP implementation available
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Zero-code configuration: add a server URL to a JSON file and Claude instantly discovers and exposes all available tools in the chat interface
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Claude's extended thinking capability lets it reason through multi-step tool usage, chaining multiple API calls to answer complex questions
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Enterprise-grade security with local config storage. your tokens never leave your machine, and connections go directly to Vinkius Edge network
Evolio in Claude Desktop
Evolio and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Evolio to Claude Desktop through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for Evolio in Claude Desktop
The Evolio 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. All 14 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Claude Desktop only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* 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
How Vinkius secures
Evolio for Claude Desktop
Every tool call from Claude Desktop to the Evolio MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can I create new cases and tasks directly through the AI agent?
Yes! The create_case action accepts a JSON payload with client, case type, and initial status. The create_task action creates tasks linked to specific cases with description, due date, and assignee. Use update_case to modify case status, notes, or attorney assignments as the case progresses.
Can I filter cases by their current status?
Yes. The list_cases_by_status tool accepts a status parameter — 'active', 'pending', 'closed', or 'archived'. This lets you quickly focus on active matters requiring attention, review pending cases awaiting decisions, or audit closed cases for reporting.
Can I access client documents and case files through the AI agent?
Yes. Use list_client_files with a Client ID to retrieve all documents uploaded for that client. Use list_case_files with a Case ID to see all documents associated with a specific case. Both tools return file names, upload dates, and file types for easy reference.
How does Claude Desktop discover MCP tools?
When Claude Desktop starts, it reads the claude_desktop_config.json file and connects to each configured MCP server. It calls the tools/list endpoint to fetch the schema for every available tool, then surfaces them as clickable options in the chat interface via the 🔌 icon.
What happens if the MCP server is temporarily unavailable?
Claude Desktop handles disconnections gracefully. if the server is unreachable at startup, the tools simply won't appear. Once the server becomes available again, restarting Claude Desktop will re-establish the connection. There is no timeout penalty or error loop.
Can I connect multiple MCP servers simultaneously?
Yes. You can add as many servers as you need in the mcpServers section of the config file. Each server appears as a separate tool provider, and Claude can use tools from multiple servers in a single conversation turn.
Is there a limit on the number of tools per server?
Claude Desktop can handle hundreds of tools per server. However, for optimal LLM performance, Vinkius servers are designed to expose focused, well-documented tool sets rather than overwhelming the model with too many options.
Does Claude Desktop support Streamable HTTP transport?
Yes. Claude Desktop supports both SSE (Server-Sent Events) and the newer Streamable HTTP transport that Vinkius uses. Simply provide the server URL. Claude auto-negotiates the transport protocol.
Server not appearing after restart
Ensure the JSON is valid (no trailing commas). Check the file path: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\\Claude\\ (Windows).
Authentication error
Verify your Vinkius token is correct. Go to cloud.vinkius.com to regenerate it if needed.
Tools not showing in chat
Click the 🔌 icon at the bottom of the chat input. If it shows 0 tools, the server may still be connecting. wait a few seconds.