Bring Case Management
to LlamaIndex
Create your Vinkius account to connect CloudLex Legal to LlamaIndex and start using all 15 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the CloudLex Legal MCP Server?
Connect to CloudLex Legal case management platform and manage your entire personal injury practice from any AI agent. Access cases, clients, documents, medical records, liens, tasks, communications, and expenses—all through a unified API designed for plaintiff personal injury law firms.
What you can do
- Cases/Matters — List, search, create, and update personal injury cases with status, client, and practice area
- Clients/Contacts — Manage your client database including individuals, opposing parties, witnesses, medical providers, and experts
- Client Portfolio — View all cases associated with a specific client
- Documents — Access case documents including pleadings, correspondence, evidence, and settlement documents
- Tasks — View and manage tasks associated with cases including due dates and assigned attorneys
- Medical Records — Access medical treatment records, bills, provider information, and medical summaries
- Liens — Track medical liens, insurance liens, and other claims against settlements
- Communications — View emails, phone calls, letters, and notes with clients, opposing counsel, and other parties
- Expenses — Track case-related expenses including court costs, expert witness fees, and medical record retrieval costs
How it works
- Subscribe to this server
- Enter your CloudLex API key (available in CloudLex account settings)
- Start managing your personal injury practice from Claude, Cursor, or any MCP-compatible client
Your AI becomes a legal practice assistant, helping you track cases, manage clients, organize documents, and monitor case expenses.
Who is this for?
- Personal Injury Attorneys — manage your entire caseload and client relationships from AI assistants
- Law Firms — track cases across practice areas and monitor case expenses and liens
- Paralegals — quickly find case details, documents, medical records, and client information
- Legal Assistants — manage tasks, communications, and track case expenses
- Case Managers — organize medical records, liens, and settlement documentation
Built-in capabilities (15)
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: - case_name (REQUIRED): Case/matter name - client_id (OPTIONAL): ID of the client this case belongs to - status (OPTIONAL): Initial status — "Open" (default), "Closed", "Pending", "Settled" - practice_area (OPTIONAL): Practice area (e.g. "Personal Injury", "Mass Tort", "Auto Accident") - description (OPTIONAL): Case description/notes - incident_date (OPTIONAL): Date of the incident (YYYY-MM-DD) EXAMPLES: - "Create a new case called 'Smith Auto Accident'" → call with case_name="Smith Auto Accident" - "Open a new personal injury matter for client 456" → call with case_name="State v. Johnson", client_id="456", practice_area="Personal Injury" Create a new case/matter in CloudLex Legal
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: - first_name (REQUIRED): Client's first name - last_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", "Medical Provider", "Expert" EXAMPLES: - "Add a new client John Smith" → call with first_name="John", last_name="Smith" - "Create contact for opposing party Jane Doe, jane@example.com" → call with first_name="Jane", last_name="Doe", email="jane@example.com", type="Opposing Party" Create a new client/contact in CloudLex Legal
Useful for understanding a client's full legal portfolio and case history. Get all cases/matters for a specific client/contact
Get detailed information for a specific case/matter
Get detailed information for a specific client/contact
Supports filtering by status, practice area, client, and date range for flexible queries. USE WHEN: - User wants to see all their legal cases/matters - User needs to find cases by status, client, or practice area - User is exploring their law firm's caseload - User asks "what cases do I have" or "list my open cases" PARAMETERS: - status (OPTIONAL): Filter by case status (e.g. "Open", "Closed", "Pending", "Settled") - practice_area (OPTIONAL): Filter by practice area (e.g. "Personal Injury", "Mass Tort", "Auto Accident") - 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 personal injury matters" → call with practice_area="Personal Injury" - "List all cases" → call with no params List all cases/matters in CloudLex Legal
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 clients/contacts in CloudLex Legal
List communications for a specific case
List documents for a specific case/matter
List expenses for a specific case
List liens for a specific case
List medical records for a specific case
List tasks for a specific case/matter
Search cases/matters by keyword query
Update an existing case/matter in CloudLex Legal
Why LlamaIndex?
LlamaIndex agents combine CloudLex Legal tool responses with indexed documents for comprehensive, grounded answers. Connect 15 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.
- —
Data-first architecture: LlamaIndex agents combine CloudLex Legal tool responses with indexed documents for comprehensive, grounded answers
- —
Query pipeline framework lets you chain CloudLex Legal tool calls with transformations, filters, and re-rankers in a typed pipeline
- —
Multi-source reasoning: agents can query CloudLex Legal, a vector store, and a SQL database in a single turn and synthesize results
- —
Observability integrations show exactly what CloudLex Legal tools were called, what data was returned, and how it influenced the final answer
CloudLex Legal in LlamaIndex
Why run CloudLex Legal with Vinkius?
The CloudLex Legal connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 15 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect CloudLex Legal using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
CloudLex Legal and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect CloudLex Legal to LlamaIndex through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
CloudLex Legal for LlamaIndex
Every request between LlamaIndex and CloudLex Legal is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
What features of CloudLex are available through this API?
The API provides access to: Cases/Matters (CRUD operations), Contacts/Clients (create and list), Documents (list by case), Tasks (list by case), Medical Records (list by case), Liens (list by case), Communications (list by case), and Expenses (list by case). You can search cases by keyword, filter by status and practice area, and view all cases for a specific client.
How do I get a CloudLex API key?
Log in to your CloudLex account at cloudlex.com, navigate to Settings → Integrations or API Settings, and generate an API key. The key gives you access to your firm's case data, client information, documents, medical records, and expenses. Contact CloudLex 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 cases with case name, client assignment, status, practice area, and incident date. You can also create new contacts with first name, last name, email, phone, and contact type (Client, Opposing Party, Witness, Medical Provider, Expert). Use create_cloudlex_case and create_cloudlex_client tools for these operations.
What types of contacts can I manage in CloudLex?
CloudLex supports multiple contact types essential for personal injury practice: Clients (injured parties), Opposing Parties (defendants, insurance adjusters), Witnesses (eyewitnesses, expert witnesses), Medical Providers (doctors, hospitals, physical therapists), and Experts (medical experts, accident reconstructionists, economists). Each contact type can be linked to specific cases and communications.
How does LlamaIndex connect to MCP servers?
Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.
Can I combine MCP tools with vector stores?
Yes. LlamaIndex agents can query CloudLex Legal tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
Does LlamaIndex support async MCP calls?
Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.
BasicMCPClient not found
Install: pip install llama-index-tools-mcp
Explore More MCP Servers
View all →
Dog CEO
3 toolsUniversal dog intelligence engine — get random dog images and breed data via AI.
edX Alternative
10 toolsManage Open edX courses, enrollments, and user profiles — list learning paths, track student grades, and handle registrations via AI.
ClubReady
11 toolsManage members, check-ins, classes, billing, prospects, and staff for your ClubReady (ABC Fitness) gym through natural conversation.
Intruder
10 toolsAutomate vulnerability scanning and security monitoring via Intruder.io API.