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 capabilities 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.

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Use CloudLex Legal with your AI.

Connect your account once and let the AI you already use work with it, without building another integration. Manage personal injury cases via CloudLex. cases, clients, documents, medical records, liens, tasks, and communications.

Included with plan

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Developed, maintained, and hosted by Vinkius.

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Complete set · 15 capabilities

The complete CloudLex Legal capability set.

These are the exact actions your AI can choose when you ask it to work with CloudLex Legal.

Capability set01 / 04

01-04

4 capabilities in this set.

Part of 15 available through CloudLex Legal.

01
Create cloudlex case
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
02
Create cloudlex client
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
03
List cloudlex cases
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
04
List cloudlex clients
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

Capability set02 / 04

05-08

4 capabilities in this set.

Part of 15 available through CloudLex Legal.

05
List cloudlex expenses
List expenses for a specific case
06
Search cloudlex cases
Search cases/matters by keyword query
07
Get cloudlex case
Get detailed information for a specific case/matter
08
Get cloudlex client
Get detailed information for a specific client/contact

Capability set03 / 04

09-12

4 capabilities in this set.

Part of 15 available through CloudLex Legal.

09
Get client cloudlex cases
Useful for understanding a client's full legal portfolio and case history. Get all cases/matters for a specific client/contact
10
List cloudlex communications
List communications for a specific case
11
List cloudlex documents
List documents for a specific case/matter
12
List cloudlex liens
List liens for a specific case

Capability set04 / 04

13-15

3 capabilities in this set.

Part of 15 available through CloudLex Legal.

13
List cloudlex medical records
List medical records for a specific case
14
List cloudlex tasks
List tasks for a specific case/matter
15
Update cloudlex case
Update an existing case/matter in CloudLex Legal

Observed, not estimated

959ms average. Fast in production.

CloudLex Legal is checked daily against the live service.

Daily averagePeak 1242ms

Aug 20Today

Fastest day: 819ms
Slowest day: 1242ms
14-day trend: Slowing+12%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 15 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of CloudLex Legal, so you can see the experience inside your AI.

It does not authenticate your account with CloudLex Legal. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

CloudLex Legal Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_hrY5qNeqxi57vHY2SYrCF1VuRgBJsIk0FRJrM9At/mcp

Claude Desktop

Follow the steps below to connect in seconds.

1In Claude Desktop, open Settings → Connectors.
2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3Click Add and start a new chat — CloudLex Legal capabilities are ready to use.

Configuration · claude_desktop_config.jsonCopy

{
  "mcpServers": {
    "cloudlex-legal-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_hrY5qNeqxi57vHY2SYrCF1VuRgBJsIk0FRJrM9At/mcp"
    }
  }
}

Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline

Step-by-step instructions for each client are in the guide. How to connect

FAQ

Questions CloudLex Legal owners ask.

01
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.
02
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.
03
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 capabilities for these operations.
04
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.

Explore

Use CloudLex Legal with your AI.

The complete CloudLex Legal capability set.

01-04

Create cloudlex case

Create cloudlex client

List cloudlex cases

List cloudlex clients

05-08

List cloudlex expenses

Search cloudlex cases

Get cloudlex case

Get cloudlex client

09-12

Get client cloudlex cases

List cloudlex communications

List cloudlex documents

List cloudlex liens

13-15

List cloudlex medical records

List cloudlex tasks

Update cloudlex case

959ms average. Fast in production.

One URL. Every client.

CloudLex Legal Connector

Claude Desktop

Questions CloudLex Legal owners ask.

What features of CloudLex are available through this API?

How do I get a CloudLex API key?

Can I create new cases and clients through the API?

What types of contacts can I manage in CloudLex?

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Use CloudLex Legal with your AI.

Create cloudlex case

Create cloudlex client

List cloudlex cases

List cloudlex clients

List cloudlex expenses

Search cloudlex cases

Get cloudlex case

Get cloudlex client

Get client cloudlex cases

List cloudlex communications

List cloudlex documents

List cloudlex liens

List cloudlex medical records

List cloudlex tasks

Update cloudlex case

CloudLex Legal Connector

Claude Desktop

What features of CloudLex are available through this API?

How do I get a CloudLex API key?

Can I create new cases and clients through the API?

What types of contacts can I manage in CloudLex?

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PracticePanther AI Connector

Contractor+ AI Connector

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