• AUDIT
  • SUBSCRIPTIONS
  • PAYMENTS
  • HUMAN

How to monitor firm financials with your AI

Connect Confido Legal to your agent once. After that, you can audit your firm's accounts through simple chat commands.

Ask AI about this page

Short answer

How can I use my AI to track my firm's money?

Your agent uses Confido Legal to pull bank settings, active subscriptions, and payment link data. You'll get a direct view of your financial status through your chat interface.

Financial oversight outcomes.

Where your data lands.

Your agent pulls specific data points to give you a clear picture of your firm's finances.

AUDIT

Bank account checks

The AI pulls your current bank configurations. You'll see exactly how your accounts are set up.

SUBSCRIPTIONS

Active service lists

The agent lists all your current subscriptions. This helps you keep track of recurring firm costs.

PAYMENTS

Link inspections

Get the specific details for any payment links you've created. This shows you how your billing is structured.

HUMAN

Manual updates

The AI only reads this information. You still need to log in to the dashboard to change any bank or billing settings.

The workflow

What your AI does when the data arrives.

The agent acts as a bridge between your chat and your financial records.

  1. Fetch firm profile

    The agent pulls your core firm information to set the context for your financial questions.

    get_firm_details

  2. List active services

    It scans your account to find every active subscription you are currently paying for.

    list_subscriptions

  3. Inspect billing links

    The agent looks up the specific details for any payment links you ask about.

    get_payment_link_details

  4. Summarize status

    The agent takes the retrieved data and presents it as a clear summary in your chat.

    get_firm_details

Try it

Copy these to start.

Use these prompts to begin your audit.

Starting points

These are opening lines. You can swap out the specific subscription or link names for the ones you actually use.

Confido Legal Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_7f0ovWDUmA6BdNCkgLUFLr8INE6tQDVQLQ6fE6td/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Confido Legal capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "confido-legal-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_7f0ovWDUmA6BdNCkgLUFLr8INE6tQDVQLQ6fE6td/mcp"
    }
  }
}
Copy into chat04

  • Show me the current bank account configurations for my firm.

  • List all my active subscriptions in Confido Legal.

  • What are the details for my 'Client Retainer' payment link?

  • Check my firm details and tell me if any subscriptions are active.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Confido Legal once, then ask.

One connection gives your agent access. Your login stays encrypted and secure on our side.

Connect Confido Legal to your AI

FAQ

How this task behaves.

  • 01

    Can my AI change my bank account details?

    No. The AI can only read your bank configurations. You must make any changes manually in your account.

  • 02

    Can the AI cancel a subscription for me?

    No. The AI can list your subscriptions, but it does not have the ability to modify or cancel them.

  • 03

    Does the AI see my full credit card numbers?

    No. The AI only accesses the specific data points provided by the tools, such as subscription status and link details.

  • 04

    How often is the financial data updated?

    The data is pulled live from Confido Legal every time you ask a question.

  • 05

    Can I ask about specific payment amounts?

    Yes, if that information is included in the payment link details provided by the tool.

  • More questions about Confido Legal? The Connector page answers them. See everything the Confido Legal Connector can do

Connect Confido Legal to Claude, Cursor, ChatGPT & more