• DATA
  • LOGS
  • LISTS
  • HUMAN

How to track litigation claim status with your AI

Connect FinLegal to your AI client once. After that, you can query claim details and activity logs through a simple chat interface.

Ask AI about this page

Short answer

How can I check my claim status without logging in?

Your AI uses FinLegal to pull live claim data and activity history directly into your chat. You get specific metadata and recent updates for any claim you ask about. This breakdown shows you exactly how to pull those details.

The outcomes.

What you get from your AI.

The AI pulls data from your legal records to give you these specific results.

DATA

Instant claim details

The AI pulls specific metadata for a single case. You get the exact status and identifiers you need immediately.

LOGS

Activity timelines

Your agent retrieves a list of recent actions taken on a claim. This shows you exactly what happened and when.

LISTS

Full claim overviews

You can ask for a summary of all active claims. The AI gathers the list so you don't have to scroll through a dashboard.

HUMAN

Manual intervention

The AI only reads and lists data. You still need to log in to the actual dashboard if you want to edit a claim or change a status.

The workflow

What your AI does when you ask for updates.

The AI acts as a bridge between your chat window and your legal data.

  1. Identify the claim

    The AI looks through your existing records to find the specific litigation matter you mentioned.

    list_claims

  2. Fetch specific metadata

    Once the claim is identified, the AI pulls the granular details for that specific case.

    get_claim

  3. Retrieve activity history

    The AI pulls the recent logs to show you the latest movements or changes in the claim's lifecycle.

    list_activities

  4. Present the summary

    The AI organizes the raw data into a readable response in your chat window.

    get_claimlist_activities

Try it

Copy these to start.

Use these prompts to trigger the FinLegal tools.

Starting points

These are basic ways to start. Swap out the specific claim IDs or names with your actual data.

FinLegal Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_dsUQTmIzmOZEqPm0nPU56zOMmn80sQ8vehu1VkIO/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 — FinLegal capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "finlegal-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_dsUQTmIzmOZEqPm0nPU56zOMmn80sQ8vehu1VkIO/mcp"
    }
  }
}
Copy into chat04

  • List all my current litigation claims.

  • What is the current status of claim ID 99283?

  • Show me the recent activity for the Smith v. Jones matter.

  • Give me a summary of all activities for the last 24 hours.

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

Start here

Connect FinLegal once, then ask.

Click the link to connect. Your credentials stay encrypted and secure on our side, and you'll be ready to chat with your data immediately.

Connect FinLegal to your AI

FAQ

How this task behaves.

  • 01

    Can my AI change the status of a claim?

    No. The current tools only allow the AI to read and list claim data and activities.

  • 02

    Does the AI delete any records?

    No. The AI has no capability to delete or remove any data from your system.

  • 03

    How real-time is the data?

    The data is as real-time as your dashboard. The AI pulls directly from the source every time you ask.

  • 04

    Can I use this with Claude?

    Yes, as long as you are using an MCP-compatible client like Claude Desktop.

  • 05

    Do I need to keep the dashboard open?

    No. Once connected, you can perform these checks entirely within your AI chat interface.

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

Connect FinLegal to Claude, Cursor, ChatGPT & more