• CONTACTS
  • MATTERS
  • HUMAN
  • SYNC

How to onboard new clients and matters with your AI

Connect MyCase Legal to your AI client once. From then on, you just tell your agent the client's details and it handles the rest.

Ask AI about this page

Short answer

How do I add clients and matters to MyCase using AI?

You tell your agent the client's name, contact info, and case details in a chat. It then uses MyCase tools to build the contact and the matter for you. You'll see exactly how the data moves below.

The results.

Where your data lands.

The AI maps your conversation to these specific MyCase destinations.

CONTACTS

New client profiles

The AI builds a contact record using the names and details you provide. You get a complete profile in MyCase without typing a single field.

MATTERS

New legal matters

The agent creates the matter record and links it to the client. This keeps your case files organized immediately.

HUMAN

Manual review

You remain the final authority. The AI does the entry, but you check MyCase to ensure everything looks right.

SYNC

Live updates

Records appear in your MyCase account as soon as the AI finishes the command. There is no delay or batching.

The workflow

What your AI does when a new case arrives.

Your agent acts as a bridge between your chat and your legal database.

  1. Parse details

    Your agent reads your message to find names, addresses, and case descriptions.

    create_mycase_contact

  2. Create contact

    The AI uses the contact tool to build the client profile in MyCase.

    create_mycase_contact

  3. Open matter

    The agent creates the legal matter and connects it to the new contact.

    create_mycase_matter

  4. Confirm entry

    The AI verifies the matter is created and tells you it's done.

    create_mycase_matter

Try it

Copy these to start.

Use these prompts to trigger the MyCase tools.

Starting points

Swap out the names and case types for your actual client information.

MyCase Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_5cARcCBxl62BAsrHnexd2p3uzQQVSMTP2Q0pmxGO/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 — MyCase capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "mycase-legal-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_5cARcCBxl62BAsrHnexd2p3uzQQVSMTP2Q0pmxGO/mcp"
    }
  }
}
Copy into chat04

  • Create a new MyCase contact for Michael Scott at 1725 Slough Avenue.

  • Set up a new legal matter for Pam Beesly regarding a contract dispute.

  • Add a contact for Jim Halpert and then open a new matter for his personal injury case.

  • I have a new client, Dwight Schrute. Create his contact and a new matter for his zoning issue.

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

Start here

Connect MyCase Legal once, then ask.

Log in once to link your account. Your credentials stay encrypted on our side, and you can start working immediately.

Connect MyCase Legal to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete my existing clients?

    No. This MCP only has tools to create new contacts and matters.

  • 02

    Can the AI update an existing matter's notes?

    No. The tools are strictly for creating new records.

  • 03

    Does the AI handle billing?

    No. The AI only creates the contact and matter records; you still handle billing in MyCase.

  • 04

    Do I have to use a specific AI client?

    No. You can use any MCP-compatible client like Claude, Cursor, or Windsurf.

  • 05

    Can the AI create a matter without a contact?

    Yes, the tools allow for matter creation, but you'll typically want to create the contact first.

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

Connect MyCase to Claude, Cursor, ChatGPT & more