• MONEY
  • STATUS
  • DETAILS
  • HUMAN

How to track client invoices and payments with your AI

Connect MyCase Legal to your AI client once. From then on, you can pull billing data and payment history through a simple chat interface.

Ask AI about this page

Short answer

Can I check MyCase billing through my AI?

Yes. Your agent pulls live data to show you outstanding invoices and recent payments. You'll get specific details on individual bills or a list of recent transactions.

Billing outcomes.

Where your billing data lands.

The AI handles the data retrieval so you can focus on the numbers.

MONEY

Find unpaid bills

The AI scans your MyCase account to find which clients still owe money. You get a clear list of pending amounts.

STATUS

Verify recent payments

Check if a client's recent payment actually cleared. Your agent pulls the latest transaction history directly.

DETAILS

Inspect specific invoices

Get a deep dive into a single bill. The AI pulls the exact line items and totals for a specific invoice ID.

HUMAN

Review and resolve

The AI shows you the data, but you decide how to handle collections or billing disputes. It provides the facts, you take the action.

The workflow

What your AI does when you ask about billing.

Your agent acts as a bridge between your chat interface and your MyCase account.

  1. Scan for outstanding bills

    The AI looks through your MyCase account to find all current invoices.

    list_mycase_invoices

  2. Pull specific invoice data

    When you ask about a particular bill, the AI fetches the full details for that single record.

    get_mycase_invoice

  3. Check payment history

    The AI retrieves a list of recent payments to confirm which funds have been received.

    list_mycase_payments

  4. Summarize the findings

    The AI organizes the raw data into a readable summary for you to review.

    list_mycase_payments

Try it

Copy these to start.

Use these prompts to get immediate answers from your agent.

Starting points

Replace the names in brackets with your actual client names or invoice numbers.

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

  • Show me all my outstanding invoices in MyCase.

  • What is the status of invoice [ID number]?

  • List the most recent payments made by [Client Name].

  • Which clients have unpaid invoices right now?

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

Start here

Connect MyCase Legal once, then ask.

Just link your account once. Your credentials stay encrypted, and you can start asking questions immediately.

Connect MyCase Legal to your AI

FAQ

How this task behaves.

  • 01

    Can the AI create or edit invoices?

    No. The AI can only read and retrieve existing invoice and payment data from MyCase.

  • 02

    Can the AI delete a payment record?

    No. This MCP does not have the ability to delete or modify any data in MyCase.

  • 03

    Does the AI see all my client data?

    The AI only accesses the specific billing and payment information you ask for through the provided tools.

  • 04

    Can I use this to send payment reminders?

    The AI can pull the data you need to write a reminder, but it cannot send emails or messages through MyCase.

  • 05

    How current is the billing data?

    The data is real-time. Every time you ask a question, the AI pulls the latest information directly from MyCase.

  • 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