# Apperio MCP > Apperio MCP manages your legal billing and case files using natural language commands. You can list all active matters, check detailed invoice line items, track how much a firm has billed, and approve or reject invoices directly from your chat interface. It gives you real-time visibility into spending without navigating complex dashboards. ## Overview - **Category:** finance-accounting - **Price:** Free - **Tags:** legal-spend, invoice-management, e-billing, matter-tracking, financial-reporting, corporate-legal ## Description Apperio lets you treat your legal billing platform like any other data source. Instead of clicking through multiple tabs to figure out who owes what, you just ask your AI agent a question. Need to know the current status of 'Project Chimera'? Ask it. Want to see the full breakdown of last month's spending with Smith & Associates? Just say so. The system handles retrieving matter details and e-billing records instantly. It’s built around controlling two things: your legal matters and your money. You can get a clear list of every active case, check which tags apply to them for better reporting, or jump right into an invoice to review line items and track total spending across all firms. When it comes time to pay, you don't have to guess the next step; you can see the required approval path before initiating action. Because Vinkius hosts this MCP in its catalog, your AI client connects once, giving you a single point of access for all your legal financial needs. ## Tools ### approve_invoice Executes the final action to officially approve a specific legal invoice for payment. ### get_account_check Verifies that your Apperio account connection is active and ready to use. ### get_invoice_approval_workflow Retrieves the sequence of people or departments required to approve a specific invoice. ### get_invoice_details Provides full, granular information for any single e-billing invoice ID. ### get_matter_header Retrieves the main, high-level summary details about a specific legal matter. ### list_invoices Generates a list of all e-billing invoices available for review in Apperio. ### list_matter_tags Shows every predefined tag that can be assigned to any legal matter within the system. ### list_matters Pulls a complete list of all ongoing and closed legal matters tracked in Apperio. ### reject_invoice Marks a specific invoice as rejected, which usually requires providing a reason for the denial. ### tag_matter Applies one or more available tags to an existing legal matter for better reporting structure. ## Prompt Examples **Prompt:** ``` List all active legal matters in Apperio. ``` **Response:** ``` I've retrieved your active matters. You currently have 12 active cases, including 'Project Alpha Acquisition' and 'IP Litigation vs GlobalCorp'. ``` **Prompt:** ``` Show me the last 5 invoices pending approval. ``` **Response:** ``` I've found 5 invoices waiting for approval. The largest is from Smith & Associates for $15,200 related to the 'Project Alpha' matter. ``` **Prompt:** ``` Approve invoice with ID 'inv_12345'. ``` **Response:** ``` Invoice 'inv_12345' has been successfully approved. ``` ## Capabilities ### Get Matter Status Retrieve high-level information about specific or general legal cases. ### Review Spending Details Access, list, and examine the full line items for all e-billing invoices from various firms. ### Manage Billing Workflow View the required approval path for an invoice or execute the final action to approve or reject payment. ### Organize Cases and Bills Apply specific tags to matters or list all available categories for accurate internal reporting. ## Use Cases ### The Quarter-End Reconciliation An AP Specialist needs to confirm spending for 15 active cases. Instead of opening 15 separate dashboards, they ask their agent to list all matters and check the header details for each one (`get_matter_header`). The AI compiles a summary showing the total spend per case, allowing them to flag any over-budget items instantly. ### Handling an Overdue Bill A General Counsel receives an invoice that looks incorrect. They first run `list_invoices` and select the bill ID. Then, they use `get_invoice_details` to check line items against their internal rate sheet. If it's wrong, they initiate a rejection using `reject_invoice`. ### Cleaning Up Case Records A Legal Ops Manager finishes a major project and needs to archive the matter correctly. They use `list_matter_tags` to see available options, then run `tag_matter` on the completed case to ensure it appears in the correct 'Completed' report. ### Verifying Payment Readiness A team member needs to pay an invoice but isn't sure if it's ready. They first run `get_invoice_approval_workflow` on the bill ID. The agent shows them the required path, and they confirm payment by calling `approve_invoice` only when all necessary sign-offs are listed. ## Benefits - Know your spending status instantly. Instead of running complex reports, you can ask for a summary of matter progress or total billing across all firms using natural language. - Speed up payments by automating approvals. Use the `get_invoice_approval_workflow` tool to see who needs to sign off before you use `approve_invoice`, eliminating manual status checks. - Keep records clean with tags. You can list available matter tags and then immediately `tag_matter` to group cases for easy reporting, instead of updating them across multiple dashboards. - Drill down on bills quickly. If a general invoice summary isn't enough, use `get_invoice_details` to examine specific line items and understand exactly what services were paid for. - Manage the entire lifecycle in one place. You can start by running `list_matters`, check the financial status via `list_invoices`, and end by either approving or rejecting payment. ## How It Works The bottom line is that it turns complex dashboard navigation and manual data searching into simple, conversational commands. 1. First, connect your Apperio account credentials to your AI agent within Vinkius. This confirms the connection and makes the billing data accessible. 2. Next, ask your agent for specific information, such as listing all active matters or showing invoices pending approval. The system pulls this raw data into the chat context. 3. Finally, you confirm the action—for example, asking to approve a payment—and the MCP executes that command against Apperio's backend. ## Frequently Asked Questions **How do I list all my active legal matters using the list_matters tool?** You run `list_matters` to retrieve a comprehensive list of every matter currently tracked. This gives you the names and high-level IDs necessary for further investigation into any specific case. **Can I check if an invoice is ready for approval using get_invoice_approval_workflow?** Yes, running `get_invoice_approval_workflow` tells you the required sequence of sign-offs. If the list doesn't include your user role, you know payment isn't clear to process yet. **What is the difference between list_invoices and get_invoice_details?** Using `list_invoices` gives you a summary list of all available billing records. If you need the full breakdown, including every line item description and specific spend amount, run `get_invoice_details` with the correct ID. **How do I organize my matters using tag_matter?** First, use `list_matter_tags` to see all available organizational tags. Then, you call `tag_matter`, referencing the specific matter name and selecting the appropriate tag from the list. **Before I run any commands, how do I verify my connection using get_account_check?** The agent first runs `get_account_check` to confirm your credentials are valid. This process verifies the live link between your AI client and Apperio without needing specific matter or invoice IDs. **If I try to approve an invoice using approve_invoice, but it’s already rejected, what happens?** The tool will immediately return a status conflict error. This tells you the current state of the document and prevents accidental double-approvals or rejections. **How do I see all available matter tags before using tag_matter to categorize a case?** You must first use `list_matter_tags`. This command pulls the master list of defined tags, ensuring you apply the correct classification code every time. **When I call get_invoice_details, can I limit the results to just specific line items or services?** Yes, `get_invoice_details` accepts filters for service type and date ranges. This lets you focus only on the spending data relevant to your current audit or report. **How do I generate an Apperio API token?** Log in to Apperio, go to your user profile section, and look for API settings or tokens. You can generate a new token there which identifies your organization and user permissions. **Can I see line-item details for an invoice?** Yes, the `get_invoice_details` tool provides full details including line items and spend breakdown for a specific invoice. **What legal matters can I access via the API?** The API tokens inherit the permissions of the user who generated them. You will be able to access the same matters and invoices that you can see when logged into the Apperio platform.