Confido Legal MCP for AI. Automate compliant billing and trust accounting.
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Confido Legal manages legal trust accounting, client payments, and compliance reporting for law firms. It lets you use natural conversation to handle complex payment splits between operating and IOLTA trust accounts while keeping your firm's client records accurate.
What your AI can do
Create client
This tool creates and registers a new client record in the system.
Create payment link
Generates a payment link, allowing you to split funds between trust and operating accounts.
Get firm details
Retrieves high-level information about the firm, including details on connected bank accounts.
You can list all existing clients, create new client profiles, and track the active matters associated with them.
The system creates payment links that split funds between operating and trust accounts, ensuring compliance at the point of collection.
You access high-level firm data, including details about connected bank accounts and current subscription records.
You retrieve specific payment link details or list all active subscriptions to monitor revenue cycles.
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Confido Legal MCP: 8 Tools
These tools let you programmatically handle everything from creating new clients to generating split-payment links for compliant billing.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Confido Legal on VinkiusCreate Client
This tool creates and registers a new client record in the system.
Create Payment Link
Generates a payment link, allowing you to split funds between trust and operating...
Get Firm Details
Retrieves high-level information about the firm, including details on connected bank...
Get Payment Link Details
Fetches specific status and metadata for an existing payment link.
List Clients
Retrieves a list of all client accounts currently in the system.
List Matters
Lists legal matters associated with clients, optionally filtering by a specific client ID.
List Payment Links
Shows a list of all payment links that have been generated.
List Subscriptions
Retrieves a record of all ongoing or completed client payment subscriptions.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Claude AI
Open Claude Settings
Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
Add Custom Connector
Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:
https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp
Replace [YOUR_TOKEN_HERE] with your token
from cloud.vinkius.com. For OAuth-protected servers, expand
Advanced settings to add credentials.
Start a conversation
Open a new chat. The Confido Legal integration is available immediately — no restart needed.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Confido Legal, then connect any of our 5,000+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,000+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Confido Legal. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This connection provides 8 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
Dealing with billing records is already a headache.
Today, processing client payments involves jumping between the case management system, the accounting software, and often an external payment portal. You're filling out forms, copying account numbers, and constantly double-checking that the funds are correctly allocated to the right bucket—operating or trust.
With this MCP, your AI agent handles the financial complexity behind the scenes. You simply ask for a payment link, and it generates a single, compliant request. What you get is immediate transactional confidence, meaning less manual entry and fewer audit risks.
create_payment_link: Generating Compliant Payments
The biggest time drain used to be the need to manually calculate how much money needs to go into the trust account versus the business operating account. This required multiple steps and a high chance of human error.
Now, you just tell your agent the split amounts and the client ID. The `create_payment_link` tool handles that entire workflow in one command. It's done.
What your AI can actually do with this
Running a modern law practice means managing more than just cases; it means handling intricate finances where every dollar has strict rules. This MCP gives your AI agent direct access to your financial backend, allowing you to manage the entire lifecycle of client funds—from initial billing requests to final trust accounting records.
Instead of logging into multiple portals or manually updating split-payment spreadsheets, you talk to your agent and it executes complex transactions in real time. For example, it can generate a payment link that correctly routes portions of funds to both your general operating account and the protected IOLTA Trust account in one go.
This depth of financial control makes Vinkius an indispensable resource for legal billing workflows. You gain immediate visibility into firm metadata and transaction histories without ever leaving your coding environment or chat window.
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Here's how it actually works
The bottom line is, the AI acts as a dedicated legal billing coordinator that speaks directly to your firm’s accounting system.
Subscribe to this MCP on Vinkius.
Retrieve your API Key and Base URL from the Confido Legal dashboard.
Use any MCP-compatible client (like Claude or Cursor) to tell your agent what you need, like 'create a payment link for client X: $500 operating, $1000 trust'.
Who is this actually for?
This is for anyone who handles money and records at a law firm. The paralegal tired of manually reconciling split payments, the attorney who needs instant payment links without leaving their desk, or the legal ops manager auditing compliance reports.
Runs checks on connected bank accounts and lists all subscriptions to ensure billing cycles are running correctly across the firm.
Creates new client profiles, manages matters for active cases, and generates compliant payment links in bulk.
Needs to quickly check the status of a matter or list all clients associated with their practice area without opening external billing software.
What Changes When You Connect
Instead of manually logging into different systems, you can use your agent to instantly retrieve payment link statuses using the get_payment_link_details tool. This cuts down on status checks dramatically.
Handling split payments is simple: Use the create_payment_link tool to generate a single link that correctly separates funds between trust and operating accounts, guaranteeing compliance.
Keep your client history clean by listing all matters using list_matters. You can filter this list by client ID to quickly build a complete picture of their entire case file.
Stay compliant with bank rules. The get_firm_details tool lets you check connected bank accounts, confirming that processing fees won't accidentally be deducted from trust funds.
Never miss revenue cycles. You can list all payments and subscriptions using list_payment_links or list_subscriptions, giving instant visibility into recurring income streams.
See it in action
Client needs a new account setup
A paralegal asks the agent, 'Please create a client for Jane Doe.' The agent uses create_client to register the name and basic details, instantly adding her to the active records.
Handling quarterly billing cycles
The legal ops manager needs to check all recurring fees. They prompt the agent to list subscriptions using list_subscriptions, getting a full report of which accounts need invoicing this quarter.
Generating an emergency payment link
An attorney asks, 'Make a $1500 split payment link for client cl_42.' The agent uses create_payment_link to generate the compliant link immediately, without leaving their workspace.
Auditing firm compliance
A developer needs assurance that all bank accounts are correct. They ask the agent to fetch firm details using get_firm_details, verifying both the operating and trust account identifiers in one query.
The honest tradeoffs
Treating payments as general transfers
The developer assumes a simple API call will move money, risking compliance failure because they forget to split the funds between trust and operating accounts.
Always use create_payment_link. This tool handles the necessary separation of funds, ensuring that only compliant payments are processed.
Using client names for everything
The user tries to pass a descriptive name like 'John Smith' when querying matter history instead of using the correct ID.
To list matters, you must use list_matters. Remember that this function accepts a client ID filter, which is the most accurate way to scope your search.
Copying data from multiple sources
A user manually checks one spreadsheet for active clients and another system for payment link status, leading to outdated records.
Use list_clients to get a full list of accounts, then use list_payment_links alongside get_payment_link_details to check the current state in two simple steps.
When It Fits, When It Doesn't
Use this MCP if your primary need is managing money and client data within a legally regulated environment. If you're doing billing, trust accounting, or payment tracking for a law firm, this is it. Don't use it if you only need general project management—for instance, listing team tasks isn't covered here. If you just need to know who the client is but don't care about their payments or matters, list_clients works. But if compliance and financial history are involved, this MCP covers everything from creating a new profile (create_client) to getting bank details (get_firm_details).
Questions you might have
How do I list all my clients using list_clients? +
You simply ask your agent to run the list_clients function. This will provide a complete, current roster of every client record in the system.
Can I check bank accounts with get_firm_details? +
Yes. The get_firm_details tool lets your agent access high-level firm metadata and shows you exactly which bank accounts are connected for processing fees.
What does list_matters do? +
list_matters allows you to see all the active or closed cases (matters) linked to a specific client. You can filter this tool using a client ID for focused research.
Is there a way to generate split payments with create_payment_link? +
Yes, that's the main feature of create_payment_link. It lets you specify multiple fund destinations—for example, $500 for operating and $1000 for trust—in one transaction.
How can I use get_payment_link_details to validate a payment link before it expires? +
You pull all metadata for the link using this tool. It shows when the link was created, its expiration date, and current status. This is essential for auditing compliance and ensuring links stay active while you manage client accounts.
When I run list_subscriptions, what data does it return about recurring billing cycles? +
The tool lists all payment subscriptions, showing both active and past records. You can check the start date, next renewal date, and current payment status for compliance reporting across your client base.
What specific input parameters must I provide when calling create_client? +
You need the client’s basic identifying information and key contact details. Providing accurate initial data ensures that all subsequent matters, billing records, and payments are correctly linked to that profile.
If a payment link fails or needs auditing, how do I check its history using list_payment_links? +
This tool lists every generated payment link along with their current status. You can quickly spot failed transactions or links requiring manual follow-up, keeping your revenue cycle audit trail clean.
How do I find my Confido Legal API credentials? +
Log in to the Confido Legal (Gravity Legal) portal, navigate to your Account Settings, and you will find your API Key and Base URL.
What is a split payment in Confido? +
It allows you to specify distinct amounts for your 'Trust' and 'Operating' accounts in a single payment link to maintain compliance.
Is it compliant with IOLTA rules? +
Yes, Confido Legal is designed to ensure processing fees are never deducted from trust accounts, maintaining strict regulatory compliance.
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