# Confido Legal MCP MCP > 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. ## Overview - **Category:** finance-accounting - **Price:** Free - **Tags:** trust-accounting, legal-billing, split-payments, compliance, law-firm-software, payment-links ## Description 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. ## Tools ### 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. ### 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. ## Prompt Examples **Prompt:** ``` Create a payment link for client ID 'cl_123': $500 for operating and $1000 for trust. ``` **Response:** ``` Payment link generated! I've created a split payment link for client cl_123. Total: $1,500.00. Funds will be routed to your Operating ($500) and Trust ($1,000) accounts upon completion. Link: [payment_url]. ``` **Prompt:** ``` List all active legal matters for client ID 'cl_123'. ``` **Response:** ``` I've retrieved the matters for client cl_123. You have 2 active cases: 'Estate Planning 2026' (ID: m_456) and 'Corporate Filing'. Would you like the current trust balance for either of these? ``` **Prompt:** ``` Show my firm's connected bank accounts. ``` **Response:** ``` Accessing firm metadata... You have 2 connected accounts: 'Business Operating' and 'IOLTA Trust Account'. Both are verified and active for split payments. Shall I check for any pending payouts? ``` ## Capabilities ### Manage Client Records You can list all existing clients, create new client profiles, and track the active matters associated with them. ### Process Compliant Payments The system creates payment links that split funds between operating and trust accounts, ensuring compliance at the point of collection. ### Audit Firm Finances You access high-level firm data, including details about connected bank accounts and current subscription records. ### View Billing History You retrieve specific payment link details or list all active subscriptions to monitor revenue cycles. ## Use Cases ### 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. ## Benefits - 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. ## How It Works The bottom line is, the AI acts as a dedicated legal billing coordinator that speaks directly to your firm’s accounting system. 1. Subscribe to this MCP on Vinkius. 2. Retrieve your API Key and Base URL from the Confido Legal dashboard. 3. 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'. ## Frequently Asked Questions **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.