Evolio MCP for AI. Manage your entire client file history conversationally.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Connect to your AI in seconds.
Evolio MCP connects your AI client directly to your law firm's case management system. Manage everything—from filing new cases and tracking deadlines to retrieving specific client documents—using natural conversation.
It lets attorneys and paralegals handle complex operational tasks without ever leaving their chat window.
What your AI can do
Check evolio status
Verifies if your connection to the Evolio system is working correctly.
Create case
Generates and sets up a new legal case record in the system.
Create task
Adds a specific task with due dates and assignees to an existing case.
Create new case files or retrieve full details on existing cases using simple prompts.
List all clients, view their contact information, and access every document uploaded for them.
Filter cases by status—active, pending, or closed—to focus only on what needs immediate attention.
Create new tasks linked to specific cases, or list all outstanding tasks assigned across the firm.
List files either for a specific client or directly from a given case file.
Ask an AI about this
Waiting for input…
Evolio: 14 Tools for Legal Operations
These tools let you manage every aspect of your law firm's data—from creating new records to listing specific files—all through conversational AI.
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 Evolio on VinkiusCheck Evolio Status
Verifies if your connection to the Evolio system is working correctly.
Create Case
Generates and sets up a new legal case record in the system.
Create Task
Adds a specific task with due dates and assignees to an existing case.
Get Case
Retrieves all the detailed information for one specific, existing case file.
Get Client
Fetches complete contact details and profile information for any client.
Get Task
Gets detailed status and assignment info on a single task record.
List Cases By Status
Generates a filtered list, showing only cases that match a specific status (e.g., active or pending).
List Case Files
Lists all documents that have been uploaded specifically to one case file.
List Cases
Provides a list of all cases currently tracked in the firm's system.
List Client Files
Lists all documents associated with an entire client profile.
List Clients
Provides a list of every client record the firm manages.
List Tasks By Case
Lists every task that is currently linked to one specific case number.
List Tasks
Displays a comprehensive list of all open tasks across all cases.
Update Case
Modifies details, status, or assigned attorneys for an existing case record.
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 Evolio 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 Evolio, 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 Evolio. 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
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
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 14 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
The Dashboard Hop
Right now, managing one case means bouncing between five different portals: the client portal for documents, the task manager for deadlines, the main dashboard for status, and the contact CRM for details. You copy a case number here, paste it there, then click three different menus just to find out who's responsible for what.
With this MCP connection, you talk to your agent once. Tell them: 'Show me all active cases where Client X has overdue tasks.' The system pulls the data from every single source and gives you one clean answer right here in the chat.
Updating Case Status with update_case
Before, changing a case status meant logging into Evolio, navigating to the specific file, finding the dropdown menu, and clicking 'Save.' If you missed a click or used the wrong screen, the data was lost.
Now, tell your agent: 'Change the status of case XYZ to 'ready for billing'. Period. The MCP executes that change instantly and reliably across the entire record.
What your AI can actually do with this
This connection lets you manage a law practice like it’s just another conversation. Instead of jumping through dashboards, clicking tabs, and hunting for PDF files, your AI agent handles the whole process based on natural language commands. You can ask about all active cases or get a full history of documents linked to a specific client simply by talking to your agent.
It tracks tasks, updates case statuses, and even helps you create new records—all conversationally. By connecting this MCP through Vinkius, you bring the entire suite of Evolio tools into any AI-compatible client, making operational data available right where you're working.
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Here's how it actually works
The bottom line is that you get an entire law firm's operational database available through conversational AI.
First, subscribe to this MCP and input your Evolio API Key in the Vinkius administration settings.
Next, point any compatible AI client at the connection. Your agent now has access to the full suite of legal tools.
Finally, prompt your agent using natural language commands, such as asking 'What tasks are pending for case X?' or 'List all documents for Client Y.'
Who is this actually for?
Attorneys, paralegals, and practice administrators who spend too much time switching between multiple specialized dashboards to manage a single client file. You need real-time status updates without the manual clicks.
Uses this MCP to check case statuses or create follow-up tasks instantly while drafting a memo, rather than opening the full Evolio portal.
Accesses client documents and reviews case files during research periods, pulling specific evidence without leaving their primary workflow tool.
Monitors the overall caseload, tracks pending tasks across departments, and manages client profile data from a single conversational interface.
What Changes When You Connect
Stop switching between the Evolio dashboard and your AI client. You manage case details, list_cases_by_status, and create_task all in one chat window. It keeps you focused on the work, not the clicks.
Get a complete picture of who's who. Use get_client to pull contact info, then use list_client_files to instantly review every document for that client—all without opening a browser tab.
Stay ahead of deadlines by using list_tasks and list_cases_by_status. You can ask for all pending tasks across the firm or filter cases only by 'needs attention' status, making your day-to-day check much faster.
When you need to make changes, use update_case instead of logging in. Change a case's assigned attorney or status and confirm it instantly via conversation.
Gather all evidence easily. Need documents? You can list_case_files for a specific matter, or you can list_client_files to grab everything the client has ever provided.
See it in action
Quarterly Client Review
A paralegal needs to prepare for a meeting. Instead of digging through multiple folders, they ask their agent to list_client_files for the client and then use get_case on the main file number. The agent presents a summary of all documents, making the preparation take minutes instead of hours.
Handling a Scope Change
The attorney realizes a case needs more work. They ask their agent to create_task for 'drafting expert witness questionnaire' and also use update_case to change the status from 'pending review' to 'active drafting'. Everything is logged instantly.
Daily Task Sweep
The administrator needs to know what’s due next. They prompt the agent for list_tasks, and then ask the agent to filter those tasks by case status using list_cases_by_status. This gives them a clear priority roadmap.
New Matter Intake
When a new client signs on, the paralegal asks to create_case for the matter and then uses get_client first to pull all contact details automatically, ensuring the record is complete from the start.
The honest tradeoffs
Copying status updates
The user manually copies a case number from one system and pastes it into another chat window to ask for details, which often results in missing context or formatting errors.
Don't copy anything. Just tell your agent the client name or the specific matter ID, then let them run get_case directly. The MCP handles all the linking.
Forgetting task ownership
The user creates a task but forgets to assign it to anyone or link it correctly, making it invisible when running list_tasks.
Always use create_task and ensure you provide the case ID and the assignee name in the same prompt. This keeps your tasks linked directly to the proper file.
Trying to update details manually
The user tries to edit a client's phone number by editing it in their local spreadsheet instead of updating the source record.
Always use the update_case tool or get_client first. This ensures that when you change data, it updates the single source of truth for all linked records.
When It Fits, When It Doesn't
Use this MCP if your workflow demands immediate, conversational access to structured legal data—if status, tasks, and documents are primary inputs to your work process. You need transactional ability: creating a case or updating its status must happen right there in the chat. Don't use it if you simply want general knowledge about law; for that, just prompt the AI client with raw text. If you only need to view data but never change anything (e.g., viewing historical documents), a simple document retrieval tool might be enough, but this MCP gives you the full control set.
Questions you might have
How do I list all documents using list_client_files? +
You simply ask your agent to run list_client_files for a given client ID. It aggregates every document ever uploaded, whether it’s related to one case or dozens.
Can I create multiple tasks at once with create_task? +
Yes. You can prompt your agent to create several tasks for a single case ID in one go. It handles the batch creation, setting due dates and assignees correctly.
How does list_cases_by_status work? +
It filters the entire caseload instantly. Just tell your agent which status you want to see—like 'archived' or 'pending'—and it provides a clean, filtered list.
What is the best way to get case details? Should I use get_case? +
Use get_case when you know the specific case ID and need all associated data. It pulls the complete record—status, attorney, milestones—in one go.
How do I use `create_case` if I already have the client's ID? +
You must include the client identifier when creating a new case. The tool requires specific parameters, like the assigned attorney and the case type, to register the matter successfully.
What are the limitations when using `update_case` to modify existing case data? +
You can update most fields, such as status or deadlines. But you have to reference the correct Case ID; changing an incorrect record will change the wrong matter.
How do I check all pending actions for a specific matter using `list_tasks_by_case`? +
This tool pulls every single task linked to one Case ID. It’s the fastest way to get an action item list without having to review every case record manually.
What information can I retrieve about a client using `get_client`? +
The tool provides detailed contact info, associated case counts, and full profiles for the specific client ID you give it. This gives you a complete picture before starting any work.
Can I create new cases and tasks directly through the AI agent? +
Yes! The create_case action accepts a JSON payload with client, case type, and initial status. The create_task action creates tasks linked to specific cases with description, due date, and assignee. Use update_case to modify case status, notes, or attorney assignments as the case progresses.
Can I filter cases by their current status? +
Yes. The list_cases_by_status tool accepts a status parameter — 'active', 'pending', 'closed', or 'archived'. This lets you quickly focus on active matters requiring attention, review pending cases awaiting decisions, or audit closed cases for reporting.
Can I access client documents and case files through the AI agent? +
Yes. Use list_client_files with a Client ID to retrieve all documents uploaded for that client. Use list_case_files with a Case ID to see all documents associated with a specific case. Both tools return file names, upload dates, and file types for easy reference.
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