# FinLegal MCP

> FinLegal manages litigation funding cases and complex legal claims across multiple regions (US, UK, AU). It allows you to track claim progress, manage claimant profiles, and automate workflow steps for law firms and funders directly through conversation.

## Overview
- **Category:** erp-operations
- **Price:** Free
- **Tags:** litigation-management, claim-tracking, legal-tech, case-orchestration, finance-workflows

## Description

Managing a large portfolio of legal claims means dealing with mountains of status updates, contact details, and required forms. This MCP connects your agent directly to the FinLegal system, giving you full control over case orchestration without ever leaving your chat window. You can ask it to list all active processes across different countries or pull up a claimant's entire history in seconds. Need to update a step on a file? Just tell your AI client to create an activity for a specific claim ID. It handles the data integrity, whether you’re building contact records or navigating complex case structures. When you connect this MCP through Vinkius, all your legal operations—from initial onboarding to final status checks—become natural conversations with your agent.

## Tools

### create_activity
Adds a new step, form, or record activity to an existing legal claim or contact file.

### create_claim
Initializes and creates an entirely new legal claim within the system for a specific contact.

### create_contact
Adds a brand new person's profile (claimant or admin) into the database.

### get_case
Pulls all available details for one specific, overarching legal case container.

### get_claim
Retrieves full status and metadata for a single, defined legal claim file.

### get_contact_by_email
Searches and returns a specific contact's details using only their email address.

### get_contact
Fetches the complete profile information for an existing contact record.

### list_activities
Retrieves all recorded workflow steps associated with a particular legal claim ID.

### list_activity_templates
Lists the predefined types of activities or forms that can be attached to a claim.

### list_attribute_templates
Provides a list of available data templates used for classifying specific attribute details on claims.

### list_claims
Lists all currently managed legal claims and their high-level statuses in the system.

### update_contact
Modifies existing details on a contact's profile, such as updating an address or phone number.

## Prompt Examples

**Prompt:** 
```
List all active legal claims.
```

**Response:** 
```
I've retrieved your claims. You currently have 5 active processes, including 'Doe vs Acme' (ID: clm_123) and 'Smith Claim' (ID: clm_456). Would you like the detailed status for any of these?
```

**Prompt:** 
```
Create a new contact 'John Doe' with email 'john.doe@example.com'.
```

**Response:** 
```
Contact created! John Doe has been successfully added to your FinLegal database with ID 'con_789'. Shall I initiate a new claim for this contact?
```

**Prompt:** 
```
Show me the workflow activities for claim 'clm_123'.
```

**Response:** 
```
Scanning activities for clm_123... I've found 3 workflow steps: 'Initial Application' (Completed), 'Medical Evidence' (Open), and 'Final Submission' (Pending). Would you like the details for the open step?
```

## Capabilities

### Check and list all active claims
Retrieve a comprehensive list of all managed legal claims, including key details for quick review.

### Find or create contact profiles
Search the database by email or build entirely new records for claimants and administrators.

### Get deep status on a specific claim
Pull up all detailed metadata, history, and current statuses for one single legal claim file.

### Automate case progression steps
Programmatically add or back-fill required workflow activities (like forms or steps) to keep a case moving forward.

### Manage the overarching case container
View and manage entire legal cases that group multiple individual claims together for high-volume oversight.

## Use Cases

### Initial onboarding of a new claimant
A paralegal needs to onboard 'Jane Doe' and start a claim. They ask their agent: 'First, create a contact for Jane Doe using her email; then, use that ID to initiate a new legal claim.' The system handles the two-step process automatically.

### Reviewing overdue steps on a case
A Legal Ops Lead needs to know what's stalled. They ask their agent to 'List all activities for claim clm_123.' The agent returns the list, showing which required workflow step is currently open or pending.

### Consolidating data for a client meeting
An attorney needs an overview of five related files. They ask their agent to 'Get details for case ID XYZ.' The MCP pulls the entire container, showing all associated claims and contacts in one go.

### Updating contact information across multiple claims
The contact's phone number changed. Instead of finding every single claim file, they ask the agent to 'Update contact con_789 with the new number.' The MCP ensures the central record is fixed.

## Benefits

- Instantly check the status of any claim. Instead of navigating through complex portals, you simply ask your agent to use `get_claim` or `list_claims`, and the details appear immediately.
- Build out claimant data quickly. Need a new person in the system? Use `create_contact` or just search by email with `get_contact_by_email` to avoid manual lookups.
- Automate case progress tracking. When a step is due, tell your agent to run `create_activity`, ensuring compliance and keeping deadlines met without logging into forms.
- Manage large portfolios easily. The ability to view all claims together using `list_claims` means you get an immediate bird's-eye view of every file in the system.
- Maintain data accuracy. You can use `update_contact` to correct stale information or refine a case record by calling `create_activity`, keeping your records current.

## How It Works

The bottom line is you use chat prompts to manage complex legal data that used to require jumping between multiple internal dashboards.

1. Subscribe to this MCP and grab your API Key from your FinLegal dashboard.
2. Configure the connection by specifying your operational region (UK, US, or AU) in the client settings.
3. Use natural language commands with your AI agent; it handles communicating with the backend systems.

## Frequently Asked Questions

**How do I use create_claim with FinLegal?**
To make a new claim, you first need a contact ID or email. Then, tell your agent to 'Create a claim for [contact ID]'. The MCP handles the necessary linkage between the person and the new case file.

**Can I find a contact using get_contact_by_email?**
Yes, you can. Just ask your agent to 'Find contact by email: example@domain.com.' It bypasses having to know the unique internal ID and gives you all the details.

**What is the difference between list_claims and get_claim?**
Using `list_claims` shows a summary of many claims, like an index. If you need deep, detailed information on one specific file, you use `get_claim` by providing its unique ID.

**How do I update contact data using update_contact?**
You must provide the existing contact's ID and specify exactly what field needs changing (e.g., 'Update contact con_123 with new phone: 555-1212'). The agent handles the validation.

**Before I use `create_activity`, how do I check what steps are valid for a claim type using `list_activity_templates`?**
You must first retrieve the list of available templates. This ensures your workflow activity uses required fields and follows accepted legal processes within FinLegal.

**What specific details does `get_case` provide that are separate from just knowing the claim status?**
The `get_case` function returns a comprehensive container record. This includes metadata, associated contacts, and all linked claims, giving you full context for high-volume legal management.

**If I want to see the complete history of steps taken on a claim, should I use `list_activities`?**
Yes, `list_activities` pulls all recorded workflow steps related to that specific claim ID. You can filter these results by date or status to track progress efficiently.

**Does the region setting affect how I use general tools like `get_contact`, and if so, why?**
Absolutely; your configured region (UK, US, or AU) determines which jurisdiction's data set your agent queries. Always ensure your scope is set correctly before running any retrieval commands.

**How do I find my FinLegal API Key?**
Log in to your account, navigate to **Settings** > **API Keys**, and generate a new key for your integration.

**Which regions are supported?**
The FinLegal MCP server supports **uk**, **us**, and **au** regions. You can specify this during setup.

**Can I search for a contact by email?**
Yes! Use the `get_contact_by_email` tool to retrieve profile details and associated claims for any registered email address.