# MyCase Legal MCP

> MyCase Legal connects your agent to MyCase, giving you complete control over your legal practice management. You can track matters, build client profiles, log billable time entries, manage documents, and review invoices—all without leaving your AI chat window.

## Overview
- **Category:** document-management
- **Price:** Free
- **Tags:** practice-management, case-tracking, legal-billing, client-portal, time-tracking, document-storage

## Description

This MCP lets your agent act as a dedicated paralegal assistant for your law firm. Instead of logging into MyCase to check status updates or billing records, you simply tell your AI client what needs doing. It handles the data retrieval for everything from searching case history by keyword to listing all active matters across practice areas. You can also manage core relationships: adding new clients and keeping contact details up-to-date. Need to bill time? Your agent logs detailed entries against specific cases, making sure every minute is accounted for. When you connect this MCP through Vinkius, your AI becomes a single point of access to your entire legal operation, managing everything from documents to payments.

## Tools

### create_mycase_contact
Adds a brand new contact record to your client database in MyCase.

### create_mycase_matter
Opens and initializes a new legal case or matter under an existing client's name.

### create_mycase_time_entry
Records detailed time spent on a specific case, ready for immediate billing.

### get_client_mycase_cases
Retrieves the complete list of all legal matters associated with one client.

### get_mycase_contact
Pulls detailed information for any specific contact or client record by their ID.

### get_mycase_invoice
Fetches all the necessary details and line items for a specified invoice.

### get_mycase_matter
Retrieves comprehensive data about one specific legal case or matter file.

### list_mycase_calendar_events
Gets a list of all court dates, hearings, and deadlines for the law firm's calendar.

### list_mycase_contacts
Displays a paginated list of every client and contact record in your database.

### list_mycase_documents
Retrieves all associated documents, filings, and correspondence for a given case.

### list_mycase_invoices
Provides a list of all invoices generated by the law firm.

### list_mycase_matters
Shows a filtered or full list of every legal matter, allowing filtering by status or practice area.

### list_mycase_payments
Lists all payments received and recorded against the firm's accounts.

### list_mycase_time_entries
Displays a list of time entries logged specifically for one case or matter.

### search_mycase_matters
Searches across all cases and matters using keywords from titles, clients, or descriptions.

### update_mycase_matter
Changes specific details on an existing case file, such as its status or associated notes.

## Prompt Examples

**Prompt:** 
```
List all my open cases in MyCase.
```

**Response:** 
```
I found 5 open matters in your MyCase account: 1) Smith Divorce [open] — John Smith, Family Law, 2) State v. Johnson [open] — Robert Johnson, Criminal Defense, 3) Estate of Williams [open] — Mary Williams, Estate Planning, 4) ABC Corp Contract Dispute [open] — ABC Corporation, Business Litigation, 5) Jones Personal Injury [open] — Sarah Jones, Personal Injury.
```

**Prompt:** 
```
Create a new time entry for 2 hours of legal research on the Smith Divorce case.
```

**Response:** 
```
Time entry created successfully! Logged 120 minutes of 'Legal research' on matter 'Smith Divorce'. Entry is marked as billable. Running total for this matter: 8.5 hours this month.
```

**Prompt:** 
```
Show me all cases for client John Smith.
```

**Response:** 
```
Found 3 cases for John Smith: 1) Smith Divorce [open] — Family Law, filed 2025-03-15, 2) Smith Custody Modification [open] — Family Law, filed 2026-01-20, 3) Smith Estate Planning [closed] — Estate Planning, completed 2024-11-10. Total billable time across all matters: 32.5 hours.
```

## Capabilities

### Manage Client Profiles
The agent creates and updates contact records for clients, opposing parties, or witnesses.

### Create New Legal Matters
You can open a new case file or matter record and assign it to an existing client within the system.

### Log Billable Time
Record time spent on specific cases, detailing the work done and whether the hours should be billed.

### Retrieve Case Portfolios
The agent fetches all associated documents, files, and history for a single client or case matter.

### Track Financials
You can list and retrieve detailed information about invoices and track payments received from clients.

## Use Cases

### Quarterly Client Review
A solo practitioner needs a snapshot of all services rendered for a major client. They ask their agent to show 'all cases for John Smith.' The system uses `get_client_mycase_cases` and compiles the full history, giving them an immediate overview of current matters and past work.

### End-of-Day Billing
A legal assistant finishes a client call. Instead of opening MyCase to manually log time, they tell their agent: 'Log 45 minutes of phone prep for Smith Divorce.' The system uses `create_mycase_time_entry`, ensuring the billing record is accurate and tied to the right matter.

### Litigation Preparation
A paralegal needs documents related to a specific, old case. They ask their agent for 'all filings for State v. Johnson.' The system uses `list_mycase_documents` and retrieves the exact evidence needed, saving hours of file browsing.

### New Client Onboarding
A new client signs on. Instead of filling out a web form, the user tells their agent: 'Add Jane Doe as a new client with email jane@example.com.' The system uses `create_mycase_contact`, establishing the record instantly.

## Benefits

- Client data management becomes instant. Instead of opening a client portal to add or check contact info, the agent uses `create_mycase_contact` and `get_mycase_contact` to handle it in natural chat.
- Never lose track of a case again. You can list all active matters using `list_mycase_matters`, filtering by status (open, closed) or practice area, giving you immediate visibility into your entire caseload.
- Billing is streamlined. Logging time entries with `create_mycase_time_entry` happens as soon as the work is done, linking accurate duration and descriptions directly to a specific matter ID.
- Financial oversight improves. The agent can list all invoices (`list_mycase_invoices`) or track payments received using `list_mycase_payments`, giving you an instant cash flow overview without manual reporting.
- Case file research is fast. Use the search functions like `search_mycase_matters` and `list_mycase_documents` to pull up specific evidence, filings, or case history in seconds.

## How It Works

The bottom line is that your AI client uses this MCP as its direct window into your firm's backend systems.

1. First, subscribe to this MCP and provide your unique MyCase API key in the settings.
2. Your agent connects this credential, granting it access to all necessary legal practice data within the platform.
3. You then issue a natural language command (e.g., 'List all open cases for John Smith') and receive structured, actionable data back.

## Frequently Asked Questions

**How do I list all my open cases using MyCase Legal MCP?**
You can use the agent to call `list_mycase_matters` and specify 'open' for the status filter. This will give you a filtered list of all active legal matters across your firm.

**Can I log time entries without knowing the matter ID?**
No, accurate billing requires the matter ID. You should first use `list_mycase_matters` or `get_client_mycase_cases` to find the correct case ID before calling `create_mycase_time_entry`.

**What information does MyCase Legal MCP provide about clients?**
The connector provides detailed client records via `get_mycase_contact`, including name, email, phone number, and the ability to list all their associated cases using `get_client_mycase_cases`.

**How do I check past invoices with MyCase Legal MCP?**
You use `list_mycase_invoices` to view a summary of your billing history, and then `get_mycase_invoice` if you need the full details for a specific invoice number.

**Does MyCase Legal MCP handle document retrieval?**
Yes. You can list all documents associated with any given matter or client by calling `list_mycase_documents`, giving you access to filings and correspondence.