Oktopeak
Services Packages Industries Work Blog Free Tools About Talk with a friendly expert
Home / Case Studies / MCP Connectors

[ OPEN SOURCE ]

Claude, working inside
practice management

Open-source Model Context Protocol connectors for Clio, MyCase, Filevine, IntakeQ, and Lawmatics, five legal and healthcare practice-management systems, one architecture, no other agency ships this set. Every connector is MIT licensed. Read the source before it touches client data.

SYSTEMS 4 covered
DOWNLOADS 2k+/mo
LICENSE MIT
Claude + Clio MCP
Claude Desktop answering a question with live Clio matter and calendar data (demo firm data)

2k+

Downloads, last 30 days

4

Practice-management systems

26 + 18 + 15

Tools: Clio, MyCase, Filevine

MIT

Free, source-available, on npm

[ THE SET ]

One architecture, five systems

Same pattern every time: local process, OAuth credentials encrypted in your OS keychain, append-only audit log, no data routed through Oktopeak servers.

Clio

34 tools

View connector

MyCase

18 tools

View connector

Filevine

15 tools

View connector

IntakeQ

client + appointment scoped

View connector

Lawmatics

37 tools

View connector

[ TRACTION ]

Combined downloads, last 30 days

Real daily download counts across all five packages, pulled live from the npm registry every time this page builds.

Aug 18Sep 16

[ SEE IT WORK ]

Claude pulling live practice data

The MyCase connector, live: cases, contacts, documents, and calendar, without copying client information into chat.

MyCase MCP: Claude pulls live case data

Cases, contacts, documents, calendar, without copying client information into chat. Every tool call audit-logged.

[ HOW IT'S WIRED ]

You own the wrapper

Claude on one side, the practice-management system on the other, and the connector in between, running on the firm's own machine, not ours.

Diagram: Claude connects to an MCP connector running on the user's own machine, which holds OS-keychain-encrypted credentials, writes an append-only audit log, and talks to the practice-management API: nothing routes through Oktopeak
Claude ↔ connector (on your machine) ↔ practice-management API. Same shape for all five systems. Credentials encrypted in your OS keychain; model training stays off, and reads/writes are scoped, see each connector's own page for its current data-retention terms.

“It’s very commendable, significant time went into that. Thank you both for open-sourcing it.”

Alexander W. Ostheimer-Lebeau

Founder & Director, family-law firm (Ontario)

On our Clio connector · June 2026

[ FAQ ]

MCP Connectors: frequently asked

Firms handling privileged and PHI data won't wire an AI tool into their practice management system on trust alone. MIT-licensed, public source means your IT lead can read exactly what each connector does, every API call, every scope, every line of the audit log, before anyone approves it. That's the differentiator, not a marketing line.
Whichever system holds your matters today: Clio, MyCase, or Filevine each have a dedicated connector and setup page. If you're a healthcare intake team, the IntakeQ connector is scoped to client and appointment data specifically. Most firms deploy one connector first and add a second later rather than both at once.
No. Every connector runs locally on your machine, talks directly to the practice-management API using OAuth credentials issued to your firm, and hands results to Claude inside your local session. Nothing routes through Oktopeak servers, and nothing is used to train external models.
Yes: append-only, local, mapped to ABA Opinion 512 obligations for the legal connectors. Every tool call is logged with timestamp, tool name, arguments, and result, whether that's Clio, MyCase, Filevine, or Lawmatics.
The connectors themselves are free under the MIT license: install from npm, read the source, run it yourself. If you'd rather have us deploy it in your firm with scoped credentials, the audit log wired into your stack, and a workflow built with your team, that's Guided MCP Setup, priced per firm on a 30-minute call.

Still have questions?

Talk with a friendly expert

[ MORE CASE STUDIES ]

See what else we've built

View all case studies

LEGAL TECH · HIPAA

Align: HIPAA Case Management

HIPAA-compliant case management platform for structured settlements. Three portals, audit-ready from day one.

Read the case study

FINTECH · ESG

GreenLens: ESG Portfolio Platform

ESG intelligence platform for fund managers: sustainability performance, SDG alignment, compliance-ready reports.

Read the case study

LEGAL TECH · SEARCH

LegalSearch: AI Knowledge for Law Firms

Semantic search across 1M+ documents in 100ms. $224K+ in annual savings for the firm.

Read the case study

HEALTHCARE · AUDIT TRAIL

Senior Living Placement: Case Lifecycle

Case lifecycle management for senior living placement: enforced state machine, append-only audit trail, aging-aware reporting.

Read the case study

HEALTHCARE · HIPAA-READY

AI CME Learning Platform

AI-powered continuing medical education: quiz generation from PDFs and PubMed, verified credit tracking, gamification.

Read the case study

[ GET STARTED ]

Pick your system, read the source, install it free.

Or have us deploy it in your firm with scoped credentials, the audit log wired into your stack, and a workflow built with your team.

Clio MCP MyCase MCP Book a 30-min call
Talk with a friendly expert