[ OPEN-SOURCE · MIT · FIRST ON THE MCP REGISTRY ]
The first Lawmatics connector on the official Anthropic MCP Registry. Claude reads your matters, pipeline, custom fields, and intake forms directly from the Lawmatics API — with a read-only mode for cautious firms. MIT licensed, on npm.
37 tools
matters, pipeline, custom fields, forms, tasks, invoices
Read-only
one env var removes every write tool
One auth
Lawmatics tokens never expire — authorize once
YouWhich sources produced hired matters this quarter?
From your 214 matters, 38 hired:
demo data
runs on your machine · read-only mode available
[ REAL FIRMS, REAL RECEIPTS ]
★★★★★
“Everything was done professionally, with efficient and fast communication, unconditional availability, kindness and professionalism.”
Verified review · Clutch, 5.0
“It’s very commendable — significant time went into that. Thank you both for open-sourcing it.”
On our Clio connector · June 2026
FROM OUR INBOX · JULY 2026
Running on live dockets
A solo attorney found the connector on npm, installed it himself, ran Claude against his active matters, and emailed us a technically precise bug report the same week. The fix shipped. That is what real usage looks like.
[ TRY IT ]
Three real questions firms ask on day one, answered the way the connector answers them. Scripted demo with demo data — the live version answers about your pipeline.
YouWhich sources produced hired matters this quarter?
From your 214 matters this quarter, 38 hired:
Tools used: list-matters (filter: status=hired) + list-sources · Claude did the cross-tab
86 open matters across 5 stages:
Tools used: list-pipelines + list-stages + list-matters per stage
Alvarez, M. — PI auto · intake form answers:
Tools used: find-matter (by name) + get-form-entries · custom fields included
Wired to your account, this is a 15-minute install. The setup guide · the source.
[ TWO WAYS TO RUN IT ]
Free under the MIT license, on npm and the official Anthropic MCP Registry. You need someone comfortable in a terminal, Developer Settings enabled on your Lawmatics account (a free support request), and about fifteen minutes. Nobody at Oktopeak touches your data or your credentials.
View on GitHubWe handle the Developer Settings request, the app registration, read-only or full rollout per your comfort level, the audit log wired into wherever your firm keeps records, and one working workflow designed with your intake team. You own the result and the code.
Guided setup for firms[ QUICK INSTALL ]
1. Get API access from Lawmatics (free, but gated)
Lawmatics doesn't switch on API access by default. Ask support or email api@lawmatics.com to enable Developer Settings on your account, then create an app under Settings → Developers with the callback URL http://localhost:5678/callback. You get a Client ID and Secret.
2. Run the one-time auth command
LAWMATICS_CLIENT_ID=xxx LAWMATICS_CLIENT_SECRET=yyy \
npx -y @oktopeak/lawmatics-mcp authApprove access in your browser and the command prints your access token. Lawmatics tokens never expire, so this happens exactly once — store the token like a password.
3. Add to your Claude Desktop or Claude Code MCP config
{
"mcpServers": {
"lawmatics": {
"command": "npx",
"args": ["-y", "@oktopeak/lawmatics-mcp"],
"env": {
"LAWMATICS_ACCESS_TOKEN": "your-token-here"
}
}
}
}Restart Claude and ask "Who am I logged in as in Lawmatics?" to verify. Add "LAWMATICS_READ_ONLY": "1" to the env block if you want lookups and reporting with zero write access.
[ EVERY TOOL, FROM THE SOURCE ]
Generated from the connector's source, not a marketing list. 26 read tools, 11 write tools (all removed by LAWMATICS_READ_ONLY=1), and one experimental tool gated until a live account confirms Lawmatics' undocumented write format.
list-mattersREAD
List matters (leads/prospects/clients) with optional filter, sort, and pagination.
Matters
get-matterREAD
Get full details for a single matter by ID, including custom fields and related records (contact, stage, practice area, tasks, notes, events, invoices as id/type refs
Matters
find-matterREAD
Find a single matter by exact email, phone, or name.
Matters
create-matterWRITE
Create a new matter (lead).
Matters
update-matterWRITE
Update a matter.
Matters
list-contactsREAD
List contacts (people) with optional filter, sort, and pagination.
Contacts
get-contactREAD
Get full details for a single contact by ID, including custom fields.
Contacts
find-contactREAD
Find a single contact by exact email, phone, or name.
Contacts
create-contactWRITE
Create a new contact (person) without a matter.
Contacts
update-contactWRITE
Update a contact.
Contacts
list-companiesREAD
List companies with optional filter, sort, and pagination.
Companies
get-companyREAD
Get full details for a single company by ID.
Companies
find-companyREAD
Find a single company by exact email, phone, or name.
Companies
list-pipelinesREAD
List the firm's pipelines with matter counts, estimated value, and stage references.
Pipeline & firm data
list-stagesREAD
List all pipeline stages.
Pipeline & firm data
list-practice-areasREAD
List the firm's practice areas (id, name, color).
Pipeline & firm data
list-sourcesREAD
List marketing sources (where leads come from: Google, referrals, etc.).
Pipeline & firm data
list-sub-statusesREAD
List matter sub-statuses.
Pipeline & firm data
list-usersREAD
List the firm's Lawmatics users (staff).
Pipeline & firm data
get-current-userREAD
Get the user the access token belongs to.
Pipeline & firm data
list-tasksREAD
List tasks with optional filter, sort, and pagination.
Tasks
create-taskWRITE
Create a task, optionally attached to a matter/contact/company and assigned to users.
Tasks
update-taskWRITE
Update a task — e.g.
Tasks
list-eventsREAD
List events (appointments) with optional filter, sort, and pagination.
Events
create-eventWRITE
Create an event (appointment), optionally attached to a matter or contact and with user hosts.
Events
list-notesREAD
List notes with optional filter, sort, and pagination.
Notes & timeline
create-noteWRITE
Create a note on a matter, contact, or company.
Notes & timeline
list-activitiesREAD
List timeline activities (audit trail of everything that happened: notes, emails, stage moves...).
Notes & timeline
list-tagsREAD
List the firm's tags.
Tags
attach-tagsWRITE
Attach tags to a matter, contact, company, or task.
Tags
detach-tagsWRITE
Detach tags from a matter, contact, company, or task.
Tags
list-custom-fieldsREAD
List the firm's custom field definitions (id, name, field_type, owner type, list options).
Custom fields
set-matter-custom-fieldsEXPERIMENTAL
EXPERIMENTAL (unverified against a live account — enable via LAWMATICS_EXPERIMENTAL_TOOLS=1): set custom field values on a matter.
Custom fields
list-formsREAD
List the firm's custom forms (intake forms).
Intake forms
get-formREAD
Get one custom form including its field layout (field IDs, labels, types, required flags).
Intake forms
get-form-entriesREAD
List submissions for a custom form, each with label/value pairs and the matter it created.
Intake forms
submit-formWRITE
Submit an entry to a custom form — creates a matter/contact and fires the form's automations, exactly like a website submission.
Intake forms
list-invoicesREAD
List invoices (read-only in the Lawmatics API).
Billing
Nothing matches — try a broader term.
Every tool's implementation is public: read the source on GitHub.
[ MORE THAN ONE ATTORNEY? ]
The install above is one laptop, one login — right for a solo attorney or a first test. A firm means repeating it on every machine, with no shared record of who did what. We deploy the same connector from one place your firm controls: each person signs in as themselves, and there is one audit log for the whole firm.
[ WHAT MAKES OURS DIFFERENT ]
The Lawmatics API has no permission scopes — any token can write. Set LAWMATICS_READ_ONLY=1 and every write tool is removed from the server entirely, not just blocked. Reporting without risk, on day one.
Every tool call — name, arguments, outcome — appended to a local JSONL file on your machine. A firm admin can always answer "what did the AI touch," and the log never leaves the building.
Built strictly from the official API docs with 87 tests locking the contract, and not yet verified against a live firm account — the README says so. Where Lawmatics under-documents (custom-field writes), tools ship behind an experimental flag instead of a guess.
Lawmatics is one of five systems we've built this for — same architecture for Clio, MyCase, Filevine, and IntakeQ. See the whole set in the MCP Connectors case study.
[ THE #1 USE CASE ]
"Matters by source and practice area, with the intake custom fields, for last quarter" — native reports wall on it, the CSV export drops matter fields, and Zapier can't touch custom fields at all. Through the connector, Claude pulls the raw records and does the aggregation itself. Ask the question, get the table.
We mapped all four ways to get pipeline data out of Lawmatics — native reports, CSV, Zapier, and the API route — with the walls each one hits.
Read the reporting guide[ OTHER WAYS TO CONNECT ]
Fair question — Zapier's Lawmatics app is the incumbent route. It wins on event triggers today; it can't read pipelines, invoices, or any custom field, and every synced record bills a task. We wrote the honest side-by-side, including where Zapier is the right answer.
Read the comparisonRunning Lawmatics next to Clio? The two-system stack breakdown covers what gets paid for twice and when consolidation makes sense.
[ PRIVILEGE-SAFE DEPLOYMENT ]
For firms with maximum confidentiality requirements, the same Lawmatics MCP server pairs with LM Studio or Continue.dev running a local model on your hardware. Full guide is the Privilege Stack post.
Read the Privilege Stack guide[ FAQ ]
@oktopeak/lawmatics-mcp, and the first Lawmatics connector listed on the official Anthropic MCP Registry as io.github.oktopeak/lawmatics-mcp. MIT licensed.npx @oktopeak/lawmatics-mcp auth. Because Lawmatics access tokens never expire, you do this exactly once. Third, paste the token into your Claude Desktop or Claude Code config. The full 15-minute guide walks through every step.LAWMATICS_READ_ONLY=1 in the config and every write tool (create, update, tag, form submit) is removed entirely — they don't exist as far as Claude is concerned. Reporting and lookups keep working. Recommended for a first rollout and for firms that want AI answers without AI hands.~/.lawmatics-mcp/audit.log so a firm admin can always answer "what did the AI touch." One honest caveat: the Lawmatics API has no permission scopes, so any token has full account access — which is exactly why the read-only mode and the audit log exist. For the deployment patterns cautious firms use, see the Privilege Stack guide.[ GET STARTED ]
Two paths: install the OSS yourself (free, MIT, on GitHub), or have us deploy it in your firm — Developer Settings request handled, read-only or full rollout per your comfort, audit log wired in, one workflow built with your intake team.
Takes about a minute, and you get the Developer Settings request your firm needs either way. Or book a 30-minute call instead.
We asked sixty lawyers what actually eats their day. The findings are free.