[ FIRST OPEN-SOURCE · MIT · ABA 512 ]
The first and only open-source MyCase MCP server. Connect Claude AI directly to your MyCase practice management in five minutes. 18 tools, ABA Opinion 512 audit logging baked in, MIT licensed. On npm and the official Anthropic MCP Registry.
18 tools
cases, contacts, docs, tasks, calendar, billing
ABA 512
append-only audit logging
First OSS
no other MyCase MCP server existed before us
[ LIVE DEMO ]
Watch Claude pull live data from MyCase in under a minute — cases, contacts, documents, 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.
[ QUICK INSTALL ]
1. Install from npm
npm install -g @oktopeak/mycase-mcp2. Request OAuth credentials from MyCase support, then add to your Claude config
{
"mcpServers": {
"mycase": {
"command": "npx",
"args": ["-y", "@oktopeak/mycase-mcp"],
"env": {
"MYCASE_CLIENT_ID": "your-mycase-client-id",
"MYCASE_CLIENT_SECRET": "your-mycase-client-secret"
}
}
}
}Note: MyCase Advanced tier is required because Open API access is gated to that tier. Email MyCase support to request OAuth client credentials for your firm.
3. Inside Claude, run the authenticate tool
Claude runs the local OAuth flow, you confirm in your browser, the token gets encrypted at rest in your OS keychain, and the connector is ready. From this point Claude can read your MyCase cases, contacts, documents, tasks, calendar, calls, staff, time entries, and billing summaries on demand.
[ WHAT MAKES OURS DIFFERENT ]
Every Claude tool call is logged append-only at ~/.oktopeak-mycase/audit.log with timestamp, tool name, arguments, and result. Mapped to ABA Formal Opinion 512 obligations. The artifact a state bar would request.
OAuth tokens encrypted with AES-256-GCM and stored in your OS keychain (macOS Keychain, Linux secret-service, Windows Credential Manager). Auto-generated on first run.
Read access across cases, contacts, documents, tasks, calendar, calls, staff, time entries, and billing. Write access scoped to tasks, time entries, and call logging only. No silent mutations to client matters.
[ OTHER MYCASE + CLAUDE OPTIONS ]
Open-source MyCase MCP (this), Clerx AI (intake), Smith.ai (receptionist), Zapier (no-code), custom build. We wrote a frank comparison covering all five — including where each alternative beats ours.
Read the full comparison[ PRIVILEGE-SAFE DEPLOYMENT ]
For firms with maximum confidentiality requirements, the same MyCase MCP server pairs with LM Studio or Continue.dev running a local model on your hardware. No data leaves your firm. Full guide is the Privilege Stack post.
Read the Privilege Stack guide[ FAQ ]
@oktopeak/mycase-mcp, listed on the official Anthropic MCP Registry as io.github.oktopeak/mycase-mcp. MIT licensed.npm install -g @oktopeak/mycase-mcp, request OAuth credentials from MyCase support (Advanced tier required), then add to your Claude Desktop or Claude Code MCP config and call the authenticate tool. Full guide on GitHub.[ GET STARTED ]
Two paths: install the OSS yourself (free, MIT, on GitHub), or have us deploy it in your firm with scoped credentials, audit log destination, and a workflow designed with your team.