LawLink.ai - MCP Connector Setup

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Overview

The LawLink MCP Server is built directly into the LawLink backend. Once connected, any MCP-compatible AI assistant can read contacts, inspect platform connections, and query custom fields across all your connected legal platforms — without leaving the chat window.

Example Prompt	Tool Used
"Which legal platforms am I connected to?"	`connections → list_platforms`
"Find contact Jane Doe across all my platforms"	`contacts → search`
"List all custom field definitions in Clio"	`connections → list_field_definitions`
"Show me recent notes on matter 12345 in Filevine"	`notes → list`

Mostly read-only — Most tools only retrieve data. Matters and Documents also support write operations (update metadata, upload files). Your AI assistant can only act within what your LawLink account has permission to access.

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Setup Steps

The connection uses OAuth 2.0 — you will be redirected to LawLink to sign in and approve access. No API keys or tokens need to be copied manually. Follow the steps for your client below.

Claude.ai (Web)

Open Claude Settings

Go to claude.ai and click your profile icon in the top-right corner, then select Settings.

Navigate to the Connectors Section

Click Connectors in the Settings left sidebar.

Connect the LawLink Connector

Look for LawLink in Browse Connectors. If it hasn't been published to the directory yet, use the custom connector path instead.

Click the "+" icon to the right of Connectors in the sidebar, then select Add custom connector from the dropdown.

In the Add custom connector form, fill in the two fields and click Add:

Name: LawLink.ai
Remote MCP server URL: https://app.lawlink.ai/mcp

Add custom connector form with Name and URL fields filled in

Fill in the Name and Remote MCP server URL, then click Add

Once added, continue to Step 4 below to complete sign-in and authorisation.

Sign In and Authorise LawLink

A LawLink sign-in window opens in your browser. Enter your LawLink credentials and click Sign in & Authorize to grant Claude access to your account.

LawLink OAuth consent screen — Sign in and Authorize

Confirm the Connection

Return to Claude. LawLink will appear in your connectors list with a connected status.

LawLink successfully connected in Claude connectors list

(Optional) Review Tool Permissions

Click Configure next to the LawLink connector to review and manage individual tool permissions. All tools are enabled by default.

Claude Desktop

Open the Config File

Open Claude Desktop and go to Settings → Developer → Edit Config. This opens your claude_desktop_config.json file.

Add the LawLink MCP Server Entry

Add the following inside the mcpServers object and save the file:

              {
  "mcpServers": {
    "lawlink": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://app.lawlink.ai/mcp"
      ]
    }
  }
}
            

Prerequisite: npx requires Node.js. Download it from nodejs.org if needed.

Restart Claude Desktop and Authorise

Save the file and restart Claude Desktop. On the next launch it will initiate the OAuth flow — a browser window will open asking you to sign in to LawLink and approve access. After approval, the LawLink tools will be available in the tool menu (hammer icon) in any conversation.

Claude Code (CLI)

Add the LawLink MCP Server

In your terminal, run:

claude mcp add lawlink --transport http https://app.lawlink.ai/mcp

Claude Code will open a browser window for the OAuth sign-in flow. Log in to LawLink and approve access.

Verify the Connection

Once authorised, verify the server is active with:

claude mcp list

The LawLink MCP server will be active for all Claude Code sessions.

Test the Connection

Try a Prompt in a New Conversation

Open a new conversation in your AI client. Try one of these prompts to confirm everything is working:

Which legal platforms am I connected to in LawLink?

Search for contact "Jane Doe" across all my platforms.

List the custom field definitions available in Filevine.

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Available Tools

Your MCP-compatible AI assistant automatically selects the right tool and action based on your request. Most tools are read-only; matters, documents, and sharepoint also support write actions.

Platform slugs: filevine · clio_manage · lawmatics · lead_docket · dropbox · sharepoint

connections Platform health and custom field schemas — read-only

Action	What it does	Params
`list_platforms`	List all legal platforms connected to this LawLink account	none
`check_connection`	Verify the LawLink backend is reachable and report platform status	none
`list_field_definitions`	List all custom field schemas (name, type, allowed values)	optional: `platform`

contacts Read contacts from connected legal platforms — read-only

Action	What it does	Params
`list`	List all contacts across one or all connected platforms	optional: `platform`, `limit`, `offset`
`search`	Search contacts by name, email, or phone number	`query` · optional: `platform`, `limit`, `offset`
`get`	Fetch the full record of a single contact by ID	`contact_id`, `platform`
`find_by_email`	Find contacts matching an exact email address	`email` · optional: `platform`
`find_by_phone`	Find contacts matching an exact phone number	`phone` · optional: `platform`

matters Read and update matters, projects, and leads

Action	What it does	Params
`list`	List matters/projects/leads across one or all connected platforms	optional: `platform`, `limit`, `offset`
`get`	Fetch the full record of a single matter by its platform-specific ID	`matter_id`, `platform`
`find_by_email`	Find matters linked to a client's email address (Lawmatics)	`email` · optional: `platform`
`find_by_name`	Find matters by description or case name (Lawmatics)	`name` · optional: `platform`
`get_contacts`	List all contacts associated with a matter (Clio Manage)	`matter_id`, `platform` · optional: `limit`
`update`	Update a matter's description, status, or platform-specific fields	`matter_id`, `platform` · optional: `description`, `status`, `extra`
`update_schema`	Show which fields are updatable per platform before calling update	optional: `platform`

notes Read notes from connected legal platforms — read-only

Action	What it does	Params
`list`	List notes, optionally filtered by matter or contact	optional: `platform`, `matter_id`, `contact_id`, `limit`, `offset`
`get`	Fetch the full text and metadata of a single note	`note_id`, `platform`

tasks Read tasks from connected legal platforms — read-only

Action	What it does	Params
`list`	List tasks, optionally filtered by matter, completion state, or due date range	optional: `platform`, `matter_id`, `complete`, `due_at_from`, `due_at_to`, `limit`, `offset`
`get`	Fetch the full record of a single task by ID	`task_id`, `platform`

Note: Lead Docket requires matter_id to list tasks. Clio Manage supports complete and date range filters.

events Read calendar events and appointments — read-only

Action	What it does	Params
`list`	List events/appointments, optionally filtered by matter or date range	optional: `platform`, `matter_id`, `date_from`, `date_to`, `limit`, `offset`
`get`	Fetch the full record of a single event by ID	`event_id`, `platform`
`list_types`	List available appointment/event types (Lawmatics)	optional: `platform`

Note: Filevine requires matter_id to list events. Lead Docket has no calendar API and is skipped during fan-out.

documents Read and write documents on connected legal platforms

Action	What it does	Params
`list`	List documents, supports filtering by matter, folder, contact, category, query, or lock state	optional: `platform`, `matter_id`, `folder_id`, `contact_id`, `category_id`, `query`, `locked`, `limit`, `offset`
`get`	Fetch the full metadata record for a single document	`document_id`, `platform`
`read_document`	Fetch raw document bytes; images returned visually, other types returned as base64	`document_id`, `platform` · optional: `version_id`
`get_download_link`	Retrieve a short-lived download URL for a document or specific version	`document_id`, `platform` · optional: `version_id`
`list_versions`	List all versions of a document with size, upload status, and timestamps	`document_id`, `platform`
`upload`	Upload a new document or new version; file content passed as base64	`platform`, `filename`, `data` (base64) · optional: `matter_id`, `folder_id`, `contact_id`, `category_id`, `content_type`, `document_id` (for versions)
`update`	Update a document's metadata (name, matter, folder, contact, locked state)	`document_id`, `platform` · optional: `name`, `matter_id`, `folder_id`, `contact_id`, `locked`

folders Browse document folders on connected legal platforms — read-only

Action	What it does	Params
`list`	List folders, optionally filtered by matter or parent folder	optional: `platform`, `matter_id`, `parent_id`, `limit`, `offset`
`get`	Fetch a single folder by its platform-specific ID	`folder_id`, `platform`

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Troubleshooting

Connection fails before sign-in

Confirm the MCP server URL is exactly https://app.lawlink.ai/mcp and that your network can reach it.

OAuth redirect or login fails

Ensure browser pop-ups are not blocked for app.lawlink.ai. Try opening the login URL directly in a new tab.

Consent screen does not appear

The OAuth session may have expired. Remove the connector in Claude and add it again to restart the authorisation flow.

Connected but tools return no data

Verify that at least one integration is connected in LawLink under Settings → Integrations and that the credentials are valid.

"LawLink MCP adapter is not ready"

The LawLink server may still be starting. Wait 10–15 seconds and retry your prompt.

Results only come from one platform

Check that you have not accidentally passed a platform parameter. Omit it to query all connected platforms simultaneously.

Claude Desktop — tools not appearing after config change

Fully quit and reopen Claude Desktop (not just close the window). The config is read only at startup.