Lawmatics MCP Server
Lawmatics legal CRM data access for AI models to query, report, and create tasks.
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Overview
This server integrates your Lawmatics CRM directly into your AI workflow. It provides capabilities for querying contacts, matters, and intake form submissions, allowing you to generate custom reports and handle CRM data without leaving your chat interface. Designed to bypass limitations in Lawmatics' native reporting, the connector enables complex data aggregation, such as cross-tabbing custom fields or identifying stalled matters. Users can also trigger administrative actions like creating follow-up tasks directly through natural language requests.
Our verdict
With a security score of 30/100, this server is categorized as high risk. The rating reflects that it is community-maintained by a single contributor rather than the official vendor and has not undergone an independent editorial security review. While the repository is active with recent commits and a small dependency footprint of only three items, firms handling sensitive legal data should exercise caution and verify their own authentication implementation before deploying in a professional environment.
- Uses TypeScript with only three direct dependencies
- Provides documentation for read-only configuration modes
- Includes 80+ unit tests based on official API specifications
- High risk score due to lack of editorial security review
- Single-contributor project with zero GitHub stars
- Not an official integration maintained by Lawmatics
Setup
{
"mcpServers": {
"lawmatics-mcp": {
"args": [
"-y",
"@oktopeak/lawmatics-mcp"
],
"command": "npx"
}
}
}Paste into ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows), then restart Claude Desktop. Some servers require API keys or tokens as environment variables — check the project's README and add an "env" object if needed.
- No read-only mode — running this grants full read/write access.
- No built-in authentication — anyone with access to this config can invoke every tool it exposes.
Tools
| Tool | Description | Risk |
|---|---|---|
| list-matters | List matters in Lawmatics. | low |
| get-matter | Retrieve a specific matter. | low |
| find-matter | Find a matter by email, phone, or name. | low |
| create-matter | Create a new matter. | medium |
| update-matter | Update an existing matter. | medium |
| list-contacts | List contacts in Lawmatics. | low |
| get-contact | Retrieve a specific contact. | low |
| find-contact | Find a contact. | low |
| create-contact | Create a new contact. | medium |
| update-contact | Update an existing contact. | medium |
Compatibility
| Client | Local | Docker | Remote | Read-only |
|---|---|---|---|---|
| ChatGPT | ||||
| Claude Desktop | ||||
| Cursor | ||||
| VS Code | ||||
| Windsurf |
Frequently asked questions
›What are the prerequisites for setting up the Lawmatics MCP server?
You need Node.js 18+ and a Lawmatics account with admin access. You must also contact Lawmatics support or email api@lawmatics.com to enable Developer Settings in your account.
›How do I obtain the required API access credentials?
Once Developer Settings are enabled, go to Settings, then Developers in Lawmatics to create an app with the callback URL set to http://localhost:5678/callback. This will provide you with the Client ID and Client Secret needed to authenticate.
›Do Lawmatics access tokens expire?
No, Lawmatics access tokens do not expire. You only need to run the authentication command once to generate your token.
›Has this server been tested against a live Lawmatics firm account?
No, the server is built against the official Lawmatics API documentation and includes 80+ unit tests, but it has not yet been run against a live firm account.
›Is it possible to use this server in read-only mode?
The provided open-source documentation does not detail a native read-only configuration, though the creators offer a managed deployment service that can implement read-only access for firms.
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