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Lawmatics

Lawmatics

MCP server · Practice Management · lawmatics.com · 40 categories · 177 tools

Lawmatics is a legal CRM, client intake, and marketing automation platform for law firms. This integration exposes contacts, companies, matters, billing (invoices, transactions, expenses, time entries), tasks, documents, events, and marketing data as governed MCP tools, scoped per member by access level.

Update Contact (lawmatics_update-contact)

Update an existing contact in Lawmatics by ID. The response echoes standard fields, custom fields, and a `relationships` envelope of {id,type} pointers to related records (creating user, client, company, custom contact type, matters, tags, emails, phone numbers, addresses, notes, files, folders).

Tool Input

contactIdstringrequired— ID of the contact to update; a numeric string(pattern: ^\d+$)
firstNamestring— Contact's first name
lastNamestring— Contact's last name
emailstring— Primary email address
phonestring— Primary phone number
namePrefixstring— Name prefix (e.g. Mr, Ms, Dr)
middleNamestring— Middle name
nameSuffixstring— Name suffix (e.g. Jr, Sr, III)
informalNamestring— Informal name / nickname
socialSecuritystring— Social security number
driverLicensestring— Driver license number
maritalStatusstring— Marital status
birthdatestring(date)— Date of birth as an ISO 8601 date (YYYY-MM-DD)(pattern: ^(?:(?:\d\d[2468][048]|\d\d[13579][26]|\d\d0[48]|[02468][048]00|[13579][26]00)-02-29|\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\d|30)|(?:02)-(?:0[1-9]|1\d|2[0-8])))$)
employerstring— Employer or organization name
occupationstring— Occupation or job role
citizenshipstring— Citizenship
genderstring— Gender
timezonestring— Timezone identifier as stored by Lawmatics
hobbiesstring— Free-text hobbies or interests
biostring— Free-text biography or notes about the contact
titlestring— Job title
notesarray— Notes to create inline on update (write-only; not returned)
[]object
namestringrequired— Note title
bodystringrequired— Note content
customFieldsarray— Custom field values to set; pass null to clear a field
[]object
idstringnumberrequired— Custom field ID (the API returns it as a number; either a string or number is accepted)
valuestringnumberbooleannullrequired— Value to set (matches the field's type); pass null to clear the field

Tool Output

idstringrequired— Lawmatics contact ID of the updated contact
firstNamestringnullrequired— Contact's first/given name; null if unset
lastNamestringnullrequired— Contact's last/family name; null if unset
emailstringnullrequired— Primary email address; null if unset
phonestringnullrequired— Primary phone number as stored; null if unset
customFieldsarrayrequired— Account-defined custom fields on the contact; empty array if none
[]object
idstringrequired— Custom field definition ID, as a numeric string
namestringnullrequired— Custom field display name; null if unset
fieldTypestringnullrequired— Custom field data type (e.g. text, date, select); null if unset
valueanyrequired— Raw custom field value; type varies by `fieldType`
formattedValueanyrequired— Display-formatted custom field value; type varies by `fieldType`
relationshipsobjectrequired— JSON:API relationship pointers to related records as {id,type} stubs. Not materialized — follow a pointer by calling that resource's own get/find tool (e.g. type 'prospect' -> get-matter, type 'user' -> get-user, type 'company' -> get-company).
createdByobjectnullrequired— Creating user pointer; null when unset
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
clientobjectnullrequired— Linked client (matter) pointer; null when unset
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
companyobjectnullrequired— Linked company pointer; null when unset
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
customContactTypeobjectnullrequired— Custom contact-type pointer; null when unset
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
prospectsarrayrequired— Matter (prospect) pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
tagsarrayrequired— Tag pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
emailsarrayrequired— Email-address pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
phoneNumbersarrayrequired— Phone-number pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
addressesarrayrequired— Address pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
notesarrayrequired— Note pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
filesarrayrequired— File pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
foldersarrayrequired— Folder pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool

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