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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.

Create Interaction (lawmatics_create-interaction)

Log an interaction (e.g. a phone call, meeting, or email) on a matter in Lawmatics. Provide the matter ID, the kind of interaction, when it happened, and a description. Returns the created interaction with a `relationships` envelope of {id,type} pointers to the owning record (matter/prospect) and the user who created it.

Tool Input

matterIdstringrequired— ID of the matter to log this interaction on(pattern: ^\d+$)
interactionTypestringrequired— Kind of interaction (free-form label, e.g. "Phone Call", "Meeting", "Email")
happenedAtstring(date-time)required— When the interaction occurred, as an ISO 8601 timestamp(pattern: ^(?:(?:\d\d[2468][048]|\d\d[13579][26]|\d\d0[48]|[02468][048]00|[13579][26]00)-02-29|\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\d|30)|(?:02)-(?:0[1-9]|1\d|2[0-8])))T(?:(?:[01]\d|2[0-3]):[0-5]\d(?::[0-5]\d(?:\.\d+)?)?(?:Z||([+-](?:[01]\d|2[0-3]):[0-5]\d)))$)
bodystringrequired— Text describing the interaction

Tool Output

idstringrequired— Lawmatics interaction ID
interactionTypestringrequired— Kind of interaction (free-form label, e.g. "Phone Call", "Meeting")
bodystringrequired— Text describing the interaction
happenedAtstringrequired— When the interaction occurred, as an ISO 8601 timestamp
createdAtstringrequired— When the interaction record was created, as an ISO 8601 timestamp
updatedAtstringrequired— When the interaction record was last updated, as an ISO 8601 timestamp
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).
interactableobjectnullrequired— Pointer to the owning record this interaction is logged on (type 'prospect' is a matter); 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
createdByobjectnullrequired— Pointer to the Lawmatics user (type 'user') who created the interaction; null when unattributed
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

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