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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.

List Notes (lawmatics_list-notes)

List notes from Lawmatics with optional pagination, filtering, and sorting. Prefer a filter when possible — the unfiltered firm-wide list is slow and may time out. Filter by notable_id (the matter/contact/company the note is attached to), notable_type, name, or created_at.

Tool Input

pageinteger— Page number (1-based)(> 0)
filterobject— Optional single-field filter; one filter at a time
fieldstringrequired— Field to filter on: notable_id (numeric id of the matter/contact/company the note is attached to), notable_type (Prospect / Contact / Company — case-sensitive), name (note title), or created_at (date)(enum: "notable_id", "notable_type", "name", "created_at")
operatorstring— Comparison operator. Omit to use the Lawmatics per-field default (= for ids/dates, ilike for strings). Use = for notable_id/notable_type and a range operator (e.g. >) for created_at(enum: "=", "!=", "<", "<=", ">", ">=", "like", "ilike", "null", "not_null")
valuestringrequired— Value to compare against (ignored for null / not_null operators)
sortBystring— Column to sort by(enum: "id", "created_at", "updated_at")
sortOrderstring— Sort direction; ascending or descending(enum: "asc", "desc")

Tool Output

notesarrayrequired— Notes on this page of results
[]object
idstringrequired— Unique ID of the note
titlestringnullrequired— Title/subject of the note; null if unset
bodystringnullrequired— Body content of the note; null if unset
createdAtstringnullrequired— When the note was created, as an ISO 8601 timestamp; null if unknown
updatedAtstringnullrequired— When the note was last updated, as an ISO 8601 timestamp; null if unknown
relationshipsobjectrequired— JSON:API relationship pointers as {id,type} stubs. Not materialized — follow a pointer by calling that resource's own get tool (e.g. type 'prospect' -> get-matter). List rows carry the to-one `notable` pointer only; get-note also returns the authoring `createdBy` user pointer.
1 field
notableobjectnullrequired— Pointer to the record this note is attached to (e.g. type 'prospect', 'contact', 'company'); null when unreported
2 fields
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
paginationobjectnullrequired— Pagination metadata from the API response; null when the endpoint returns no meta envelope
totalPagesnumbernullrequired— Total number of pages available; null if not reported
limitPerPagenumbernullrequired— Maximum notes returned per page; null if not reported
totalEntriesnumbernullrequired— Total number of notes across all pages; null if not reported

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