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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 User (lawmatics_create-user)

Create a user in Lawmatics, or assign an existing user to the firm if the email already exists. Provide the user's name, email, role, and an initial password. The response includes a `relationships` envelope of {id,type} pointers to related records (current firm, inviting user, and all firms the user belongs to).

Tool Input

firstNamestringrequired— User's first name
lastNamestringrequired— User's last name
emailstring(email)required— User's email address(pattern: ^(?!\.)(?!.*\.\.)([A-Za-z0-9_'+\-\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\-]*\.)+[A-Za-z]{2,}$)
rolestringrequired— User role in the firm (e.g. "Admin", "Attorney", "Staff")
passwordstringrequired— Initial password for the new user account. Used only for account setup; never returned by the API

Tool Output

idstringrequired— Lawmatics user ID of the created (or assigned) user
firstNamestringrequired— User's first name
lastNamestringrequired— User's last name
emailstringrequired— User's email address
rolestringrequired— User's role in the firm, returned verbatim from Lawmatics (casing varies by endpoint)
confirmedAtstringnullrequired— When the user confirmed their account, as an ISO 8601 timestamp; null until confirmed
currentSignInAtstringnullrequired— When the user most recently signed in, as an ISO 8601 timestamp; null if never signed in
invitationSentAtstringnullrequired— When the firm invitation was sent, as an ISO 8601 timestamp; null if none sent
invitationAcceptedAtstringnullrequired— When the user accepted the firm invitation, as an ISO 8601 timestamp; null until accepted
createdAtstringrequired— When the user was created, as an ISO 8601 timestamp
updatedAtstringrequired— When the user 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 tool (e.g. type 'user' -> get-user).
currentFirmobjectnullrequired— Pointer to the firm this user is currently operating in (type 'firm'); 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
invitedByobjectnullrequired— Pointer to the user who invited this user (type 'user'); null for the founding user or 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
firmsarrayrequired— Pointers to every firm this user belongs to (type 'firm'); 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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