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Docketwise MCP by usefulapi

Read contacts, matters, invoices and documents; create contacts, matters and notes in Docketwise.

Sollte ich dies verwenden

Qualität und Sicherheit

A
Qualität der Beschreibung
87%
Vollständigkeit des Schemas
93%
Qualität der Benennung
76%
Risiko der Vergiftung
100%
Übereinstimmung der Berechtigungen
100%
Einhaltung des Protokolls
100%

Befunde (10)

  • LOWTool 'docketwise_get_matter' description lacks action verbin docketwise_get_matter
  • LOWTool 'docketwise_list_matter_types' description lacks action verbin docketwise_list_matter_types
  • LOWTool 'docketwise_list_invoices' description lacks action verbin docketwise_list_invoices
  • LOWTool 'docketwise_get_invoice' description lacks action verbin docketwise_get_invoice
  • LOWTool 'docketwise_list_invoice_charges' description lacks action verbin docketwise_list_invoice_charges
  • LOWTool 'docketwise_list_users' description lacks action verbin docketwise_list_users
  • LOWTool 'docketwise_list_matter_receipts' name length outside 3-30 rangein docketwise_list_matter_receipts
  • LOWTool 'docketwise_list_matter_statuses' name length outside 3-30 rangein docketwise_list_matter_statuses
  • LOWTool 'docketwise_list_invoice_charges' name length outside 3-30 rangein docketwise_list_invoice_charges
  • LOWTool 'docketwise_get_document_download_url' name length outside 3-30 rangein docketwise_get_document_download_url

Basierend auf einer automatisierten Analyse der Tool-Definitionen und der Einhaltung des Protokolls.

Kontextkosten

~4,389Tokens (Tool-Definitionen)
~1.6 KBTypische Antwortgröße
Erhebliche Auswirkung auf die Aufmerksamkeit (3.43% von 128k Kontext)

Dies ist die ungefähre Anzahl der Tokens, die jedes Mal verbraucht werden, wenn die Tools des Servers in den Kontext eines Modells geladen werden. Höhere Werte verringern die Aufmerksamkeit, die für andere Aufgaben verfügbar ist.

Installieren

Installation mit einem Klick

Fügen Sie dies Ihrer Datei `claude_desktop_config.json` hinzu:

{
  "mcpServers": {
    "docketwise": {
      "url": "https://docketwise.usefulapi.io/mcp"
    }
  }
}

Remote-Endpunkte

https://docketwise.usefulapi.io/mcpstreamable-http

Was es kann

Tool-Inventar

Tools (20)

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🟢docketwise_list_contacts(type, page, limit)

The firm's contacts (clients, leads and institutions), 200 per page: id, name, company, email, lead flag, physical address. Filter by type. Use docketwise_get_contact for one contact with its notes.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "type": {
      "description": "Only people, or only institutions.",
      "type": "string",
      "enum": [
        "Person",
        "Institution"
      ]
    },
    "page": {
      "description": "Page number, from 1 (default 1). A page holds up to 200 records; see `pagination` in the reply for the next page.",
      "type": "integer",
      "minimum": 1,
      "maximum": 100000
    },
    "limit": {
      "description": "Records to show from the page, 1-200 (default 100). Records beyond it on the same page are counted in `omitted`.",
      "type": "integer",
      "minimum": 1,
      "maximum": 200
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢docketwise_get_contact(id)

One contact by id, with its address and notes.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "id": {
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991,
      "description": "The contact id (an integer, from docketwise_list_contacts)."
    }
  },
  "required": [
    "id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢docketwise_list_matters(page, limit)

The firm's matters (cases), 200 per page: id, number, title, client_id, attorney, status, type, receipt number, priority date. Use docketwise_get_matter for one matter with its client, receipts and notes.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "page": {
      "description": "Page number, from 1 (default 1). A page holds up to 200 records; see `pagination` in the reply for the next page.",
      "type": "integer",
      "minimum": 1,
      "maximum": 100000
    },
    "limit": {
      "description": "Records to show from the page, 1-200 (default 100). Records beyond it on the same page are counted in `omitted`.",
      "type": "integer",
      "minimum": 1,
      "maximum": 200
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢docketwise_get_matter(id)

One matter by id, with its client, receipts, notes and assigned user ids.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "id": {
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991,
      "description": "The matter id (an integer, from docketwise_list_matters)."
    }
  },
  "required": [
    "id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢docketwise_list_matter_receipts(matter_id)

The USCIS receipts of one matter: receipt number, description, contact, status update type and time.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "matter_id": {
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991,
      "description": "The matter id (an integer, from docketwise_list_matters)."
    }
  },
  "required": [
    "matter_id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢docketwise_list_matter_types(page, limit)

The firm's matter types, each with its matter statuses (workflow steps).

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "page": {
      "description": "Page number, from 1 (default 1). A page holds up to 200 records; see `pagination` in the reply for the next page.",
      "type": "integer",
      "minimum": 1,
      "maximum": 100000
    },
    "limit": {
      "description": "Records to show from the page, 1-200 (default 200). Records beyond it on the same page are counted in `omitted`.",
      "type": "integer",
      "minimum": 1,
      "maximum": 200
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢docketwise_list_matter_statuses(page, limit)

The firm's matter statuses (workflow steps): name, duration, sort order.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "page": {
      "description": "Page number, from 1 (default 1). A page holds up to 200 records; see `pagination` in the reply for the next page.",
      "type": "integer",
      "minimum": 1,
      "maximum": 100000
    },
    "limit": {
      "description": "Records to show from the page, 1-200 (default 200). Records beyond it on the same page are counted in `omitted`.",
      "type": "integer",
      "minimum": 1,
      "maximum": 200
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢docketwise_list_invoices(page, limit)

The firm's invoices, 200 per page: number, contact, status (paid/unpaid), type (bill, trust request, disbursement), dates, total and balance.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "page": {
      "description": "Page number, from 1 (default 1). A page holds up to 200 records; see `pagination` in the reply for the next page.",
      "type": "integer",
      "minimum": 1,
      "maximum": 100000
    },
    "limit": {
      "description": "Records to show from the page, 1-200 (default 100). Records beyond it on the same page are counted in `omitted`.",
      "type": "integer",
      "minimum": 1,
      "maximum": 200
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢docketwise_get_invoice(id)

One invoice by id, with the matters it covers.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "id": {
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991,
      "description": "The invoice id (an integer, from docketwise_list_invoices)."
    }
  },
  "required": [
    "id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢docketwise_list_invoice_charges(invoice_id, page, limit)

The charges (services, expenses, fees) on one invoice: amount, status, date, description, matter.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "invoice_id": {
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991,
      "description": "The invoice id (an integer, from docketwise_list_invoices)."
    },
    "page": {
      "description": "Page number, from 1 (default 1). A page holds up to 200 records; see `pagination` in the reply for the next page.",
      "type": "integer",
      "minimum": 1,
      "maximum": 100000
    },
    "limit": {
      "description": "Records to show from the page, 1-200 (default 100). Records beyond it on the same page are counted in `omitted`.",
      "type": "integer",
      "minimum": 1,
      "maximum": 200
    }
  },
  "required": [
    "invoice_id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢docketwise_list_documents(search, page, limit)

The firm's documents (metadata only, no file content), 200 per page: title, client, size, uploader, archived flag. Search by title.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "search": {
      "description": "Only documents whose title matches this text.",
      "type": "string",
      "minLength": 1,
      "maxLength": 200,
      "pattern": "^[^\\u0000-\\u001f\\u007f]*$"
    },
    "page": {
      "description": "Page number, from 1 (default 1). A page holds up to 200 records; see `pagination` in the reply for the next page.",
      "type": "integer",
      "minimum": 1,
      "maximum": 100000
    },
    "limit": {
      "description": "Records to show from the page, 1-200 (default 100). Records beyond it on the same page are counted in `omitted`.",
      "type": "integer",
      "minimum": 1,
      "maximum": 200
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢docketwise_get_document(id)

One document's metadata by id (title, client, size, uploader, link to the document in Docketwise). No file content.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "id": {
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991,
      "description": "The document id (an integer, from docketwise_list_documents)."
    }
  },
  "required": [
    "id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢docketwise_get_document_download_url(id)

A temporary (one hour) download URL for one document's file. Anyone holding the link can download the file while it is valid: share it only with the user who asked.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "id": {
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991,
      "description": "The document id (an integer, from docketwise_list_documents)."
    }
  },
  "required": [
    "id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢docketwise_list_users(page, limit)

The firm's Docketwise users (attorneys and staff): id, email, name. Use the ids as user_ids when creating a matter.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "page": {
      "description": "Page number, from 1 (default 1). A page holds up to 200 records; see `pagination` in the reply for the next page.",
      "type": "integer",
      "minimum": 1,
      "maximum": 100000
    },
    "limit": {
      "description": "Records to show from the page, 1-200 (default 200). Records beyond it on the same page are counted in `omitted`.",
      "type": "integer",
      "minimum": 1,
      "maximum": 200
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢docketwise_list_countries(page, limit)

Docketwise's country list: id, name, ISO code, phone code. Reference data.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "page": {
      "description": "Page number, from 1 (default 1). A page holds up to 200 records; see `pagination` in the reply for the next page.",
      "type": "integer",
      "minimum": 1,
      "maximum": 100000
    },
    "limit": {
      "description": "Records to show from the page, 1-200 (default 200). Records beyond it on the same page are counted in `omitted`.",
      "type": "integer",
      "minimum": 1,
      "maximum": 200
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🔴docketwise_create_contact(first_name, middle_name, last_name, email, type, ...)

WRITE: creates a new contact (person or institution) in the firm's Docketwise. Optionally with one address and one daytime phone. Creates a record; it does not check for duplicates.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "first_name": {
      "type": "string",
      "minLength": 1,
      "maxLength": 100,
      "pattern": "^[^\\u0000-\\u001f\\u007f]*$"
    },
    "middle_name": {
      "type": "string",
      "minLength": 1,
      "maxLength": 100,
      "pattern": "^[^\\u0000-\\u001f\\u007f]*$"
    },
    "last_name": {
      "type": "string",
      "minLength": 1,
      "maxLength": 100,
      "pattern": "^[^\\u0000-\\u001f\\u007f]*$"
    },
    "email": {
      "type": "string",
      "minLength": 1,
      "maxLength": 254,
      "pattern": "^[^\\u0000-\\u001f\\u007f]*$"
    },
    "type": {
      "description": "Default: Docketwise decides (a person).",
      "type": "string",
      "enum": [
        "Person",
        "Institution"
      ]
    },
    "lead": {
      "description": "true = a lead, not yet a client.",
      "type": "boolean"
    },
    "address": {
      "type": "object",
      "properties": {
        "street_number_and_name": {
          "type": "string",
          "minLength": 1,
          "maxLength": 200,
          "pattern": "^[^\\u0000-\\u001f\\u007f]*$"
        },
        "apartment_number": {
          "type": "string",
          "minLength": 1,
          "maxLength": 50,
          "pattern": "^[^\\u0000-\\u001f\\u007f]*$"
        },
        "city": {
          "type": "string",
          "minLength": 1,
          "maxLength": 100,
          "pattern": "^[^\\u0000-\\u001f\\u007f]*$"
        },
        "state": {
          "type": "string",
          "minLength": 1,
          "maxLength": 100,
          "pattern": "^[^\\u0000-\\u001f\\u007f]*$"
        },
        "province": {
          "type": "string",
          "minLength": 1,
          "maxLength": 100,
          "pattern": "^[^\\u0000-\\u001f\\u007f]*$"
        },
        "zip_code": {
          "type": "string",
          "minLength": 1,
          "maxLength": 30,
          "pattern": "^[^\\u0000-\\u001f\\u007f]*$"
        },
        "physical": {
          "description": "A physical address.",
          "type": "boolean"
        },
        "mailing": {
          "description": "A mailing address.",
          "type": "boolean"
        }
      },
      "description": "An address of the contact."
    },
    "phone": {
      "description": "A daytime phone number.",
      "type": "string",
      "minLength": 1,
      "maxLength": 40,
      "pattern": "^[^\\u0000-\\u001f\\u007f]*$"
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🔴docketwise_update_contact(id, first_name, middle_name, last_name, company_name, ...)

WRITE: changes the basic fields of one contact (name, company, email, lead flag). Only the fields you give are sent; each replaces the stored value. Addresses and phones are not changed here.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "id": {
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991,
      "description": "The contact id (an integer, from docketwise_list_contacts)."
    },
    "first_name": {
      "type": "string",
      "minLength": 1,
      "maxLength": 100,
      "pattern": "^[^\\u0000-\\u001f\\u007f]*$"
    },
    "middle_name": {
      "type": "string",
      "minLength": 1,
      "maxLength": 100,
      "pattern": "^[^\\u0000-\\u001f\\u007f]*$"
    },
    "last_name": {
      "type": "string",
      "minLength": 1,
      "maxLength": 100,
      "pattern": "^[^\\u0000-\\u001f\\u007f]*$"
    },
    "company_name": {
      "type": "string",
      "minLength": 1,
      "maxLength": 200,
      "pattern": "^[^\\u0000-\\u001f\\u007f]*$"
    },
    "email": {
      "type": "string",
      "minLength": 1,
      "maxLength": 254,
      "pattern": "^[^\\u0000-\\u001f\\u007f]*$"
    },
    "type": {
      "type": "string",
      "enum": [
        "Person",
        "Institution"
      ]
    },
    "lead": {
      "type": "boolean"
    }
  },
  "required": [
    "id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🔴docketwise_create_matter(client_id, title, number, description, user_ids)

WRITE: creates a new matter (case) for an existing client contact in the firm's Docketwise. The client_id is required; user_ids are the firm users assigned (docketwise_list_users).

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "client_id": {
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991,
      "description": "The client contact id (an integer, from docketwise_list_contacts)."
    },
    "title": {
      "type": "string",
      "minLength": 1,
      "maxLength": 300,
      "pattern": "^[^\\u0000-\\u001f\\u007f]*$"
    },
    "number": {
      "description": "The firm's matter number.",
      "type": "string",
      "minLength": 1,
      "maxLength": 100,
      "pattern": "^[^\\u0000-\\u001f\\u007f]*$"
    },
    "description": {
      "type": "string",
      "minLength": 1,
      "maxLength": 5000
    },
    "user_ids": {
      "description": "Firm users assigned to the matter.",
      "maxItems": 50,
      "type": "array",
      "items": {
        "type": "integer",
        "exclusiveMinimum": 0,
        "maximum": 9007199254740991,
        "description": "The user id (an integer, from docketwise_list_users)."
      }
    }
  },
  "required": [
    "client_id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🔴docketwise_create_note(matter_id, client_id, title, content)

WRITE: adds a note to a matter or to a client contact (give matter_id or client_id) in the firm's Docketwise.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "matter_id": {
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991,
      "description": "The matter id (an integer, from docketwise_list_matters)."
    },
    "client_id": {
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991,
      "description": "The client contact id (an integer, from docketwise_list_contacts)."
    },
    "title": {
      "type": "string",
      "minLength": 1,
      "maxLength": 300,
      "pattern": "^[^\\u0000-\\u001f\\u007f]*$"
    },
    "content": {
      "type": "string",
      "minLength": 1,
      "maxLength": 20000,
      "description": "The note text."
    }
  },
  "required": [
    "content"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🔴docketwise_update_note(id, matter_id, client_id, title, content)

WRITE: replaces the title and/or text of an existing note. The previous text is not kept by this server. Docketwise requires matter_id or client_id again (the matter or client the note belongs to).

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "id": {
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991,
      "description": "The note id (an integer, from the notes of docketwise_get_matter or docketwise_get_contact)."
    },
    "matter_id": {
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991,
      "description": "The matter id (an integer, from docketwise_list_matters)."
    },
    "client_id": {
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991,
      "description": "The client contact id (an integer, from docketwise_list_contacts)."
    },
    "title": {
      "type": "string",
      "minLength": 1,
      "maxLength": 300,
      "pattern": "^[^\\u0000-\\u001f\\u007f]*$"
    },
    "content": {
      "description": "The new note text.",
      "type": "string",
      "minLength": 1,
      "maxLength": 20000
    }
  },
  "required": [
    "id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

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