Lawcus MCP by usefulapi
Read Lawcus contacts, matters, leads, time and billing reports; create contacts and tasks.
Sollte ich dies verwenden
Qualität und Sicherheit
Befunde (5)
- LOWin lawcus_get_lead
- LOWin lawcus_list_workflows
- LOWin lawcus_list_workflow_stages
- LOWin lawcus_report_accounts_receivable
- LOWin lawcus_report_payments_collected
Basierend auf einer automatisierten Analyse der Tool-Definitionen und der Einhaltung des Protokolls.
Kontextkosten
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": {
"lawcus": {
"url": "https://lawcus.usefulapi.io/mcp"
}
}
}Remote-Endpunkte
https://lawcus.usefulapi.io/mcpstreamable-httpWas es kann
Tool-Inventar
Tools (27)
🟢lawcus_get_me
Lawcus: the user the API token belongs to (id, uuid, name, timezone, role such as OWNER/ADMIN/MEMBER).
Eingabe-Schema
{
"type": "object",
"properties": {}
}🟢lawcus_get_firm
Lawcus: the firm (team) details: name, address, currency, locale and phone numbers.
Eingabe-Schema
{
"type": "object",
"properties": {}
}🟢lawcus_list_team_members
Lawcus: the people on the firm's team with id, uuid, name, role and hourly rate. Ids are used in matter, task and report filters.
Eingabe-Schema
{
"type": "object",
"properties": {}
}🟢lawcus_search(terms)
Lawcus: global search across contacts, matters and leads for a keyword.
Eingabe-Schema
{
"type": "object",
"properties": {
"terms": {
"type": "string",
"minLength": 1,
"maxLength": 200,
"description": "Keyword to search for."
}
},
"required": [
"terms"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢lawcus_list_contacts(name_contains, email_contains, type, updated_after, filters, ...)
Lawcus: list contacts (people and companies; clients are contacts), filterable by name, email, type or update date. Paged with skip/take.
Eingabe-Schema
{
"type": "object",
"properties": {
"name_contains": {
"description": "Substring of the contact's full name.",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"email_contains": {
"type": "string",
"minLength": 1,
"maxLength": 200
},
"type": {
"type": "string",
"enum": [
"Person",
"Company"
]
},
"updated_after": {
"type": "string",
"description": "A UTC date (yyyy-mm-dd) or timestamp (yyyy-mm-dd hh:mm:ss)."
},
"filters": {
"description": "Advanced: extra Lawcus v2 filter objects {field, operator, value}, ANDed with the other filters. Dates are 'yyyy-mm-dd hh:mm:ss' UTC.",
"maxItems": 20,
"type": "array",
"items": {
"type": "object",
"properties": {
"field": {
"type": "string",
"minLength": 1,
"maxLength": 60,
"description": "The record field to filter by, e.g. status, practice, responsible_attorney, trust_balance."
},
"operator": {
"type": "string",
"minLength": 1,
"maxLength": 30,
"description": "e.g. is, not, contains, equals, startsWith, after, before, between, >, <, isEmpty."
},
"value": {
"anyOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
},
{
"type": "array",
"items": {
"type": [
"string",
"number"
]
}
},
{
"type": "object",
"properties": {
"start": {
"type": "string"
},
"end": {
"type": "string"
}
},
"required": [
"start",
"end"
]
}
]
}
},
"required": [
"field",
"operator"
]
}
},
"sort_by": {
"type": "string",
"enum": [
"name",
"created_at",
"updated_at",
"last_contacted"
]
},
"sort_order": {
"type": "string",
"enum": [
"asc",
"desc"
]
},
"skip": {
"description": "Records to skip (default 0). Pass the previous reply's next_skip.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
},
"take": {
"description": "Records per page (default 25, max 100).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢lawcus_get_contact(contact_uuid)
Lawcus: one contact by UUID, with addresses, phones, emails and custom fields.
Eingabe-Schema
{
"type": "object",
"properties": {
"contact_uuid": {
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$"
}
},
"required": [
"contact_uuid"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟡lawcus_create_contact(type, first_name, last_name, name, email, ...)
WRITE: create a new contact in Lawcus (a person or a company). It does not send anything to the contact. Person needs first_name and last_name; Company needs name. Check lawcus_list_contacts first to avoid duplicates.
Eingabe-Schema
{
"type": "object",
"properties": {
"type": {
"type": "string",
"enum": [
"Person",
"Company"
]
},
"first_name": {
"description": "Required for a Person.",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"last_name": {
"description": "Required for a Person.",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"name": {
"description": "Required for a Company.",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"email": {
"type": "string",
"maxLength": 200,
"format": "email",
"pattern": "^(?:[A-Za-z0-9_'+\\-]+\\.)*[A-Za-z0-9_'+\\-]*[A-Za-z0-9_+-]@(?:[A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$"
},
"phone": {
"type": "string",
"minLength": 3,
"maxLength": 40
},
"title": {
"description": "Business title.",
"type": "string",
"maxLength": 100
},
"website": {
"type": "string",
"maxLength": 200
},
"note": {
"type": "string",
"maxLength": 5000
},
"street": {
"type": "string",
"maxLength": 200
},
"city": {
"type": "string",
"maxLength": 100
},
"state": {
"type": "string",
"maxLength": 100
},
"zip": {
"type": "string",
"maxLength": 30
},
"country": {
"type": "string",
"maxLength": 100
}
},
"required": [
"type"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢lawcus_list_matters(status, name_contains, number, client_id, responsible_attorney_id, ...)
Lawcus: list matters (cases) with status, client, billing type, trust and retainer balances. Filter by status, name, number, client or dates. Paged with skip/take; the reply also carries opened/closed counts.
Eingabe-Schema
{
"type": "object",
"properties": {
"status": {
"description": "Matter status, e.g. \"OPEN\" or \"CLOSED\".",
"type": "string",
"pattern": "^[A-Za-z_ ]{2,30}$"
},
"name_contains": {
"type": "string",
"minLength": 1,
"maxLength": 200
},
"number": {
"description": "Matter number (exact).",
"type": "string",
"minLength": 1,
"maxLength": 60
},
"client_id": {
"description": "Numeric id of the client contact.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"responsible_attorney_id": {
"description": "Numeric user id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"opened_after": {
"type": "string",
"description": "A UTC date (yyyy-mm-dd) or timestamp (yyyy-mm-dd hh:mm:ss)."
},
"updated_after": {
"type": "string",
"description": "A UTC date (yyyy-mm-dd) or timestamp (yyyy-mm-dd hh:mm:ss)."
},
"filters": {
"description": "Advanced: extra Lawcus v2 filter objects {field, operator, value}, ANDed with the other filters. Dates are 'yyyy-mm-dd hh:mm:ss' UTC.",
"maxItems": 20,
"type": "array",
"items": {
"type": "object",
"properties": {
"field": {
"type": "string",
"minLength": 1,
"maxLength": 60,
"description": "The record field to filter by, e.g. status, practice, responsible_attorney, trust_balance."
},
"operator": {
"type": "string",
"minLength": 1,
"maxLength": 30,
"description": "e.g. is, not, contains, equals, startsWith, after, before, between, >, <, isEmpty."
},
"value": {
"anyOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
},
{
"type": "array",
"items": {
"type": [
"string",
"number"
]
}
},
{
"type": "object",
"properties": {
"start": {
"type": "string"
},
"end": {
"type": "string"
}
},
"required": [
"start",
"end"
]
}
]
}
},
"required": [
"field",
"operator"
]
}
},
"sort_by": {
"type": "string",
"enum": [
"number",
"name",
"open_date",
"created_at",
"updated_at"
]
},
"sort_order": {
"type": "string",
"enum": [
"asc",
"desc"
]
},
"skip": {
"description": "Records to skip (default 0). Pass the previous reply's next_skip.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
},
"take": {
"description": "Records per page (default 25, max 100).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢lawcus_get_matter(matter_uuid)
Lawcus: one matter by UUID with its client, workflow stage, billing settings, balances and custom fields.
Eingabe-Schema
{
"type": "object",
"properties": {
"matter_uuid": {
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$"
}
},
"required": [
"matter_uuid"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢lawcus_list_leads(name_contains, stage_id, lead_source_id, created_after, filters, ...)
Lawcus: list leads (prospective matters) with client contact details and pipeline stage. Paged with skip/take.
Eingabe-Schema
{
"type": "object",
"properties": {
"name_contains": {
"type": "string",
"minLength": 1,
"maxLength": 200
},
"stage_id": {
"description": "Pipeline stage id (see lawcus_list_workflow_stages).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"lead_source_id": {
"description": "Lead source id (see lawcus_list_lead_sources).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"created_after": {
"description": "Only leads created after this UTC time.",
"type": "string"
},
"filters": {
"description": "Advanced: extra Lawcus v2 filter objects {field, operator, value}, ANDed with the other filters. Dates are 'yyyy-mm-dd hh:mm:ss' UTC.",
"maxItems": 20,
"type": "array",
"items": {
"type": "object",
"properties": {
"field": {
"type": "string",
"minLength": 1,
"maxLength": 60,
"description": "The record field to filter by, e.g. status, practice, responsible_attorney, trust_balance."
},
"operator": {
"type": "string",
"minLength": 1,
"maxLength": 30,
"description": "e.g. is, not, contains, equals, startsWith, after, before, between, >, <, isEmpty."
},
"value": {
"anyOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
},
{
"type": "array",
"items": {
"type": [
"string",
"number"
]
}
},
{
"type": "object",
"properties": {
"start": {
"type": "string"
},
"end": {
"type": "string"
}
},
"required": [
"start",
"end"
]
}
]
}
},
"required": [
"field",
"operator"
]
}
},
"sort_by": {
"type": "string",
"enum": [
"name",
"created_at",
"lead_created_at"
]
},
"sort_order": {
"type": "string",
"enum": [
"asc",
"desc"
]
},
"skip": {
"description": "Records to skip (default 0). Pass the previous reply's next_skip.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
},
"take": {
"description": "Records per page (default 25, max 100).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢lawcus_get_lead(lead_uuid)
Lawcus: one lead by UUID.
Eingabe-Schema
{
"type": "object",
"properties": {
"lead_uuid": {
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$"
}
},
"required": [
"lead_uuid"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢lawcus_list_lead_sources
Lawcus: the firm's lead sources (Website, Referral, Google, ...). Ids go into lead and contact filters.
Eingabe-Schema
{
"type": "object",
"properties": {}
}🟢lawcus_list_workflows
Lawcus: the workflows (matter and lead pipelines) with their ids.
Eingabe-Schema
{
"type": "object",
"properties": {}
}🟢lawcus_list_workflow_stages(workflow_id)
Lawcus: the stages of one workflow (pipeline).
Eingabe-Schema
{
"type": "object",
"properties": {
"workflow_id": {
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$",
"description": "Workflow id from lawcus_list_workflows."
}
},
"required": [
"workflow_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢lawcus_list_tasks(completed, delegated, user_id, matter_id, tags, ...)
Lawcus: list tasks, optionally by completion, assignee, matter or tag. The API returns the whole list; the reply is cut to `limit`.
Eingabe-Schema
{
"type": "object",
"properties": {
"completed": {
"description": "true = completed tasks, false = open tasks.",
"type": "boolean"
},
"delegated": {
"description": "true = tasks delegated to others.",
"type": "boolean"
},
"user_id": {
"description": "UUID of the assignee (the `uuid` from lawcus_list_team_members).",
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$"
},
"matter_id": {
"description": "Numeric matter id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"tags": {
"description": "Tag name, e.g. \"San Diego Branch\".",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"limit": {
"description": "Return at most this many records (default 100, max 500). The reply says when the list was cut.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 500
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟡lawcus_create_task(name, description, due_date, matter_id, assignee_uuids)
WRITE: create a task in Lawcus, optionally on a matter and assigned to team members. Lawcus may email or SMS the assignees if reminders are set; no reminders are set by this tool.
Eingabe-Schema
{
"type": "object",
"properties": {
"name": {
"type": "string",
"minLength": 1,
"maxLength": 300
},
"description": {
"type": "string",
"maxLength": 5000
},
"due_date": {
"type": "string",
"description": "A UTC date (yyyy-mm-dd) or timestamp (yyyy-mm-dd hh:mm:ss)."
},
"matter_id": {
"description": "Numeric matter id (the `id` of a matter).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"assignee_uuids": {
"description": "UUIDs of the users to assign (from lawcus_list_team_members).",
"maxItems": 20,
"type": "array",
"items": {
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$"
}
}
},
"required": [
"name"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢lawcus_list_time_entries(matter_id, user_id, date_from, date_to, limit)
Lawcus: time entries (hours worked, rate, total, matter, invoiced or not). The API returns all entries; filter here by matter and date range, reply cut to `limit`.
Eingabe-Schema
{
"type": "object",
"properties": {
"matter_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"user_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"date_from": {
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
"description": "A date, yyyy-mm-dd."
},
"date_to": {
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
"description": "A date, yyyy-mm-dd."
},
"limit": {
"description": "Return at most this many records (default 100, max 500). The reply says when the list was cut.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 500
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢lawcus_list_expenses(matter_id, date_from, date_to, limit)
Lawcus: expenses logged against matters. The API returns all expenses; filter here by matter and date range, reply cut to `limit`.
Eingabe-Schema
{
"type": "object",
"properties": {
"matter_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"date_from": {
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
"description": "A date, yyyy-mm-dd."
},
"date_to": {
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
"description": "A date, yyyy-mm-dd."
},
"limit": {
"description": "Return at most this many records (default 100, max 500). The reply says when the list was cut.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 500
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢lawcus_list_billing_items(start, end, kind, user_id, practice_id, ...)
Lawcus: billable activity (time entries, expenses and flat fees) with payment details, filterable by date range, user, practice area, matter, client and invoiced state. Also returns time totals for today/week/month/year.
Eingabe-Schema
{
"type": "object",
"properties": {
"start": {
"type": "string",
"description": "Period start, UTC: yyyy-mm-dd (from 00:00:00) or yyyy-mm-dd hh:mm:ss."
},
"end": {
"type": "string",
"description": "Period end, UTC: yyyy-mm-dd (through 23:59:59) or yyyy-mm-dd hh:mm:ss."
},
"kind": {
"description": "Only this kind of item (default: all three).",
"type": "string",
"enum": [
"TIMEENTRY",
"EXPENSE",
"FLATFEE"
]
},
"user_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"practice_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"matter_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"client_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"is_invoiced": {
"type": "boolean"
},
"limit": {
"description": "Return at most this many records (default 100, max 500). The reply says when the list was cut.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 500
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢lawcus_list_interactions(types, direction, skip, paginate)
Lawcus: logged client interactions (emails, calls, secure messages) with subject, matter and contact. Paged with skip/paginate.
Eingabe-Schema
{
"type": "object",
"properties": {
"types": {
"description": "Interaction types (default: all).",
"minItems": 1,
"maxItems": 3,
"type": "array",
"items": {
"type": "string",
"enum": [
"EMAIL",
"PHONE",
"SECURE_MESSAGE"
]
}
},
"direction": {
"type": "string",
"enum": [
"INBOUND",
"OUTBOUND"
]
},
"skip": {
"type": "integer",
"minimum": 0,
"maximum": 1000000
},
"paginate": {
"description": "Page size (default 20, max 100).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢lawcus_report_accounts_receivable(start, end, user_id, practice_id, client_id, ...)
Lawcus report (needs the Admin role): unpaid invoices by age (who owes the firm what).
Eingabe-Schema
{
"type": "object",
"properties": {
"start": {
"type": "string",
"description": "Period start, UTC: yyyy-mm-dd (from 00:00:00) or yyyy-mm-dd hh:mm:ss."
},
"end": {
"type": "string",
"description": "Period end, UTC: yyyy-mm-dd (through 23:59:59) or yyyy-mm-dd hh:mm:ss."
},
"user_id": {
"description": "Numeric user id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"practice_id": {
"description": "Numeric practice area id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"client_id": {
"description": "Numeric client contact id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"matter_id": {
"description": "Numeric matter id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"group_by": {
"description": "Grouping, e.g. client (accounts receivable, invoice history, matter balance) or teammate (time entries).",
"type": "string",
"pattern": "^[a-z_]{2,30}$"
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢lawcus_report_matter_balance(start, end, user_id, practice_id, client_id, ...)
Lawcus report (needs the Admin role): balance summary of all matters, optionally trust balances only.
Eingabe-Schema
{
"type": "object",
"properties": {
"start": {
"type": "string",
"description": "Period start, UTC: yyyy-mm-dd (from 00:00:00) or yyyy-mm-dd hh:mm:ss."
},
"end": {
"type": "string",
"description": "Period end, UTC: yyyy-mm-dd (through 23:59:59) or yyyy-mm-dd hh:mm:ss."
},
"user_id": {
"description": "Numeric user id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"practice_id": {
"description": "Numeric practice area id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"client_id": {
"description": "Numeric client contact id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"group_by": {
"description": "Grouping, e.g. client (accounts receivable, invoice history, matter balance) or teammate (time entries).",
"type": "string",
"pattern": "^[a-z_]{2,30}$"
},
"trust": {
"description": "true = trust balances.",
"type": "boolean"
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢lawcus_report_revenue(start, end, user_id, client_id, matter_id)
Lawcus report (needs the Admin role): revenue by attorney for a period.
Eingabe-Schema
{
"type": "object",
"properties": {
"start": {
"type": "string",
"description": "Period start, UTC: yyyy-mm-dd (from 00:00:00) or yyyy-mm-dd hh:mm:ss."
},
"end": {
"type": "string",
"description": "Period end, UTC: yyyy-mm-dd (through 23:59:59) or yyyy-mm-dd hh:mm:ss."
},
"user_id": {
"description": "Numeric user id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"client_id": {
"description": "Numeric client contact id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"matter_id": {
"description": "Numeric matter id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢lawcus_report_time_entries(start, end, user_id, matter_id, group_by)
Lawcus report (needs the Admin role): time entries summarized per user for a period.
Eingabe-Schema
{
"type": "object",
"properties": {
"start": {
"type": "string",
"description": "Period start, UTC: yyyy-mm-dd (from 00:00:00) or yyyy-mm-dd hh:mm:ss."
},
"end": {
"type": "string",
"description": "Period end, UTC: yyyy-mm-dd (through 23:59:59) or yyyy-mm-dd hh:mm:ss."
},
"user_id": {
"description": "Numeric user id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"matter_id": {
"description": "Numeric matter id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"group_by": {
"description": "Grouping, e.g. client (accounts receivable, invoice history, matter balance) or teammate (time entries).",
"type": "string",
"pattern": "^[a-z_]{2,30}$"
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢lawcus_report_payments_collected(start, end, user_id, practice_id, client_id, ...)
Lawcus report (needs the Admin role): payments the firm collected in a period.
Eingabe-Schema
{
"type": "object",
"properties": {
"start": {
"type": "string",
"description": "Period start, UTC: yyyy-mm-dd (from 00:00:00) or yyyy-mm-dd hh:mm:ss."
},
"end": {
"type": "string",
"description": "Period end, UTC: yyyy-mm-dd (through 23:59:59) or yyyy-mm-dd hh:mm:ss."
},
"user_id": {
"description": "Numeric user id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"practice_id": {
"description": "Numeric practice area id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"client_id": {
"description": "Numeric client contact id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"matter_id": {
"description": "Numeric matter id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢lawcus_report_invoice_history(start, end, user_id, practice_id, client_id, ...)
Lawcus report (needs the Admin role): summary of issued invoices for a period.
Eingabe-Schema
{
"type": "object",
"properties": {
"start": {
"type": "string",
"description": "Period start, UTC: yyyy-mm-dd (from 00:00:00) or yyyy-mm-dd hh:mm:ss."
},
"end": {
"type": "string",
"description": "Period end, UTC: yyyy-mm-dd (through 23:59:59) or yyyy-mm-dd hh:mm:ss."
},
"user_id": {
"description": "Numeric user id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"practice_id": {
"description": "Numeric practice area id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"client_id": {
"description": "Numeric client contact id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"group_by": {
"description": "Grouping, e.g. client (accounts receivable, invoice history, matter balance) or teammate (time entries).",
"type": "string",
"pattern": "^[a-z_]{2,30}$"
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢lawcus_report_client_trust(start, end, practice_id, client_id, display_zero)
Lawcus report (needs the Admin role): client trust (IOLTA) balances; zero balances hidden unless display_zero is true.
Eingabe-Schema
{
"type": "object",
"properties": {
"start": {
"type": "string",
"description": "Period start, UTC: yyyy-mm-dd (from 00:00:00) or yyyy-mm-dd hh:mm:ss."
},
"end": {
"type": "string",
"description": "Period end, UTC: yyyy-mm-dd (through 23:59:59) or yyyy-mm-dd hh:mm:ss."
},
"practice_id": {
"description": "Numeric practice area id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"client_id": {
"description": "Numeric client contact id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"display_zero": {
"type": "boolean"
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Community
Nachweis