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Docketwise MCP by usefulapi

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

¿Debería usar esto?

Calidad y seguridad

A
Calidad de la descripción
87%
Integridad del esquema
93%
Calidad de los nombres
76%
Riesgo de envenenamiento
100%
Coincidencia de permisos
100%
Cumplimiento del protocolo
100%

Hallazgos (10)

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

Basado en el análisis automatizado de las definiciones de herramientas y el cumplimiento del protocolo.

Costo de contexto

~4,389Tokens (definiciones de herramientas)
~1.6 KBTamaño de respuesta típico
Impacto significativo en la atención (3.43% del contexto de 128k)

Este es el número aproximado de tokens que se consumen cada vez que las herramientas del servidor se cargan en el contexto de un modelo. Los recuentos más altos reducen la atención disponible para otras tareas.

Instalar

Instalación con un clic

Agrega esto a tu archivo `claude_desktop_config.json`:

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

Puntos de conexión remotos

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

Qué puede hacer

Inventario de herramientas

Herramientas (20)

🟢 Solo lectura🟡 Escritura🔴 Eliminación⚪ Desconocido
🟢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.

Esquema de entrada

{
  "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.

Esquema de entrada

{
  "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.

Esquema de entrada

{
  "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.

Esquema de entrada

{
  "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.

Esquema de entrada

{
  "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).

Esquema de entrada

{
  "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.

Esquema de entrada

{
  "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.

Esquema de entrada

{
  "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.

Esquema de entrada

{
  "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.

Esquema de entrada

{
  "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.

Esquema de entrada

{
  "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.

Esquema de entrada

{
  "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.

Esquema de entrada

{
  "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.

Esquema de entrada

{
  "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.

Esquema de entrada

{
  "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.

Esquema de entrada

{
  "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.

Esquema de entrada

{
  "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).

Esquema de entrada

{
  "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.

Esquema de entrada

{
  "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).

Esquema de entrada

{
  "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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