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Docketwise MCP by usefulapi

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

我该使用它吗

质量与安全性

A
描述质量
87%
模式完整度
93%
命名质量
76%
投毒风险
100%
权限匹配度
100%
协议合规性
100%

发现（10）

  • LOWTool 'docketwise_get_matter' description lacks action verb在 docketwise_get_matter 中
  • LOWTool 'docketwise_list_matter_types' description lacks action verb在 docketwise_list_matter_types 中
  • LOWTool 'docketwise_list_invoices' description lacks action verb在 docketwise_list_invoices 中
  • LOWTool 'docketwise_get_invoice' description lacks action verb在 docketwise_get_invoice 中
  • LOWTool 'docketwise_list_invoice_charges' description lacks action verb在 docketwise_list_invoice_charges 中
  • LOWTool 'docketwise_list_users' description lacks action verb在 docketwise_list_users 中
  • LOWTool 'docketwise_list_matter_receipts' name length outside 3-30 range在 docketwise_list_matter_receipts 中
  • LOWTool 'docketwise_list_matter_statuses' name length outside 3-30 range在 docketwise_list_matter_statuses 中
  • LOWTool 'docketwise_list_invoice_charges' name length outside 3-30 range在 docketwise_list_invoice_charges 中
  • LOWTool 'docketwise_get_document_download_url' name length outside 3-30 range在 docketwise_get_document_download_url 中

基于对工具定义和协议合规性的自动分析。

上下文开销

~4,389token 数（工具定义）
~1.6 KB典型响应大小
对注意力有显著影响（占 128k 上下文窗口的 3.43%）

这是每次将服务器的工具加载到模型上下文窗口时所消耗的大致 token 数。数值越高，可用于其他任务的注意力就越少。

安装

一键安装

将以下内容添加到你的 `claude_desktop_config.json` 文件中：

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

远程端点

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

它能做什么

工具清单

工具（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.

输入模式

{
  "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.

输入模式

{
  "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.

输入模式

{
  "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.

输入模式

{
  "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.

输入模式

{
  "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).

输入模式

{
  "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.

输入模式

{
  "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.

输入模式

{
  "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.

输入模式

{
  "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.

输入模式

{
  "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.

输入模式

{
  "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.

输入模式

{
  "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.

输入模式

{
  "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.

输入模式

{
  "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.

输入模式

{
  "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.

输入模式

{
  "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.

输入模式

{
  "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).

输入模式

{
  "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.

输入模式

{
  "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).

输入模式

{
  "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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