Mycase

PyPI version Python 3.10+ License: MIT

MCP server for MyCase — gives Claude full access to your law firm's MyCase account.

112 tools. One setup command.

What It Does

• Read and manage cases, clients, contacts, and companies
• Create and update tasks, events, and calendar entries
• Log time entries, expenses, and manage invoices
• Access case notes, documents, folders, and custom fields
• Manage leads, lead intake, and referral sources
• Message thread access and call logging
• Webhooks, people groups, practice areas, and more

Requirements

• Python 3.10+
• A MyCase developer app (see setup below)
• Claude Desktop or any MCP-compatible client

Before You Start — Register the Redirect URI

The OAuth flow uses http://127.0.0.1:8766/callback as the redirect URI. You must register this URI in your MyCase developer app settings before running setup. Without it, authorization will fail.

If you don't have a MyCase developer app yet, contact MyCase support or your account manager to request API access.

Installation

pip install mycase-mcp

Setup (5 steps)

1. Register redirect URI in your MyCase app: http://127.0.0.1:8766/callback

2. Run setup:

   mycase-mcp-setup
   

   Enter your Client ID and Client Secret when prompted. Your browser will open for MyCase authorization.

3. Verify:

   mycase-mcp-verify
   

4. Add to Claude Desktop config (see below)

5. Restart Claude Desktop

Claude Desktop Config

Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "mycase": {
      "command": "mycase-mcp"
    }
  }
}

Restart Claude Desktop after saving the config.

Troubleshooting

"No code received" after authorizing in browser → The redirect URI http://127.0.0.1:8766/callback is not registered in your MyCase app. Add it and try again.

Token exchange failed (401) → Double-check your Client ID and Client Secret. Re-run mycase-mcp-setup.

"Missing credentials" on verify → Run mycase-mcp-setup first. Credentials are saved to ~/.mycase-mcp/.

Claude doesn't see the mycase tools → Make sure you restarted Claude Desktop after editing claude_desktop_config.json.

429 Too Many Requests → The server retries automatically (up to 3 times). If it persists, wait a moment and retry.

Credentials Storage

• ~/.mycase-mcp/.env — Client ID and Secret (mode 600)
• ~/.mycase-mcp/tokens.json — Access/refresh tokens (mode 600)

Tokens are refreshed automatically on expiry.

Tools

Category	Tools
Identity	who_am_i, get_firm, list_staff, get_staff_member
Cases	list_cases, get_case, create_case, update_case, delete_case, list_cases_for_client, add_client_to_case, add_company_to_case, add_staff_to_case
Clients	list_clients, get_client, create_client, update_client, delete_client, list_client_notes, list_client_message_threads
Companies	list_companies, get_company, create_company, update_company, delete_company, add_client_to_company
Tasks	list_tasks, create_task, update_task, delete_task, assign_task_to_staff
Events	list_events, create_event, update_event, delete_event, add_staff_to_event
Time Entries	list_time_entries, get_time_entry, create_time_entry, delete_time_entry
Invoices	list_invoices, delete_invoice, record_invoice_payment, list_invoice_payments
Expenses	list_expenses, get_expense, create_expense, delete_expense
Notes	get_note, update_note, delete_note, list_case_notes, create_case_note, create_client_note, create_company_note
Documents	list_documents, get_document, update_document, delete_document, list_case_documents, list_document_versions, list_all_document_versions, get_case_folder, upload_document, upload_case_document, upload_document_version, get_document_data, get_document_version_data, delete_document_version
Folders	list_folder_documents, list_folder_subfolders, create_case_subfolder
Leads	list_leads, get_lead, create_lead, update_lead
Calls	list_calls, create_call, update_call, delete_call
Messaging	create_message_thread, create_case_message_thread, post_message
Custom Fields	list_custom_fields, get_custom_field, create_custom_field, delete_custom_field, list_custom_field_options, create_custom_field_option, update_custom_field_option, delete_custom_field_option
Case Reference	list_case_stages, create_case_stage, update_case_stage, delete_case_stage, list_case_roles
Locations	list_locations, create_location, update_location, delete_location
Referral Sources	list_referral_sources, create_referral_source
People Groups	list_people_groups, create_people_group, update_people_group, delete_people_group
Practice Areas	list_practice_areas, create_practice_area, update_practice_area, delete_practice_area
Webhooks	list_webhook_subscriptions, create_webhook_subscription, delete_webhook_subscription

License

MIT