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Mycase

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Enables Claude to access and manage your law firm's MyCase account, including cases, clients, tasks, invoices, and more.

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About

Enables Claude to access and manage your law firm's MyCase account, including cases, clients, tasks, invoices, and more.

README

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.

Credential storage

By default credentials are stored in your operating system's native secret store via the cross-platform keyring library:

OS Backend
macOS Keychain
Windows Credential Manager
Linux Secret Service (GNOME Keyring / KWallet)

Secrets are saved under the service name mycase-mcp. Nothing is written to disk in clear text.

File fallback. On a host with no keyring backend (e.g. a headless Linux box without Secret Service), or if you set MYCASE_MCP_USE_KEYRING=0, credentials fall back to a ~/.mycase-mcp/.env file with 0600 permissions.

Read order. Credentials resolve in the order OS keyring → process environment → .env file. So a rotated secret in the keyring always wins, and a MYCASE_CLIENT_ID / MYCASE_CLIENT_SECRET exported in your shell overrides the file fallback without touching the keyring.

OAuth tokens are stored separately at ~/.mycase-mcp/tokens.json (mode 600) and 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

from github.com/RosenAdvertising/mycase-mcp

Install Mycase in Claude Desktop, Claude Code & Cursor

Recommended · one command, every IDE
unyly install mycase-mcp

Installs into Claude Desktop, Claude Code, Cursor & VS Code — handles npx, uvx and build-from-source repos for you.

First time? Get the CLI: curl -fsSL https://unyly.org/install | sh

Or configure manually

Run in your terminal:

claude mcp add mycase-mcp -- uvx mycase-mcp

FAQ

Is Mycase MCP free?

Yes, Mycase MCP is free — one-click install via Unyly at no cost.

Does Mycase need an API key?

No, Mycase runs without API keys or environment variables.

Is Mycase hosted or self-hosted?

Self-hosted: the server runs locally on your machine via the install command above.

How do I install Mycase in Claude Desktop, Claude Code or Cursor?

Open Mycase on unyly.org, pick your client tab (Claude Desktop, Claude Code, Cursor) and press Install — the config is generated automatically, no JSON editing.

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