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Lawmatics

Lawmatics

MCP server · Practice Management · lawmatics.com · 40 categories · 177 tools

Lawmatics is a legal CRM, client intake, and marketing automation platform for law firms. This integration exposes contacts, companies, matters, billing (invoices, transactions, expenses, time entries), tasks, documents, events, and marketing data as governed MCP tools, scoped per member by access level.

Create Expense (lawmatics_create-expense)

Create an expense in Lawmatics and attach it to a matter or contact. Cost is in integer cents (e.g. 50000 = $500.00). Requires the associated and creating user ids (use get-current-user for the caller's own id). Optionally set the billing expense type, billable flag, and invoice. Note: for contact-attached creates Lawmatics may report a temporary error even though the expense WAS created — verify with list-expenses before retrying to avoid duplicates.

Tool Input

descriptionstringrequired— Description of the expense
costCentsintegerrequired— Expense cost in integer cents (e.g. 50000 = $500.00), NOT dollars
billableboolean— Whether the expense is billable
activityTypeIdstring— ID of the billing expense (activity) type to categorize this expense
expensedAtstring— When the expense occurred (ISO 8601 date or Unix timestamp)
userIdstringrequired— ID of the firm user associated with the expense (required by Lawmatics; use get-current-user for the caller's own id)
createdByIdstringrequired— ID of the firm user recorded as the expense creator (required by Lawmatics; use get-current-user for the caller's own id)
invoiceIdstring— ID of the invoice to bill this expense on
matterIdstring— ID of the matter to attach this expense to
contactIdstring— ID of the contact to attach this expense to

Tool Output

idstringrequired— Unique ID of the created expense
descriptionstringnullrequired— Description of the expense; null if unset
costCentsnumbernullrequired— Expense cost in integer cents (e.g. 50000 = $500.00); null if not reported
billablebooleannullrequired— Whether the expense is billable; null if not reported
rateFlatFeebooleannullrequired— Whether the expense is billed as a flat fee; null if not reported
rateCentsnumbernullrequired— Billing rate in integer cents; null if not reported
rateCurrencystringnullrequired— ISO currency code of the billing rate (e.g. USD); null if not reported
durationnumbernullrequired— Duration value as returned by the API (expenses share Lawmatics' time-entry storage model); null if not reported
durationRoundednumbernullrequired— Duration rounded to the firm's billing increment; null if not reported
startedAtstringnullrequired— ISO 8601 timestamp the expense timer started; null if unset or omitted
completedAtstringnullrequired— ISO 8601 timestamp the expense timer completed; null if unset or omitted
createdAtstringnullrequired— When the expense was created, as an ISO 8601 timestamp; null if unknown
updatedAtstringnullrequired— When the expense was last updated, as an ISO 8601 timestamp; null if unknown
relationshipsobjectrequired— JSON:API relationship pointers to related records as {id,type} stubs. Not materialized — follow a pointer by calling that resource's own get/find tool (e.g. type 'user' -> get-user, type 'prospect' -> get-matter, type 'contact' -> get-contact, type 'invoice' -> get-invoice).
staffobjectnullrequired— Pointer to the firm user the expense is attributed to; null when unattributed
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
createdByobjectnullrequired— Pointer to the firm user who created the record; null when unattributed
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
expenseTypeobjectnullrequired— Pointer to the billing expense type categorizing this expense; null when uncategorized
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
contactableobjectnullrequired— Pointer to the record the expense is attached to; type is "prospect" for a matter or "contact" for a contact; null when unattached
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
invoiceobjectnullrequired— Pointer to the invoice this expense is billed on; null when uninvoiced
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized

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