View as .md ↗
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.

List Invoices (lawmatics_list-invoices)

List invoices from Lawmatics with optional pagination and sorting. Each invoice includes its status, amounts in integer cents, payment terms, billed contact, and a `relationships` envelope of to-one {id,type} pointers (matter, invoice type, creator, forwarding target); use get-invoice for the full envelope including to-many relationships (time entries, expenses, transactions).

Tool Input

pageinteger— Page number (1-based)(> 0)
sortBystring— Column to sort by(enum: "id", "created_at", "updated_at")
sortOrderstring— Sort direction; ascending or descending(enum: "asc", "desc")

Tool Output

invoicesarrayrequired— Invoices on this page of results
[]object
idstringrequired— Lawmatics invoice ID
numbernumberrequired— Sequential invoice number assigned by Lawmatics
statusstringrequired— Invoice status as reported by Lawmatics (e.g. "sent")
targetAccountTypestringnullrequired— Bank account type the invoice is billed against (e.g. "operating", "trust"); null if unset
paymentTermsstringnullrequired— Payment terms setting for the invoice (e.g. "due_date"); null if unset
includeBalanceForwardbooleanrequired— Whether the invoice includes the client's prior balance forward
enableOnlinePaymentbooleanrequired— Whether online payment is enabled for this invoice
includeStatementOfAccountsbooleanrequired— Whether the invoice includes a statement of accounts
invoicedAtstringnullrequired— Date the invoice was issued, as a YYYY-MM-DD date string; null if unset
dueAtstringnullrequired— Date the invoice payment is due, as a YYYY-MM-DD date string; null if unset
voidedAtstringnullrequired— Date the invoice was voided, as a date string; null when the invoice is not voided
contactableAddressstringnullrequired— Billing address of the associated contact; null if unset
contactableNamestringnullrequired— Name of the contact the invoice is billed to; null if unset
notestringnullrequired— Free-text note attached to the invoice; null if unset
amountCentsintegerrequired— Total invoiced amount in integer cents (never divided to dollars)
amountPaidCentsintegerrequired— Amount already paid, in integer cents
outstandingAmountCentsintegerrequired— Amount still outstanding, in integer cents
pdfUrlstringnullrequired— URL to download the rendered invoice PDF; null when not generated
createdAtstringrequired— When the invoice was created, as an ISO 8601 timestamp
updatedAtstringrequired— When the invoice was last updated, as an ISO 8601 timestamp
relationshipsobjectrequired— To-one JSON:API relationship pointers as {id,type} stubs. Not materialized — follow a pointer by calling that resource's own tool. List rows carry to-one pointers only; use get-invoice for the full envelope incl. to-many (time entries, expenses, adjustments, transactions, forwarding links).
4 fields
invoiceTypeobjectnullrequired— Invoice-type pointer; null when none
2 fields
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
prospectobjectnullrequired— Matter (Lawmatics 'prospect') this invoice belongs to; null when unlinked
2 fields
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— Creating user pointer; null if not reported
2 fields
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
forwardedToobjectnullrequired— Pointer to the invoice this one was forwarded to; null when not forwarded
2 fields
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
paginationobjectrequired— Pagination metadata derived from the API `meta` envelope
totalPagesnumberrequired— Total number of pages available
limitPerPagenumberrequired— Maximum invoices returned per page
totalEntriesnumberrequired— Total number of invoices across all pages

Related Tools