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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 Note (lawmatics_create-note)

Create a note and attach it to a matter, contact, or company in Lawmatics. Provide the title, the body content, and the ID of exactly one entity (matter, contact, or company).

Tool Input

titlestringrequired— Title/subject of the note
bodystringrequired— Body content of the note
matterIdstring— ID of the matter to attach this note to
contactIdstring— ID of the contact to attach this note to
companyIdstring— ID of the company to attach this note to

Tool Output

idstringrequired— Unique ID of the created note
titlestringnullrequired— Title/subject of the note; null if unset
bodystringnullrequired— Body content of the note; null if unset
createdAtstringnullrequired— When the note was created, as an ISO 8601 timestamp; null if unknown
updatedAtstringnullrequired— When the note was last updated, as an ISO 8601 timestamp; null if unknown
relationshipsobjectrequired— JSON:API relationship pointers as {id,type} stubs. Not materialized — follow a pointer by calling that resource's own get tool (e.g. type 'prospect' -> get-matter, 'contact' -> get-contact, 'user' -> get-user).
notableobjectnullrequired— Pointer to the record this note is attached to (e.g. type 'prospect', 'contact', 'company'); null when unreported
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 user who authored the note (type 'user'); null when unset or unreported
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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