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Lawmatics

Lawmatics | List Notes

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.

lawmatics_list-notes

List notes from Lawmatics with optional pagination, filtering, and sorting. Prefer a filter when possible — the unfiltered firm-wide list is slow and may time out. Filter by notable_id (the matter/contact/company the note is attached to), notable_type, name, or created_at — or use the matter_id/prospect_id/contact_id/company_id shortcuts (= only). Also filter by body (note text; != excluded, broad patterns may time out) or created_by_id (authoring user's numeric id; != excluded).

Tool Input

pageinteger— Page number (1-based)(> 0)
filterobject— Optional single-field filter; one filter at a time
fieldstringrequired— Field to filter on: notable_id (numeric id of the matter/contact/company the note is attached to), notable_type (Prospect / Contact / Company — case-sensitive), name (note title), or created_at (date) — the original fields, all operators accepted. body is the note's text content (= like ilike null not_null — != times out, may time out itself on broad patterns, prefer specific substrings). created_by_id is the authoring user's numeric id (= < <= > >= null not_null — != times out). matter_id/prospect_id/contact_id/company_id are shortcuts selecting one record's notes (typed alternatives to notable_id) — only = (or an omitted operator) is accepted, with a numeric id value(enum: "notable_id", "notable_type", "name", "created_at", "body", "created_by_id", "matter_id", "prospect_id", "contact_id", "company_id")
operatorstring— Comparison operator. Omit to use the Lawmatics per-field default (= for ids/dates, ilike for strings). Allowed per field: notable_id/notable_type/name/created_at accept all 10 operators (unchanged); body accepts = like ilike null not_null (!= times out); created_by_id accepts = < <= > >= null not_null (!= times out); matter_id/prospect_id/contact_id/company_id accept only = (the operator is ignored live, so anything else is rejected at the boundary)(enum: "=", "!=", "<", "<=", ">", ">=", "like", "ilike", "null", "not_null")
valuestring— Value to compare against. Required for the comparison operators; must be omitted for the null / not_null presence operators, which take no value. created_by_id and the shortcut fields require a numeric id
sortBystring— Column to sort by(enum: "id", "created_at", "updated_at")
sortOrderstring— Sort direction; ascending or descending(enum: "asc", "desc")

Tool Output

notesarrayrequired— Notes on this page of results
[]object
idstringrequired— Unique ID of the 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). List rows carry the to-one `notable` pointer only; get-note also returns the authoring `createdBy` user pointer.
1 field
notableobjectnullrequired— Pointer to the record this note is attached to (e.g. type 'prospect', 'contact', 'company'); null when unreported
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
paginationobjectnullrequired— Pagination metadata from the API response; null when the endpoint returns no meta envelope
totalPagesnumbernullrequired— Total number of pages available; null if not reported
limitPerPagenumbernullrequired— Maximum notes returned per page; null if not reported
totalEntriesnumbernullrequired— Total number of notes across all pages; null if not reported

We're Adding More Lawmatics Tools Constantly!

Don't see a specific Lawmatics tool you need? Email [email protected] and we can add it.

Lawmatics Frequently Asked Questions

What does the List Notes tool do?

This page documents the List Notes tool (lawmatics_list-notes). List notes from Lawmatics with optional pagination, filtering, and sorting. Prefer a filter when possible, the unfiltered firm-wide list is slow and may time out. Filter by notable_id (the matter/contact/company the note is attached to), notable_type, name, or created_at, or use the matter_id/prospect_id/contact_id/company_id shortcuts (= only). Also filter by body (note text; != excluded, broad patterns may time out) or created_by_id (authoring user's numeric id; != excluded). It is one of the Lawmatics Notes tools, invoked through your firm's Weave MCP connection and available to members whose access level permits it.

What is the Lawmatics integration?

The Lawmatics integration connects your firm's Lawmatics account to Weave. 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. It groups 177 tools into 40 categories, exposed through your firm's Weave MCP connection and filtered per member by access level.

How does my firm connect Lawmatics to Weave?

An admin connects Lawmatics once for the whole firm via OAuth. Every member then works through that single connection; there is no per-user Lawmatics login.

Do I need to install or configure anything locally?

No. Weave is fully hosted, so there is nothing to install, run, or maintain on your own machines. An admin connects Lawmatics once from the Weave console through a secure OAuth handshake, and your credentials are encrypted at rest and stay inside Weave's infrastructure. After that, each member simply points their AI assistant at your firm's Weave MCP endpoint, and the tools they are allowed to use appear automatically based on their access level.

Can everyone on my team use every tool?

No. Tools are exposed per member by access level, so each person only sees the Lawmatics tools their role permits.

Are changes made through these tools reversible?

Reads are always safe. Deletes are irreversible: they remove the record from Lawmatics permanently.

How are money amounts represented?

All monetary values (expenses, transactions, invoices, time-entry rates) are integer cents; for example, 50000 means $500.00.

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