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.

Create Task (lawmatics_create-task)

Create a task in Lawmatics. Requires a name and a due date. Optionally assign firm users, set a priority, tags, or a recurrence rule, and associate the task with at most one matter, contact, or company (omit all three for an unattached task). Returns a `relationships` envelope of {id,type} pointers to related records (the associated matter/contact/company via `taskable`, assigned users, documents, files, subtasks, and comments).

Tool Input

namestringrequired— Name/title of the task
descriptionstring— Description of the work to be done
dueDatestring(date)string(date-time)required— Due date as an ISO 8601 date or datetime (required by Lawmatics)
userIdsarray— IDs of the firm users to assign to this task
[]string
prioritystring— Task priority (the API defaults to low)(enum: "high", "medium", "low")
doneboolean— Completion status (the API defaults to false)
tagIdsarray— IDs of existing tags to attach to this task (not tag names)
[]string
assignedByIdstring— ID of the firm user the task is assigned by
recurrenceRuleobject— Recurrence rule for a repeating task
typestringrequired— How often the task recurs(enum: "daily", "weekly", "monthly", "yearly")
endOptionboolean— Whether the recurrence has an end
endDatestring— Date the recurrence ends (Postman examples use MM/DD/YYYY, e.g. "08/15/2023")
frequencyinteger— Repeat every N days (daily type only)(> 0)
sundayboolean— Recur on Sundays (weekly type only)
mondayboolean— Recur on Mondays (weekly type only)
tuesdayboolean— Recur on Tuesdays (weekly type only)
wednesdayboolean— Recur on Wednesdays (weekly type only)
thursdayboolean— Recur on Thursdays (weekly type only)
fridayboolean— Recur on Fridays (weekly type only)
saturdayboolean— Recur on Saturdays (weekly type only)
monthlyFrequencyinteger— Repeat every N months (monthly type only)(> 0)
dayOfMonthinteger— Day of the month the task recurs on (monthly type only)(> 0)
monthstring— Month the task recurs in (yearly type only)
dayOfMonthYearinteger— Day of the month the task recurs on (yearly type only)(> 0)
matterIdstring— ID of the matter to associate this task with(min length: 1)
contactIdstring— ID of the contact to associate this task with(min length: 1)
companyIdstring— ID of the company to associate this task with(min length: 1)

Tool Output

idstringrequired— Unique ID of the created task
namestringrequired— Name/title of the task
descriptionstringnullrequired— Description of the task; null if unset
dueDatestringnullrequired— ISO 8601 timestamp the task is due; null if no due date is set
donebooleanrequired— Whether the task is completed
statusstringnullrequired— Read-only display status (e.g. "No Status"); null when the projection omits it
prioritystringrequired— Task priority as returned by the API (high, medium, low)
tagsarrayrequired— Tags attached to this task
[]object
idstringrequired— Unique ID of the tag
namestringrequired— Name of the tag
colorstringnullrequired— Hex display color of the tag; null if unset
assignedByIdstringnullrequired— ID of the firm user who assigned the task; null if unset or omitted
recurrenceRuleobjectnullrequired— Recurrence rule with inner keys preserved exactly as the API returns them (type, frequency, weekday booleans, and an end-date key that may appear as endDate or end_date); null when the task does not recur
[key: string]stringnumberbooleannull
createdAtstringnullrequired— When the task was created, as an ISO 8601 timestamp; null if unknown
updatedAtstringnullrequired— When the task 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 'prospect' -> get-matter, type 'contact' -> get-contact, type 'user' -> get-user).
taskableobjectnullrequired— Associated record (matter/prospect, contact, or company) pointer; null for unattached tasks
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
usersarrayrequired— Assigned firm-user pointers (type 'user'); empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
documentsarrayrequired— Document pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
filesarrayrequired— File pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
subtasksarrayrequired— Subtask pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
commentsarrayrequired— Comment pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool

Related Tools