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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.

List Tasks (lawmatics_list-tasks)

List tasks from Lawmatics with optional pagination, filtering, and sorting. Filter by the associated matter/contact/company/client id, an assigned user id, or task fields like done, priority, and due_date. Each row carries a `relationships` envelope with a to-one `taskable` {id,type} pointer to the associated record; use get-task for the full envelope including to-many pointers (users, documents, files, subtasks, comments).

Tool Input

pageinteger— Page number (1-based)(> 0)
filterobject— Optional single-field filter; one filter at a time
fieldstringrequired— Field to filter on: matter_id/prospect_id (numeric id of the associated matter), contact_id, company_id, client_id, user_id (numeric id of an assigned firm user), name (task name), done (true/false), priority (high/medium/low), due_date, created_at, or updated_at (dates)(enum: "matter_id", "prospect_id", "contact_id", "company_id", "client_id", "user_id", "name", "done", "priority", "due_date", "created_at", "updated_at")
operatorstring— Comparison operator. Omit to use the Lawmatics per-field default (= for ids/booleans/dates, ilike for strings). Use = for id fields and a range operator (e.g. <) for due_date(enum: "=", "!=", "<", "<=", ">", ">=", "like", "ilike", "null", "not_null")
valuestringrequired— Value to compare against (ignored for null / not_null operators)
sortBystring— Column to sort by(enum: "id", "created_at", "updated_at", "due_date", "name", "priority")
sortOrderstring— Sort direction; ascending or descending(enum: "asc", "desc")

Tool Output

tasksarrayrequired— Tasks on this page of results
[]object
idstringrequired— Unique ID of the 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
1 field
[]object
3 fields
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 or the projection omits it
1 field
[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— 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 the to-one pointer only; use get-task for the full envelope incl. to-many (users, documents, files, subtasks, comments).
1 field
taskableobjectnullrequired— Associated record (matter/prospect, contact, or company) pointer; null for unattached tasks
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 tasks returned per page; null if not reported
totalEntriesnumbernullrequired— Total number of tasks across all pages; null if not reported

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