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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 Timeline Activities (lawmatics_list-timeline-activities)

List timeline activities from Lawmatics with optional pagination, filtering, and sorting. Timeline activities are audit-log events on a matter's or contact's history. Filter by matter_id, contact_id, type, event, or created_at; each activity links its actor (owner), tracked record, and recipient. Prefer a filter when possible — the unfiltered firm-wide list is slow on large accounts and may time out.

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 / contact_id (numeric ids), type (activity-type class), event (event key like 'note.create'), or created_at (date)(enum: "matter_id", "contact_id", "type", "event", "created_at")
operatorstring— Comparison operator. Omit to use the Lawmatics per-field default (= for ids/dates, ilike for strings). Use = for matter_id/contact_id and a range operator (e.g. >) for created_at(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")
sortOrderstring— Sort direction; ascending or descending(enum: "asc", "desc")

Tool Output

timelineActivitiesarrayrequired— Timeline activities on this page of results
[]object
idstringrequired— Lawmatics timeline activity ID
activityKeystringrequired— Event identifier for the activity (e.g. "note.create", "prospect.update")
activityTypestringrequired— Activity-type class (e.g. "note", "TimelineActivity::Prospect")
detailKeysanyrequired— Activity detail payload; shape varies by activity type — an object with body/name for note events, or an array of objects for others. Null when the activity carries no detail
parentIdstringnullrequired— ID of the parent activity this one is nested under; null when it has no parent
createdAtstringnullrequired— When the activity occurred, as an ISO 8601 timestamp; null when the API omits it for this activity
updatedAtstringnullrequired— When the activity was last updated, as an ISO 8601 timestamp; null when the API omits it
ownerobjectnullrequired— Who performed the activity (the acting user, firm, or application); null when unattributed
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— Record type of the reference (e.g. "user", "firm", "note", "prospect", "contact")
trackedobjectnullrequired— The record the activity is about (e.g. the note or task that changed); null when none is tracked
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— Record type of the reference (e.g. "user", "firm", "note", "prospect", "contact")
recipientobjectnullrequired— The contact or matter the activity pertains to; null when none applies
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— Record type of the reference (e.g. "user", "firm", "note", "prospect", "contact")
paginationobjectrequired— Pagination metadata derived from the API `meta` envelope
totalPagesnumberrequired— Total number of pages available
limitPerPagenumberrequired— Maximum timeline activities returned per page
totalEntriesnumberrequired— Total number of timeline activities across all pages

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