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.

Get Transaction (lawmatics_get-transaction)

Fetch a single financial transaction from Lawmatics by ID, including its type, amount in integer cents, payment method, bank account type, and a `relationships` envelope of {id,type} pointers to related records (billing account, matter, invoice, recording user, trust fund request).

Tool Input

transactionIdstringrequired— ID of the transaction to fetch; a numeric string (e.g. '1')(pattern: ^\d+$)

Tool Output

idstringrequired— Lawmatics transaction ID
transactionTypestringrequired— Direction of the transaction: "debit" or "credit"
bankAccountTypestringnullrequired— Bank account the transaction applies to ("operating" or "trust"); null if unset
paymentMethodstringnullrequired— Payment method as reported by Lawmatics (e.g. "credit_card", "check"; system-generated values like "invoice_refund" also appear); null if unset
amountCentsintegerrequired— Transaction amount in integer cents (never divided to dollars)
amountCurrencystringnullrequired— ISO 4217 currency code of the amount (e.g. "USD"); null if not reported
accountTypestringnullrequired— Entity class of the billing account the transaction is attributed to (e.g. "Contact", "Company"); null when none. The account record pointer is in relationships.account
accountIdstringnullrequired— ID of the billing account (see accountType for its class, relationships.account for the typed pointer); null when none
externalIdstringnullrequired— External identifier attached to the transaction; null when none
notestringnullrequired— Free-text note attached to the transaction; null if unset
createdAtstringrequired— When the transaction record was created, as an ISO 8601 timestamp
updatedAtstringrequired— When the transaction record was last updated, as an ISO 8601 timestamp
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 'contact' -> get-contact, type 'prospect' -> get-matter, type 'invoice' -> get-invoice, type 'user' -> get-user).
accountobjectnullrequired— Billing account pointer (polymorphic — type 'contact' or 'company'); null when none
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
prospectobjectnullrequired— Matter pointer (JSON:API type 'prospect'); null when unlinked
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
invoiceobjectnullrequired— Invoice pointer; null when unlinked
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 recorded the transaction; null if not reported
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
trustFundRequestobjectnullrequired— Trust fund request pointer (set on system-generated trust transactions); null when none
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

Related Tools