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rocketmatter-mcp

by RosenAdvertising
OverviewSchemaRelated ServersScoreDiscussions
Python
Local

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
ROCKETMATTER_API_KEYNoYour Rocketmatter API key (overrides stored credentials)
ROCKETMATTER_MCP_USE_KEYRINGNoSet to '0' to disable keyring and use file-based credential storage

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": false
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
list_mattersA

List matters, paginated. Optional server-side filters: client_id (GUID) and matter_name — these are the only filters the /v1 API honors for matters.

get_matterA

Get a matter by ID (GUID).

create_matterA

Create a matter. fields_json: JSON object with matter fields. Required: clientId. Optional: billingMethod, dateOpened, matterOwnerId, areaOfLawId, matterName, matterFileNumber, notes, matterTypeId.

update_matterC

Update a matter by ID (GUID). fields_json: JSON object with fields to update.

delete_matterC

Delete a matter by ID (GUID).

list_clientsA

List clients, paginated. Optional server-side filters: name and display_name — these are the only filters the /v1 API honors for clients.

get_clientA

Get a client by ID (GUID).

create_clientC

Create a client. fields_json: JSON object. Required: name. Optional: displayName, contactSalutation, contactTitle, entityName, address1, clientAsEntity, email, secondaryEmail, cellPhoneNumber.

update_clientB

Update a client by ID (GUID). fields_json: JSON object with fields to update.

delete_clientA

Delete a client by ID (GUID).

list_contactsC

List contacts with pagination.

get_contactA

Get a contact by ID (GUID).

create_contactC

Create a contact. fields_json: JSON object with contact fields.

update_contactC

Update a contact by ID (GUID).

delete_contactB

Delete a contact by ID (GUID).

list_time_entriesA

List time entries, paginated. Optional matter_id (GUID) filter — the only server-side filter the /v1 API honors for time entries.

get_time_entryB

Get a time entry by ID (GUID).

create_time_entryB

Create a time entry. fields_json: JSON object. Required: matterId.

update_time_entryC

Update a time entry by ID (GUID).

delete_time_entryA

Delete a time entry by ID (GUID).

list_expensesA

List expense cards, paginated (firm-wide). The /v1 API honors no server-side filter on expenses — not even matter_id — so none is offered.

get_expenseB

Get an expense card by ID (GUID).

create_expenseC

Create an expense card. fields_json: JSON object. Required: matterId.

update_expenseC

Update an expense card by ID (GUID).

delete_expenseB

Delete an expense card by ID (GUID).

list_invoicesC

List invoices with pagination.

get_invoiceA

Get an invoice by ID (GUID).

generate_invoiceA

[Not in LCS /v1] Generate an invoice via the legacy two-step billable-items + challenge-token flow. That flow was /api/v2-only and fails loudly here. Use create_invoice with the /v1 invoice body instead.

list_billable_itemsB

[Not in LCS /v1] Preview a matter's unbilled billable items with challenge tokens (the /api/v2 billing flow). Fails loudly.

create_invoiceC

Create an invoice via POST /v1/invoices. fields_json: JSON object with the invoice body. The API's 400 validation names any missing required fields.

update_invoiceC

Update an invoice by ID (GUID).

delete_invoiceB

Delete an invoice by ID (GUID).

approve_invoiceB

[Not in LCS /v1] Approve a draft invoice for posting. Not exposed by /v1; fails loudly.

list_paymentsC

List invoice payments with pagination.

create_paymentC

Create an invoice payment and allocate to invoices/trust.

get_invoice_allocationsC

[Not in LCS /v1] Get invoice allocation suggestions for a payment. Not exposed by /v1; fails loudly.

list_transactionsA

List bank transactions for a matter or bank.

The LCS /v1 transactions endpoint has no firm-wide listing — pass either a matter_id (GUID) or a bank_id. /v1 exposes no bank enumeration, so a bank_id must come from the Rocket Matter UI.

get_transactionA

Get a transaction by ID (GUID).

list_banksA

[Not in LCS /v1] List bank accounts. Bank enumeration is not exposed by the /v1 Integration API; this tool fails loudly. Get a bankId from the Rocket Matter UI for create_transaction / list_transactions.

list_chart_of_accountsA

[Not in LCS /v1] List the chart of accounts. Not exposed by the /v1 Integration API; this tool fails loudly.

create_transactionB

Create a bank transaction (deposit/withdrawal) via POST /v1/transactions.

fields_json: JSON object with the transaction body (needs a bankId — see list_transactions on bank enumeration). The API's 400 validation names any missing required fields.

update_transactionB

Update a transaction by ID (GUID).

delete_transactionB

Delete a transaction by ID (GUID).

list_documentsA

List documents, paginated (firm-wide, read-only). The /v1 API exposes no confirmed server-side filter for documents, so none is offered.

get_document_default_appD

[Not in LCS /v1] /v1 documents is read-only (list only); document actions are not exposed. Fails loudly.

get_document_download_urlB

[Not in LCS /v1] Signed download URLs are not exposed by /v1 (read-only documents). Fails loudly.

get_document_upload_urlD

[Not in LCS /v1] Signed upload URLs are not exposed by /v1 (read-only documents). Fails loudly.

delete_documentD

[Not in LCS /v1] /v1 documents is read-only; delete is not exposed. Fails loudly.

list_usersA

List firm users (a.k.a. timekeepers) with pagination. Each carries email, roles, default rate, and status.

get_userB

Get a firm user by numeric ID.

list_timekeepersB

[Not in LCS /v1] Per-timekeeper billable/non-billable time summary is not in /v1; fails loudly. Use list_users for the firm's people list.

get_firm_summaryA

[Not in LCS /v1] Firm financial summary (balances, overdue, retainers) is not exposed by /v1; fails loudly.

list_text_shortcutsB

List text shortcuts/shorthands. The /v1 endpoint exists but the current OAuth app/user may not be authorized (returns a 403 until the scope is granted).

get_text_shortcutB

Get a text shortcut by ID (subject to the same /v1 authorization as list_text_shortcuts).

get_codesB

Get UTBMS codes for a matter (GUID) via GET /v1/codes?matterId=. matter_id is required.

get_task_codesD

[Not in LCS /v1] Task/activity split is not exposed; /v1 has only the combined get_codes(matter_id). Fails loudly.

get_activity_codesD

[Not in LCS /v1] Task/activity split is not exposed; /v1 has only the combined get_codes(matter_id). Fails loudly.

get_new_matter_defaultsC

[Not in LCS /v1] New-matter defaults lookup. Fails loudly.

get_new_matter_definitionC

[Not in LCS /v1] New-matter definition lookup. Fails loudly.

get_ebilling_defaultsB

[Not in LCS /v1] eBilling defaults lookup. Fails loudly.

get_matter_type_workflowC

[Not in LCS /v1] Matter-type workflow lookup. Fails loudly.

get_client_labelsB

[Not in LCS /v1] Client labels lookup. Fails loudly.

get_matter_labelsC

[Not in LCS /v1] Matter labels lookup. Fails loudly.

get_client_suggestionsB

[Not in LCS /v1] Client suggestions lookup. Fails loudly. Use list_clients.

get_new_contact_defaultsC

[Not in LCS /v1] New-contact defaults lookup. Fails loudly.

get_expense_lookupsC

[Not in LCS /v1] Expense lookups. Fails loudly.

get_new_expense_lookupsC

[Not in LCS /v1] New-expense lookups. Fails loudly.

get_invoice_lookupsC

[Not in LCS /v1] Invoice lookups. Fails loudly.

get_new_invoice_lookupsD

[Not in LCS /v1] New-invoice lookups. Fails loudly.

get_invoice_payment_lookupsC

[Not in LCS /v1] Invoice-payment lookups. Fails loudly.

get_time_entry_lookupsC

[Not in LCS /v1] Time-entry lookups. Fails loudly.

get_time_grid_lookupsD

[Not in LCS /v1] Time-grid lookups. Fails loudly.

get_transaction_lookupsB

[Not in LCS /v1] Transaction lookups. Fails loudly.

get_hard_cost_expense_lookupsC

[Not in LCS /v1] Hard-cost-expense lookups. Fails loudly.

list_ap_billsC

[Not in LCS /v1] List AP bills. Fails loudly.

get_ap_billC

[Not in LCS /v1] Get an AP bill. Fails loudly.

create_ap_billC

[Not in LCS /v1] Create an AP bill. Fails loudly.

update_ap_billC

[Not in LCS /v1] Update an AP bill. Fails loudly.

delete_ap_billC

[Not in LCS /v1] Delete an AP bill. Fails loudly.

list_ap_paymentsC

[Not in LCS /v1] List AP payments. Fails loudly.

create_ap_paymentC

[Not in LCS /v1] Trigger an AP payment. Fails loudly.

get_ap_payment_statusC

[Not in LCS /v1] AP payment status. Fails loudly.

list_ap_vendorsC

[Not in LCS /v1] List AP vendors. Fails loudly.

get_ap_vendorC

[Not in LCS /v1] Get an AP vendor. Fails loudly.

create_ap_vendorC

[Not in LCS /v1] Create an AP vendor. Fails loudly.

update_ap_vendorC

[Not in LCS /v1] Update an AP vendor. Fails loudly.

Prompts

Interactive templates invoked by user choice

NameDescription
matter_billing_reviewReview unbilled time and outstanding invoices for a specific matter.
new_matter_intakeCreate a new matter for an existing client.
accounts_receivable_reviewReview outstanding invoices and recent payments for firm AR status.

Resources

Contextual data attached and managed by the client

NameDescription
users_resourceAll firm users / timekeepers (email, roles, default rate, status).
clients_resourceThe firm's clients (first page) — names, balances, and contact details.
security_notes_resourceSecurity posture for rocketmatter-mcp. ## Credentials - **Scoped OAuth (ProfitSolv LCS /v1 Integration API).** Set up once via `rocketmatter-mcp-setup`: it stores the integration's API key + OAuth client_id/client_secret and runs a one-time browser consent. There is NO password login, so the MCP never trips Rocket Matter's single-session limit and never logs you out of your browser. - **ROCKETMATTER_API_KEY / ROCKETMATTER_CLIENT_ID / ROCKETMATTER_CLIENT_SECRET**: resolved via the OS keyring (file fallback `~/.rocketmatter-mcp/.env`, chmod 0600). The OAuth access + refresh tokens are cached in `~/.rocketmatter-mcp/tokens.json` (chmod 0600). Data calls send `X-Api-Key` + `X-User-Token` headers; the client refreshes the access token with the long-lived refresh token on expiry or a 401 — no browser, no password. Re-run setup only if the refresh token is revoked. ## Tool classification - **Read-only (safe):** list_matters, get_matter, list_clients, get_client, list_contacts, get_contact, list_time_entries, get_time_entry, list_expenses, get_expense, list_invoices, get_invoice, list_payments, list_transactions, get_transaction, list_documents, list_users, get_user, get_codes, list_text_shortcuts, get_text_shortcut. - **Write / side-effect:** create_matter, update_matter, delete_matter, create_client, update_client, delete_client, create_contact, update_contact, delete_contact, create_time_entry, update_time_entry, delete_time_entry, create_expense, update_expense, delete_expense, create_invoice, update_invoice, delete_invoice, create_payment, create_transaction, update_transaction, delete_transaction. - **Not in LCS /v1 (fail loud — kept for keep/drop review):** get_firm_summary, list_timekeepers, list_banks, list_chart_of_accounts, generate_invoice, list_billable_items, approve_invoice, get_invoice_allocations, the document actions, get_task_codes/get_activity_codes, all 17 lookups, all Accounts Payable tools. ## Data sensitivity Matters, time entries, invoices, transactions, and client records contain billable legal and financial data. Treat all matter-linked data as attorney-client privileged.

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