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RosenAdvertising

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

Instructions

Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.

This server publishes no instructions, or was last inspected before Glama recorded them.

Capabilities

Features and capabilities supported by this server

Protocol revision2025-11-25

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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