lawruler-mcp

MCP server for LawRuler Legal CRM. Provides 15 tools for lead/intake creation, retrieval, and management.

Setup

pip install lawruler-mcp
lawruler-mcp-setup   # prompts for portal URL + API key
lawruler-mcp-verify  # test connection

Related MCP server: intake_triage_mcp

Claude Desktop Config

{
  "mcpServers": {
    "lawruler": {
      "command": "lawruler-mcp"
    }
  }
}

Credentials

The setup wizard prompts for your portal URL (LAWRULER_BASE_URL) and API key (LAWRULER_API_KEY). Find your API key in LawRuler: Setup → 3rd Party Integrations.

By default both values are stored in your operating system's native secret store via the cross-platform keyring library:

Secrets are saved under the service name lawruler-mcp. Nothing is written to disk in clear text.

File fallback. On a host with no keyring backend (e.g. a headless Linux box without Secret Service), or if you set LAWRULER_MCP_USE_KEYRING=0, the values fall back to a ~/.lawruler-mcp/.env file with 0600 permissions:

LAWRULER_BASE_URL=https://yourfirm.lawruler.com
LAWRULER_API_KEY=your_api_key

Read order. Values resolve in the order OS keyring → process environment → .env file. So a rotated key in the keyring always wins, and a value exported in your shell overrides the file fallback without touching the keyring.

Pluggable backend. keyring lets you point at any secret store. For example, install keyrings.cryptfile for an encrypted file backend, or a cloud backend, then select it with the standard PYTHON_KEYRING_BACKEND environment variable or a keyringrc.cfg. See the keyring configuration docs.

Tools (15)

Create Leads

• create_lead — core fields (name, phone, email, case type)

• create_lead_full — all fields including address, DOB, contact preferences

• create_lead_obo — on-behalf-of (skips duplicate check)

Retrieve

• get_lead — retrieve lead by LeadID

Update Status & Assignment

• update_lead_status, update_lead_assignee, update_lead_owner, update_lead_case_type

Update Content

• update_lead_summary, add_conversation_note, add_tags_to_lead, update_lead_language

Update Contact Info

• update_lead_contact_info — phone, email, address

Custom Fields

• set_custom_field — single custom field by API name

• update_lead_fields — bulk update multiple fields + custom fields via JSON