How do I use mycase-mcp?

1. Click on "Install Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@mycase-mcp Show me my open cases" That's it! The server will respond to your query, and you can continue using it as needed. Here is a step-by-step guide with screenshots.

mycase-mcp

PyPI version Python 3.10+ License: MIT

MCP server for MyCase — gives Claude full access to your law firm's MyCase account.

112 tools. One setup command.

What It Does

Read and manage cases, clients, contacts, and companies
Create and update tasks, events, and calendar entries
Log time entries, expenses, and manage invoices
Access case notes, documents, folders, and custom fields
Manage leads, lead intake, and referral sources
Message thread access and call logging
Webhooks, people groups, practice areas, and more

Requirements

Python 3.10+
A MyCase developer app (see setup below)
Claude Desktop or any MCP-compatible client

Before You Start — Register the Redirect URI

The OAuth flow uses http://127.0.0.1:8766/callback as the redirect URI. You must register this URI in your MyCase developer app settings before running setup. Without it, authorization will fail.

If you don't have a MyCase developer app yet, contact MyCase support or your account manager to request API access.

Installation

pip install mycase-mcp

Setup (5 steps)

Register redirect URI in your MyCase app: http://127.0.0.1:8766/callback
Run setup:
```
mycase-mcp-setup
```
Enter your Client ID and Client Secret when prompted. Your browser will open for MyCase authorization.
Verify:
```
mycase-mcp-verify
```
Add to Claude Desktop config (see below)
Restart Claude Desktop

Claude Desktop Config

Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

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

Restart Claude Desktop after saving the config.

Troubleshooting

"No code received" after authorizing in browser → The redirect URI http://127.0.0.1:8766/callback is not registered in your MyCase app. Add it and try again.

Token exchange failed (401) → Double-check your Client ID and Client Secret. Re-run mycase-mcp-setup.

"Missing credentials" on verify → Run mycase-mcp-setup first. Credentials are saved to ~/.mycase-mcp/.

Claude doesn't see the mycase tools → Make sure you restarted Claude Desktop after editing claude_desktop_config.json.

429 Too Many Requests → The server retries automatically (up to 3 times). If it persists, wait a moment and retry.

Credentials Storage

~/.mycase-mcp/.env — Client ID and Secret (mode 600)
~/.mycase-mcp/tokens.json — Access/refresh tokens (mode 600)

Tokens are refreshed automatically on expiry.

Tools

Category	Tools
Identity	who_am_i, get_firm, list_staff, get_staff_member
Cases	list_cases, get_case, create_case, update_case, delete_case, list_cases_for_client, add_client_to_case, add_company_to_case, add_staff_to_case
Clients	list_clients, get_client, create_client, update_client, delete_client, list_client_notes, list_client_message_threads
Companies	list_companies, get_company, create_company, update_company, delete_company, add_client_to_company
Tasks	list_tasks, create_task, update_task, delete_task, assign_task_to_staff
Events	list_events, create_event, update_event, delete_event, add_staff_to_event
Time Entries	list_time_entries, get_time_entry, create_time_entry, delete_time_entry
Invoices	list_invoices, delete_invoice, record_invoice_payment, list_invoice_payments
Expenses	list_expenses, get_expense, create_expense, delete_expense
Notes	get_note, update_note, delete_note, list_case_notes, create_case_note, create_client_note, create_company_note
Documents	list_documents, get_document, update_document, delete_document, list_case_documents, list_document_versions, list_all_document_versions, get_case_folder, upload_document, upload_case_document, upload_document_version, get_document_data, get_document_version_data, delete_document_version
Folders	list_folder_documents, list_folder_subfolders, create_case_subfolder
Leads	list_leads, get_lead, create_lead, update_lead
Calls	list_calls, create_call, update_call, delete_call
Messaging	create_message_thread, create_case_message_thread, post_message
Custom Fields	list_custom_fields, get_custom_field, create_custom_field, delete_custom_field, list_custom_field_options, create_custom_field_option, update_custom_field_option, delete_custom_field_option
Case Reference	list_case_stages, create_case_stage, update_case_stage, delete_case_stage, list_case_roles
Locations	list_locations, create_location, update_location, delete_location
Referral Sources	list_referral_sources, create_referral_source
People Groups	list_people_groups, create_people_group, update_people_group, delete_people_group
Practice Areas	list_practice_areas, create_practice_area, update_practice_area, delete_practice_area
Webhooks	list_webhook_subscriptions, create_webhook_subscription, delete_webhook_subscription

License

MIT

This server cannot be installed

A

license - permissive license

-

quality - not tested

C

maintenance

How are these scores calculated?

Resources

GitHub Repository

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mycase-mcp

mycase-mcp

What It Does

Requirements

Before You Start — Register the Redirect URI

Installation

Setup (5 steps)

Claude Desktop Config

Troubleshooting

Credentials Storage

Tools

License

Resources

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