practicepanther-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| PRACTICEPANTHER_CLIENT_ID | Yes | OAuth client ID for PracticePanther | |
| PRACTICEPANTHER_ACCESS_TOKEN | Yes | Access token for PracticePanther OAuth | |
| PRACTICEPANTHER_CLIENT_SECRET | Yes | OAuth client secret for PracticePanther | |
| PRACTICEPANTHER_REFRESH_TOKEN | Yes | Refresh token for PracticePanther OAuth |
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
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| find_mattersB | Search matters (cases). Optional OData |
| get_matterA | Fetch a single matter with full detail (parties, practice area, status, etc.). |
| create_matterA | Open a new matter. |
| update_matterB | Patch fields on a matter. |
| find_accountsC | Search client accounts by name or email. |
| get_accountA | Fetch a single client account with full detail. |
| create_accountA | Create a new client account. |
| find_contactsC | List contacts associated with accounts (e.g. co-counsel, witnesses). |
| create_contactC | Create a new contact. |
| find_time_entriesA | List time entries (billable hours). Use |
| get_time_entryB | Fetch a single time entry. |
| create_time_entryA | Log a billable or non-billable time entry. |
| update_time_entryB | Patch fields on a time entry (e.g. add narrative, adjust hours, mark billed). |
| find_invoicesB | List invoices. Filter by |
| get_invoiceB | Fetch a single invoice with line items. |
| create_invoiceC | Create a new invoice. |
| find_activitiesC | List activities (calls, emails, meetings) on matters/accounts. |
| create_activityC | Log a new activity (call, email, meeting) against a matter. |
| find_tasksC | List tasks (to-dos) on matters. |
| create_taskC | Create a new task. |
| find_eventsC | List calendar events (hearings, deadlines, meetings). |
| create_eventC | Create a new calendar event. |
| list_usersA | List firm users (attorneys, paralegals, staff). Use to look up IDs for
|
| list_practice_areasA | List practice areas defined for the firm (e.g. Family Law, Personal Injury). |
| list_expense_categoriesA | List expense categories (Filing Fees, Travel, Copying, etc.). |
| health_checkA | Verify credentials by listing firm users. If this works, all other tools should work too. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 26 tools
Each tool targets a distinct entity or action (e.g., create_account vs create_contact, find_matters vs find_tasks). Verbs (create, find, get, list, update) clearly separate creation, search, retrieval, and modification. No two tools have overlapping purposes.
All tools follow a consistent verb_noun pattern: verbs are imperative (create, find, get, list, update, health_check) and nouns are plural for list/find operations (e.g., find_accounts, list_users) and singular for create/get/update (e.g., get_matter, create_invoice). No mixing of styles or unexpected abbreviations.
With 26 tools, the count is on the high end but justified for a comprehensive legal practice management system covering accounts, matters, contacts, activities, invoices, time entries, tasks, events, and reference lists. The scope is broad, and each tool serves a distinct purpose, making the count reasonable.
The server provides create, get/list/search for most entities but is missing update operations for accounts, contacts, activities, tasks, and events (only matter and time entry have update). There are no delete or archive tools, which are notable gaps for a CRUD-like lifecycle. Reference lists (expense categories, practice areas, users) are present but not modifiable.