Oktopeak

[ OPEN-SOURCE · MIT · ABA 512 ]

MyCase MCP Server — open-source Claude + MyCase integration

An open-source MyCase MCP server, the only one with ABA Opinion 512 audit logging built in. Connect Claude AI directly to your MyCase practice management in five minutes. 18 tools, MIT licensed. On npm and the official Anthropic MCP Registry.

View on GitHub

18 tools

cases, contacts, docs, tasks, calendar, billing

ABA 512

append-only audit logging

5 min

install with your MyCase credentials

[ REAL FIRMS, REAL RECEIPTS ]

500+ MyCase installs from npm · 30 days 1.3k+ across our four connectors Listed on Anthropic's MCP Registry MIT licensed — read every line

★★★★★

“Everything was done professionally, with efficient and fast communication, unconditional availability, kindness and professionalism.”

Goran Dojčinović Lawyer, Dojčinović Law Office

Verified review · Clutch, 5.0

“It’s very commendable — significant time went into that. Thank you both for open-sourcing it.”

Alexander W. Ostheimer-Lebeau Founder & Director, family-law firm (Ontario)

On our Clio connector · June 2026

Running on live dockets

A solo attorney found the connector on npm, installed it himself, ran Claude against his active matters, and emailed us a technically precise bug report the same week. The fix shipped. That is what real usage looks like.

[ LIVE DEMO ]

See Claude actually working with MyCase

Watch Claude pull live data from MyCase in under a minute — cases, contacts, documents, calendar — without copying client information into chat.

MyCase MCP — Claude pulls live case data

Cases, contacts, documents, calendar — without copying client information into chat. Every tool call audit-logged.

[ QUICK INSTALL ]

Three commands, five minutes

1. Install from npm

npm install -g @oktopeak/mycase-mcp

2. Request OAuth credentials from MyCase support, then add to your Claude config

{
  "mcpServers": {
    "mycase": {
      "command": "npx",
      "args": ["-y", "@oktopeak/mycase-mcp"],
      "env": {
        "MYCASE_CLIENT_ID": "your-mycase-client-id",
        "MYCASE_CLIENT_SECRET": "your-mycase-client-secret"
      }
    }
  }
}

Note: MyCase Advanced tier is required because Open API access is gated to that tier. Email MyCase support to request OAuth client credentials for your firm.

3. Inside Claude, run the authenticate tool

Claude runs the local OAuth flow, you confirm in your browser, the token gets encrypted at rest in your OS keychain, and the connector is ready. From this point Claude can read your MyCase cases, contacts, documents, tasks, calendar, calls, staff, time entries, and billing summaries on demand.

[ MORE THAN ONE ATTORNEY? ]

Setting this up for the whole firm?

The install above is one laptop, one login — right for a solo attorney or a first test. A firm means repeating it on every machine, with no shared record of who did what. We deploy the same connector from one place your firm controls: each attorney signs in as themselves, and there is one audit log for the whole firm.

[ WHAT MAKES OURS DIFFERENT ]

The only open-source MyCase MCP with ABA 512 audit logging built in

ABA 512 audit logging

Every Claude tool call is logged append-only at ~/.oktopeak-mycase/audit.log with timestamp, tool name, arguments, and result. Mapped to ABA Formal Opinion 512 obligations. The artifact a state bar would request.

OS keychain encryption

OAuth tokens encrypted with AES-256-GCM and stored in your OS keychain (macOS Keychain, Linux secret-service, Windows Credential Manager). Auto-generated on first run.

Conservative write scope

Read access across cases, contacts, documents, tasks, calendar, calls, staff, time entries, and billing. Write access scoped to tasks, time entries, and call logging only. No silent mutations to client matters.

MyCase is one of four systems we've built this for — see the whole set in the MCP Connectors case study.

[ OTHER MYCASE + CLAUDE OPTIONS ]

There are five paths to integrate Claude with MyCase. Ours is one of them.

Open-source MyCase MCP (this), Clerx AI (intake), Smith.ai (receptionist), Zapier (no-code), custom build. We wrote a frank comparison covering all five — including where each alternative beats ours.

Read the full comparison

[ PRIVILEGE-SAFE DEPLOYMENT ]

Want to run this with a local LLM instead of consumer Claude?

For firms with maximum confidentiality requirements, the same MyCase MCP server pairs with LM Studio or Continue.dev running a local model on your hardware. No data leaves your firm. Full guide is the Privilege Stack post.

Read the Privilege Stack guide

[ FAQ ]

MyCase MCP Server — frequently asked

An open-source Model Context Protocol implementation that connects Claude AI (or any MCP-compatible client) directly to MyCase practice management. 18 tools across cases, contacts, documents, tasks, calendar, calls, staff, time entries, and billing. The only open-source MyCase MCP connector shipping with ABA Opinion 512 audit logging built in. Published on npm as @oktopeak/mycase-mcp, listed on the official Anthropic MCP Registry as io.github.oktopeak/mycase-mcp. MIT licensed.
Three steps: npm install -g @oktopeak/mycase-mcp, request OAuth credentials from MyCase support (Advanced tier required), then add to your Claude Desktop or Claude Code MCP config and call the authenticate tool. Full guide on GitHub.
No. The server runs locally, talks directly to the MyCase API, and hands results to Claude inside your local session. No data is routed through Oktopeak servers and no data is used to train external models. OAuth tokens are encrypted at rest with AES-256-GCM in your OS keychain.
MyCase IQ is a feature inside MyCase Pro and Advanced tiers with pre-configured prompts on a limited task set. The MyCase MCP server gives full Claude capabilities operating on your data with no prompt restrictions, full audit logging, and the ability to combine MyCase with other tools in the same Claude session.
The connector is free under MIT license. MyCase Advanced tier is required because Open API access is gated to that tier; Claude Pro or Claude API is paid separately. If you want us to deploy it for you with scoped credentials, audit log wired into your stack, and a custom workflow for your team, see our MyCase integration service (scoped per firm, custom builds from $12K), or book a 30-min call to scope it.
In practice, yes. The MCP server is what turns Claude into an AI agent for your firm: 18 scoped tools to read cases, draft from the file, and work with tasks, calendar, and billing inside MyCase, with an append-only ABA Opinion 512 audit log of every action. You decide which tools it can use, and writes can require human confirmation.

Still have questions?

Talk with a friendly expert

[ GET STARTED ]

Start with the free connector. Hire us if you need help.

Two paths: install the OSS yourself (free, MIT, on GitHub), or have us deploy it in your firm with scoped credentials, audit log destination, and a workflow designed with your team.

Takes about a minute, and you get the credential request your firm needs either way. Or book a 30-minute call instead.