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Mycase MCP

Connects Claude to MyCase for legal case, contact, document, task, calendar, billing, and time-management operations.

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Install Mycase MCP

Pick your client, then add it in one click or paste the config.

STDIONode.js
~/Library/Application Support/Claude/claude_desktop_config.json
claude_desktop_config.json
{
  "mcpServers": {
    "mycase-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "@oktopeak/mycase-mcp"
      ],
      "env": {
        "MYCASE_CLIENT_ID": "YOUR_VALUE_HERE",
        "MYCASE_CLIENT_SECRET": "YOUR_VALUE_HERE"
      }
    }
  }
}

Settings → Developer → Edit Config, merge this into mcpServers, then fully quit and reopen Claude Desktop.

Values are written into the snippet above so you can paste it as is. They never leave your browser.

Automated check passed— started and listed 17 tools correctly (Today).

Overview

The mycase-mcp MCP server connects Claude to MyCase through its official OAuth 2.0 API. It supports reading and creating cases, contacts, tasks, documents, calendar events, staff records, time entries, and billing summaries, with experimental call logging. Install it as a Node.js process using npm or npx, then authenticate through MyCase in a browser. Reach for it when an agent needs access to firm data or needs to create selected records without switching applications.

Use cases

  • Review open or recently updated cases
  • Find contacts by name, email, or phone
  • Create tasks linked to cases
  • Check calendar events and case billing
  • Retrieve document URLs and billable time entries

Key features

  • MyCase OAuth 2.0 authentication
  • Case, contact, task, and document access
  • Calendar, staff, time, and billing queries
  • Case and task creation
  • Optional experimental call logging
  • Locally encrypted token storage

Tools17

What Mycase MCP lets your agent do. Expand a tool for its parameters.

Verified live~2.0k tokens of context

Security & health

What it can reach and how reliably it runs — from our own checks, not the maintainer’s claims.

ActiveLast checked 1d ago

Recent health check succeeded.

7/7 checks healthy over the last 45d

What it can do

From the 17 tools this server returned when we ran it.

Can delete or modify data · 1Handles credentials · 3Makes network requests · 1Read-only tools · 16
Network at startup3 connections
Files written at startupNone
Install scriptsNone
npm provenanceNot published
Package age162 days
Maintainers1

Observed 2026-10-22 in an isolated sandbox. A description of reach, not a security audit.

Supply-chain signal

No high-severity advisories surfaced by our automated scan.

Critical 0High 0Medium 0Low 0

Scanned 11d ago via OSV.dev · @oktopeak/mycase-mcp (npm)

Adoption & maintenance

Factual signals from GitHub, npm, and our automated checks — not a rating.

GitHub stars6Stargazers on the source repository.
npm downloads370Package downloads in the last 30 days.
Last commit7d agoMost recent push to the default branch.
Availability100%Our rolling endpoint + install checks that succeeded.
Install checkPassedOur sandbox started it and listed its tools.
Tools exposed17Callable tools this server registers over MCP.
Directory activity1 viewsConfig copies, upvotes, and views on AllMCPs.

How Mycase MCP works

What the mycase-mcp MCP server does

The mycase-mcp MCP server exposes MyCase legal practice management data to an MCP-compatible client such as Claude Desktop. It can retrieve cases, contacts, documents, tasks, calendar events, staff records, billable time, and case billing totals. It also supports creating cases and tasks, while call logging is available separately as an experimental capability.

The connection uses MyCase's OAuth 2.0 API. The server opens a browser for sign-in and consent, then stores the resulting tokens locally. Access tokens last 24 hours and refresh automatically; refresh tokens generally last about two weeks, after which the user must authenticate again.

How it works

After the server is added to an MCP client, call authenticate to open the MyCase authorization page. Once access is granted, other tools can query or mutate the connected firm's data. auth-status reports whether the connection is active and when its token expires, while logout deletes the stored token file.

Tokens are kept in ~/.oktopeak-mycase/tokens.enc and encrypted with AES-256-GCM. The encryption key is generated and stored through the operating system keychain by default. A manually supplied key is supported for CI or headless environments.

Setup and configuration

Node.js 18 or newer, a MyCase account with firm administrator access, and OAuth client credentials from MyCase support are required. Install the package globally with npm for standalone use, or configure an MCP client to run it with npx -y @oktopeak/mycase-mcp.

Set MYCASE_CLIENT_ID and MYCASE_CLIENT_SECRET in the client configuration or a local .env file. The OAuth callback uses port 5678 by default, and MYCASE_REDIRECT_PORT can change it. The registered MyCase redirect URI must match http://127.0.0.1:{port}/callback. Restrict permissions on configuration files that contain the client secret.

Set MYCASE_EXPERIMENTAL_TOOLS=1 to expose log-call. Leave it unset to keep that tool unavailable.

Tools and capabilities

  • Authenticate, check token status, and remove stored credentials.
  • List, inspect, and create cases, with status and update-date filters for listing.
  • Search contacts by name, email, or phone, then retrieve full contact details.
  • List tasks by case or completion state and create tasks linked to cases.
  • List case documents and obtain a download URL for an individual document.
  • List calendar events within a specified date range.
  • List staff and retrieve details for a staff member.
  • List billable time entries by case or date range and retrieve a case billing summary.
  • Optionally log a phone call against a case or contact.

Limitations and notes

The package requires MyCase OAuth credentials requested from MyCase support; an existing MyCase account alone is not sufficient. The callback port must agree with the redirect URI registered for the OAuth client. Windows installations may need additional configuration for npx invocation, certificate inspection, and OAuth redirect handling.

The log-call endpoint is marked experimental and is hidden unless explicitly enabled. If the operating system keychain or encryption key is lost, the existing token file cannot be decrypted and the user must authenticate again. The server does not lose MyCase data in that situation, but its saved session is unavailable.

Read the full README View source on GitHub

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Frequently Asked Questions about Mycase MCP

mycase-mcp is an MCP server that connects Claude and other MCP clients to MyCase through its OAuth 2.0 API. Its main tools authenticate users, query and create cases and tasks, search contacts, inspect documents and calendar events, review staff, time, and billing data, and optionally log calls.

Install it with `npm install -g @oktopeak/mycase-mcp`, or configure an MCP client to run `npx -y @oktopeak/mycase-mcp`. Provide MyCase OAuth client credentials through environment variables, then restart the client and call `authenticate`.

Call the `authenticate` tool in your MCP client. It opens the MyCase OAuth page in a browser, where you sign in and grant access. Tokens are then stored locally in encrypted form and refreshed automatically while valid.

Set `MYCASE_EXPERIMENTAL_TOOLS=1` in the MCP client's environment or the local `.env` file. This exposes the experimental `log-call` tool, which can associate a phone call with a case or contact.

Yes, mycase-mcp supports Claude Desktop through its MCP server configuration. Add the package as an `npx` command, provide `MYCASE_CLIENT_ID` and `MYCASE_CLIENT_SECRET`, restart Claude Desktop, and authenticate with MyCase.

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