lawruler-mcp

lawruler-mcp

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

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Visit Server

README

lawruler-mcp

PyPI version Python 3.10+ License: MIT

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

Claude Desktop Config

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

Credentials

Set via ~/.lawruler-mcp/.env (created by setup wizard):

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

Find your API key in LawRuler: Setup → 3rd Party Integrations

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

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