io.usefulapi/docketwise

up checked 2026-11-10T21:37:42.132Z

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Publisher-provided title

Docketwise MCP by usefulapi

Publisher-provided description

Read contacts, matters, invoices and documents; create contacts, matters and notes in Docketwise.

Summary by lookupd

Reads and writes law firm client contacts, matters, invoices, notes and documents in Docketwise, including downloadable document links.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http docketwise https://docketwise.usefulapi.io/mcp

Codex, remote (streamable-http)

codex mcp add docketwise --url https://docketwise.usefulapi.io/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "docketwise": {
      "url": "https://docketwise.usefulapi.io/mcp"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (20 tools)

Publisher-provided text

• docketwise_list_contacts The firm's contacts (clients, leads and institutions), 200 per page: id, name, company, email, lead flag, physical address. Filter by type. Use docketwise_get_c
• docketwise_get_contact One contact by id, with its address and notes.
• docketwise_list_matters The firm's matters (cases), 200 per page: id, number, title, client_id, attorney, status, type, receipt number, priority date. Use docketwise_get_matter for one
• docketwise_get_matter One matter by id, with its client, receipts, notes and assigned user ids.
• docketwise_list_matter_receipts The USCIS receipts of one matter: receipt number, description, contact, status update type and time.
• docketwise_list_matter_types The firm's matter types, each with its matter statuses (workflow steps).
• docketwise_list_matter_statuses The firm's matter statuses (workflow steps): name, duration, sort order.
• docketwise_list_invoices The firm's invoices, 200 per page: number, contact, status (paid/unpaid), type (bill, trust request, disbursement), dates, total and balance.
• docketwise_get_invoice One invoice by id, with the matters it covers.
• docketwise_list_invoice_charges The charges (services, expenses, fees) on one invoice: amount, status, date, description, matter.
• docketwise_list_documents The firm's documents (metadata only, no file content), 200 per page: title, client, size, uploader, archived flag. Search by title.
• docketwise_get_document One document's metadata by id (title, client, size, uploader, link to the document in Docketwise). No file content.
• docketwise_get_document_download_url A temporary (one hour) download URL for one document's file. Anyone holding the link can download the file while it is valid: share it only with the user who as
• docketwise_list_users The firm's Docketwise users (attorneys and staff): id, email, name. Use the ids as user_ids when creating a matter.
• docketwise_list_countries Docketwise's country list: id, name, ISO code, phone code. Reference data.
• docketwise_create_contact WRITE: creates a new contact (person or institution) in the firm's Docketwise. Optionally with one address and one daytime phone. Creates a record; it does not
• docketwise_update_contact WRITE: changes the basic fields of one contact (name, company, email, lead flag). Only the fields you give are sent; each replaces the stored value. Addresses a
• docketwise_create_matter WRITE: creates a new matter (case) for an existing client contact in the firm's Docketwise. The client_id is required; user_ids are the firm users assigned (doc
• docketwise_create_note WRITE: adds a note to a matter or to a client contact (give matter_id or client_id) in the firm's Docketwise.
• docketwise_update_note WRITE: replaces the title and/or text of an existing note. The previous text is not kept by this server. Docketwise requires matter_id or client_id again (the m

Details

• Version: 1.2.3
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 677 ms
• First indexed: 2026-11-06T18:17:27.808Z
• Last seen in registry: 2026-11-11T00:17:24.419Z
• Repository: https://github.com/m190/usefulapi-mcp
• Website: https://usefulapi.io/docketwise/

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