mycase-mcp

# mycase-mcp [](https://pypi.org/project/mycase-mcp/) [](https://www.python.org/downloads/) [](https://opensource.org/licenses/MIT) MCP server for [MyCase](https://www.mycase.com/) — gives Claude full access to your law firm's MyCase account. **112 tools. One setup command.** ## What It Does - Read and manage cases, clients, contacts, and companies - Create and update tasks, events, and calendar entries - Log time entries, expenses, and manage invoices - Access case notes, documents, folders, and custom fields - Manage leads, lead intake, and referral sources - Message thread access and call logging - Webhooks, people groups, practice areas, and more ## Requirements - Python 3.10+ - A MyCase developer app (see setup below) - Claude Desktop or any MCP-compatible client ## Before You Start — Register the Redirect URI The OAuth flow uses `http://127.0.0.1:8766/callback` as the redirect URI. **You must register this URI in your MyCase developer app settings before running setup.** Without it, authorization will fail. If you don't have a MyCase developer app yet, contact MyCase support or your account manager to request API access. ## Installation ```bash pip install mycase-mcp ``` ## Setup (5 steps) 1. **Register redirect URI** in your MyCase app: `http://127.0.0.1:8766/callback` 2. **Run setup:** ```bash mycase-mcp-setup ``` Enter your Client ID and Client Secret when prompted. Your browser will open for MyCase authorization. 3. **Verify:** ```bash mycase-mcp-verify ``` 4. **Add to Claude Desktop config** (see below) 5. **Restart Claude Desktop** ## Claude Desktop Config Add to `~/Library/Application Support/Claude/claude_desktop_config.json`: ```json { "mcpServers": { "mycase": { "command": "mycase-mcp" } } } ``` Restart Claude Desktop after saving the config. ## Troubleshooting **"No code received" after authorizing in browser** → The redirect URI `http://127.0.0.1:8766/callback` is not registered in your MyCase app. Add it and try again. **Token exchange failed (401)** → Double-check your Client ID and Client Secret. Re-run `mycase-mcp-setup`. **"Missing credentials" on verify** → Run `mycase-mcp-setup` first. Credentials are saved to `~/.mycase-mcp/`. **Claude doesn't see the mycase tools** → Make sure you restarted Claude Desktop after editing `claude_desktop_config.json`. **429 Too Many Requests** → The server retries automatically (up to 3 times). If it persists, wait a moment and retry. ## Credential storage By default credentials are stored in your operating system's native secret store via the cross-platform [`keyring`](https://github.com/jaraco/keyring) library: | OS | Backend | | ------- | ---------------------------------------- | | macOS | Keychain | | Windows | Credential Manager | | Linux | Secret Service (GNOME Keyring / KWallet) | Secrets are saved under the service name `mycase-mcp`. Nothing is written to disk in clear text. **File fallback.** On a host with no keyring backend (e.g. a headless Linux box without Secret Service), or if you set `MYCASE_MCP_USE_KEYRING=0`, credentials fall back to a `~/.mycase-mcp/.env` file with `0600` permissions. **Read order.** Credentials resolve in the order OS keyring → process environment → `.env` file. So a rotated secret in the keyring always wins, and a `MYCASE_CLIENT_ID` / `MYCASE_CLIENT_SECRET` exported in your shell overrides the file fallback without touching the keyring. OAuth tokens are stored separately at `~/.mycase-mcp/tokens.json` (mode 600) and refreshed automatically on expiry. ## Tools | Category | Tools | | ---------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Identity | who_am_i, get_firm, list_staff, get_staff_member | | Cases | list_cases, get_case, create_case, update_case, delete_case, list_cases_for_client, add_client_to_case, add_company_to_case, add_staff_to_case | | Clients | list_clients, get_client, create_client, update_client, delete_client, list_client_notes, list_client_message_threads | | Companies | list_companies, get_company, create_company, update_company, delete_company, add_client_to_company | | Tasks | list_tasks, create_task, update_task, delete_task, assign_task_to_staff | | Events | list_events, create_event, update_event, delete_event, add_staff_to_event | | Time Entries | list_time_entries, get_time_entry, create_time_entry, delete_time_entry | | Invoices | list_invoices, delete_invoice, record_invoice_payment, list_invoice_payments | | Expenses | list_expenses, get_expense, create_expense, delete_expense | | Notes | get_note, update_note, delete_note, list_case_notes, create_case_note, create_client_note, create_company_note | | Documents | list_documents, get_document, update_document, delete_document, list_case_documents, list_document_versions, list_all_document_versions, get_case_folder, upload_document, upload_case_document, upload_document_version, get_document_data, get_document_version_data, delete_document_version | | Folders | list_folder_documents, list_folder_subfolders, create_case_subfolder | | Leads | list_leads, get_lead, create_lead, update_lead | | Calls | list_calls, create_call, update_call, delete_call | | Messaging | create_message_thread, create_case_message_thread, post_message | | Custom Fields | list_custom_fields, get_custom_field, create_custom_field, delete_custom_field, list_custom_field_options, create_custom_field_option, update_custom_field_option, delete_custom_field_option | | Case Reference | list_case_stages, create_case_stage, update_case_stage, delete_case_stage, list_case_roles | | Locations | list_locations, create_location, update_location, delete_location | | Referral Sources | list_referral_sources, create_referral_source | | People Groups | list_people_groups, create_people_group, update_people_group, delete_people_group | | Practice Areas | list_practice_areas, create_practice_area, update_practice_area, delete_practice_area | | Webhooks | list_webhook_subscriptions, create_webhook_subscription, delete_webhook_subscription | ## License MIT