Docketwise MCP by usefulapi

io.usefulapiPublished by usefulapi.ioOfficial publisherv1.1.5Updated Nov 7, 2026

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

The publisher's own server: Ably MCP by usefulapi

VerifiedStreamable HTTPWeb executableProductivity & Workflow Business & Commerce

Server details

Identifier: io.usefulapi/docketwise
Transport: Streamable HTTP
Runtime: Web executable
Trust: Verified
Published: Nov 7, 2026

Security note

MCP servers receive tool arguments from a conversation and may perform external actions. Review what a server can do before you enable it, and give it only the access it needs.

The registry verified that this server's namespace belongs to usefulapi.io, which also runs its endpoint. That identifies the publisher; it does not make the server's tools safe.

SourceWeft's checks cover whether the listing is complete and the endpoint answered; they do not review the server's code or what its tools do.

Add a badge to your README

Show readers this MCP server is listed on SourceWeft. The badge links to this page.

[![Listed on SourceWeft](https://sourceweft.com/badge/mcp/io.usefulapi%2Fdocketwise.svg)](https://sourceweft.com/mcp/io.usefulapi%2Fdocketwise?utm_source=readme&utm_medium=badge)

Overview

AI-generated overview

Hosted MCP server that lets an assistant read Docketwise contacts, matters, receipts, invoices and documents, and create contacts, matters and notes.

What you can do: List and fetch contacts, with addresses and notes
List and fetch matters, matter types, statuses and USCIS receipts
List invoices, invoice details and charges
List document metadata and get temporary download links
List firm users and reference country data
Create and update contacts, create matters, and create or replace notes
When to use it: Useful for immigration or law-firm staff who want to query their Docketwise practice data in natural language, such as listing open matters, checking unpaid invoices or pulling a matter's receipts, and to add new contacts, matters or notes without opening Docketwise.
Requirements: Remote endpoint only, no local install. Sign-in uses OAuth: you supply the client ID and secret of your firm's own Docketwise API app (created under Settings > Developer access with the server's redirect URI) and approve access with your Docketwise account. No API key or Authorization header goes in the client config. A free plan allows 50 tool calls per month; paid plans are available.

Before you install

Write tools create contacts, matters and notes and change contact fields; note updates replace the previous text, which the server does not keep, and contact creation does not check for duplicates. Document download links are temporary but anyone holding one can fetch the file. Your Docketwise app client secret and tokens are stored by the third-party host. Usage is metered, and upgrade tools return payment links for paid plans.

Installation

In SourceWeft

Open Docketwise MCP by usefulapi in the dashboard and add it to a workspace.
Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/io.usefulapi%2Fdocketwise/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "docketwise-by-usefulapi": {
      "type": "http",
      "url": "https://docketwise.usefulapi.io/mcp"
    }
  }
}

README

Docketwise MCP by usefulapi

Use your Docketwise account from Claude, Cursor, or any MCP client. It reads contacts, matters, receipts, invoices and documents, and it creates contacts, matters and notes. Hosted, no local install: connect with your own credentials.

Live endpoint: https://docketwise.usefulapi.io/mcp · Homepage: https://usefulapi.io

Connect

Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://docketwise.usefulapi.io/mcp.
Claude Code: claude mcp add --transport http docketwise https://docketwise.usefulapi.io/mcp, then run /mcp to log in.
VS Code: Add to VS Code.
Cursor and other clients: add the URL as a remote MCP server:

Add only the URL. Do not add an Authorization header or an API key to the client config: the server signs you in with OAuth, and you enter your own Docketwise app's client ID and secret, then sign in with your Docketwise account.

Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/docketwise/

On first connect you enter the client ID and secret of your firm's own Docketwise API app (create it under Settings > Developer access with the redirect URI https://docketwise.usefulapi.io/callback), then sign in to Docketwise and approve access. The server stores the app credentials and tokens encrypted per connection. No keys go in config files.

Tools

Tool	Type	What it does
`docketwise_list_contacts`	read	List contacts
`docketwise_get_contact`	read	Get a contact
`docketwise_list_matters`	read	List matters
`docketwise_get_matter`	read	Get a matter
`docketwise_list_matter_receipts`	read	List a matter's receipts
`docketwise_list_matter_types`	read	List matter types
`docketwise_list_matter_statuses`	read	List matter statuses
`docketwise_list_invoices`	read	List invoices
`docketwise_get_invoice`	read	Get an invoice
`docketwise_list_invoice_charges`	read	List an invoice's charges
`docketwise_list_documents`	read	List documents
`docketwise_get_document`	read	Get a document
`docketwise_get_document_download_url`	read	Get a document download link
`docketwise_list_users`	read	List users
`docketwise_list_countries`	read	List countries
`docketwise_create_contact`	write	Create a contact
`docketwise_update_contact`	write	Update a contact
`docketwise_create_matter`	write	Create a matter
`docketwise_create_note`	write	Create a note
`docketwise_update_note`	write	Update a note
`docketwise_usage_status`	meta	Usage status (free-tier meter)
`docketwise_request_feature`	meta	Request a missing feature
`docketwise_upgrade`	meta	Upgrade to Pro or Pro+
`docketwise_cancel_subscription`	meta	Cancel the Pro subscription

read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.

Pricing

*Pro has a fair use limit of 10,000 tool calls a month on this server. For more, write to [email protected].

Pro covers this server only. Subscribe with docketwise_upgrade (it returns a Stripe Checkout link). Cancel any time with docketwise_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running docketwise_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT — see LICENSE. Documentation only; the server is hosted.

Source: servers/docketwise/README.md at commit 2450437

Tools

docketwise_list_contacts

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_contact for one contact with its notes.

Parameterspagetypelimit

docketwise_get_contact

Get a contact

One contact by id, with its address and notes.

Parametersidrequired

docketwise_list_matters

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 matter with its client, receipts and notes.

Parameterspagelimit

docketwise_get_matter

Get a matter

One matter by id, with its client, receipts, notes and assigned user ids.

Parametersidrequired

docketwise_list_matter_receipts

List a matter's receipts

The USCIS receipts of one matter: receipt number, description, contact, status update type and time.

Parametersmatter_idrequired

docketwise_list_matter_types

List matter types

The firm's matter types, each with its matter statuses (workflow steps).

Parameterspagelimit

docketwise_list_matter_statuses

List matter statuses

The firm's matter statuses (workflow steps): name, duration, sort order.

Parameterspagelimit

docketwise_list_invoices

List invoices

The firm's invoices, 200 per page: number, contact, status (paid/unpaid), type (bill, trust request, disbursement), dates, total and balance.

Parameterspagelimit

docketwise_get_invoice

Get an invoice

One invoice by id, with the matters it covers.

Parametersidrequired

docketwise_list_invoice_charges

List an invoice's charges

The charges (services, expenses, fees) on one invoice: amount, status, date, description, matter.

Parameterspagelimitinvoice_idrequired

docketwise_list_documents

List documents

The firm's documents (metadata only, no file content), 200 per page: title, client, size, uploader, archived flag. Search by title.

Parameterspagelimitsearch

docketwise_get_document

Get a document

One document's metadata by id (title, client, size, uploader, link to the document in Docketwise). No file content.

Parametersidrequired

docketwise_get_document_download_url

Get a document download link

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 asked.

Parametersidrequired

docketwise_list_users

List users

The firm's Docketwise users (attorneys and staff): id, email, name. Use the ids as user_ids when creating a matter.

Parameterspagelimit

docketwise_list_countries

List countries

Docketwise's country list: id, name, ISO code, phone code. Reference data.

Parameterspagelimit

docketwise_create_contact

Create a 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 check for duplicates.

Parametersleadtypeemailphoneaddresslast_namefirst_namemiddle_name

docketwise_update_contact

Update a 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 and phones are not changed here.

Parametersidrequiredleadtypeemaillast_namefirst_namemiddle_namecompany_name

docketwise_create_matter

Create a 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 (docketwise_list_users).

Parameterstitlenumberuser_idsclient_idrequireddescription

docketwise_create_note

Create a note

WRITE: adds a note to a matter or to a client contact (give matter_id or client_id) in the firm's Docketwise.

Parameterstitlecontentrequiredclient_idmatter_id

docketwise_update_note

Update a 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 matter or client the note belongs to).

Parametersidrequiredtitlecontentclient_idmatter_id

Version history

v1.1.5LatestNov 7, 2026

Score

100% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

Reached in the last 30 daysRequired25 pts
Auth declaredRequired10 pts
Tools listedRequired15 pts
DescriptionRequired15 pts
Logo10 pts
Documentation15 pts
License10 pts

5 toolsNov 7, 2026

Plan	Price	Limit
Free	$0	50 tool calls / month
Pro (per user)	$9/mo or $90/yr (2 months free)	Unlimited*