Docketwise MCP by usefulapi

io.usefulapi由 usefulapi.io 发布官方发布者v1.1.5更新于 Nov 7, 2026

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

发布方自己的服务:Ably MCP by usefulapi

已验证Streamable HTTP可网页运行效率与工作流商业与电商

概览

AI 生成的概览

托管型 MCP 服务器,让助手读取 Docketwise 的联系人、案件、收据、发票和文档,并创建联系人、案件和备注。

可以做什么
  • 列出并获取联系人,含地址与备注
  • 列出并获取案件、案件类型、状态及 USCIS 收据
  • 列出发票、发票详情与费用明细
  • 列出文档元数据并获取临时下载链接
  • 列出事务所用户与国家参考数据
  • 创建和更新联系人、创建案件、创建或替换备注
适用场景
适合移民或律所人员用自然语言查询 Docketwise 业务数据,例如查看在办案件、检查未付发票或调取某案件的收据,并在不打开 Docketwise 的情况下新增联系人、案件或备注。
运行要求
仅需远程端点,无需本地安装。通过 OAuth 登录:需提供本所自有 Docketwise API 应用的客户端 ID 和密钥(在 Settings > Developer access 中创建,并使用该服务器的回调地址),再用 Docketwise 账号授权。客户端配置中无需 API 密钥或 Authorization 头。免费方案每月 50 次工具调用,另有付费方案。
安装前请注意
写入类工具会创建联系人、案件和备注并修改联系人字段;更新备注会覆盖原文本且服务器不保留旧内容,创建联系人也不查重。文档下载链接虽为临时,但任何持有链接的人都能下载文件。本所的 Docketwise 应用密钥和令牌由第三方托管方存储。调用次数受限,升级工具会返回付费方案的付款链接。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Docketwise MCP by usefulapi,将其添加到工作区。
  2. 为需要使用其工具的对话启用该服务。

Web executable,通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体,或 SourceWeft 对话中。智能体会读取该服务器的安装指南,先向你展示发布者、端点和登录方式,经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/io.usefulapi%2Fdocketwise/install.md,并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前,先告诉我它的发布者、端点和登录方式,等我确认。不要把 API 密钥写进命令或我会提交的文件;问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。

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

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

ToolTypeWhat it does
docketwise_list_contactsreadList contacts
docketwise_get_contactreadGet a contact
docketwise_list_mattersreadList matters
docketwise_get_matterreadGet a matter
docketwise_list_matter_receiptsreadList a matter's receipts
docketwise_list_matter_typesreadList matter types
docketwise_list_matter_statusesreadList matter statuses
docketwise_list_invoicesreadList invoices
docketwise_get_invoicereadGet an invoice
docketwise_list_invoice_chargesreadList an invoice's charges
docketwise_list_documentsreadList documents
docketwise_get_documentreadGet a document
docketwise_get_document_download_urlreadGet a document download link
docketwise_list_usersreadList users
docketwise_list_countriesreadList countries
docketwise_create_contactwriteCreate a contact
docketwise_update_contactwriteUpdate a contact
docketwise_create_matterwriteCreate a matter
docketwise_create_notewriteCreate a note
docketwise_update_notewriteUpdate a note
docketwise_usage_statusmetaUsage status (free-tier meter)
docketwise_request_featuremetaRequest a missing feature
docketwise_upgrademetaUpgrade to Pro or Pro+
docketwise_cancel_subscriptionmetaCancel 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

PlanPriceLimit
Free$050 tool calls / month
Pro (per user)$9/mo or $90/yr (2 months free)Unlimited*

*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.

来源:servers/docketwise/README.md,提交 2450437

工具

20

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.

输入参数pagetypelimit

docketwise_get_contact

Get a contact

One contact by id, with its address and notes.

输入参数id必填

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.

输入参数pagelimit

docketwise_get_matter

Get a matter

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

输入参数id必填

docketwise_list_matter_receipts

List a matter's receipts

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

输入参数matter_id必填

docketwise_list_matter_types

List matter types

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

输入参数pagelimit

docketwise_list_matter_statuses

List matter statuses

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

输入参数pagelimit

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.

输入参数pagelimit

docketwise_get_invoice

Get an invoice

One invoice by id, with the matters it covers.

输入参数id必填

docketwise_list_invoice_charges

List an invoice's charges

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

输入参数pagelimitinvoice_id必填

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.

输入参数pagelimitsearch

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.

输入参数id必填

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.

输入参数id必填

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.

输入参数pagelimit

docketwise_list_countries

List countries

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

输入参数pagelimit

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.

输入参数leadtypeemailphoneaddresslast_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.

输入参数id必填leadtypeemaillast_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).

输入参数titlenumberuser_idsclient_id必填description

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.

输入参数titlecontent必填client_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).

输入参数id必填titlecontentclient_idmatter_id

版本历史

1
  1. v1.1.5最新Nov 7, 2026

评分

已满足适用检查项的 100%

该评分衡量此收录条目的完整程度,依据注册中心条目、端点与公开来源计算得出。它不是对服务器本身的评价,也不表示服务器安全或当前可用:可连通性是带日期的检查结果,评分也不包含安装量或用户评价。

  • 近 30 天内可连通必需25 分
  • 已声明认证方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 图标10 分
  • 文档15 分
  • 许可证10 分

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