Docketwise MCP by usefulapi

io.usefulapi由 usefulapi.io 發布官方發布者v1.1.5更新於 Nov 7, 2026

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

發布方自己的服務:Ably MCP by usefulapi

已驗證Streamable HTTP可網頁執行效率與工作流商業與電商

概覽

AI 產生的概覽

託管型 MCP 伺服器,讓助理讀取 Docketwise 的聯絡人、案件、收據、發票與文件,並建立聯絡人、案件和備註。

可以做什麼
  • 列出並取得聯絡人,含地址與備註
  • 列出並取得案件、案件類型、狀態及 USCIS 收據
  • 列出發票、發票明細與費用項目
  • 列出文件中介資料並取得臨時下載連結
  • 列出事務所使用者與國家參考資料
  • 建立和更新聯絡人、建立案件、建立或取代備註
適用情境
適合移民或律所人員以自然語言查詢 Docketwise 業務資料,例如查看進行中的案件、檢查未付發票或調閱某案件的收據,並在不開啟 Docketwise 的情況下新增聯絡人、案件或備註。
執行需求
僅需遠端端點,無須本機安裝。透過 OAuth 登入:需提供貴所自有 Docketwise API 應用程式的用戶端 ID 與密鑰(在 Settings > Developer access 建立,並使用此伺服器的回呼網址),再以 Docketwise 帳號授權。用戶端設定不需 API 金鑰或 Authorization 標頭。免費方案每月 50 次工具呼叫,另有付費方案。
安裝前請注意
寫入類工具會建立聯絡人、案件和備註並變更聯絡人欄位;更新備註會覆蓋原有文字且伺服器不保留舊內容,建立聯絡人也不檢查重複。文件下載連結雖為臨時,但任何持有連結的人都能下載檔案。貴所的 Docketwise 應用程式密鑰與權杖由第三方託管業者儲存。呼叫次數有限,升級工具會回傳付費方案的付款連結。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Docketwise MCP by usefulapi,將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.usefulapi%2Fdocketwise/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "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.

來源: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.

輸入參數pagetypelimit

docketwise_get_contact

Get a contact

One contact by id, with its address and notes.

輸入參數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.

輸入參數pagelimit

docketwise_get_matter

Get a matter

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

輸入參數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.

輸入參數matter_id必填

docketwise_list_matter_types

List matter types

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

輸入參數pagelimit

docketwise_list_matter_statuses

List matter statuses

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

輸入參數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.

輸入參數pagelimit

docketwise_get_invoice

Get an invoice

One invoice by id, with the matters it covers.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數pagelimit

docketwise_list_countries

List countries

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

輸入參數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.

輸入參數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.

輸入參數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).

輸入參數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.

輸入參數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).

輸入參數id必填titlecontentclient_idmatter_id

版本歷史

1
  1. v1.1.5最新Nov 7, 2026

評分

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  • 近 30 天內可連通必需25 分
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  • 描述必需15 分
  • 圖示10 分
  • 文件15 分
  • 授權條款10 分

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