mycase-mcp — Claude Code MCP server: what it does, how to install
Connects Claude Code to MyCase legal practice software to look up client files, track tasks, inspect calendar events, and check billing.
claude mcp add --env MYCASE_CLIENT_ID=<MYCASE_CLIENT_ID> --env MYCASE_CLIENT_SECRET=<MYCASE_CLIENT_SECRET> --env ENCRYPTION_KEY=<ENCRYPTION_KEY> --env MYCASE_REDIRECT_PORT=<MYCASE_REDIRECT_PORT> --env MYCASE_EXPERIMENTAL_TOOLS=<MYCASE_EXPERIMENTAL_TOOLS> --transport stdio mycase-mcp -- npx -y @oktopeak/mycase-mcpWhat mycase-mcp does
This server bridges AI agents with your MyCase practice management system. The assistant can fetch pending tasks, locate contacts, pull up matter details, and inspect file attachments via official OAuth 2.0 endpoints. Tokens remain on your computer, encrypted with AES-256-GCM.
Running the tool requires Node.js 18+ and a MyCase firm administrator profile. You must request your client credentials from MyCase support beforehand. The OAuth callback listens on port 5678 by default. Without an exact port match in your registered MyCase redirect URL, authentication will fail. The call logging feature remains experimental and activates only when MYCASE_EXPERIMENTAL_TOOLS=1 is set.
What it helps with
- Retrieve active matters linked to a client
- Review deadlines and pending tasks for the current week
- Check outstanding balances on open accounts
- List documents linked to a specific case record
Example prompts for the agent
- List open cases for Jane Smith
- Show all tasks due this week in MyCase
- Check the current balance for case 98765
How to install mycase-mcp
Platform CLI
claude mcp add --env MYCASE_CLIENT_ID=<MYCASE_CLIENT_ID> --env MYCASE_CLIENT_SECRET=<MYCASE_CLIENT_SECRET> --env ENCRYPTION_KEY=<ENCRYPTION_KEY> --env MYCASE_REDIRECT_PORT=<MYCASE_REDIRECT_PORT> --env MYCASE_EXPERIMENTAL_TOOLS=<MYCASE_EXPERIMENTAL_TOOLS> --transport stdio mycase-mcp -- npx -y @oktopeak/mycase-mcpReplace <…> with your own values
Platform CLI
codex mcp add mycase-mcp --env MYCASE_CLIENT_ID=<MYCASE_CLIENT_ID> --env MYCASE_CLIENT_SECRET=<MYCASE_CLIENT_SECRET> --env ENCRYPTION_KEY=<ENCRYPTION_KEY> --env MYCASE_REDIRECT_PORT=<MYCASE_REDIRECT_PORT> --env MYCASE_EXPERIMENTAL_TOOLS=<MYCASE_EXPERIMENTAL_TOOLS> -- npx -y @oktopeak/mycase-mcpReplace <…> with your own values
Config file
{
"mcpServers": {
"mycase-mcp": {
"command": "npx",
"args": [
"-y",
"@oktopeak/mycase-mcp"
],
"env": {
"MYCASE_CLIENT_ID": "<MYCASE_CLIENT_ID>",
"MYCASE_CLIENT_SECRET": "<MYCASE_CLIENT_SECRET>",
"ENCRYPTION_KEY": "<ENCRYPTION_KEY>",
"MYCASE_REDIRECT_PORT": "<MYCASE_REDIRECT_PORT>",
"MYCASE_EXPERIMENTAL_TOOLS": "<MYCASE_EXPERIMENTAL_TOOLS>"
}
}
}
}Replace <…> with your own values
Config file
{
"servers": {
"mycase-mcp": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"@oktopeak/mycase-mcp"
],
"env": {
"MYCASE_CLIENT_ID": "<MYCASE_CLIENT_ID>",
"MYCASE_CLIENT_SECRET": "<MYCASE_CLIENT_SECRET>",
"ENCRYPTION_KEY": "<ENCRYPTION_KEY>",
"MYCASE_REDIRECT_PORT": "<MYCASE_REDIRECT_PORT>",
"MYCASE_EXPERIMENTAL_TOOLS": "<MYCASE_EXPERIMENTAL_TOOLS>"
}
}
}
}Replace <…> with your own values
Platform CLI
gemini mcp add -e MYCASE_CLIENT_ID=<MYCASE_CLIENT_ID> -e MYCASE_CLIENT_SECRET=<MYCASE_CLIENT_SECRET> -e ENCRYPTION_KEY=<ENCRYPTION_KEY> -e MYCASE_REDIRECT_PORT=<MYCASE_REDIRECT_PORT> -e MYCASE_EXPERIMENTAL_TOOLS=<MYCASE_EXPERIMENTAL_TOOLS> mycase-mcp npx -y @oktopeak/mycase-mcpReplace <…> with your own values
Step by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about mycase-mcp
How to install mycase-mcp in Claude Code?
Run `claude mcp add mycase-mcp -e MYCASE_CLIENT_ID=<MYCASE_CLIENT_ID> -e MYCASE_CLIENT_SECRET=<MYCASE_CLIENT_SECRET> -e ENCRYPTION_KEY=<ENCRYPTION_KEY> -- npx -y @oktopeak/mycase-mcp` using the credentials supplied by MyCase support.
What does mycase-mcp do?
It connects AI tools to MyCase practice data, providing query access to matters, appointments, tasks, attachments, and financial records.
What credentials are required before installing mycase-mcp?
You need firm administrator access in MyCase and an OAuth client_id with client_secret issued directly by MyCase customer support.
