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MyCase MCP server

Automate legal case management workflows with MyCase. Create and manage cases, clients, companies, events, tasks, time entries, documents, and more. Get notified when cases, events, people, companies, or leads are added or updated.

MyCase is not a separate install. One Activepieces MCP server exposes it alongside 760+ other apps, behind a single URL.

Tools
37
Works with
Any MCP client
Auth
OAuth 2.0
License
MIT, open source
Updated
August 2026

About the MyCase MCP server

Connect MyCase once in Activepieces and every action it ships becomes a tool your assistant can call, behind the same server URL as the rest of your apps. Your agent reaches MyCase and 760+ other apps over a single connection, on our cloud or a self-hosted install.

Tools

MyCase tools your AI can run

Once connected, your assistant can call any of these MyCase actions by asking in plain language.

  • Create Case

    Creates a new case in MyCase

    15 fields

  • Create Case Stage

    Creates a new case stage in MyCase

    1 field

  • Create Company

    Creates a new company in MyCase

    14 fields

  • Create Custom Field

    Creates a new custom field in MyCase

    4 fields

  • Create Document

    Creates a new document in MyCase

    7 fields

  • Create Event

    Creates a new event in MyCase

    10 fields

  • Create Expense

    Creates a new expense in MyCase

    8 fields

  • Create Lead

    Creates a new lead in MyCase

    19 fields

  • Create Location

    Creates a new location in MyCase

    7 fields

  • Create Note

    Creates a new note for a case, client, or company in MyCase

    5 fields

  • Create Person (Client)

    Creates a new individual client (person) in MyCase

    18 fields

  • Create Practice Area

    Creates a new practice area in MyCase

    1 field

  • Create Referral Source

    Creates a new referral source in MyCase

    1 field

  • Create Task

    Creates a new task in MyCase

    7 fields

  • Create Time Entry

    Creates a new time entry in MyCase

    9 fields

  • Create Call

    Creates a new call in the call log in MyCase

    10 fields

  • Update Case

    Updates an existing case in MyCase

    16 fields

  • Update Company

    Updates an existing company in MyCase

    15 fields

  • Update Person (Client)

    Updates an existing individual client (person) in MyCase

    19 fields

  • API Request

    Makes a raw HTTP request to the MyCase API

    5 fields

  • Find Case

    Searches for cases with optional filters

    5 fields

  • Find Call

    Searches for calls with optional filters

    2 fields

  • Find Case Stage

    Searches for case stages with optional filters

    2 fields

  • Find Company

    Searches for companies with optional filters

    6 fields

  • Find Location

    Searches for locations with optional filters

    2 fields

  • Find People Group

    Searches for people groups with optional filters

    2 fields

  • Find Person (Client)

    Searches for clients (people) with optional filters

    8 fields

  • Find Practice Area

    Searches for practice areas with optional filters

    2 fields

  • Find Referral Source

    Searches for referral sources with optional filters

    2 fields

  • Find Staff

    Searches for staff members with optional filters

    3 fields

  • Find or Create Case

    Finds a case by name or creates a new one if it does not exist

    15 fields

  • Find or Create Case Stage

    Finds a case stage by name or creates a new one if it does not exist

    1 field

  • Find or Create Company

    Finds a company by name or creates a new one if it does not exist

    14 fields

  • Find or Create Location

    Finds a location by name or creates a new one if it does not exist

    7 fields

  • Find or Create Person (Client)

    Finds a person by first and last name or creates a new one if not found

    18 fields

  • Find or Create Practice Area

    Finds a practice area by name or creates a new one if it does not exist

    1 field

  • Find or Create Referral Source

    Finds a referral source by name or creates a new one if it does not exist

    1 field

Triggers

MyCase events your agent can watch

These start a run the moment something happens in MyCase, so work gets picked up on its own.

  • Case Added or Updated

    Triggers when a case has been added or updated

  • Event Added or Updated

    Triggers when an event has been added or updated

  • Person Added or Updated

    Triggers when a person has been added or updated

  • Company Added or Updated

    Triggers when a company has been added or updated

  • Lead Added or Updated

    Triggers when a lead has been added or updated

Give your assistant MyCase

Connect MyCase once and every tool above is callable from Claude, Cursor or any MCP client, behind the same server URL as 760+ other apps. Free to start.

MyCase MCP, answered.

No. That is the point of it. One Activepieces server exposes MyCase alongside every other piece you connect, so your client keeps a single connection.

Yes. Activepieces is open source and free to start, and the MCP server is included on every plan, from the free cloud tier to any self-hosted deployment.

Connect MyCase in Activepieces, enable the server under Settings → MCP Server, then paste your server URL into your client config. It authenticates over OAuth on first use.

It can call 37 tools, including Create Case, Create Case Stage, Create Company, and chain them with steps in other apps inside the same run.

Connections use OAuth2 with limited scopes and are stored under 256-bit encryption, with no API to read them back, so an agent gets scoped access rather than your keys.