MCP For Claude Marketplace
Apperio

Apperio MCP Connector for Claude

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Manage legal spend and matters with Apperio — track invoices, approve billing, and monitor matter progress via AI.

10 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

The Apperio MCP Server provides a powerful natural language interface to your legal spend management platform. Connect your Apperio account to your AI agent to gain real-time visibility into your legal matters, track e-billing status, and streamline your invoice approval workflows.

Key Capabilities

  • Matter Tracking — List all legal matters and get detailed header information for any specific case.
  • E-billing Management — Access your invoices, view detailed line items, and track total spend across firms.
  • Workflow Automation — Approve or reject invoices directly from your chat interface and view current approval paths.
  • Matter Categorization — Manage and apply tags to your matters for better organization and reporting.
  • Real-time Insights — Get instant answers about your legal cases and financial status without navigating complex dashboards.

Who is this for?

  • Legal Operations — Streamline the management of multiple firms and cases with AI-assisted oversight.
  • General Counsel — Get quick summaries of matter progress and budget status using natural language.
  • Finance Teams — Easily track and approve legal invoices to ensure timely payments and budget compliance.
legal-spendinvoice-managemente-billingmatter-trackingfinancial-reportingcorporate-legal

10 tools expose this connector's capabilities to your AI agent.

approve_invoice

Approve a legal invoice

get_account_check

Verify Apperio account connection

get_invoice_approval_workflow

Get the approval workflow path for an invoice

get_invoice_details

Get full details for a specific invoice

get_matter_header

Get high-level information about a specific matter

list_invoices

List all e-billing invoices available in Apperio

list_matter_tags

List all available matter tags

list_matters

List all legal matters tracked in Apperio

reject_invoice

Should usually be followed by a reason in the platform. Reject a legal invoice

tag_matter

Apply tags to a specific matter

See how to talk to your AI agent using Apperio.

List all active legal matters in Apperio.

I've retrieved your active matters. You currently have 12 active cases, including 'Project Alpha Acquisition' and 'IP Litigation vs GlobalCorp'.

Show me the last 5 invoices pending approval.

I've found 5 invoices waiting for approval. The largest is from Smith & Associates for $15,200 related to the 'Project Alpha' matter.

Approve invoice with ID 'inv_12345'.

Invoice 'inv_12345' has been successfully approved.

Log in to Apperio, go to your user profile section, and look for API settings or tokens. You can generate a new token there which identifies your organization and user permissions.

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