What features of CloudLex are available through this API?

The API provides access to: Cases/Matters (CRUD operations), Contacts/Clients (create and list), Documents (list by case), Tasks (list by case), Medical Records (list by case), Liens (list by case), Communications (list by case), and Expenses (list by case). You can search cases by keyword, filter by status and practice area, and view all cases for a specific client.

How do I get a CloudLex API key?

Log in to your CloudLex account at cloudlex.com, navigate to Settings → Integrations or API Settings, and generate an API key. The key gives you access to your firm's case data, client information, documents, medical records, and expenses. Contact CloudLex support if you don't see the API option in your account.

Can I create new cases and clients through the API?

Yes! You can create new cases with case name, client assignment, status, practice area, and incident date. You can also create new contacts with first name, last name, email, phone, and contact type (Client, Opposing Party, Witness, Medical Provider, Expert). Use `create_cloudlex_case` and `create_cloudlex_client` tools for these operations.

What types of contacts can I manage in CloudLex?

CloudLex supports multiple contact types essential for personal injury practice: Clients (injured parties), Opposing Parties (defendants, insurance adjusters), Witnesses (eyewitnesses, expert witnesses), Medical Providers (doctors, hospitals, physical therapists), and Experts (medical experts, accident reconstructionists, economists). Each contact type can be linked to specific cases and communications.

CloudLex Legal MCP Connector for Claude

A+

Manage personal injury cases via CloudLex — cases, clients, documents, medical records, liens, tasks, and communications.

15 tools Official Updated Oct 1, 2026 Official Vinkius Partner

More Details Connect to Claude

Connect to CloudLex Legal case management platform and manage your entire personal injury practice from any AI agent. Access cases, clients, documents, medical records, liens, tasks, communications, and expenses—all through a unified API designed for plaintiff personal injury law firms.

What you can do

Cases/Matters — List, search, create, and update personal injury cases with status, client, and practice area
Clients/Contacts — Manage your client database including individuals, opposing parties, witnesses, medical providers, and experts
Client Portfolio — View all cases associated with a specific client
Documents — Access case documents including pleadings, correspondence, evidence, and settlement documents
Tasks — View and manage tasks associated with cases including due dates and assigned attorneys
Medical Records — Access medical treatment records, bills, provider information, and medical summaries
Liens — Track medical liens, insurance liens, and other claims against settlements
Communications — View emails, phone calls, letters, and notes with clients, opposing counsel, and other parties
Expenses — Track case-related expenses including court costs, expert witness fees, and medical record retrieval costs

How it works

Subscribe to this server
Enter your CloudLex API key (available in CloudLex account settings)
Start managing your personal injury practice from Claude, Cursor, or any MCP-compatible client

Your AI becomes a legal practice assistant, helping you track cases, manage clients, organize documents, and monitor case expenses.

Who is this for?

Personal Injury Attorneys — manage your entire caseload and client relationships from AI assistants
Law Firms — track cases across practice areas and monitor case expenses and liens
Paralegals — quickly find case details, documents, medical records, and client information
Legal Assistants — manage tasks, communications, and track case expenses
Case Managers — organize medical records, liens, and settlement documentation

case-managementpersonal-injurylegal-techmedical-recordslien-trackingclient-communication

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

create_cloudlex_case

USE WHEN: - User wants to open a new legal case - User needs to create a new matter for a client - User asks to "create a new case" or "open a matter" PARAMETERS: - case_name (REQUIRED): Case/matter name - client_id (OPTIONAL): ID of the client this case belongs to - status (OPTIONAL): Initial status — "Open" (default), "Closed", "Pending", "Settled" - practice_area (OPTIONAL): Practice area (e.g. "Personal Injury", "Mass Tort", "Auto Accident") - description (OPTIONAL): Case description/notes - incident_date (OPTIONAL): Date of the incident (YYYY-MM-DD) EXAMPLES: - "Create a new case called 'Smith Auto Accident'" → call with case_name="Smith Auto Accident" - "Open a new personal injury matter for client 456" → call with case_name="State v. Johnson", client_id="456", practice_area="Personal Injury" Create a new case/matter in CloudLex Legal

create_cloudlex_client

USE WHEN: - User wants to add a new client - User needs to create a new contact record - User asks to "add a new client" or "create a contact" PARAMETERS: - first_name (REQUIRED): Client's first name - last_name (REQUIRED): Client's last name - email (OPTIONAL): Client's email address - phone (OPTIONAL): Client's phone number - type (OPTIONAL): Contact type — "Client" (default), "Opposing Party", "Witness", "Medical Provider", "Expert" EXAMPLES: - "Add a new client John Smith" → call with first_name="John", last_name="Smith" - "Create contact for opposing party Jane Doe, jane@example.com" → call with first_name="Jane", last_name="Doe", email="jane@example.com", type="Opposing Party" Create a new client/contact in CloudLex Legal

list_cloudlex_cases

Supports filtering by status, practice area, client, and date range for flexible queries. USE WHEN: - User wants to see all their legal cases/matters - User needs to find cases by status, client, or practice area - User is exploring their law firm's caseload - User asks "what cases do I have" or "list my open cases" PARAMETERS: - status (OPTIONAL): Filter by case status (e.g. "Open", "Closed", "Pending", "Settled") - practice_area (OPTIONAL): Filter by practice area (e.g. "Personal Injury", "Mass Tort", "Auto Accident") - client_id (OPTIONAL): Filter by specific client ID - page (OPTIONAL): Page number for pagination - page_size (OPTIONAL): Results per page (default: 25, max: 100) EXAMPLES: - "List all my open cases" → call with status="Open" - "Show my personal injury matters" → call with practice_area="Personal Injury" - "List all cases" → call with no params List all cases/matters in CloudLex Legal

list_cloudlex_clients

USE WHEN: - User wants to see all their clients and contacts - User needs to find a client by name or email - User is exploring their contact database - User asks "list my clients" or "show all contacts" PARAMETERS: - page (OPTIONAL): Page number for pagination - page_size (OPTIONAL): Results per page (default: 25, max: 100) EXAMPLES: - "List all my clients" → call with no params - "Show my contacts" → call with no params - "List clients page 2" → call with page="2" List all clients/contacts in CloudLex Legal

list_cloudlex_expenses

List expenses for a specific case

search_cloudlex_cases

Search cases/matters by keyword query

get_cloudlex_case

Get detailed information for a specific case/matter

get_cloudlex_client

Get detailed information for a specific client/contact

get_client_cloudlex_cases

Useful for understanding a client's full legal portfolio and case history. Get all cases/matters for a specific client/contact

list_cloudlex_communications

List communications for a specific case