MCP For Claude Marketplace
Confido Legal

Confido Legal MCP Connector for Claude

A+

Manage legal trust accounting, client payments, and compliance reporting with tools built specifically for law firms.

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

Connect your Confido Legal account to any AI agent and take full control of your law firm's financial operations and trust-compliant payment workflows through natural conversation.

What you can do

  • Payment Orchestration — Create and manage professional payment links programmatically, including splitting funds between trust and operating accounts in a single transaction
  • Matter & Client Lifecycle — List and manage legal matters and client profiles programmatically to maintain a high-fidelity record of your firm's caseload and relationships
  • Trust Compliance Intelligence — Access information about your firm's connected bank accounts to ensure processing fees are never deducted from trust funds
  • Billing Automation — Programmatically create and retrieve payment link details and monitor recurring subscription plans to streamline your law firm's revenue cycle
  • Account Visibility — Access high-level firm metadata and transaction histories directly through your agent for instant operational reporting

How it works

  1. Subscribe to this server
  2. Retrieve your API Key and Base URL from your Confido Legal (Gravity Legal) dashboard
  3. Start managing your legal payments and matters from Claude, Cursor, or any MCP client

No more manual entry into split-payment spreadsheets. Your AI acts as your dedicated legal billing coordinator and financial analyst.

Who is this for?

  • Law Firm Administrators — instantly retrieve payment link statuses and update client records using natural language commands
  • Attorneys — generate trust-compliant payment requests for matters without leaving your workspace
  • Legal Tech Developers — automate billing workflows and monitor transaction histories through simple AI queries
trust-accountinglegal-billingsplit-paymentscompliancelaw-firm-softwarepayment-links

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

create_client

Create a new client

create_payment_link

Can split between trust and operating amounts. Create a new payment link

get_firm_details

Get firm details and bank accounts

get_payment_link_details

Get payment link details

list_clients

List all clients

list_matters

Optionally filter by client ID. List matters

list_payment_links

List all payment links

list_subscriptions

List all payment subscriptions

See how to talk to your AI agent using Confido Legal.

Create a payment link for client ID 'cl_123': $500 for operating and $1000 for trust.

Payment link generated! I've created a split payment link for client cl_123. Total: $1,500.00. Funds will be routed to your Operating ($500) and Trust ($1,000) accounts upon completion. Link: [payment_url].

List all active legal matters for client ID 'cl_123'.

I've retrieved the matters for client cl_123. You have 2 active cases: 'Estate Planning 2026' (ID: m_456) and 'Corporate Filing'. Would you like the current trust balance for either of these?

Show my firm's connected bank accounts.

Accessing firm metadata... You have 2 connected accounts: 'Business Operating' and 'IOLTA Trust Account'. Both are verified and active for split payments. Shall I check for any pending payouts?

Log in to the Confido Legal (Gravity Legal) portal, navigate to your **Account Settings**, and you will find your API Key and Base URL.

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