MCP For Claude Marketplace
Evolio

Evolio MCP Connector for Claude

A+

Transform your coaching practice with client tracking, session management, and progress analytics that help people grow.

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

Connect your Evolio account to any AI agent and manage your law firm operations through natural conversation.

What you can do

  • Case Management — Create, update, list, and inspect cases with status, assigned attorneys, deadlines, and milestones
  • Status Filtering — Filter cases by status (active, pending, closed, archived) to focus on what needs attention
  • Task Tracking — Create tasks linked to cases, list all tasks with due dates and assignees, and inspect individual task details
  • Client Profiles — Browse all clients with contact information and associated case counts, and inspect full client profiles
  • Document Access — List all documents uploaded per client or per case for easy reference during consultations

How it works

  1. Subscribe to this server
  2. Enter your Evolio API Key from your administration settings
  3. Start managing your cases from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Attorneys — check case status, review deadlines, and create tasks without switching to the Evolio dashboard
  • Paralegals — access client documents and case files during research through conversational AI
  • Law Firm Administrators — monitor caseloads, track pending tasks, and manage client profiles
case-trackinglaw-firm-operationstask-managementclient-profilesdata-registrylegal-tech

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

check_evolio_status

Verify connectivity

create_case

Create a case

create_task

Create a task

get_case

Get case details

get_client

Get client details

update_case

Update a case

get_task

Get task details

list_cases_by_status

List cases by status

list_case_files

List case files

list_cases

List cases

list_client_files

List client files

list_clients

List clients

list_tasks_by_case

List tasks by case

list_tasks

List all tasks

See how to talk to your AI agent using Evolio.

Show all active cases and the pending tasks for the one with the nearest deadline.

Found 12 active cases. The nearest deadline is case 'Silva Immigration Petition' (case_4012, attorney: Dr. Kovář). Deadline: May 2, 2025 (6 days remaining). This case has 4 pending tasks: 1) 'Submit I-140 form' (due May 1, assigned: Jana). 2) 'Gather supporting documents' (due Apr 30, assigned: Tomáš). 3) 'Client interview prep' (due Apr 29, assigned: Dr. Kovář). 4) 'Translation verification' (due May 2, assigned: External). Would you like to create a new task or update the case status?

List all documents for client Maria Santos and the files attached to her residence permit case.

Client 'Maria Santos' (client_891) has 8 uploaded documents: passport scan, birth certificate (translated), employment contract, bank statements (3 months), university diploma, criminal record clearance, health insurance card, and photo ID. Her residence permit case (case_3987) has 5 linked files: application form (PDF), cover letter (DOCX), evidence bundle (PDF, 42 pages), embassy correspondence (PDF), and fee payment receipt. Would you like to review the case details or check task progress?

Create a new family law case for client Jan Novák and add a task to file the initial petition by next Friday.

Case created! ID: case_4028, Client: Jan Novák (client_234), Type: Family Law, Status: active, Assigned attorney: Dr. Procházková. Task created! ID: task_8901, Title: 'File initial petition', Due: May 2, 2025 (Friday), Assigned: Dr. Procházková, Linked case: case_4028. The case now appears in the active cases list. Would you like to add more tasks or upload documents?

Yes! The `create_case` action accepts a JSON payload with client, case type, and initial status. The `create_task` action creates tasks linked to specific cases with description, due date, and assignee. Use `update_case` to modify case status, notes, or attorney assignments as the case progresses.

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