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MCP server for Rocketmatter API — full coverage for legal practice management

Project description

rocketmatter-mcp

MCP server for Rocketmatter — full API coverage for legal practice management. Use Rocketmatter from Claude Desktop with natural language.

What you can do

  • Matters — create, update, search, manage billing info, budgets, status, custom fields, court rules
  • Clients & Contacts — full CRUD, search, custom fields, contact data
  • Tasks — create, assign, complete, filter by matter or user
  • Time & Expenses — log billable time and expenses, manage activity types, LEDES codes
  • Timers — start, pause, bill running timers
  • Invoices — generate invoices, record payments, process refunds, manage templates
  • Calendar — appointments linked to matters, availability checks, date range queries
  • Documents — manage document records, folders, versions, download keys, templates
  • Trust Accounting — view trust balances per matter
  • Rates — custom matter rates, tax rates, discounts, surcharges, interest rates
  • Workflow — matter workflow statuses, apply transitions
  • Reports — run and retrieve firm reports
  • Search — global search across all entities
  • Internal Messaging — direct messages, channels
  • Court Rules — apply court rules, calculate deadlines
  • Matter Templates — create matters from templates
  • Recurring Billing — payment plans

Requirements

  • Python 3.10+
  • Claude Desktop (or any MCP-compatible client)
  • Rocketmatter credentials (domain, install path, username, password)

Installation

pip install rocketmatter-mcp

Setup

rocketmatter-mcp-setup

This prompts for your Rocketmatter domain, install path, username and password, then saves credentials to ~/.rocketmatter-mcp/.

Verify:

rocketmatter-mcp-verify

Claude Desktop Configuration

{
  "mcpServers": {
    "rocketmatter": {
      "command": "rocketmatter-mcp"
    }
  }
}

Authentication Notes

Rocketmatter uses a username/password token flow via the GrantToken endpoint — no browser or OAuth redirect required. Tokens are refreshed automatically. Your credentials are stored locally at ~/.rocketmatter-mcp/.env with 600 permissions.

The base URL is constructed from your domain and install path:

{DOMAIN}/{INSTALL}/API_V2

For example: https://app.rocketmatter.com/myfirm123/API_V2

Example usage in Claude

"Search my matters for Smith"

"Log 2 hours on matter 456 for drafting the complaint"

"Get all upcoming calendar events for matter 789"

"Run an invoice for matter 123"

"Show me the trust account balance for matter 456"

"Calculate court deadlines for rule 12 from 2026-06-01"

License

MIT

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