mcp law office db

A Model Context Protocol (MCP) server implementation for law office database management, specializing in client records, case filing, time tracking, and invoice management.

Overview

This server provides a specialized database interface for law firms to: - Manage client and matter records - Track case file entries (documents, communications, notes) - Log billable time with evidentiary links to case activities - Create and validate client invoices - Enforce business rules for proper legal billing

Features

Core Database Operations

• Standard SQL operations (SELECT, INSERT, UPDATE, DELETE)
• Table management and schema information
• Multi-statement transactions and batch operations via execute_script tool

Specialized Legal Tools

• record_case_entry: Add documentation to case files
• record_billable_time: Log time with proper substantiation
• get_unbilled_time: Track unbilled work by client or matter
• create_invoice: Generate new client invoices
• add_billing_to_invoice: Associate time entries with invoices
• check_invoice_validity: Validate invoices for billing conflicts
• submit_invoice: Finalize invoices for client submission

Database Schema

• Client and matter management
• Case file documentation system
• Comprehensive billing and invoice workflow
• Automatic timestamp management
• Conflict detection for overlapping time entries

Installation

Prerequisites

• Python 3.10 or higher (Python 3.11+ recommended). Check with python3.11 --version (or similar). If needed, install using your system's package manager (e.g., brew install [email protected] on macOS).
• uv: A fast Python package installer. Install from astral.sh (curl -LsSf https://astral.sh/uv/install.sh | sh).
• SQLite3 (usually pre-installed on macOS/Linux).
• Git (for cloning).

Setup Instructions

1. Clone the repository:

   git clone <repository_url> # Replace with your repo URL
   cd mcp-law-office-db # Or your repository directory name

2. Create and activate a virtual environment (using your Python 3.10+ interpreter):

   # Replace python3.11 with your specific version (e.g., python3.10)
   python3.11 -m venv .venv
   source .venv/bin/activate

   (You should see (.venv) at the start of your terminal prompt)

3. Upgrade pip (optional but recommended):

   python3 -m pip install --upgrade pip

4. Install dependencies using uv: (This installs mcp and its extras, plus pydantic)

   uv pip install "mcp[cli]" "pydantic>=2.0.0"

5. Install the project package in editable mode:

   pip install -e .

6. Initialize the database: (This script sets up the SQLite schema)

   python setup_law_office.py

   (Follow prompts to optionally add sample data)

Usage

Starting the Server Manually (for testing)

Ensure your virtual environment is active (source .venv/bin/activate) and run: ```bash python run_server.py --db-path ./database/law_office.db ````

Claude Desktop Integration (Recommended)

1. Find your claude_desktop_config.json file.

   • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
   • Windows: %APPDATA%Claudeclaude_desktop_config.json
   • Linux: ~/.config/Claude/claude_desktop_config.json

2. Add or modify the mcpServers entry for this server. Replace <absolute_path_to_repo> with the full path to where you cloned the repository (e.g., /Users/andrewsirulnik/claude_mcp_servers/mcp-law-office-db).

   json { "mcpServers": { "law-office_db": { "command": "<absolute_path_to_repo>/.venv/bin/python3", "args": [ "<absolute_path_to_repo>/run_server.py", "--db-path", "<absolute_path_to_repo>/database/law_office.db" ], "cwd": "<absolute_path_to_repo>" } // Add other servers here if needed } // Other Claude Desktop settings... }

3. Save the configuration file.

4. Restart Claude Desktop. The server should now be available in the MCP integration menu.