Merge Unified's MyCase integration Merge Agent Handler's MyCase MCP server

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MyCase

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Available tools

list_calendar_events

List the firm's calendar events. Filter by updatedafter; each event carries its case ID and start/end. Paginate with pageinfo.nextpagetoken.

get_calendar_event

Get a single calendar event by ID. Use listcalendarevents to find event IDs.

create_calendar_event

Create a calendar event. Call liststaff first: MyCase requires at least one staffid. Optionally tie it to a case (caseid from listcases). Returns the event ID.

update_calendar_event

Update a calendar event. Only supplied fields change; returns the updated event. Use listcalendarevents to find event IDs.

delete_calendar_event

Permanently delete a calendar event. Use listcalendarevents to find event IDs.

list_case_stages

List the firm's case pipeline stages (e.g. Discovery, In Trial). Use this to find valid stageid values before calling createcase or updatecase. Paginate with pageinfo.nextpagetoken.

list_cases

List the firm's cases. Filter by status ('open'/'closed') or updatedafter. Paginate with pageinfo.nextpagetoken. Use listclientcases instead for one client's cases.

get_case

Get a single case by ID. Use list_cases to find case IDs.

create_case

Create a case. Optionally put a client on it (find or create one with listclients/createclient) and set stageid (from listcasestages). The returned case ID is the caseid for createtask, createcalendarevent and createcase_document.

update_case

Update a case: name, number, description, status (e.g. close it), stageid (from listcasestages) or openeddate. Only supplied fields change; returns the updated case. Use list_cases to find case IDs.

delete_case

Permanently delete a case. MyCase refuses to delete an open case: close it first with updatecase status='closed'. Use listcases to find case IDs.

list_client_cases

List all cases for one client. Use listclients to find the client ID. Use listcases instead to browse the whole firm.

create_client_relationship

Add a client to an existing case (e.g. a co-plaintiff), with an optional role. Use listcases for caseid and listclients or createclient for client_id. MyCase has no endpoint to remove a client from a case.

list_clients

List the firm's clients (people). Filter by exact email, firstname or lastname (case-insensitive) or updatedafter. Paginate with pageinfo.nextpagetoken. Use listclientcases for one client's cases.

get_client

Get one client (person) by ID. Use list_clients to find client IDs.

create_client

Create a client (person). Returns the new client's ID, which createcase and createclientrelationship take as clientid.

update_client

Update a client (person). Only supplied fields change; returns the updated client. Use list_clients to find client IDs.

delete_client

Permanently delete a client (person). Use list_clients to find client IDs.

list_companies

List companies (insurers, medical providers, employers, other organizations). Filter by exact name or email (case-insensitive) or updatedafter. Paginate with pageinfo.nextpagetoken.

get_company

Get a single company by ID. Use list_companies to find company IDs.

create_company

Create a company (insurer, medical provider, employer, etc.). Returns its ID.

update_company

Update a company. Only supplied fields change; returns the updated company. Use list_companies to find company IDs.

delete_company

Permanently delete a company. Use list_companies to find company IDs.

list_case_documents

List the documents filed under one case. Use listcases to find case IDs. Paginate with pageinfo.nextpagetoken.

create_case_document

Upload a staged file to a case as a document. Use listcases to find the caseid; pass the staged file_reference. Returns the new document's ID.

get_firm

Get the name and site URL of the firm the connection belongs to. Takes no parameters. To only check whether credentials work, use validate_credential.

list_staff

List the firm's staff (users such as lawyers and paralegals). Call this first to find staffids for createtask and createcalendarevent, which require at least one. Paginate with pageinfo.nextpage_token.

list_tasks

List the firm's tasks. Filter by updatedafter; each task carries its case ID. Paginate with pageinfo.nextpagetoken.

get_task

Get a single task by ID. Use list_tasks to find task IDs.

create_task

Create a task. Call liststaff first: MyCase requires at least one staffid. Optionally tie it to a case (caseid from listcases). Returns the task ID.

update_task

Update a task: name, description, priority, duedate, or completed (true marks it done). Only supplied fields change; returns the updated task. Use listtasks to find task IDs.

delete_task

Permanently delete a task. Use list_tasks to find task IDs.

validate_credential

Check that the MyCase connection works by reading the authorized firm. Use this to confirm setup before calling other tools.

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How to set up Merge Agent Handler

In an mcp.json file, add the configuration below, and restart Cursor.

Learn more in the official documentation ↗

1{
2  "mcpServers": {
3    "agent-handler": {
4      "url": "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
5      "headers": {
6        "Authorization": "Bearer yMt*****"
7      }
8    }
9  }
10}
11

Copy Code

Open your Claude Desktop configuration file and add the server configuration below. You'll also need to restart the application for the changes to take effect.

Make sure Claude is using the Node v20+.

Learn more in the official documentation ↗

1{
2  "mcpServers": {
3    "agent-handler": {
4      "command": "npx",
5      "args": [
6        "-y",
7        "mcp-remote@latest",
8        "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
9        "--header",
10        "Authorization: Bearer ${AUTH_TOKEN}"
11      ],
12      "env": {
13        "AUTH_TOKEN": "yMt*****"
14      }
15    }
16  }
17}

Copy Code

Open your Windsurf MCP configuration file and add the server configuration below.
Click on the refresh button in the top right of the Manage MCP server page or in the top right of the chat box in the box icon.

Learn more in the official documentation ↗

1{
2    "mcpServers": {
3      "agent-handler": {
4        "command": "npx",
5        "args": [
6          "-y",
7          "mcp-remote@latest",
8          "https://ah-api.merge.dev/api/v1/tool-packs/<tool-pack-id>/registered-users/<registered-user-id>/mcp",
9          "--header",
10          "Authorization: Bearer ${AUTH_TOKEN}"
11        ],
12        "env": {
13          "AUTH_TOKEN": "<ah-production-access-key>"
14        }
15      }
16    }
17  }

Copy Code

In Command Palette (Cmd+Shift+P on macOS, Ctrl+Shift+P on Windows), run "MCP: Open User Configuration".

You can then add the configuration below and press "start" right under servers. Enter the auth token when prompted.

Learn more in the official documentation ↗

1{
2  "inputs": [
3    {
4      "type": "promptString",
5      "id": "agent-handler-auth",
6      "description": "Agent Handler AUTH_TOKEN", // "yMt*****" when prompt
7      "password": true
8    }
9  ],
10  "servers": {
11    "agent-handler": {
12      "type": "stdio",
13      "command": "npx",
14      "args": [
15        "-y",
16        "mcp-remote@latest",
17        "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
18        "--header",
19        "Authorization: Bearer ${input:agent-handler-auth}"
20      ]
21    }
22  }
23}