Connect Claude & ChatGPT to Confido Legal

26 tools for Confido Legal

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• add_client_contactChanges dataAdd a contact person to a client. Pass `input` with clientId, firstName (required), plus lastName, email, phone, address and isPrimaryContact.
• create_clientChanges dataCreate a client. Pass `input` with clientName (required), plus optional email, phone, firstName, lastName, address, externalId and primaryContact.
• create_matterChanges dataCreate a matter for a client. Pass `input` with name and clientId (required), plus optional externalId, secondaryClientId and metadata.
• create_payment_linkChanges dataCreate a payment link that a client can pay online. Pass `input` with clientId (required), plus matterId, memo, amounts (a list of {amount, bankAccountId}) and options such as partialPaymentAllowed and sendReceipts. The link is not emailed until you use send_payment_request.
• delete_payment_linkDeletesDelete a payment link by its `id` (in `input`) so it can no longer be paid. Cannot be undone.
• get_clientChanges dataGet one client by `id` or `external_id`, with contacts and matters.
• get_firmChanges dataGet the firm's details and settings. `id` is optional.
• get_matterChanges dataGet one matter by `id` or `external_id`.
• get_meChanges dataGet the user and firm linked to this API connection. No inputs needed.
• get_paymentChanges dataGet one payment by `id`, with its transactions.
• get_payment_linkChanges dataGet one payment link by `id` or `external_id`, with amounts, status and payments.
• get_transactionChanges dataGet one transaction by `id`, with amount, status, payer and payment method.
• get_transaction_reportChanges dataGet transaction totals between `start` and `end` (YYYY-MM-DD), grouped by `period` (daily, monthly or yearly). Optionally filter by `bank_account_id`.
• list_bank_accountsChanges dataList the firm's bank accounts (operating and trust). Use their IDs when setting payment link amounts. Optional `search`.
• list_clientsChanges dataList clients. Filter by `client_name`, `email`, `phone`, `first_name`, `last_name`, `external_ids` or dates. Page with `limit` and `offset`.
• list_mattersChanges dataList matters. Filter by `name`, `client_ids`, `external_ids` or dates. Page with `limit` and `offset`.
• list_statementsChanges dataList the firm's monthly statements. Filter by `start_month` and `end_month`. Page with `limit` and `offset`.
• list_transactionsChanges dataList payment transactions. Filter by `client_ids`, `matter_ids`, `payment_link_ids`, `statuses`, `payer_name`, `payer_email` or `created_on`. Page with `limit` and `offset`.
• record_manual_paymentChanges dataRecord a payment received outside Confido (for example a check) against a payment link. Pass `input` with paymentLinkId (required), plus amounts, billingName and billingEmail. No money is charged.
• refund_transactionMoves moneyRefund a transaction in full or in part. Pass `input` with transactionId (required), an optional amount for a partial refund, and sendReceipt. Moves money back to the payer and cannot be undone.
• resend_receiptVisible to othersEmail the receipt for a transaction again. Pass `input` with transactionId and to (required), plus optional cc and bcc. Sends a real email.
• send_payment_requestVisible to othersEmail a payment request to a client. Pass `input` with emails, subject and message (required), plus paymentLinkId, and optional ccEmails and bccEmails. Sends a real email.
• update_clientChanges dataUpdate a client. Pass `input` with the client `id` and the fields to change (clientName, email, phone, address, externalId and so on).
• update_contactChanges dataUpdate a client contact. Pass `input` with the contact `id` and the fields to change.
• update_matterChanges dataUpdate a matter's name, externalId or metadata. Pass `input` with the matter `id`.
• update_payment_linkChanges dataUpdate a payment link's amounts, memo, matter or options. Pass `input` with the link `id`.

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