Integration · CRM & sales
Connect Claude & ChatGPT to Docketwise
Ask your AI about the immigration matters, clients and invoices in your Docketwise firm. It can list contacts, matters, invoices with their line items, documents and users, and read the matter types and statuses your firm uses. Every tool is read-only, so the AI looks things up and does not change your data.
Free plan, no credit card. Takes about a minute.
Try asking
“List our immigration matters.”
The AI lists the matters (cases) in your firm.
“Is Maria Lopez in Docketwise as a contact?”
It lists the contacts in your firm and finds the matching client.
“What are the line items on invoice 1042?”
It lists the charges on the invoice.
What your AI can do
Contacts and matters
List contacts and immigration matters, and read the matter types and statuses your firm uses.
Invoices
List invoices and the charges (line items) on each invoice.
Documents and users
List the documents stored in your firm, the firm's users and the countries Docketwise knows.
“Which matter types and statuses do we use?”
It lists the matter types and matter statuses set up in your firm.
“Which invoices do we have in Docketwise?”
It lists the invoices in your firm.
“Who are the users in our firm?”
It lists the users in your Docketwise firm.
9 tools for Docketwise
These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.
list_contactsList contacts (clients and other people) in your Docketwise firm.list_countriesList the countries Docketwise knows, with their IDs.list_documentsList documents stored in your firm.list_invoice_chargesList the charges (line items) on an invoice by `invoice_id`.list_invoicesList invoices in your firm.list_matter_statusesList the matter statuses used in your firm.list_matter_typesList the matter types used in your firm.list_mattersList immigration matters (cases) in your firm.list_usersList the users in your firm.
Set up in three steps
- 1
Pick the app
Create a free PipMCP account and choose Docketwise from the app list.
- 2
Paste your key
Docketwise uses OAuth. Email [email protected] with the subject "API integration" and ask for OAuth credentials for your firm, giving the redirect URI https://pipmcp.com/oauth/callback. Docketwise replies with a Client ID and Client secret. Paste them into PipMCP and sign in to Docketwise once to approve access.
- 3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
- Click your name, then Settings › Connectors › Add custom connector.
- Paste your link as the Remote MCP server URL.
- Switch it on from the + menu in a chat.
Questions
What can the AI do in Docketwise?
The AI can list contacts, matters, invoices, invoice charges, documents, users, countries, matter types and matter statuses in your firm. All tools are read-only, so it cannot create, change or delete anything in Docketwise.
Does the AI see my Docketwise credentials?
No. Your Docketwise credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.
Can I control what the AI is allowed to do?
Yes. You choose which tools are switched on, for example matters and contacts without invoices. All Docketwise tools only read data. Every tool call is logged.
Does it work with ChatGPT?
Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.
What does it cost?
Docketwise connects with OAuth, and OAuth connections need the PipMCP Pro plan or above. PipMCP also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Docketwise account.
How do I get Docketwise API access?
Email [email protected] with the subject "API integration" and ask for OAuth credentials for your firm. Give them the redirect URI https://pipmcp.com/oauth/callback. When they send you a Client ID and Client secret, paste both into PipMCP and sign in to Docketwise to approve access.
Related integrations
Let your AI work in Docketwise today.
Start free. Your key stays encrypted, and you decide what the AI may do.
Connect Docketwise freePipMCP is not affiliated with Docketwise. Product names are trademarks of their owners.