Connect Claude & ChatGPT to PracticePanther

30 tools for PracticePanther

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

• create_accountChanges dataCreate a client account with a `primary_contact` (first name, last name, email, phones), optional `company_name`, address, tags and notes.
• create_eventChanges dataCreate a calendar event with `subject`, `start_date_time`, `end_date_time`, `is_all_day`, optional location, notes, linked matter and attendees.
• create_expenseChanges dataRecord a matter expense with `qty`, `price`, the matter (`matter_ref` {id}), date, description and whether it is billable.
• create_matterChanges dataOpen a new matter with `name` and `status` (usually Open), linked to a client via `account_ref` {id}, plus optional number, open date, rate, statute of limitation date and assigned users.
• create_noteChanges dataAdd a note with a `subject` and `note` text, linked to a matter (`matter_ref` {id}) or account (`account_ref` {id}).
• create_taskChanges dataCreate a task with a `subject`, optional `due_date`, `priority`, `status`, notes, linked matter (`matter_ref` {id}) and `assigned_to_users`.
• create_time_entryChanges dataLog billable time: `date`, `hours`, the matter (`matter_ref` {id}) and who did the work (`billed_by_user_ref` {id}), with a `description`, optional rate and billable flag.
• get_accountGet one client account by `account_id`, with its contacts, address, tags and assigned users.
• get_contactGet one contact by `contact_id`, with emails, phones and linked account.
• get_current_userGet the connected PracticePanther user's own profile (name, email, user ID). Use the ID when billing time or assigning work to yourself.
• get_invoiceGet one invoice by `invoice_id`, with line items, totals and balance.
• get_matterGet one matter by `matter_id`, with client account, status, dates, rate and assigned users.
• list_eventsList calendar events between `date_from` and `date_to`, optionally for a matter, account or user.
• list_expensesList expenses between `date_from` and `date_to`, optionally for a matter, account or expense category.
• list_invoicesList invoices, filtered by `matter_id`, `account_id` or date range.
• list_notesList notes, filtered by matter, account, date range or tag.
• list_paymentsList payments received, filtered by matter, account, date range or `bank_account_type` (Operating, Trust, CreditCard).
• list_tasksList tasks, filtered by `status`, `matter_id`, `account_id`, due date range or assigned user.
• list_time_entriesList time entries between `date_from` and `date_to`, optionally for a matter, account or user.
• list_usersList the firm's users (attorneys and staff) with their IDs, optionally filtered by `email_address`.
• log_callChanges dataLog a phone call with `subject`, `date`, `duration`, `call_direction` (Inbound/Outbound), notes and the linked matter or account.
• search_accountsSearch client accounts (people or companies) by `search_text`, `account_tag` or assigned user. Use this to get an `account_id`.
• search_contactsSearch contacts by `search_text`, `company_name`, `account_id`, tag or `status` (Active, Archived).
• search_filesSearch documents/files by `search_text`, `matter_id` or `account_id`.
• search_mattersSearch matters (cases) by `search_text`, `status` (Open, Pending, Closed, Archived), `account_id`, tag or assigned user. Use this to get a `matter_id`.
• update_accountChanges dataUpdate a client account by `account_id`: contacts, company name, address, tags or notes.
• update_eventChanges dataUpdate a calendar event by `event_id`; `subject`, start/end times and `is_all_day` are always required.
• update_matterChanges dataUpdate a matter by `matter_id`; `name` and `status` are always required (e.g. set status Closed with a `close_date`).
• update_taskChanges dataUpdate a task by `task_id` (e.g. mark `status` Completed or change the due date); `subject` is always required.
• update_time_entryChanges dataUpdate a time entry by `page_id` (the time entry ID); `date`, `hours`, `matter_ref` and `billed_by_user_ref` are always required.

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