Integration · CRM & sales

Connect Claude & ChatGPT to Smokeball

Ask your AI what is open on a matter, to record half an hour of time or to give a colleague a task. It can search matters, leads and contacts in Smokeball, create and update matters, tasks and calendar events, record fees, time and expenses, add memos, read invoices and files and message clients through the client portal.

Connect Smokeball free

Free plan, no credit card. Takes about a minute.

Try asking

“What is the status of the Johnson matter, and who works on it?”
The AI searches for the matter and reads it with clients, matter type, status and staff.
“Record 30 minutes on the Johnson matter for reviewing the lease.”
It records a fee entry on the matter with subject, date and duration, billable if you want.
“Give Sarah a task to file the response on the Johnson matter by Friday.”
It looks up the staff IDs and creates the task on the matter with Sarah as assignee and a due date.

What your AI can do

Matters and leads

Search and read matters, leads, matter types and roles, create matters or leads and update them.

Time, fees and expenses

Record fee and time entries and expenses on a matter, list them, and read the matter's invoices.

Tasks, calendar and clients

Create and list tasks and calendar events, add memos, find files and contacts, and message clients through the portal.

“Which invoices are on the Patel matter?”
It lists the invoices on the matter and can open any one of them.
“Find the signed engagement letter on the Johnson matter.”
It searches the files on the matter and returns the details of the match.
“Tell the client on the Johnson matter that the documents are ready.”
It sends the message through the matter's client portal, and the client is notified.

28 tools for Smokeball

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

create_eventChanges dataCreate a calendar event with `subject`, `start_time`, `end_time`, optional `matter_id`, `location`, `attendees` and `description`.
create_matterChanges dataCreate a matter or lead with `matter_type_id`, `client_ids`, `client_role`, `description`, `status` and staff IDs. Set `is_lead` true to create a lead.
create_matter_expenseChanges dataRecord an expense on a matter (`matter_id`) with `subject`, `expense_date`, `quantity`, `price` and optional `is_billable`.
create_matter_feeChanges dataRecord a fee or time entry on a matter (`matter_id`) with `subject`, `fee_date`, and optional `duration`, `rate`, `staff_id` and `is_billable`.
create_matter_memoChanges dataAdd a memo to a matter by `matter_id` with `title` and `text`.
create_taskChanges dataCreate a task with `subject`, `staff_id` (the creator), optional `matter_id`, `assignee_ids`, `due_date` and `note`.
delete_taskDeletesDelete a task by `task_id`. This cannot be undone.
get_contactGet one contact by `contact_id`, including name, email, phone and address.
get_eventGet one calendar event by `event_id`.
get_matterGet one matter by `matter_id`, including clients, type, status and staff.
get_matter_fileGet details of one file on a matter by `matter_id` and `document_id`.
get_matter_invoiceGet one invoice on a matter by `matter_id` and `invoice_id`.
get_taskGet one task by `task_id`.
list_eventsList calendar events between `from` and `to`, optionally for one `matter_id`.
list_matter_expensesList expenses on a matter by `matter_id`.
list_matter_feesList fee and time entries on a matter by `matter_id`.
list_matter_filesList or search the files on a matter by `matter_id`, with optional `search` terms.
list_matter_invoicesList invoices on a matter by `matter_id`.
list_matter_memosList the memos (notes) on a matter by `matter_id`.
list_matter_rolesList the roles on a matter (client, other side and more) and the contacts in them, by `matter_id`.
list_matter_typesList matter types by `name`, `category` or `location`. Use to find the `matter_type_id` for a new matter.
list_staffList staff members in the firm. Use to find staff IDs for tasks, fees and matters.
list_tasksList tasks, optionally for one `matter_id` or by `is_completed`, with `limit` and `offset`.
search_contactsSearch contacts with `search` terms (email, phone or name), with `limit` and `offset`.
search_mattersSearch matters by `search` text, `status`, `contact_id`, `matter_type_id` or `is_lead` (true for leads), with `limit` and `offset`.
send_client_portal_messageVisible to othersSend a message (`message`) to a client through the matter's client portal by `matter_id`, optionally to one `contact_id`. The client is notified.
update_eventChanges dataUpdate a calendar event by `event_id`: subject, times, location, attendees or description.
update_matterChanges dataUpdate a matter by `matter_id`: description, status, clients, staff or lead details. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Smokeball from the app list.
2
Paste your key
Paste four values: your Smokeball region domain (com for the US, com.au for Australia or co.uk for the UK), a Client ID, a Client secret and an API key. Ask your Smokeball account manager to enable API access for your firm. Then sign in to the Smokeball Developer Console (console.smokeball.com), pick your region, click New App, choose Private App with the Client Credentials grant and tick the scopes you need. Copy the Client ID, Client secret and API key from the app details. PipMCP exchanges these for short-lived access automatically.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Smokeball?

It can search and read matters, leads, contacts, staff, matter types, matter roles, tasks, calendar events, memos, fees, expenses, invoices and files on a matter. It can create matters and leads, tasks, events, memos, fees and expenses, update matters and events, delete tasks and send messages through the client portal.

Does the AI see my Smokeball credentials?

No. Your Smokeball 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, so you can start read-only. Sending a client portal message reaches your client and can require your approval before it runs, and so can deleting a task, which cannot be undone. 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?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Smokeball account.

Why do I need Smokeball to enable API access?

Smokeball switches on API access per firm, so ask your account manager first. After that you create a private app with the Client Credentials grant in the Smokeball Developer Console and tick the scopes you need. Those scopes decide what the AI can reach.