Integration · Payments
Connect Claude & ChatGPT to Confido Legal
Ask your AI which payments came in this week, or to create a payment link for a client's retainer and email it. It can create and update clients, contacts and matters, manage payment links, list transactions and statements, record payments received outside Confido and issue refunds. Billing questions for your firm get answered without opening the dashboard.
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Try asking
“Which payments came in on the Hansen matter this month?”
The AI finds the matter and lists its transactions with amount, status and payer.
“Create a payment link for a $2,500 retainer for Acme Corp, paid into our trust account.”
It looks up the client and your bank accounts and creates a payment link with the amount going to the trust account. Nothing is emailed yet.
“Email that payment link to the client with a short note.”
It sends a payment request email with your subject, message and the link to pay.
What your AI can do
Clients and matters
Search, create and update clients, contacts and matters, including external IDs.
Payment links and requests
Create, update and delete payment links, split amounts across operating and trust accounts, and email payment requests to clients.
Transactions and reporting
List and read transactions and payments, pull daily, monthly or yearly reports, list statements, resend receipts and issue refunds.
“Add a new client, Nordic Foods Inc., and open a matter for their lease review.”
It creates the client and then a matter linked to it.
“Record the $800 check we got from Jane Miller against her open payment link.”
It records a manual payment on the payment link. No money is charged.
“What were our monthly totals for the first quarter?”
It pulls a transaction report for the period, grouped by month.
137 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.archive_stored_payment_methodVisible to othersDeactivate a stored payment method. Has effects visible outside this system. API summary: Mutation deactivateStoredPaymentMethod.cancel_paymentDeletesVoid a payment. Destructive action; may require approval. API summary: Mutation voidTransaction.cancel_payment_voidMoves moneyVoid a payment. Financial or irreversible action; may require approval. API summary: Mutation voidOrRefundTransaction.cancel_request_getDeletesVoid a request get. Destructive action; may require approval. API summary: Query voidRequestGet.cancel_subscriptionDeletesCancel a subscription. Destructive action; may require approval. API summary: Mutation cancelSubscription.create_addressChanges dataCreate a new address. Required: input. API summary: Mutation addAddress.create_aggregate_payment_linkChanges dataCreate a new aggregate payment link. Required: id. API summary: Query aggregatePaymentLink.create_aggregate_payment_link_addChanges dataCreate a new aggregate payment link. Required: input. API summary: Mutation addAggregatePaymentLink.create_bank_account_getChanges dataCreate a new bank account get. Required: id. API summary: Query bankAccountGet.create_clientChanges dataCreate a client. Pass `input` with clientName (required), plus optional email, phone, firstName, lastName, address, externalId and primaryContact.create_client_from_quick_books_referenceChanges dataCreate a new client from quick books reference. Required: qb realm id or qb customer ref. API summary: Query clientFromQuickBooksReference.create_company_createChanges dataCreate a new company. API summary: Mutation createFirm.create_company_sandbox_only_activate_firmChanges dataCreate a new company. API summary: This mutation is for use in development only. It simulates the Firm being successfully onboarded.create_disbursement_approveChanges dataCreate a new disbursement approve. Required: id. API summary: Mutation disbursementApprove.create_disbursement_createChanges dataCreate a new disbursement create. Required: input. API summary: Mutation disbursementCreate.create_disbursement_deleteChanges dataCreate a new disbursement delete. Required: id. API summary: Mutation disbursementDelete.create_disbursement_events_getChanges dataCreate a new disbursement events get. Required: id. API summary: Query disbursementEventsGet.create_disbursement_getChanges dataCreate a new disbursement get. Required: id. API summary: Query disbursementGet.create_disbursement_initiate_txn_to_sdmChanges dataCreate a new disbursement initiate txn to sdm. Required: input. API summary: Mutation disbursementInitiateTxnToSdm.create_disbursement_return_to_draftChanges dataCreate a new disbursement return to draft. Required: id. API summary: Mutation disbursementReturnToDraft.create_disbursement_unapproveChanges dataCreate a new disbursement unapprove. Required: id. API summary: Mutation disbursementUnapprove.create_disbursement_updateChanges dataCreate a new disbursement update. Required: input. API summary: Mutation disbursementUpdate.create_disbursement_voidChanges dataCreate a new disbursement void. Required: id. API summary: Mutation disbursementVoid.create_disbursements_create_bulkVisible to othersCreate a new disbursements create bulk. Required: create inputs. Has effects visible outside this system. API summary: Mutation disbursementsCreateBulk.create_disbursements_listChanges dataCreate a new disbursements list. API summary: Query disbursementsList.create_disconnect_from_partnerChanges dataCreate a new disconnect from partner. API summary: Mutation disconnectFromPartner.create_document_acceptChanges dataCreate a new document accept. Required: input. API summary: Record acceptance of a document; creates an audit accept event.create_documents_listChanges dataCreate a new documents list. API summary: List firm documents.create_exchange_code_for_firm_api_tokenDeletesCreate a new exchange code for firm api token. Required: code. Destructive action; may require approval. API summary: Mutation exchangeCodeForFirmApiToken.create_firm_api_tokenDeletesCreate a new firm api token. Destructive action; may require approval. API summary: Mutation createFirmApiToken.create_firm_api_token_createDeletesCreate a new firm api token create. Required: input. Destructive action; may require approval. API summary: Mutation firmApiTokenCreate.create_firm_api_token_deleteDeletesCreate a new firm api token delete. Required: firm api token id. Destructive action; may require approval. API summary: Mutation firmApiTokenDelete.create_firm_api_token_exchange_codeDeletesCreate a new firm api token exchange code. Required: input. Destructive action; may require approval. API summary: Mutation firmApiTokenExchangeCode.create_firm_api_token_listDeletesCreate a new firm api token list. Destructive action; may require approval. API summary: Query firmApiTokenList.create_firm_api_token_updateDeletesCreate a new firm api token update. Required: input. Destructive action; may require approval. API summary: Mutation firmApiTokenUpdate.create_firm_branding_header_img_upload_urlChanges dataCreate a new firm branding header img upload url. Required: filename or content type. API summary: Query firmBrandingHeaderImgUploadUrl.create_firm_branding_updateChanges dataCreate a new firm branding update. Required: input. API summary: Mutation firmBrandingUpdate.create_firm_disbursement_settings_getChanges dataCreate a new firm disbursement settings get. API summary: Query firmDisbursementSettingsGet.create_firm_sign_up_linkChanges dataCreate a new firm sign up link. API summary: Mutation createFirmSignUpLink.create_firm_updateChanges dataCreate a new firm update. Required: input. API summary: Mutation firmUpdate.create_firms_listChanges dataCreate a new firms list. API summary: Request a list of firms. Only valid for partner tokens. The maximum limit is 1,000.create_matterChanges dataCreate a matter for a client. Pass `input` with name and clientId (required), plus optional externalId, secondaryClientId and metadata.create_matter_addChanges dataCreate a new matter. Required: input. API summary: Mutation addMatter.create_messageVisible to othersCreate a new message. Required: input. Has effects visible outside this system. API summary: Mutation storedDisbursementMethodLinkSendEmail.create_nodeChanges dataCreate a new node. API summary: Query node.create_onboarding_tokenDeletesCreate a new onboarding token. Destructive action; may require approval. API summary: Mutation createOnboardingToken.create_partnerChanges dataCreate a new partner. API summary: Query partner.create_payment_initiate_spm_paymentChanges dataCreate a new payment. Required: input. API summary: Mutation initiateSPMPayment.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.create_payment_run_paymentChanges dataCreate a new payment. Required: input. API summary: Mutation runPayment.create_payment_session_completeChanges dataCreate a new payment session complete. Required: input. API summary: Mutation paymentSessionComplete.create_payment_session_createChanges dataCreate a new payment session create. Required: input. API summary: Mutation paymentSessionCreate.create_payment_settings_updateChanges dataCreate a new payment settings update. Required: input. API summary: Mutation paymentSettingsUpdate.create_payment_tokenDeletesCreate a new payment token. Destructive action; may require approval. API summary: Mutation createPaymentToken.create_reactivate_stored_payment_methodChanges dataCreate a new reactivate stored payment method. Required: input. API summary: Mutation reactivateStoredPaymentMethod.create_refundMoves moneyCreate a new refund. Required: input. Financial or irreversible action; may require approval. API summary: To enable, contact Confido Legal support. Issuing refunds without a linked transaction has additional underwriting requirements.create_refund_transaction_void_or_refundMoves moneyCreate a new refund. Required: input. Financial or irreversible action; may require approval. API summary: Mutation transactionVoidOrRefund.create_sandbox_only_create_mock_statementChanges dataCreate a new sandbox only create mock statement. Required: input. API summary: This mutation is for use in development only. It creates a statement with random values for the firm on the specified month.create_sandbox_only_disbursement_expireChanges dataCreate a new sandbox only disbursement expire. Required: input. API summary: Mutation sandboxOnlyDisbursementExpire.create_sandbox_only_fill_onboarding_dataChanges dataCreate a new sandbox only fill onboarding data. API summary: This mutation is for use in development only. It fills the Firm's onboarding form with mock data.create_sandbox_only_firm_surcharging_updateChanges dataCreate a new sandbox only firm surcharging update. Required: input. API summary: Mutation sandboxOnlyFirmSurchargingUpdate.create_sandbox_only_move_transaction_to_depositedChanges dataCreate a new sandbox only move transaction to deposited. Required: input. API summary: Mutation sandboxOnlyMoveTransactionToDeposited.create_sandbox_only_move_transaction_to_funds_in_transitChanges dataCreate a new sandbox only move transaction to funds in transit. Required: input. API summary: Mutation sandboxOnlyMoveTransactionToFundsInTransit.create_sandbox_only_send_firm_to_reviewVisible to othersCreate a new sandbox only send firm to review. Has effects visible outside this system. API summary: This mutation is for use in development only. It simulates the firm application being under review.create_sandbox_only_submit_onboarding_dataVisible to othersCreate a new sandbox only submit onboarding data. Has effects visible outside this system. API summary: This mutation is for use in development only. It fills the Firm's onboarding form with mock data and submits it.create_sandbox_only_trigger_ach_returnChanges dataCreate a new sandbox only trigger ach return. Required: input. API summary: Mutation sandboxOnlyTriggerAchReturn.create_sandbox_only_trigger_chargebackMoves moneyCreate a new sandbox only trigger chargeback. Required: input. Financial or irreversible action; may require approval. API summary: Mutation sandboxOnlyTriggerChargeback.create_sandbox_only_trigger_chargeback_reversalMoves moneyCreate a new sandbox only trigger chargeback reversal. Required: input. Financial or irreversible action; may require approval. API summary: Mutation sandboxOnlyTriggerChargebackReversal.create_sandbox_only_trigger_prearbitration_lostChanges dataCreate a new sandbox only trigger prearbitration lost. Required: input. API summary: Mutation sandboxOnlyTriggerPrearbitrationLost.create_sandbox_only_update_mock_statementChanges dataCreate a new sandbox only update mock statement. Required: input. API summary: This mutation is for use in development only. It updates a statement with new random values to trigger an update statement webhook.create_save_payment_method_tokenDeletesCreate a new save payment method token. Destructive action; may require approval. API summary: Mutation createSavePaymentMethodToken.create_stored_disbursement_method_archiveChanges dataCreate a new stored disbursement method archive. Required: id. API summary: Mutation storedDisbursementMethodArchive.create_stored_disbursement_method_createChanges dataCreate a new stored disbursement method create. Required: input. API summary: Mutation storedDisbursementMethodCreate.create_stored_disbursement_method_deleteChanges dataCreate a new stored disbursement method delete. Required: id. API summary: Mutation storedDisbursementMethodDelete.create_stored_disbursement_method_link_createChanges dataCreate a new stored disbursement method link create. Required: input. API summary: Mutation storedDisbursementMethodLinkCreate.create_stored_disbursement_method_link_deleteChanges dataCreate a new stored disbursement method link delete. Required: id. API summary: Mutation storedDisbursementMethodLinkDelete.create_stored_disbursement_method_links_listChanges dataCreate a new stored disbursement method links list. API summary: Query storedDisbursementMethodLinksList.create_stored_disbursement_method_token_createDeletesCreate a new stored disbursement method token create. Destructive action; may require approval. API summary: Mutation storedDisbursementMethodTokenCreate.create_stored_disbursement_method_unarchiveChanges dataCreate a new stored disbursement method unarchive. Required: id. API summary: Mutation storedDisbursementMethodUnarchive.create_stored_disbursement_method_updateChanges dataCreate a new stored disbursement method update. Required: input. API summary: Mutation storedDisbursementMethodUpdate.create_stored_disbursement_methods_listChanges dataCreate a new stored disbursement methods list. API summary: Query storedDisbursementMethodsList.create_stored_payment_methodChanges dataCreate a new stored payment method. Required: id. API summary: Query storedPaymentMethod.create_stored_payment_method_refund_v2Moves moneyCreate a new stored payment method refund v2. Required: input. Financial or irreversible action; may require approval. API summary: To enable, contact Confido Legal support. Issuing refunds without a linked transaction has additional underwriting requirements.create_stored_payment_method_urlChanges dataCreate a new stored payment method url. Required: client id. API summary: Query storedPaymentMethodUrl.create_subscriptionChanges dataCreate a new subscription. Required: id. API summary: Query subscription.create_subscription_addChanges dataCreate a new subscription. Required: input. API summary: Mutation addSubscription.create_transaction_voidChanges dataCreate a new transaction void. Required: input. API summary: Mutation transactionVoid.create_transaction_void_detailChanges dataCreate a new transaction void detail. Required: transaction id. API summary: Query transactionVoidDetails.create_userVisible to othersCreate a new user. Required: input. Has effects visible outside this system. API summary: Mutation inviteUser.create_vendor_archiveChanges dataCreate a new vendor archive. Required: id. API summary: Mutation vendorArchive.create_vendor_createChanges dataCreate a new vendor create. Required: input. API summary: Mutation vendorCreate.create_vendor_deleteChanges dataCreate a new vendor delete. Required: id. API summary: Mutation vendorDelete.create_vendor_getChanges dataCreate a new vendor get. Required: id. API summary: Query vendorGet.create_vendor_updateChanges dataCreate a new vendor update. Required: input. API summary: Mutation vendorUpdate.create_vendors_listChanges dataCreate a new vendors list. API summary: Query vendorsList.create_webhook_event_resendDeletesCreate a new webhook event resend. Required: input. Destructive action; may require approval. API summary: Mutation webhookEventResend.create_webhook_events_listDeletesCreate a new webhook events list. Required: webhook url id. Destructive action; may require approval. API summary: Query webhookEventsList.create_webhook_url_createDeletesCreate a new webhook url create. Required: input. Destructive action; may require approval. API summary: Mutation webhookUrlCreate.create_webhook_url_deleteDeletesCreate a new webhook url delete. Required: id. Destructive action; may require approval. API summary: Mutation webhookUrlDelete.create_webhook_url_updateDeletesCreate a new webhook url update. Required: input. Destructive action; may require approval. API summary: Mutation webhookUrlUpdate.create_webhook_urls_listDeletesCreate a new webhook urls list. Destructive action; may require approval. API summary: Query webhookUrlsList.delete_addressesDeletesPermanently delete a address. Destructive action; may require approval. API summary: Mutation removeAddress.delete_contactsDeletesPermanently delete a contact. Destructive action; may require approval. API summary: Mutation removeContact.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`.pay_request_listMoves moneyPay a request list. Financial or irreversible action; may require approval. API summary: Query payRequestList.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_paymentMoves moneyRefund a payment. Financial or irreversible action; may require approval. API summary: Mutation refundTransaction.refund_request_getMoves moneyRefund a request get. Financial or irreversible action; may require approval. API summary: Query refundRequestGet.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.submit_messageVisible to othersResend a message. Has effects visible outside this system. API summary: Mutation resendUserInviteEmail.submit_save_payment_methodVisible to othersComplete a save payment method. Has effects visible outside this system. API summary: Mutation completeSavePaymentMethod.update_accountsChanges dataUpdate an existing account. API summary: Mutation updateBankAccount.update_addressesChanges dataUpdate an existing address. API summary: Mutation updateAddress.update_aggregate_payment_linksChanges dataUpdate an existing aggregate payment link. API summary: Mutation updateAggregatePaymentLink.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_mattersChanges dataUpdate an existing matter. API summary: Mutation updateMatter.update_payment_linkChanges dataUpdate a payment link's amounts, memo, matter or options. Pass `input` with the link `id`.update_stored_payment_methodsChanges dataUpdate an existing stored payment method. API summary: Mutation updateStoredPaymentMethod.update_subscriptionsChanges dataUpdate an existing subscription. API summary: Mutation updateSubscription.
Set up in three steps
- 1
Pick the app
Create a free HeyMyApps account and choose Confido Legal from the app list.
- 2
Paste your key
Paste a Confido Legal firm API token. A firm Admin creates it in Confido Legal under Settings > API Tokens > Create Firm API Token: enter a nickname and click Create. Copy the token right away, because it is shown only once.
- 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 Confido Legal?
It can read your firm, clients, matters, bank accounts, payment links, payments, transactions, transaction reports and statements. It can create and update clients, contacts, matters and payment links, email payment requests, record payments received outside Confido and resend receipts. It can also delete payment links and refund transactions if you switch those tools on.
Does the AI see my Confido Legal API token?
No. Your Confido Legal API token is encrypted at rest and never shown to the AI. After you save it, it is 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. Refunds move money back to the payer and cannot be undone, deleting a payment link cannot be undone, and payment requests and receipts send real emails. These actions can require your approval before they run. 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 HeyMyApps 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?
HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Confido Legal account.
Can I limit what the Confido Legal token can do?
Firm API tokens in Confido Legal are not scoped and do not expire, so the token itself gives access to the whole firm. The limits are set in HeyMyApps: switch on only the tools you want the AI to use, and require approval for refunds and emails.
Let your AI work in Confido Legal today.
Start free. Your key stays encrypted, and you decide what the AI may do.
Connect Confido Legal freeHeyMyApps is not affiliated with Confido Legal. Product names are trademarks of their owners.