Connect Claude & ChatGPT to PracticePanther

134 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_account_bank_accounts_post_bank_accountChanges dataCreate a new account. Required: id. Search accounts first to avoid duplicates.
• create_boxChanges dataCreate a new box.
• create_categoryChanges dataCreate a new category.
• create_documentChanges dataCreate a new document. Search documents first to avoid duplicates.
• 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_flatfeeChanges dataCreate a new flatfee. Required: date, qty, matter ref, billed by user ref or item ref.
• 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_messageVisible to othersCreate a new message. Required: subject or body text. Has effects visible outside this system.
• create_message_messages_post_messageVisible to othersCreate a new message. Has effects visible outside this system.
• create_noteChanges dataAdd a note with a `subject` and `note` text, linked to a matter (`matter_ref` {id}) or account (`account_ref` {id}).
• create_productChanges dataCreate a new product. Required: rate.
• create_relationshipChanges dataCreate a new relationship. Required: contact ref, matter ref or name.
• 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.
• delete_accountDeletesPermanently delete a account by account id. Destructive action; may require approval.
• delete_accountsMoves moneyPermanently delete a account. Financial or irreversible action; may require approval.
• delete_calllogDeletesPermanently delete a calllog by calllog id. Destructive action; may require approval.
• delete_calllogsMoves moneyPermanently delete a calllog. Financial or irreversible action; may require approval.
• delete_categoriesMoves moneyPermanently delete a category. Financial or irreversible action; may require approval.
• delete_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval.
• delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval.
• delete_documentsMoves moneyPermanently delete a document. Financial or irreversible action; may require approval.
• delete_eventDeletesPermanently delete a event by event id. Destructive action; may require approval.
• delete_eventsMoves moneyPermanently delete a event. Financial or irreversible action; may require approval.
• delete_expenseDeletesPermanently delete a expense by expense id. Destructive action; may require approval.
• delete_expensesMoves moneyPermanently delete a expense. Financial or irreversible action; may require approval.
• delete_flatfeeDeletesPermanently delete a flatfee by flatfee id. Destructive action; may require approval.
• delete_flatfeesMoves moneyPermanently delete a flatfee. Financial or irreversible action; may require approval.
• delete_invoiceDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval.
• delete_invoicesMoves moneyPermanently delete a invoice. Financial or irreversible action; may require approval.
• delete_matterDeletesPermanently delete a matter by matter id. Destructive action; may require approval.
• delete_mattersMoves moneyPermanently delete a matter. Financial or irreversible action; may require approval.
• delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval.
• delete_message_messages_deleteDeletesPermanently delete a message by message id. Destructive action; may require approval.
• delete_message_notes_deleteDeletesPermanently delete a message by message id. Destructive action; may require approval.
• delete_messagesMoves moneyPermanently delete a message. Financial or irreversible action; may require approval.
• delete_messages_messages_deleteMoves moneyPermanently delete a message. Financial or irreversible action; may require approval.
• delete_messages_notes_deleteMoves moneyPermanently delete a message. Financial or irreversible action; may require approval.
• delete_pageDeletesPermanently delete a page by page id. Destructive action; may require approval.
• delete_pagesMoves moneyPermanently delete a page. Financial or irreversible action; may require approval.
• delete_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval.
• delete_paymentsMoves moneyPermanently delete a payment. Financial or irreversible action; may require approval.
• delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval.
• delete_productsMoves moneyPermanently delete a product. Financial or irreversible action; may require approval.
• delete_relationshipDeletesPermanently delete a relationship by relationship id. Destructive action; may require approval.
• delete_relationshipsMoves moneyPermanently delete a relationship. Financial or irreversible action; may require approval.
• delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval.
• delete_tasksMoves moneyPermanently delete a task. Financial or irreversible action; may require approval.
• delete_userDeletesPermanently delete a user by user id. Destructive action; may require approval.
• delete_usersMoves moneyPermanently delete a user. Financial or irreversible action; may require approval.
• get_accountGet one client account by `account_id`, with its contacts, address, tags and assigned users.
• get_account_bank_accounts_get_bank_accountGet one account by account id.
• get_calllogGet one calllog by calllog id.
• get_categoryGet one category by category id.
• 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_customfieldGet one customfield by customfield id.
• get_documentGet one document by document id.
• get_document_files_download_fileGet one document by document id.
• get_eventGet one event by event id.
• get_expenseGet one expense by expense id.
• get_flatfeeGet one flatfee by flatfee id.
• 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.
• get_messageGet one message by message id.
• get_message_messages_get_message_asyncGet one message by message id.
• get_message_notes_get_noteGet one message by message id.
• get_pageGet one page by page id.
• get_paymentGet one payment by payment id.
• get_productGet one product by product id.
• get_relationshipGet one relationship by relationship id.
• get_taskGet one task by task id.
• get_userGet one user by user id.
• list_accountsList accounts. Optional filters: created since or updated since.
• list_accounts_tags_get_tags_for_accountsList accounts.
• list_calllogsList calllogs. Optional filters: assigned to user id, account id, matter id, created since, updated since or date from.
• list_categoriesList categories. Optional filters: created since or updated since.
• list_companiesList companies. Optional filters: created since or updated since.
• list_contactsList contacts. Optional filters: created since or updated since.
• 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_flatfeesList flatfees. Optional filters: account id, matter id, user id, item id, created since or updated since.
• list_invoicesList invoices, filtered by `matter_id`, `account_id` or date range.
• list_mattersList matters. Optional filters: created since or updated since.
• list_matters_tags_get_tags_for_projectsList matters.
• list_messagesList messages. Optional filters: assigned to user id, account id, matter id, created since, updated since or activity tag.
• list_messages_messages_get_messages_asyncList messages.
• 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_productsList products. Optional filters: created since or updated since.
• list_relationshipsList relationships. Optional filters: contact id, matter id, account id, created since or updated since.
• list_tasksList tasks, filtered by `status`, `matter_id`, `account_id`, due date range or assigned user.
• list_tasks_2List tasks.
• 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_account_bank_accounts_put_bank_accountChanges dataUpdate an existing account identified by account id.
• update_accountsVisible to othersUpdate an existing account. Has effects visible outside this system.
• update_accounts_bank_accounts_put_bank_accountVisible to othersUpdate an existing account. Has effects visible outside this system.
• update_calllogChanges dataUpdate an existing calllog identified by calllog id.
• update_calllogsVisible to othersUpdate an existing calllog. Has effects visible outside this system.
• update_categoriesVisible to othersUpdate an existing category. Has effects visible outside this system.
• update_categoryChanges dataUpdate an existing category identified by category id.
• update_documentChanges dataUpdate an existing document identified by document id.
• update_documentsVisible to othersUpdate an existing document. Has effects visible outside this system.
• update_eventChanges dataUpdate a calendar event by `event_id`; `subject`, start/end times and `is_all_day` are always required.
• update_eventsVisible to othersUpdate an existing event. Has effects visible outside this system.
• update_expenseChanges dataUpdate an existing expense identified by expense id.
• update_expensesVisible to othersUpdate an existing expense. Has effects visible outside this system.
• update_flatfeeChanges dataUpdate an existing flatfee identified by flatfee id.
• update_flatfeesVisible to othersUpdate an existing flatfee. Has effects visible outside this system.
• update_matterChanges dataUpdate a matter by `matter_id`; `name` and `status` are always required (e.g. set status Closed with a `close_date`).
• update_mattersVisible to othersUpdate an existing matter. Has effects visible outside this system.
• update_messageChanges dataUpdate an existing message identified by message id.
• update_message_messages_put_messageVisible to othersUpdate an existing message identified by message id. Has effects visible outside this system.
• update_message_notes_put_noteChanges dataUpdate an existing message identified by message id.
• update_messagesVisible to othersUpdate an existing message. Has effects visible outside this system.
• update_messages_messages_put_messageDeletesUpdate an existing message. Destructive action; may require approval.
• update_messages_notes_put_noteVisible to othersUpdate an existing message. Has effects visible outside this system.
• update_pagesVisible to othersUpdate an existing page. Has effects visible outside this system.
• update_productChanges dataUpdate an existing product identified by product id.
• update_productsVisible to othersUpdate an existing product. Has effects visible outside this system.
• update_relationshipChanges dataUpdate an existing relationship identified by relationship id.
• update_relationshipsVisible to othersUpdate an existing relationship. Has effects visible outside this system.
• update_taskChanges dataUpdate a task by `task_id` (e.g. mark `status` Completed or change the due date); `subject` is always required.
• update_tasksVisible to othersUpdate an existing task. Has effects visible outside this system.
• 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.

Questions