LawPracticeZA MCP

LawPracticeZA MCP

MCP server for LawPracticeZA, South African legal practice software, providing tools to manage clients, matters, work-in-progress fees, billing, and accounting via the LawPracticeZA API.

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README

LawPracticeZA MCP

CI

MCP (Model Context Protocol) server for LawPracticeZA, South African legal practice software. It exposes curated tools for clients, matters, WIP fees, billing, and accounting — not a 1:1 dump of every undocumented object/method.

The stdio server registers curated read tools (APP-132), write tools for clients/matters/transfers/WIP (APP-137), and a bootstrap lpza_ping helper. Live LawPracticeZA calls require LPZA_DATABASE, LPZA_LOGIN_CODE, and LPZA_PASSWORD; without them, tools return a configuration error. CI uses fixture-backed mock HTTP only.

Requirements

  • Node.js 20 or later
  • npm

Run

npm install
npx tsx src/index.ts

Or npm start. The server waits on stdin. Logs go to stderr; stdout is the MCP JSON-RPC channel.

Exercise it without a host:

npx @modelcontextprotocol/inspector npx tsx src/index.ts

Environment variables

Variable Required Description
LPZA_DATABASE yes (for live tools) LawPracticeZA firm database name
LPZA_LOGIN_CODE yes (for live tools) API login code
LPZA_PASSWORD yes (for live tools) API password
LPZA_BASE_URL no Defaults to https://lawpracticeza.com/api

Copy .env.example to .env for local values. Never commit credentials.

Cloud Agent / CI secrets

For live verification in Cursor Cloud Agents, add these as environment secrets (not committed files):

Secret name Value
LPZA_DATABASE MS&B Inc firm code / database name
LPZA_LOGIN_CODE Bookkeeper API user login code
LPZA_PASSWORD API password

Once secrets are configured, run:

npm run verify:login

The script calls access.login and access.status and prints only non-sensitive fields (database name, login name). It exits non-zero when credentials are missing or login fails.

MCP tools

Bootstrap

Tool Description
lpza_ping Confirms the stdio process is alive; does not call LawPracticeZA

Session / lookups

Tool LawPracticeZA API Notes
lpza_status access.status Session logged-in state and login identity
lpza_firm_details company.detail/only Firm name, VAT flag, contact details
lpza_list_departments department/list or listforselection Optional for_selection: true
lpza_list_fee_earners salesagent/list Fee earners
lpza_list_posting_codes product/list Posting codes (products)

Clients / matters (read)

Tool LawPracticeZA API Notes
lpza_list_clients customer/list
lpza_get_client customer/detail/{customer_id} Requires customer_id
lpza_list_matters matter/list
lpza_get_matter matter/detail/{matter_id} Optional lookup: "" for raw FK IDs

Accounting reads

Tool LawPracticeZA API Notes
lpza_matter_balances matter.balances/{matter_id} Business, trust, investment balances
lpza_matter_statement matter.statement2/{matter_id} Optional customer_id, startdate, stopdate
lpza_matter_business_entries matter.statement3/{matter_id} Business ledger entries (invoice level)

Clients / matters / WIP (write)

Tool API Notes
lpza_create_client customer.insert Requires customer_name, customer_code, department_id
lpza_create_matter matter.insert Creates a matter under a client
lpza_update_matter matter.detail + matter.update Fetch-merge-full-update (not partial)
lpza_create_transfer matterset.createtransfer Buyer/seller matters for conveyancing
lpza_list_unbilled matterdraftlineitem.childlist WIP draft fees for a matter
lpza_upsert_draft_fee matterdraftlineitem.upsert Caller supplies unitprice / tax / trantotal
lpza_delete_draft_fee matterdraftlineitem.quickdelete Requires confirm: true

Errors

Read tools return JSON with isError: true when credentials are missing (credentials_missing) or LawPracticeZA returns HTTP 403 (LpzaAuthError), 406 (LpzaValidationError), or 500 (LpzaServerError). Write tools refuse without credentials or when confirm: true is missing on destructive actions.

Planned later: billing with confirm gates and lpza_api_call escape hatch.

Development

npm run typecheck
npm test
npm run verify:login   # requires LPZA_* env; see README

CI runs typecheck and tests on push and pull request to main.

HTTP client (src/lpza/)

Module Role
client.ts LpzaClient.call() — form-urlencoded POST to {base}/{object}/{method}/{positional…}
auth.ts access.login, in-memory token, X-token header, access.status()
errors.ts Typed errors for HTTP 200 / 403 / 406 / 500
types.ts Schema types: customer, matter, matterdraftlineitem, product, etc.

Fixture tests in tests/lpza-client.test.ts, tests/read-tools.test.ts, and tests/write-tools.test.ts mock HTTP — no live credentials required.

Limits

  • Without env credentials, read and write tools refuse with a configuration error (no live session).
  • Trust/investment write operations are out of scope unless the official guide documents them. Do not invent them.
  • Do not hardcode VAT at 14% (2017 examples) or 15%. Callers supply amounts.
  • Remote / HTTP MCP hosting is out of scope for v1 (stdio only: Cursor, Claude Desktop).

License

GNU General Public License v3.0 only.

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