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Connecting Attorney Share to Your AI Agent (MCP)


The Attorney Share MCP lets you link your AI agent to Attorney Share from Claude, ChatGPT, or any other custom agent. You can search the case marketplace, submit proposals, and manage matched cases without leaving your chat. The same Direct Share capabilities you use today are available as tools your agent can call directly.

What you can do:

Once connected, ask in plain language and your agent handles the rest.

  • Find cases. Ask for the leads you want, such as "I need more California PI clients for my firm." Your agent searches the live marketplace, ranks results by fit and recency, and explains each lead.
  • Submit proposals. Propose on a case at your fee, with a message to the referring firm.
  • Manage matched cases. Mark a client contacted, signed, or unsigned, and report matter-stage progress as the case moves forward.
  • Create referrals. Turn an intake-call transcript into a routed referral automatically.

What you control:

There are 11 tools in total, split into two groups so you control exactly what your agent is allowed to do.


Read-only tools (5): search the marketplace, run lookups, and read your config.

  • get_lookups
  • get_search_config
  • list_decline_reasons
  • search_marketplace
  • validate_connection

Write and delete tools (6): submit proposals and move cases through the lifecycle.

  • submit_proposal
  • mark_client_contacted
  • mark_signed
  • mark_unsigned
  • update_case_status
  • post_referral_from_transcript

You set tool permissions when you connect, so you can grant read-only access only, or enable write actions as well.

How to connect:

  1. Find your Direct Share API token. In the Attorney Share application, go to Firm Settings > Direct Share and copy your token.
  2. Add the custom connector. Open Claude, add a custom connector, and use this MCP link: https://intake.attorneyshare.com/api/mcp/mcp
  3. Authenticate. When you click Connect, paste your Direct Share API token and submit.

Your agent is now linked to Attorney Share and ready to use.

Tips:

  • Keep your Direct Share API token private. Treat it like a password and do not share it.
  • Start with read-only tools if you want to test searches before enabling proposals and case updates.
  • You can review and change tool permissions at any time from your connector settings.
Troubleshooting:
  • Connection fails after pasting the token. Confirm you copied the full token from Firm Settings > Direct Share, with no extra spaces.
  • No cases appear in a search. Try broadening your request, for example by widening the jurisdiction or practice area.
  • An action is blocked. Check your tool permissions. Write and delete actions are off unless you have enabled them.

Need more help? Contact suport@attorneyshare.com.