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Use Agee with your AI assistant

Agee MCP connects your firm's Agee workspace to Anthropic's Claude and OpenAI's ChatGPT through the Model Context Protocol (MCP), so they can read and, when you ask, update your cases, documents, dockets, communications, calendar, tasks, and billing.

For authenticated users of the Agee legal platform · Last updated October 4, 2026

What is Agee MCP?

Agee MCP is a secure connection — built on the open Model Context Protocol — between your Agee workspace and a supported AI assistant. Once connected, the assistant can retrieve and act on your firm's Agee data when you ask it to. It works with Anthropic's Claude and OpenAI's ChatGPT, plus OpenAI's Codex command-line tool. Other assistants are not supported yet.

Who it's for: authenticated users of the Agee legal platform. You sign in with your Agee/firm account; the connector works only with your firm's data in Agee.

This page explains, in plain English, what the connector does, what data it can access, what is shared with the AI assistant, how permissions work, and what disconnecting and deletion do — so you can make an informed decision before you connect.

Add the connector

Add Agee to your AI assistant, then sign in with your Agee account and approve access:

  1. In Claude: open Settings → Connectors, find Agee in the connector directory, and choose Connect. If Agee is not shown there yet, choose Add custom connector and enter https://mcp.agee.law. You do not need to enter a client ID or any other technical detail.
  2. In ChatGPT or the Codex command-line tool: add Agee through that app's connector or MCP settings using the connector URL https://mcp.agee.law.
  3. Sign in with your Agee account on the secure sign-in page and approve the access screen.

What the connector can do

The connector can both read and change firm data in Agee. It is not read-only.

Read access covers: cases and matters; parties, clients, opposing counsel, judges and contacts; documents and work product (including their extracted full text and short-lived download links); court docket filings; case-related emails (full message text); calendar events and deadlines; tasks; time and billing entries; the case wiki and notes; case analysis, goals and claims; your firm's user directory; and firm activity history.

Write access (creating or updating) covers: cases, documents/work product, parties and contacts, calendar events, tasks, draft time entries, wiki notes, claims, case goals, and case-analysis actions.

The connector cannot send email (email access is read-only) and has no access to passwords or payment instruments. It also includes a tool that reads public web pages (for example, public court and clerk pages); that tool refuses private/internal addresses and signed or login-protected links.

Example requests:

  • “What cases do I have, and which have deadlines this week?”
  • “Summarize the Smith v. Jones matter and show its docket.”
  • “Search my documents and case wiki for the indemnification clause.”
  • “Add a task to Smith v. Jones to file a response by next Friday.”
  • “Log 0.5 hours on matter 25-1234 for a client call.”

What is shared, and with whom

  • Only data responsive to your request is shared. Each request runs a single tool and returns that tool's result. The connector does not bulk-export your case data, and individual results are size-limited.
  • The AI assistant is part of the data flow. The connector exists so the AI app you connect (for example, Claude or ChatGPT) can retrieve and act on the data you ask for, so the data responsive to your request is sent to that AI provider. Agee's services run on Amazon Web Services in the United States, and connector traffic passes through a security edge provider.
  • What Agee logs. Agee keeps an audit record that a tool ran — the tool name, which case, the field names involved, and outcome counts — and records a short, sanitized summary of changes you make. Agee does not log the full contents of results returned to the AI assistant, and values such as passwords or secrets are redacted from logs.

How access and permissions work

  • Secure sign-in. The connector uses OAuth 2.1 (authorization code with PKCE) through your firm's identity provider. You sign in on the provider's hosted page; the connector receives a short-lived access token and never sees your password.
  • Your firm is determined on the server. Which firm's data you can reach is derived from your authenticated identity on Agee's servers — never from anything the AI or the client sends — so it cannot be spoofed.
  • Firm-level isolation. Every request is limited to your firm. Each firm's case records are walled off by rules inside the database, on top of Agee's application checks, and stored files are kept separate by the application. The connector can reach only your firm's data; other firms' data is inaccessible. Within your firm, access follows your Agee account's authorization — this is a firm tool, so authorized users may see the firm's matters, not only matters they personally created.
  • Limited tool set. Only the tools Agee has published for connectors are available; anything else is rejected.

Changes you make through the assistant

Write actions taken through the connector are logged in Agee's audit trail and AI activity feed. There is no general undo: some changes, such as notes and draft time entries, can be restored, and others must be corrected by hand. Your firm can also require an explicit confirmation step for specific write tools; where that is enabled, a change is staged and must be confirmed before it is applied. Review changes the assistant makes, just as you would review any work product.

Terms that apply when you connect

By connecting your Agee account to an AI assistant through this connector, you authorize Agee to share the data responsive to your requests with that AI provider, and you acknowledge that your use of the assistant — and any data you send to or receive from it — is governed by your own agreement with that provider, in addition to Agee's Terms of Service and Privacy Policy. For example:

Once data is sent to the AI assistant, it is processed by that provider under your account with them, and Agee does not control the provider's processing.

Client work and your Claude plan

Which Claude plan you use decides whether Anthropic may use your chats to train its models. This is Anthropic's setting, not Agee's, and it covers anything Claude retrieves from Agee during a chat.

  • Team and Enterprise plans. Anthropic's Commercial Terms apply, and Anthropic states it does not use that content to train its models. Use one of these plans for client work.
  • Personal plans (Free, Pro and Max). Anthropic may use your chats to train its models when the Help improve Claude setting is on. If you use a personal plan with Agee, turn that setting off in Claude under Settings → Privacy.
  • Feedback buttons. Anthropic states that feedback you submit about Claude's responses is retained for up to five years. Do not use the thumbs-up or thumbs-down buttons on chats that contain case information.

See Anthropic's description of these choices. Agee does not use customer content to train, fine-tune, or improve any AI model.

If your firm syncs other services into Agee

If your firm connects an email account (Microsoft/Outlook) to Agee, those messages are synced into your Agee workspace, and the assistant can read that synced email data through the connector the same way it reads any other case data — when you ask and you are authorized to see it.

The assistant does not connect directly to Microsoft/Outlook or any other outside service. Through this connector it only works with data that already lives in your Agee workspace. The billing tools work with your firm's internal Agee time entries and invoices; they do not read from or write to any outside accounting system.

Disconnecting and deleting data

  • Disconnecting is not deleting. To stop the assistant, remove the Agee connector in that assistant's settings. Removing it does not delete the cases, documents, or other records already stored in Agee.
  • Prior AI conversations. Disconnecting does not remove content that may already exist in your earlier conversations with the assistant — that content is held by the AI provider (for example, Anthropic or OpenAI) under your account with them, not by Agee.
  • Requesting export or deletion. To request access to, export of, or deletion of your data, contact Agee as described in our Privacy Policy. When data is deleted from Agee's active systems, residual copies can remain in encrypted, immutable backups for a limited retention period before they age out.

Privacy & support

See our Privacy Policy and Terms of Service. Questions or issues: support@agee.law.