Use Agee with your AI assistant

Agee MCP connects your firm's Agee workspace to AI assistants that support the Model Context Protocol (MCP) — such as Anthropic's Claude and OpenAI's ChatGPT — 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 June 27, 2026

What is Agee MCP?

Agee MCP is a secure connection — built on the open Model Context Protocol — between your Agee workspace and an AI assistant you choose. Once connected, the assistant can retrieve and act on your firm's Agee data when you ask it to. It works with any MCP-compatible AI app; popular examples are Anthropic's Claude and OpenAI's ChatGPT.

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

In your AI assistant, add Agee as a custom connector / MCP server using this URL, then sign in with your Agee account and approve access:

Connector URL: https://mcp.agee.law/mcp
In Claude: Settings → Connectors → Add custom connector. In ChatGPT and other MCP-compatible apps: add it through that app's connector or MCP settings.
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 enforced by database row-level security tied to your firm. 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 recorded in Agee's audit trail and AI activity feed, and are designed to be reviewable and reversible (for example, versioned or archived rather than hard-deleted). 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:

Claude is governed by Anthropic's Consumer Terms of Service, Usage Policy, and Privacy Policy.
ChatGPT is governed by OpenAI's Terms of Use, Usage Policies, and Privacy Policy.

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.

If your firm syncs other services into Agee

If your firm connects an email account (Gmail or 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 Gmail, 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. Disconnecting the connector in your AI assistant stops future connector access to your Agee data (it revokes the connector's access token). 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.