Blueshoe MCP
Bring your Blueshoe legal matters into the AI assistant you already use.
The Blueshoe MCP Server connects AI assistants to your Blueshoe account through the Model Context Protocol (MCP) — an open standard for linking AI tools to the services you rely on. Once connected, your assistant can help you open, review, and organize matters without you ever leaving the conversation.
What is the Blueshoe MCP Server?
It brings Blueshoe’s matter lifecycle into your assistant as a set of tools. From a single chat you can start a new legal matter, catch up on the ones you already have, keep their details current, and work with the documents attached to them. It works with any MCP-compatible client, including Claude (web and desktop) and ChatGPT.
What you can do
Describe a situation in plain language and Blueshoe opens a matter for it — detecting the matter type and drafting an initial assessment automatically. From there, your assistant becomes a natural way to stay on top of your legal work:
- Browse your matters and open any one in full — its status, description, AI summary, documents, payment status, and recent activity.
- Refine a matter’s title or description as new details come to light.
- Read the text of documents on a matter, and save new ones — a summary, letter, memo, or notes — straight into it.
- Pick up where you left off in the Blueshoe app: every matter comes back with links to open it or add an attorney.
When you connect Blueshoe to a third-party AI assistant, any data sent to or processed by that service is subject to your agreements with that provider. Blueshoe is not responsible for how third-party services handle data once it leaves Blueshoe’s systems.
Setup
Prerequisites
You’ll need a Blueshoe account and an MCP-compatible AI assistant such as Claude or ChatGPT.
Blueshoe connects as a custom connector at https://mcp.blueshoe.com/mcp. Signing in is handled securely through your Blueshoe account — there are no API keys to copy or manage.
Claude
- Sign in to Claude and go to Settings → Connectors.
- Click Add custom connector.
- Enter
https://mcp.blueshoe.com/mcpand click Add. - Click Connect and sign in with your Blueshoe account when prompted.
- That’s it — Blueshoe’s tools now appear in your conversations. Keep the connector toggled on while you chat.
ChatGPT
- In ChatGPT, go to Settings → Apps → Advanced settings and turn on Developer mode.
- Back in Apps, click Create.
- Give it a name (e.g. Blueshoe), enter
https://mcp.blueshoe.com/mcp, and select OAuth as the authentication method. - Click Scan tools, complete the Blueshoe sign-in when it appears, and click Create once the scan finishes.
- In any chat, select Blueshoe from the tools menu — or just mention it in your prompt — to put its tools to work.
Custom MCP connectors with write actions are currently a ChatGPT beta, available on Business, Enterprise, and Education plans (web only). A workspace admin may need to enable developer mode for your account.
Available tools
Your assistant chooses the right tool based on what you ask — you rarely need to name them. They’re listed here so you know exactly what’s on offer.
| Tool | What it does | Try saying |
|---|---|---|
create_matter | Starts a new matter from a plain-language description. Blueshoe detects the matter type, drafts an initial AI assessment, and returns links to open the matter or add an attorney. | “Start a matter for a car accident where the other driver ran a red light and I was injured.” |
list_matters | Lists your matters — names, types, and statuses, most useful first. Filter by status when you want just a slice. | “Show me my active matters.” |
get_matter | Opens a single matter in full: status, description, AI summary, documents, payment status, and recent activity. | “Summarize my wrongful-termination matter and what to do next.” |
update_matter | Refines a matter’s title or description as things develop — either replace the text or append to it. | “Add to my deposit matter that the lease ended in March.” |
list_matter_documents | Lists the documents on a matter, including files you’ve uploaded and drafts saved from your assistant. | “What documents are on my employment matter?” |
read_matter_document | Reads a document’s text inline for PDFs, Word files, and notes — or returns a secure, short-lived download link for other file types. | “Read the severance agreement on my employment matter.” |
add_matter_document | Saves text you’ve drafted — a summary, letter, memo, or notes — into a matter, or updates an existing document as your case develops. | “Update the injury timeline on my car-accident matter with today’s physical-therapy visit.” |
Reading your matters and documents happens seamlessly. Anything that creates or changes something — opening a matter, editing it, or saving a document — asks for your confirmation first, so you’re always in control.
Guided prompts
Clients that support MCP prompts (such as Claude) also offer a few ready-made starters as slash commands:
start_intake— describe your situation and open a matter for it.review_matter— summarize a matter and suggest next steps.draft_document— draft a document and save it into a matter.
Troubleshooting
If Blueshoe’s tools don’t appear, confirm your account is active and the connector is toggled on for the conversation, and make sure your client supports the Streamable HTTP transport. If a request fails to authenticate, remove and re-add the connector to sign in again — this refreshes the connection cleanly.
FAQ
What can the connector access?
Only your own matters and their documents. Every request runs with a per-user token limited to matter access, so your assistant can view and update matters you own, read and save their documents, and see payment status — never anything belonging to another client. It does not move money, touch your email or files outside of Blueshoe, or read your assistant’s conversation history.
Will it change anything without asking?
No. Reading your matters is seamless, but any action that creates or changes data — a new matter, an edit, or a saved document — prompts you to approve it first.
Does it remember my conversations?
Each tool call is stateless — the server keeps no conversation history between requests. Your MCP client manages context across a conversation.