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✦ Claude AI Connector

Ask Claude about your cases

The Case Compass connector for Claude gives your team natural language access to leads, case status, intake timelines, and documents — without opening the dashboard.

Available on Claude Pro, Max & Team · Works on claude.ai, Claude Desktop, and Claude Code

Connect in Claude.ai

What Claude can do with your data

Seven tools — all read-only, all responding in plain English with rich interactive UI where it helps.

Search Leads

Search your entire lead database by name, email, or phone number. Filter by case status — Retained, Declined, Pending — and get an interactive results table rendered directly in the conversation.

"Find all leads named Smith"
"Show me retained leads from this month"
Get Lead Details

Pull the full file on any lead — contact info, case type, all intake messages, AI Waypoint score and reasoning, case insights, and current status — without touching the dashboard.

"What's the full case summary for Jane Doe?"
"Show me John Smith's intake answers and AI score"
Timeline Progress

See a visual step-by-step tracker of where any lead sits in your intake timeline. Completed steps, the current active step, and upcoming waypoints are rendered as an interactive progress bar.

"Where is Jane Doe in the intake process?"
"Show me the timeline progress for John Smith"
Documents & Records

List all documents uploaded for a lead and check which requested records — medical records, police reports — are still outstanding.

"What documents has Jane Doe submitted?"
"Are there any pending document requests for John Smith?"
Case Types & Timelines

Browse all practice areas and their associated intake forms. List available intake timelines and drill into individual steps — useful for onboarding staff or auditing your intake setup.

"List all our case types"
"Walk me through the Personal Injury intake timeline"

Connect in four steps

1

Open Claude.ai settings

Go to Claude.ai → click your profile → Settings → Connectors.

2

Add custom connector

Scroll to the bottom and click "Add custom connector". Enter the URL: https://api.casecompass.io/mcp

https://api.casecompass.io/mcp
3

Sign in to Case Compass

You'll be redirected to a secure login page. Enter your organization subdomain (e.g. acme-law), email, and password.

4

Start asking

Claude now has access to your Case Compass data. Try: "Find leads for Jane Doe" or "Show me this week's retained cases."

Read-only access

Claude can never create, edit, or delete your data. Every tool is strictly read-only.

OAuth 2.0 security

Your credentials are authenticated directly by Case Compass and never shared with Anthropic.

HTTPS encrypted

All data in transit is protected by TLS. Nothing is stored outside your existing Case Compass account.

Frequently asked questions

Which Claude plans support connectors?

Custom Connectors are available on Claude Pro, Max, and Team plans on claude.ai.

What data can Claude access?

Claude can read leads, conversations, intake messages, AI Waypoint scores, timeline progress, and documents within your organization. Claude cannot create, edit, or delete any data — access is read-only.

Is my data secure?

Yes. Authentication uses OAuth 2.0 — your credentials are verified directly by Case Compass and never shared with Anthropic. All data is transmitted over HTTPS/TLS. Claude only accesses data you explicitly ask about in a conversation.

Does this work with Claude Desktop as well?

Yes. The connector works on claude.ai (web), Claude Desktop, and Claude Code using the same URL and login flow.

Can multiple users in my firm connect?

Yes. Each staff member connects with their own Case Compass credentials. Claude will only return data their account has access to.

What is the MCP server URL?

https://api.casecompass.io/mcp — this is the same URL for all Case Compass customers.

Ready to ask Claude about your cases?

Connect in under two minutes. No developer setup required.

Connect Now

Questions? support@casecompass.io