LawToolbox

LawToolBox MCP for AI Agents

LawToolBox creates AI-ready matter containers in Microsoft 365 from systems of record and connects legal data, matter deadlines, documents, workflows, and knowledge through MCP connectors, tools, skills, and agents.

What this connector does

LawToolBox creates matter containers in Microsoft 365 from systems of record and connects legal data, matter deadlines, documents, workflows, and knowledge through MCP connectors, tools, skills, and agents.

You stay in control: the connector only ever accesses the data your own LawToolBox account is already allowed to see.

What you can ask

Getting started

  1. Add this connector in your AI assistant and connect it.
  2. Sign in with your work account when prompted (see Authentication).
  3. Start asking — try "Who am I in LawToolBox?" to confirm you're connected.

Good to know

Questions about how your data is handled? See our Privacy Policy.

Signing in

This connector uses OAuth 2.0 — the same secure sign-in standard used across Microsoft 365. You never share your password with the connector or your AI assistant.

When you connect:

  1. Your AI assistant opens a secure sign-in window.
  2. You sign in with your work account and approve access.
  3. Your assistant receives a secure access token and uses it for each request.

That's it — there are no keys or secrets to copy by hand.

Staying connected

Your session is remembered, so you won't be asked to sign in every time. Access is renewed automatically in the background, and your token is stored securely by your AI assistant.

What you can access

Once signed in, the connector acts on your behalf and can only reach the data your account is authorized to use in LawToolbox and your connected Microsoft 365 services. It cannot see other users' or other firms' data.

You can disconnect at any time from your AI assistant's connector settings, which revokes its access.

No LawToolBox account yet?

Signing in with Microsoft proves who you are — it doesn't create a LawToolBox account. If your work account isn't registered with LawToolBox, every tool returns a User not found card with a sign-up button instead of running.

To get access, sign up at the LawToolBox admin portal, or ask your firm administrator to add you. Once your account exists, retry your request — no need to reconnect the connector.

Trouble signing in?

Every tool is labeled Read (only retrieves information) or Write (creates or updates ONLY for LawToolBox created data).

LawToolBox never changes, updates, or deletes your M365 data not created by LawToolBox. LawToolBox only updates the matter data that LawToolBox itself created.

LawToolBox can create but cannot update or delete M365 Groups or Microsoft Teams it created.

LawToolBox MCP only operates under the permission it has been granted in the M365 Admin Center. Permissions can be reviewed and revoked in the M365 admin center which could result in reduced functionality.

What this connector cannot do

LawToolBox is a legal calendaring product. It writes deadlines, matters, and calendar events. It does not administer your Microsoft 365 tenant, and several tools whose names sound broad are scoped far more narrowly than they read.

Calendar sync and meeting invitations

When you sync a deadline to a matter's calendar, participants may receive a meeting invitation that appears to come from you. That invitation is generated by Exchange Online, not by LawToolBox. The exact mechanism:

  1. The signed-in user invokes ltb_sync_appointment.
  2. The connector calls Microsoft Graph POST /groups/{group-id}/events using a delegated (on-behalf-of) token for your account, not an application-only token.
  3. Because the "write" permission is delegated, Exchange Online records you as the event's organizer.
  4. The attendees on the calendar event are the team members and external attendees explicitly shared on that matter by the end-user.
  5. Exchange Online then distributes the meeting invitation to those attendees which is the same behavior as any calendar event with attendees, and identical to creating a meeting by hand in Outlook.

LawToolBox never calls a mail-sending API. It does not use POST /sendMail, it does not compose message bodies, and its app registration does not hold Mail.Send. The connector writes a calendar event; Microsoft 365 handles invitation delivery.

Events created this way are additionally flagged do-not-forward, so recipients cannot forward the invitation outside the matter's participants.

Identity & lookups

Tool Type Description
ltb_who_am_i Read Show your LawToolBox profile (firm, user, timezone).
ltb_get_states Read List US states and postal codes.
ltb_get_state_by_id Read Look up a state by its identifier.
ltb_get_timezones Read Search supported timezones.
ltb_get_toolsets Read List the jurisdictions/rule sets available to your firm.
ltb_get_ruleset Read Get a rule set configuration.
ltb_trigger_lookup Read Search triggering events for deadline calculation.
ltb_reverse_trigger_lookup Read Find triggering events by rule set.
ltb_get_trigger_dates Read List your trigger dates.

Matters

Tools with "by email" in the name use an email address purely as a lookup key to identify an existing LawToolBox user in your firm. None of them send an email.

Tool Type Description Settings required
ltb_list_matters Read List matters in your firm, with search and filters. Each matter includes matterNumber and appLink. CanViewFirmMatters (user) — only for the firm-wide filters allcases/firmarchive/notshared; the default "My Matters" view needs no setting.
ltb_get_matter Read Get a matter's details, including matterNumber and appLink.
ltb_get_matter_by_thirdparty Read Get a matter by its external reference ID, including matterNumber and appLink.
ltb_get_matter_analytics Read View timing analytics for a matter, including matterNumber and appLink.
ltb_create_matter Write Create a new matter. The response includes matterNumber and appLink. IsCreateMatterEnabled (firm) and CanCreateMatter (user)
ltb_update_matter Write Update a matter's details. The response includes matterNumber and appLink.
ltb_close_matter Write Open or close a matter. Closing is reversible and deletes nothing. CanCloseMatter (user) — checked only when closing, not when opening
ltb_share_matter Write Grant firm team members access to a matter using a unique LawToolBox identifyer. The response includes matterNumber and appLink.
ltb_unshare_matter Write Revoke a team member's access to a matter using a unique LawToolBox identifyer. Where group sync is enabled, this also removes that person from the matter's Microsoft 365 group membership; the group itself is not affected.
ltb_share_matter_by_email Write Grant firm team member access to a matter, identifying them by email address as a lookup key. Addresses that don't match a LawToolBox user in your firm are returned under InvalidUsers and skipped.
ltb_unshare_matter_by_email Write Revoke a team member's access to a matter, identifying them by email address as a lookup key. Where group sync is enabled, this also removes that person from the matter's Microsoft 365 group membership.
ltb_share_matter_nosync Write Grant access without copying the matter's existing deadlines onto the new participant's calendar. ShowAddNoSync (each target user) — checked per user; users without it are reported as not authorized and skipped
ltb_share_matter_nosync_by_email Write Grant access by email lookup without copying the matter's existing deadlines onto the new participant's calendar. ShowAddNoSync (each target user) — same per-user behavior, resolved by email
ltb_save_matter_tags Write Set the tags on a matter. The response includes matterNumber and appLink.

Deadlines & appointments

Every tool in this section acts on LawToolBox records and, where a deadline is synced, on the individual calendar event LawToolBox created for it. None of them affect a calendar, a group, or a SharePoint site.

Tool Type Description Settings required
ltb_list_deadlines Read List the deadlines on a matter. When IsLongDescriptionDeadlineTypeEnabled (user) is off, long descriptions are omitted.
ltb_get_deadline Read Get a single deadline. When IsLongDescriptionDeadlineTypeEnabled (user) is off, the long description is omitted.
ltb_get_modified_deadlines Read List deadlines changed since a date.
ltb_get_hearing_notes Read Get hearing notes for a matter.
ltb_audit_calendar_deadlines Read Compare LawToolBox deadlines against your calendar and flag what's missing. Read-only — it reports differences and changes nothing.
ltb_extract_deadlines_from_file Read Read a court or scheduling order and suggest deadlines from it. Suggestions are shown to you for confirmation; this tool saves nothing.
ltb_calculate_deadline Write Calculate and save deadlines from a triggering event. CanCalculateDeadlines (user)
ltb_update_deadline Write Update a deadline. CanEditDeadline (user)
ltb_delete_deadline Write Deletes the LawToolBox deadline record and cancels outlook calendar event synced from it. No other Microsoft 365 object is affected. CanDeleteDeadline (user)
ltb_delete_trigger_date Write Deletes a trigger date and its dependent LawToolBox deadlines and cancels the outlook calendar events synced from them. CanDeleteDeadline (user)
ltb_create_appointment Write Add an appointment to a matter. CanAddMiscAppointment (user)
ltb_update_appointment Write Update an appointment. CanEditDeadline (user)
ltb_delete_appointment Write Deletes the LawToolBox appointment record and cancels the outlook calendar event synced from it. No other Microsoft 365 object is affected. CanDeleteDeadline (user)
ltb_update_case_note Write Add or update a deadline's case note.
ltb_upsert_deadline_tags Write Set the tags on a deadline. FirmCanCreateTag (firm) and UserCanCreateTag (user)
ltb_sync_appointment Write Create a calendar event for this deadline on the matter's Microsoft 365 group calendar, as described in Calendar sync and meeting invitations. Reminder events are created only when CalendarReminder (user) is enabled.
ltb_unsync_appointment Write Unsync the calander event from the matter's group calendar and the deadline itself stays in LawToolBox.
ltb_sync_update_appointment Write Push deadline changes to the calendar event LawToolBox created for it. Reminder events are created only when CalendarReminder (user) is enabled.

Reports

Tool Type Description
ltb_date_range_report Read Deadlines within a date range.
ltb_rule_change_report Read Rule changes that may affect your matters.
ltb_modified_report Read Deadlines modified within a date range.
ltb_deleted_deadlines_report Read Deadlines deleted within a date range.
ltb_get_report_codes Read List available report types.

Users & firm administration

These tools manage LawToolBox user records and LawToolBox application roles. None of them create, modify, or delete Microsoft 365 accounts, mailboxes, or licenses, and none confer any Microsoft 365 or Entra ID privilege.

Tool Type Description
ltb_list_users Read List users in your firm.
ltb_get_user Read Get a user's details.
ltb_get_user_by_email Read Look up a LawToolBox user in your own firm by email address. Searches the LawToolBox firm roster only — not your Microsoft 365 / Entra ID directory. Addresses outside your firm return Invalid user.
ltb_get_firm Read Get firm details (administrators).
ltb_get_firm_diagnostics Read Get firm diagnostics (administrators).
ltb_create_user Write Create a LawToolBox user record in your firm (administrators). Does not create a Microsoft 365 account or mailbox, and does not create an M365 license.
ltb_update_user Write Update a LawToolBox user record (administrators).
ltb_set_admin_access Write Grant or revoke a user's LawToolBox administrator role (administrators). This is a LawToolBox application role only — it confers no Microsoft 365, Entra ID, or tenant privileges.

Groups

The connector creates matter groups and manages their membership. There is no tool that deletes, archives, or renames a Microsoft 365 group — see What this connector cannot do.

Tool Type Description
ltb_create_group Write Create a Microsoft 365 group for a matter and provision using Matter No General/LawToolBox_Downloads folder. Manage Group membership.
ltb_create_group_by_thirdparty_matter_id Write Create a Microsoft 365 group for a matter and provision using 3rd Party ID General/LawToolBox_Downloads folder. Manage Group membership.

Subscriptions & time tracking

Tool Type Description
ltb_get_subscription Read View your firm's subscription.
ltb_get_packages Read List available plans.
ltb_get_packages_by_license Read List plans by license count.
ltb_get_user_rates Read View your billing rates.
ltb_list_trackers Read View time-tracking entries.

Microsoft 365

Every sharepoint_* tool below is read-only: none create, modify, or delete sites, libraries, or files. The two write tools in this section create files at a specific path and do nothing else.

Tool Type Description Settings required
ltb_save_conversation Write Save an AI conversation into a matter's SharePoint library (General/LawToolBox_Downloads) as a markdown file — the full transcript, only a summary, or a table, whichever you ask for. The matter must already have a Microsoft 365 group. CanViewUploadDocument (user)
sharepoint_search_files Read Search ONLY files a user has access to see across SharePoint and OneDrive . This search is tenant-wide, it covers every site the connector's app registration can read. To restrict a search to one matter's group site, use sharepoint_search_group_files.
sharepoint_search_group_files Read Search files in a matter's group library - for files user has been given access to.
sharepoint_list_group_files Read List files in a matter's group library - for files user has been given access to.
sharepoint_list_site_files Read List files in a SharePoint site - for files user has been given access to.
sharepoint_search_site_files Read Search files in a SharePoint site - for files user has been given access to.
sharepoint_get_file_content Read Read a file's contents - for files user has been given access to.
sharepoint_list_matter_files Read List the files attached to a matter - for files user has been given access to.