Your matters, in the
AI apps you already use
The MCP server is part of every Referent account.
MCP guide
MCP for CARET Legal
What MCP access exists for CARET Legal today, how to set it up safely, and the shortcut if you would rather have MCP built into your practice software.
Connect an AI app to CARET Legal today
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Request API access
Use CARET Legal’s public API page. Confirm which resources your account can reach; the first phase covers matters, not everything.
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Build a read-only tool
Have a developer expose one matter resource through a small MCP server, credentials kept server-side.
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Test and extend
Check permissions and IDs on a sample matter before adding anything else.
A first prompt to try
Retrieve the sample matter with the read-only tool. Show its ID and list any fields the API did not return.
Use a matter you know well and compare the answer with the CARET Legal screen. If it matches, widen the tools. If it does not, you found out on a test, which is the point.
The shortcut
Or pick practice software with MCP built in.
Referent runs its own MCP server. Paste one URL into Claude, ChatGPT, Gemini, or Perplexity, sign in, and that app can read and act on your firm's clients, matters, and documents under the same permissions, approvals, and audit trail as the Referent app. No Zapier tasks, no server to maintain.
https://mcp.referent.law/mcp - Reads and acts. Matter status, deadlines, documents, drafts, billing prep.
- The lawyer still signs. Client-facing and high-risk actions wait for your approval.
- Comes with the account. Free plan, no separate connector fee.
Frequently asked questions
Will CARET publish an MCP connector?
Unknown as of the review date. Check zapier.com/mcp and CARET’s public API page.
Does Referent's MCP server connect to CARET Legal?
No. The Referent MCP server at https://mcp.referent.law/mcp connects AI apps to your Referent workspace: its clients, matters, and documents. It does not reach into CARET Legal. If your data is still in CARET Legal, use the route above; if you move to Referent, MCP comes with the account.
What is MCP, in one paragraph?
MCP, the Model Context Protocol, is an open standard that lets AI apps such as Claude, ChatGPT, and Gemini use outside tools and data. A system exposes an MCP server; the AI app connects to it and can then look things up or take actions there, within whatever permissions you gave it. It is how an assistant stops guessing about your matters and starts reading them.
Sources
Checked September 7, 2026. Menus, plans, and connectors change; the links above are the place to confirm the current state. CARET Legal is a trademark of its owner; this guide is not affiliated with or endorsed by CARET Legal.