Your matters, in the
AI apps you already use
The MCP server is part of every Referent account.
MCP guide
MCP for CosmoLex
What MCP access exists for CosmoLex 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 CosmoLex today
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Ask CosmoLex
Ask which integrations can reach the records you need and whether your plan includes them.
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Use snapshots meanwhile
Export only what you need and work on a de-identified copy in an AI workspace you trust. Good for mapping columns or summarizing a report; not a live connection.
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Confirm before building
If you want live access, get authentication and available resources confirmed by CosmoLex before a developer starts an MCP bridge.
A first prompt to try
Review this de-identified export. List its columns, missing IDs, and duplicate rows. Do not guess at missing financial values.
Use a matter you know well and compare the answer with the CosmoLex 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 CosmoLex add an MCP connector?
We do not know. Check zapier.com/mcp and CosmoLex’s integrations page; this guide is updated when either changes.
Does Referent's MCP server connect to CosmoLex?
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 CosmoLex. If your data is still in CosmoLex, 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. CosmoLex is a trademark of its owner; this guide is not affiliated with or endorsed by CosmoLex.