Your matters, in the
AI apps you already use
The MCP server is part of every Referent account.
MCP guide
MCP for PracticePanther
What MCP access exists for PracticePanther 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 PracticePanther today
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Create the connector
In Zapier MCP, choose PracticePanther and authorize your account. Copy your personal endpoint.
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Tick the search tools only
Start with find contact and find matter. Leave email, invoice, and create actions unticked.
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Connect your AI app
Add the endpoint as a custom connector in Claude or ChatGPT.
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Check what is enabled
Ask the assistant to list its PracticePanther tools. If a write tool is there and you did not mean it, turn it off.
A first prompt to try
List the PracticePanther tools you have. Then find the contact "Dana Ortiz" and show her open matters. Do not run any tool that creates or changes a record.
Use a matter you know well and compare the answer with the PracticePanther 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
Can I build my own instead of using Zapier?
Yes. PracticePanther grants API access on request and uses OAuth 2. A developer can wrap it in a small MCP server; you then run and maintain it.
Does Referent's MCP server connect to PracticePanther?
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 PracticePanther. If your data is still in PracticePanther, 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. PracticePanther is a trademark of its owner; this guide is not affiliated with or endorsed by PracticePanther.