Casen

npx add-mcp 'https://app.casen.io/mcp'

Connect Casen to Claude or ChatGPT with MCP

Casen's MCP integration connects Casen with Claude or ChatGPT so migration agents can work with their practice information through the AI tool they choose. It is designed to reduce switching and copy-pasting while keeping the practice in control of whether to enable a connector.

What the Casen MCP connection does

The connection makes Casen information available to the connected AI service under the agent's own account and relationship with that provider. It can support custom AI-powered workflows with Casen. The exact actions available depend on the current connector and product configuration; check the current setup guide for supported operations.

Your external AI account remains part of the data flow

When you connect Casen to Claude or ChatGPT, information sent to that service is handled under your account and terms with that provider. Casen does not control the external provider's subsequent handling of information after you direct it there. Review the provider terms, Casen's Trust page, and your client-consent obligations before using a connector with client information.

Use MCP responsibly in migration work

Get any client consent required by your professional obligations before enabling a connector that sends their information outside Casen's direct control. Check outputs against source records and current law. An AI-generated response is not legal advice or a substitute for the agent's professional judgement.

API and custom automation

Casen also supports API integrations for custom AI-powered automations. Refer to the current API documentation for technical requirements, authentication, supported resources, and limits; do not rely on this marketing page as API documentation.

See how the Casen connection works

Book a demo or review the current setup documentation before connecting practice information to an external AI service.

Get started

See how Casen fits your practice

Try Casen with the free plan, or book a walkthrough to see the intake chat, lead/client dashboard, document analysis, and integrations.