Everlaw ships its own hosted MCP server, so the interesting question is no longer whether to connect Claude to your matters — it is what the hosted server leaves you unable to ask. The answer is review management: assignment groups, the coding schema, and how far through a batch the review team actually is. The scaffold at apps/web/public/artifacts/mcp-server-everlaw-ediscovery/ fills that gap and nothing else.
Start with the official server
Everlaw documents a hosted MCP server at https://api.everlaw.com/v1/mcp — server name everlaw-mcp, version 0.1.0, protocol revision 2025-11-25, as published in its developer reference on 9 July 2026. It is a standards-compliant OAuth 2.0 authorization server advertising RFC 9728 protected-resource metadata, which means a compliant client connects with no setup beyond the resource URL. Every action runs with the signed-in user’s permissions: the server cannot see anything the user could not see in the Everlaw web UI.
It registers eight tools. GetProjects, GetProjectBinders, GetProjectMetadataFields, GetProjectProcessedUploads and GetProjectDatasets enumerate a project. PostProjectSearch, GetProjectSearchResult and DescribeProjectSearchTerm run searches across 24 search terms and page through the matches, with optional per-document metadata, text download links, and AI-extracted values.
Connect that server first. For document-finding work it is better than anything you would build: it inherits per-user permissions, it needs no credential provisioning, and Everlaw maintains it.
The gap this scaffold fills
Two of the search terms PostProjectSearch accepts cannot be constructed from the eight tools. ASSIGNED requires an assignmentGroup.id, an assignmentId, or a userId. CODED requires a labelId — a category or code id. Everlaw’s own reference for those terms sends the reader to GetProjectAssignmentGroups, GetProjectCodes, GetProjectUsers and GetProjectGroups, and all four are REST operations rather than tools on the hosted server.
The practical effect: an agent connected only to the hosted server can find every document containing “indemnification” in a Bates range, and cannot tell you that a second-level privilege batch exists, let alone how much of it is uncoded. Review-status questions are the ones legal-ops managers field several times a day, and they are precisely the ones the hosted server cannot reach.
The scaffold registers five read-only tools over the REST API to close that loop. list_assignment_groups returns groups, assignment counts, and assignee ids. list_codes returns categories and codes with their mutual-exclusivity flags. review_progress returns reviewed and not-reviewed document counts with a percentage per group. list_search_term_reports returns report names, owners, and term counts. resolve_assignee_names maps user ids to reviewer names and is disabled by default.
It deliberately registers no search tool, no document-fetch tool, and no document-text tool. Those exist on the hosted server, running under the signed-in user’s permissions, which is a safer home for them than an organization API key.
How review_progress computes a number Everlaw does not publish
Everlaw has no review-progress endpoint. The counts in src/everlaw_ediscovery_mcp/server.py come from running the ASSIGNED term twice per group — once with reviewStatus: "REVIEWED", once with "NOT_REVIEWED" — and reading numDocs off each response.
The choice worth naming is the aggregation level. The scaffold queries at ALL_IN_GROUP, two searches per group, rather than per assignment. Every PostProjectSearch call materializes a saved search object that appears in the project’s search history with an app.everlaw.com URL, and Everlaw caps the number of user-visible objects the API can create, returning 422 when you cross it. A 12-assignee group costs 2 searches at group level and 24 at assignment level, for a breakdown nobody asked for.
When not to use this
Skip it if you have not connected the hosted server yet. Almost every question a matter team asks is a document question, and building credential infrastructure to answer the smaller category first is backwards.
Skip it if your organization runs fewer than roughly four concurrent matters, or if review-status lookups run fewer than about fifteen a week. Setup costs 2 to 4 hours: an Organization Admin generates the API key, someone maps the four required permissions, in-house counsel reviews the blast radius of an org-scoped credential, and the four verification steps in README.md need running against a project whose numbers you can confirm by hand. That does not pay back at low volume — use Everlaw’s own dashboards.
Skip it if you cannot get an Organization Admin to provision a scoped key. An Everlaw API key is not tied to a user account and grants access equivalent to an Organization Admin, bounded only by the per-endpoint permissions granted to it. If the only key you can get is an unscoped one, the security review will fail, and it should.
Skip it if a protective order governs how matter data is transmitted or processed. Assignment-group names and coding categories describe review strategy. Confirm with counsel before routing them through a Claude session.
Failure modes and their guards
An org-scoped key reads across matters. One credential reaches every project in the organization, including matters under different protective orders. Guard: set EVERLAW_ALLOWED_PROJECTS to explicit numeric ids. Verification step 2 in README.md asks for a project outside the allowlist and expects a refusal with no HTTP request made.
403 is ambiguous by design. Everlaw returns an identical 403 whether a project does not exist or the caller lacks access, so project ids cannot be enumerated. An agent reads that as a typo and retries with a different id. Guard:raise_for_everlaw() rewrites the 403 to say the two cases are indistinguishable and to check the key’s permissions rather than the number.
Scheduled polling exhausts the object cap.review_progress writes two saved searches per group per call. Hourly polling across 10 groups is 480 saved searches a day, into a capped bucket, cluttering the search history the review team uses. Guard: the tool description says so, the README forbids putting it behind a polling loop, and 422 is translated into an explanation of the cap rather than a generic error.
“Reviewed” means different things per group. Each assignment group carries its own review criteria, so the percentage follows the group creator’s definition and is not a synonym for “coded.” Two groups on one project can disagree about the same number. Guard: every review_progress response carries a _note field stating it, and verification step 4 asks you to reconcile one group against the UI before quoting any figure.
Rate limits are shared per credential. Everlaw enforces 25 requests per second per authenticating user account and returns 429 above it. Guard: the client paces at 8 requests per second with a four-way concurrency gate and exponential backoff, and the README tells you to give a nightly export job its own key.
The alternatives, and when they win
The hosted server alone wins whenever the questions are about documents rather than batches. It is free, permission-inheriting, and vendor-maintained. Add this scaffold only once you can name the review-status questions it cannot answer.
Everlaw’s own analytics win for reviewer-level productivity reporting. GetProjectAnalytics sits in the SECURITY_READ scope group and needs org-admin access; the scaffold excludes it on purpose, because per-reviewer activity data raises supervision questions a chat tool should not answer by accident.
The Relativity equivalent is the pattern to copy if you run both platforms — with the reverse trade-off, since Relativity has no hosted MCP server and the whole surface is yours to build.
Everlaw prices by data volume rather than seats, so nothing here changes your bill. The cost is the 2 to 4 hours of setup and the standing obligation to keep an org-scoped credential narrow. If you want the conceptual background first, read MCP server vs Claude skill and e-discovery; if you are assembling the surrounding tooling, the e-discovery stack covers the platform choices around it.
# everlaw-ediscovery-mcp
A read-only MCP server over the Everlaw REST API that exposes review-management data: assignment groups, the project coding schema, search term reports, and a computed reviewed / not-reviewed rollup per assignment group.
**Read this first.** Everlaw already runs a hosted MCP server at `https://api.everlaw.com/v1/mcp`. If your question is "find me documents," connect that one instead — it authenticates the signed-in user over OAuth, inherits that user's Everlaw permissions exactly, and needs no infrastructure from you. This scaffold is not a replacement for it and does not duplicate its tools.
It exists because of a specific gap. The hosted server registers eight tools — `GetProjects`, `GetProjectBinders`, `GetProjectMetadataFields`, `GetProjectProcessedUploads`, `GetProjectDatasets`, `PostProjectSearch`, `GetProjectSearchResult`, `DescribeProjectSearchTerm` — and its `PostProjectSearch` accepts an `ASSIGNED` term and a `CODED` term. Those two terms require ids (`assignmentGroup.id`, `assignmentId`, `labelId`, `userId`) that none of the eight tools return. Everlaw's own reference points the reader at `GetProjectAssignmentGroups`, `GetProjectCodes`, `GetProjectUsers` and `GetProjectGroups` for them, and those are REST operations rather than tools on the hosted server. This scaffold registers the missing lookups, plus the progress rollup that has no endpoint of its own.
Run both servers side by side: the hosted one for search and documents, this one for the review-management identifiers and status numbers.
> **Not runtime-tested.** Paths, scope groups, permission names and response shapes track the published Everlaw OpenAPI specification (`https://api.everlaw.com/docs/everlaw-openapi.yaml`) as of August 2026. Nobody has run this against a live tenant. Treat first-run output as unverified until you have checked each tool against numbers you can confirm in the Everlaw UI.
## Install
Python 3.11 or newer.
```bash
cd mcp-server-everlaw-ediscovery
python -m venv .venv && source .venv/bin/activate # Windows: .venv\Scripts\activate
pip install -e .
```
## Environment variables
### `EVERLAW_API_KEY` (required)
An Everlaw organization API key, used as a bearer token. Generate it on the **API keys** tab of the Organizations page in Everlaw; you need Organization Admin rights to do so. Keys look like `everlaw-api.XXXX.YYYYYYYY`.
An API key is not tied to the creator's user account and grants access equivalent to an Organization Admin, bounded by the per-endpoint permissions you grant it. Grant these four and no others:
| Permission | Scope group | Used by |
|---|---|---|
| `GetProjectAssignmentGroups` | `REVIEW_READ` | `list_assignment_groups`, `review_progress` |
| `GetProjectCodes` | `REVIEW_READ` | `list_codes` |
| `PostProjectSearch` | `REVIEW_READ` | `review_progress` |
| `GetProjectSearchTermReports` | `REVIEW_READ` | `list_search_term_reports` |
Do not grant `DATA_WRITE`, `USER_MANAGEMENT_WRITE`, `LEGAL_HOLD_WRITE`, or `SCIM`. No tool here writes anything, and a key that can write is a key that can be made to write.
If your organization has OAuth2 enabled, prefer a client-credentials service account over a long-lived API key: tokens expire in 1800 seconds and requests execute as the bound service account for audit purposes. OAuth2 is disabled in FedRAMP environments, where the API key is the only option.
### `EVERLAW_BASE_URL` (optional, defaults to `https://api.everlaw.com/v1`)
Everlaw runs regional stacks with separate API hosts. UK tenants use `https://api.everlaw.co.uk/v1`. A key issued in one region does not authenticate against another region's host — the symptom is a 401 on every call including `/status`.
### `EVERLAW_ALLOWED_PROJECTS` (strongly recommended)
Comma-separated numeric project ids the agent may touch, e.g. `2,17,204`. Left empty, every project the key can reach is in scope. An organization API key can read across matters governed by different protective orders; the allowlist is what keeps a question about one matter from returning data about another. Find project ids via the hosted server's `GetProjects` tool or in the project URL.
### `EVERLAW_ENABLE_USER_LOOKUP` (optional, defaults to `false`)
Turns on `resolve_assignee_names`. Off by default because `GetProjectUsers` sits in the `USER_MANAGEMENT_READ` scope group, which also covers groups, permissions and invitations — a wider grant than the `REVIEW_READ` every other tool needs. Enable it only if reviewer names, rather than ids, genuinely need to appear in chat transcripts.
## Register with Claude
Claude Desktop — `claude_desktop_config.json`:
```json
{
"mcpServers": {
"everlaw-ediscovery": {
"command": "/absolute/path/to/.venv/bin/python",
"args": ["-m", "everlaw_ediscovery_mcp.server"],
"env": {
"EVERLAW_API_KEY": "everlaw-api.XXXX.YYYYYYYY",
"EVERLAW_BASE_URL": "https://api.everlaw.com/v1",
"EVERLAW_ALLOWED_PROJECTS": "2,17"
}
}
}
}
```
Claude Code — from the repo root:
```bash
claude mcp add everlaw-ediscovery -- /absolute/path/to/.venv/bin/python -m everlaw_ediscovery_mcp.server
```
To connect Everlaw's hosted server alongside it, add its resource URL as a remote MCP server; it advertises RFC 9728 protected-resource metadata, so a standards-compliant client completes the OAuth flow with no manual setup beyond the URL:
```bash
claude mcp add --transport http everlaw-hosted https://api.everlaw.com/v1/mcp
```
## First-run verification
Run these four in order. Each one proves a different failure mode is absent, and each has an answer you can confirm in the Everlaw UI. Do not skip to real questions until all four pass.
1. **Credential and region.** Ask Claude to list assignment groups for a project id you know exists. A 401 means the key or the region host is wrong. A 403 means the key is valid but lacks `GetProjectAssignmentGroups` or read access to that project — Everlaw returns the same 403 for "no such project," so check the permission before you doubt the id.
2. **Allowlist.** Ask for a project id you deliberately left out of `EVERLAW_ALLOWED_PROJECTS`. You should get an allowlist error from this server, with no HTTP request made. If real data comes back, the variable is not being read — check for a typo in the config `env` block.
3. **Coding schema.** Ask for the coding schema. Compare category and code names against the project's coding panel in the Everlaw UI. Mismatched or missing categories mean the key is reading a different project than you think.
4. **Progress arithmetic.** Ask for review progress on one assignment group by id. Open that group in Everlaw and compare the reviewed count. If they disagree, the group's review criteria are not what you assumed — that is the tool reporting correctly, not a bug, but confirm it before quoting the number to anyone.
After step 4, open the project's search history in Everlaw. You should see two new saved searches per group you queried. That is expected and is the cost of the tool; see below.
## What this server does not do
- **No document retrieval and no document text.** The hosted server's `GetProjectSearchResult` does that under the signed-in user's own permissions, which is the right place for it. An organization API key is a blunter instrument and should not be pointed at document content.
- **No per-document coding decisions.** `list_codes` returns the coding schema — which categories and codes exist — not how any document was coded. A reviewer's coding calls on specific documents are work product.
- **No audit log and no user analytics.** `GetProjectAnalytics` and the project event endpoints sit in the `SECURITY_READ` scope group and require org-admin access. Reviewer-by-reviewer activity data raises supervision questions this tool should not answer by accident.
- **No writes of any kind.** Nothing here codes a document, creates an assignment, or modifies a project.
## Known limits — resolve before production use
1. **Nothing here has been run against a live tenant.** Verify each tool's output against the Everlaw UI before anyone relies on a number from it.
2. **`review_progress` creates saved searches.** Two per assignment group per call, each visible in the project's search history with a `https://app.everlaw.com/<searchId>` URL. Everlaw caps the number of user-visible objects the API may create and returns 422 when you hit it. Decide with your review-team lead whether that history noise is acceptable before wiring this to anything scheduled, and never put this tool behind a polling loop.
3. **"Reviewed" is a per-group setting.** Each assignment group defines its own review criteria; the percentage this server returns follows that definition and is not a synonym for "coded" or "QC-complete." Two groups on the same project can mean different things by the same number.
4. **Rate limiting is coarse here.** The client paces itself at 8 requests/second against Everlaw's documented 25 rps per authenticating user account, with a four-way concurrency gate and exponential backoff on 429. That budget is shared with anything else using the same key. If you run this alongside a nightly export job on the same credential, give the export its own key.
5. **Pagination is single-page.** Every list tool sends `limit` and reads the first page; it does not follow the `links.next` cursor. A project with more than 200 assignment groups will silently under-report. Add cursor-following before using this on a project that large.
6. **No caching.** Every question re-queries. The coding schema and assignment-group list change rarely; a short-lived cache would cut most of the traffic, and is the first thing to add if you hit rate limits.
7. **Region and FedRAMP.** OAuth2 is disabled in FedRAMP environments, so those tenants must use an API key. Confirm which stack your matters live on before provisioning credentials.
"""everlaw-ediscovery-mcp — read-only MCP server over the Everlaw REST API.
Complements Everlaw's own hosted MCP server (https://api.everlaw.com/v1/mcp) by
exposing the review-management identifiers that server's search terms require but
none of its tools return.
"""
__version__ = "0.1.0"
"""
everlaw-ediscovery-mcp — a read-only MCP server over the Everlaw REST API.
Exposes the review-management surface Everlaw's own hosted MCP server does not:
assignment groups and their assignments, the project coding schema (categories and
codes), search term reports, and a computed reviewed/not-reviewed progress rollup
per assignment group. Optionally resolves assignee IDs to names.
WHY THIS EXISTS ALONGSIDE THE OFFICIAL SERVER
---------------------------------------------
Everlaw ships a hosted MCP server at https://api.everlaw.com/v1/mcp (server name
everlaw-mcp, version 0.1.0, protocol revision 2025-11-25). It registers eight tools:
GetProjects, GetProjectBinders, GetProjectMetadataFields, GetProjectProcessedUploads,
GetProjectDatasets, PostProjectSearch, GetProjectSearchResult, DescribeProjectSearchTerm.
Two of the search terms PostProjectSearch accepts cannot be constructed from those
eight tools alone:
ASSIGNED needs assignmentGroup.id / assignmentId / userId
CODED needs labelId (a category or code id) and optionally userId / groupId
Everlaw's own documentation for those terms points the reader at
GetProjectAssignmentGroups, GetProjectCodes, GetProjectUsers and GetProjectGroups.
Those are REST operations, not tools on the hosted server. An agent connected only
to the hosted server can search full text and Bates ranges, but cannot answer
"how far through the second-level privilege batch is the review team?" because it
has no way to learn the batch exists or what its id is.
This scaffold fills exactly that gap and nothing else. It deliberately does NOT
register a general search tool, a document-fetch tool, or a document-text tool —
the hosted server already does those, under the signed-in user's own permissions,
which is the safer place for them.
STATUS: scaffold — not runtime-tested. Endpoint paths, scope groups, permission
names, and response shapes track the published Everlaw OpenAPI specification
(https://api.everlaw.com/docs/everlaw-openapi.yaml) as of 2026-08. Project ids,
category names, and assignment-group names are tenant-specific; verify against your
own project before relying on any of it.
Run as: python -m everlaw_ediscovery_mcp.server
"""
from __future__ import annotations
import asyncio
import json
import os
from typing import Any
import httpx
from mcp.server import Server
from mcp.server.stdio import stdio_server
from mcp.types import TextContent, Tool
# ----- Configuration (read from env at startup) -----
EVERLAW_API_KEY = os.environ.get("EVERLAW_API_KEY")
# Region matters. Everlaw runs separate stacks and separate API hosts per region;
# a US key does not authenticate against the UK host. Set this to the host that
# matches the tenant your projects live in.
EVERLAW_BASE_URL = os.environ.get("EVERLAW_BASE_URL", "https://api.everlaw.com/v1").rstrip("/")
# Projects the agent may touch at all, as a comma-separated list of numeric ids.
# An Everlaw organization routinely holds matters under protective orders with
# different data-handling terms, and an org-admin key can read all of them. Leaving
# this empty means "every project the key can reach", which you should not ship.
EVERLAW_ALLOWED_PROJECTS = {
s.strip() for s in os.environ.get("EVERLAW_ALLOWED_PROJECTS", "").split(",") if s.strip()
}
# Assignee-name resolution is off by default. Every other tool here needs only the
# REVIEW_READ scope group; GetProjectUsers needs USER_MANAGEMENT_READ, which also
# covers groups, permissions, and invitations across the project. That is a wider
# grant than "show me review progress" justifies, so it is opt-in.
EVERLAW_ENABLE_USER_LOOKUP = os.environ.get("EVERLAW_ENABLE_USER_LOOKUP", "false").lower() == "true"
# Per-call page ceiling. The Everlaw API caps list endpoints at 200 records; 50 is
# enough for a chat answer and keeps a mis-scoped question from pulling a thousand
# assignment rows into the context window.
MAX_LIMIT = 200
DEFAULT_LIMIT = 50
# Everlaw enforces a fixed 25 requests/second per authenticating user account and
# returns 429 above it. review_progress issues 2 searches per group, so a 30-group
# project is 61 requests; without pacing that trips the limit inside three seconds.
REQUESTS_PER_SECOND = 8
_rate_gate = asyncio.Semaphore(4)
def require_config() -> None:
if not EVERLAW_API_KEY:
raise RuntimeError("EVERLAW_API_KEY env var is required")
def auth_headers() -> dict[str, str]:
# Everlaw accepts the organization API key as a bearer token. Keys look like
# everlaw-api.XXXX.YYYYYYYY and carry per-endpoint permissions granted on the
# API keys tab of the Organizations page.
return {
"Authorization": f"Bearer {EVERLAW_API_KEY}",
"Accept": "application/json",
}
def check_project(project_id: int) -> None:
if EVERLAW_ALLOWED_PROJECTS and str(project_id) not in EVERLAW_ALLOWED_PROJECTS:
raise PermissionError(
f"project {project_id} is not in EVERLAW_ALLOWED_PROJECTS. "
"Add it there deliberately if this matter is in scope for agent access."
)
def clamp(limit: int | None) -> int:
if limit is None:
return DEFAULT_LIMIT
return max(1, min(int(limit), MAX_LIMIT))
async def api_get(client: httpx.AsyncClient, path: str, params: dict[str, Any] | None = None) -> Any:
"""GET an Everlaw endpoint, unwrapping the {"data": ...} envelope.
Retries 429 with exponential backoff. Everlaw documents 429 both for the
account-wide 25 rps ceiling and for stricter per-endpoint limits, and both are
transient, so a bounded retry is correct where a 403 is not.
"""
delay = 1.0
for attempt in range(4):
async with _rate_gate:
resp = await client.get(path, params=params, headers=auth_headers(), timeout=60.0)
await asyncio.sleep(1.0 / REQUESTS_PER_SECOND)
if resp.status_code == 429 and attempt < 3:
await asyncio.sleep(delay)
delay *= 2
continue
break
raise_for_everlaw(resp)
return resp.json().get("data")
async def api_post(client: httpx.AsyncClient, path: str, body: dict[str, Any]) -> Any:
delay = 1.0
for attempt in range(4):
async with _rate_gate:
resp = await client.post(path, json=body, headers=auth_headers(), timeout=60.0)
await asyncio.sleep(1.0 / REQUESTS_PER_SECOND)
if resp.status_code == 429 and attempt < 3:
await asyncio.sleep(delay)
delay *= 2
continue
break
raise_for_everlaw(resp)
return resp.json().get("data")
def raise_for_everlaw(resp: httpx.Response) -> None:
"""Translate Everlaw's error envelope into a message an agent can act on.
Everlaw returns {"title": ..., "status": ...} and deliberately returns the same
403 whether a project does not exist or the caller cannot see it, so that project
ids cannot be enumerated. The message below says so, otherwise a model retries a
valid-but-forbidden project id as though it had fat-fingered the number.
"""
if resp.status_code < 400:
return
try:
title = resp.json().get("title", resp.text[:200])
except Exception:
title = resp.text[:200]
if resp.status_code == 403:
raise PermissionError(
f"{title} (403). Everlaw returns this identically for 'project does not exist' "
"and 'key lacks access', so do not retry with a different id — confirm the "
"project id and the key's permissions instead."
)
if resp.status_code == 422:
raise RuntimeError(
f"{title} (422). Everlaw caps the number of user-visible objects the API may "
"create, including saved searches. review_progress creates one search per "
"call; wait for the cap to clear or ask Everlaw Support to raise it."
)
raise RuntimeError(f"Everlaw API error {resp.status_code}: {title}")
# ----- Tool implementations -----
async def list_assignment_groups(client: httpx.AsyncClient, project_id: int, limit: int | None) -> Any:
"""GET /projects/{projectId}/assignmentGroups — REVIEW_READ."""
check_project(project_id)
data = await api_get(
client, f"/projects/{project_id}/assignmentGroups", {"limit": clamp(limit)}
)
groups = []
for g in data or []:
assignments = g.get("assignments") or []
groups.append(
{
"id": g.get("id"),
"name": g.get("name"),
"created": g.get("created"),
"assignment_count": len(assignments),
# Assignee ids only. Names require USER_MANAGEMENT_READ, which this
# server does not hold unless EVERLAW_ENABLE_USER_LOOKUP is set.
"assignee_ids": sorted({a.get("assigneeId") for a in assignments if a.get("assigneeId")}),
}
)
return {
"project_id": project_id,
"assignment_groups": groups,
"_note": (
"Use an id here as assignmentGroup.id in an ASSIGNED search term, either "
"through review_progress or through the official Everlaw MCP server's "
"PostProjectSearch tool."
),
}
async def list_codes(client: httpx.AsyncClient, project_id: int) -> Any:
"""GET /projects/{projectId}/codes — REVIEW_READ."""
check_project(project_id)
data = await api_get(client, f"/projects/{project_id}/codes")
categories = [
{
"id": c.get("id"),
"name": c.get("name"),
"mutually_exclusive": c.get("mutuallyExclusive"),
"codes": [{"id": k.get("id"), "name": k.get("name")} for k in (c.get("codes") or [])],
}
for c in (data or [])
]
return {
"project_id": project_id,
"categories": categories,
"_note": (
"A CODED search term takes labelId, which accepts either a category id or "
"a code id. Category id matches any code in that category."
),
}
async def review_progress(
client: httpx.AsyncClient, project_id: int, assignment_group_id: int | None
) -> Any:
"""Reviewed / not-reviewed counts per assignment group.
Everlaw has no progress endpoint. The counts come from running the ASSIGNED
search term twice per group with reviewStatus REVIEWED and NOT_REVIEWED and
reading numDocs off each response.
The engineering choice worth naming: this aggregates at ALL_IN_GROUP level —
two searches per group — rather than per assignment. Per-assignment detail would
be two searches per assignee, and every PostProjectSearch call materializes a
saved search object that is visible in the project's search history and counts
against Everlaw's cap on API-created user-visible objects (422). A 12-assignee
group costs 2 searches here and 24 the other way, for a number nobody asked for.
"""
check_project(project_id)
groups = await api_get(client, f"/projects/{project_id}/assignmentGroups", {"limit": MAX_LIMIT})
targets = [g for g in (groups or []) if assignment_group_id in (None, g.get("id"))]
if assignment_group_id is not None and not targets:
raise ValueError(f"assignment group {assignment_group_id} not found on project {project_id}")
rows = []
for g in targets:
counts = {}
for status in ("REVIEWED", "NOT_REVIEWED"):
body = {
"term": "ASSIGNED",
"query": {
"assignmentGroup": {
"id": g.get("id"),
"criteria": "ALL_IN_GROUP",
"reviewStatus": status,
}
},
}
result = await api_post(client, f"/projects/{project_id}/search", body)
counts[status] = (result or {}).get("numDocs", 0)
total = counts["REVIEWED"] + counts["NOT_REVIEWED"]
rows.append(
{
"assignment_group_id": g.get("id"),
"name": g.get("name"),
"reviewed": counts["REVIEWED"],
"not_reviewed": counts["NOT_REVIEWED"],
"total": total,
"percent_reviewed": round(100.0 * counts["REVIEWED"] / total, 1) if total else None,
}
)
return {
"project_id": project_id,
"groups": rows,
"_note": (
"'Reviewed' means reviewed per the assignment group's own review criteria, "
"which the group's creator configured — it is not a synonym for 'coded'. "
"Each row cost two saved searches, now visible in the project's search history."
),
}
async def list_search_term_reports(client: httpx.AsyncClient, project_id: int, limit: int | None) -> Any:
"""GET /projects/{projectId}/searchTermReports — REVIEW_READ."""
check_project(project_id)
data = await api_get(
client, f"/projects/{project_id}/searchTermReports", {"limit": clamp(limit)}
)
return {
"project_id": project_id,
"search_term_reports": [
{
"id": r.get("id"),
"name": r.get("name"),
"num_searches": r.get("numSearches"),
"last_updated": r.get("lastUpdated"),
"user_id": r.get("userId"),
}
for r in (data or [])
],
"_note": (
"Names and counts only. Term hit counts are not returned here; a term list "
"negotiated with opposing counsel can itself be work product."
),
}
async def resolve_assignee_names(client: httpx.AsyncClient, project_id: int, limit: int | None) -> Any:
"""GET /projects/{projectId}/users — USER_MANAGEMENT_READ. Opt-in."""
if not EVERLAW_ENABLE_USER_LOOKUP:
raise PermissionError(
"assignee-name lookup is disabled. It needs the USER_MANAGEMENT_READ scope "
"group, which is broader than the REVIEW_READ the other tools use. Set "
"EVERLAW_ENABLE_USER_LOOKUP=true and grant the GetProjectUsers permission "
"only if reviewer names are genuinely needed in chat."
)
check_project(project_id)
data = await api_get(client, f"/projects/{project_id}/users", {"limit": clamp(limit)})
return {
"project_id": project_id,
# Names and ids only — the endpoint also returns per-user permission sets to
# project administrators, which is access-control configuration and does not
# belong in a chat transcript.
"users": [
{"id": u.get("id"), "name": u.get("name"), "email": u.get("email")}
for u in (data or [])
],
}
# ----- MCP wiring -----
server = Server("everlaw-ediscovery")
PROJECT_ID_SCHEMA = {
"type": "integer",
"description": "Everlaw project id. Get it from the official Everlaw MCP server's GetProjects tool, or from the project URL.",
}
@server.list_tools()
async def list_tools() -> list[Tool]:
return [
Tool(
name="list_assignment_groups",
description=(
"List review assignment groups on an Everlaw project with assignment counts "
"and assignee ids. Read-only. Use this to get the assignmentGroup.id that an "
"ASSIGNED search term requires — the official Everlaw MCP server has no tool "
"that returns it."
),
inputSchema={
"type": "object",
"properties": {
"project_id": PROJECT_ID_SCHEMA,
"limit": {"type": "integer", "description": f"Max groups, 1-{MAX_LIMIT}. Default {DEFAULT_LIMIT}."},
},
"required": ["project_id"],
},
),
Tool(
name="list_codes",
description=(
"List the coding schema of an Everlaw project: categories, their codes, and "
"whether each category is mutually exclusive. Read-only. Returns the labelId "
"values a CODED search term requires. Returns the schema, not any document's "
"coding decisions."
),
inputSchema={
"type": "object",
"properties": {"project_id": PROJECT_ID_SCHEMA},
"required": ["project_id"],
},
),
Tool(
name="review_progress",
description=(
"Reviewed / not-reviewed document counts and percent complete for one or all "
"assignment groups on an Everlaw project. Read-only, but each group costs two "
"saved searches that appear in the project's search history."
),
inputSchema={
"type": "object",
"properties": {
"project_id": PROJECT_ID_SCHEMA,
"assignment_group_id": {
"type": "integer",
"description": "Restrict to one group. Omit for every group on the project.",
},
},
"required": ["project_id"],
},
),
Tool(
name="list_search_term_reports",
description=(
"List search term reports on an Everlaw project by name, owner, term count, "
"and last-updated date. Read-only. Does not return the terms themselves or "
"their hit counts."
),
inputSchema={
"type": "object",
"properties": {
"project_id": PROJECT_ID_SCHEMA,
"limit": {"type": "integer", "description": f"Max reports, 1-{MAX_LIMIT}. Default {DEFAULT_LIMIT}."},
},
"required": ["project_id"],
},
),
Tool(
name="resolve_assignee_names",
description=(
"Map Everlaw user ids to reviewer names on a project. Read-only and disabled "
"unless EVERLAW_ENABLE_USER_LOOKUP=true, because it needs a wider scope group "
"than every other tool here."
),
inputSchema={
"type": "object",
"properties": {
"project_id": PROJECT_ID_SCHEMA,
"limit": {"type": "integer", "description": f"Max users, 1-{MAX_LIMIT}. Default {DEFAULT_LIMIT}."},
},
"required": ["project_id"],
},
),
]
@server.call_tool()
async def call_tool(name: str, arguments: dict[str, Any]) -> list[TextContent]:
require_config()
async with httpx.AsyncClient(base_url=EVERLAW_BASE_URL) as client:
try:
if name == "list_assignment_groups":
result = await list_assignment_groups(
client, int(arguments["project_id"]), arguments.get("limit")
)
elif name == "list_codes":
result = await list_codes(client, int(arguments["project_id"]))
elif name == "review_progress":
gid = arguments.get("assignment_group_id")
result = await review_progress(
client, int(arguments["project_id"]), int(gid) if gid is not None else None
)
elif name == "list_search_term_reports":
result = await list_search_term_reports(
client, int(arguments["project_id"]), arguments.get("limit")
)
elif name == "resolve_assignee_names":
result = await resolve_assignee_names(
client, int(arguments["project_id"]), arguments.get("limit")
)
else:
raise ValueError(f"unknown tool: {name}")
except (PermissionError, ValueError, RuntimeError) as exc:
# Surface as a tool error, not an exception. The agent needs to read the
# reason — "not in the allowlist" and "key lacks the permission" call for
# different fixes and neither is solved by retrying.
return [TextContent(type="text", text=json.dumps({"error": str(exc)}, indent=2))]
return [TextContent(type="text", text=json.dumps(result, indent=2, ensure_ascii=False))]
async def main() -> None:
require_config()
async with stdio_server() as (read_stream, write_stream):
await server.run(read_stream, write_stream, server.create_initialization_options())
if __name__ == "__main__":
asyncio.run(main())