Everlaw publie son propre serveur MCP hébergé, si bien que la question intéressante n’est plus de savoir s’il faut connecter Claude à vos dossiers, mais ce que ce serveur vous empêche de demander. La réponse tient à la gestion de la revue : les groupes d’affectation, le schéma de codage et l’avancement réel de l’équipe de revue sur un lot. Le scaffold situé dans apps/web/public/artifacts/mcp-server-everlaw-ediscovery/ comble ce manque, et rien d’autre.
Commencez par le serveur officiel
Everlaw documente un serveur MCP hébergé à l’adresse https://api.everlaw.com/v1/mcp — nom de serveur everlaw-mcp, version 0.1.0, révision de protocole 2025-11-25, d’après sa référence développeur publiée le 9 juillet 2026. C’est un serveur d’autorisation OAuth 2.0 conforme au standard, qui publie des métadonnées de ressource protégée RFC 9728 : un client conforme s’y connecte sans autre configuration que l’URL de la ressource. Chaque action s’exécute avec les droits de l’utilisateur authentifié : le serveur ne voit rien que cet utilisateur ne verrait pas dans l’interface web d’Everlaw.
Il enregistre huit outils. GetProjects, GetProjectBinders, GetProjectMetadataFields, GetProjectProcessedUploads et GetProjectDatasets énumèrent un projet. PostProjectSearch, GetProjectSearchResult et DescribeProjectSearchTerm exécutent des recherches sur 24 termes de recherche et paginent les résultats, avec au choix les métadonnées par document, des liens de téléchargement du texte et des valeurs extraites par IA.
Connectez ce serveur d’abord. Pour retrouver des documents, il vaut mieux que tout ce que vous construiriez : il hérite des droits par utilisateur, ne demande aucun provisionnement d’identifiants, et Everlaw l’entretient.
Le manque que ce scaffold comble
Deux des termes de recherche acceptés par PostProjectSearch ne peuvent pas être construits à partir de ces huit outils. ASSIGNED exige un assignmentGroup.id, un assignmentId ou un userId. CODED exige un labelId — l’identifiant d’une catégorie ou d’un code. La référence d’Everlaw pour ces termes renvoie elle-même le lecteur vers GetProjectAssignmentGroups, GetProjectCodes, GetProjectUsers et GetProjectGroups, et ces quatre-là sont des opérations REST, pas des outils du serveur hébergé.
L’effet concret : un agent connecté au seul serveur hébergé retrouve tout document contenant « indemnisation » dans une plage Bates, et ne peut pas vous dire qu’un lot de privilège de second niveau existe, encore moins quelle part reste non codée. Les questions sur l’état de la revue sont celles qu’un responsable Legal Ops traite plusieurs fois par jour, et ce sont précisément celles que le serveur hébergé n’atteint pas.
Le scaffold enregistre cinq outils en lecture seule sur l’API REST pour boucler la chaîne. list_assignment_groups renvoie les groupes, le nombre d’affectations et les identifiants des affectataires. list_codes renvoie les catégories et les codes avec leurs indicateurs d’exclusivité mutuelle. review_progress renvoie le nombre de documents revus et non revus, avec un pourcentage par groupe. list_search_term_reports renvoie les noms de rapports, leurs propriétaires et le nombre de termes. resolve_assignee_names traduit les identifiants utilisateur en noms de relecteurs et reste désactivé par défaut.
Il n’enregistre volontairement aucun outil de recherche, de récupération de document ni de texte de document. Ceux-là existent déjà sur le serveur hébergé, sous les droits de l’utilisateur authentifié, ce qui en est un hébergement plus sûr qu’une clé d’API d’organisation.
Comment review_progress calcule un chiffre qu’Everlaw ne publie pas
Everlaw n’a pas d’endpoint d’avancement de revue. Les comptages dans src/everlaw_ediscovery_mcp/server.py proviennent de l’exécution du terme ASSIGNED deux fois par groupe — une fois avec reviewStatus: "REVIEWED", une fois avec "NOT_REVIEWED" — et de la lecture de numDocs dans chaque réponse.
Le choix qui mérite d’être nommé est le niveau d’agrégation. Le scaffold interroge au niveau ALL_IN_GROUP, deux recherches par groupe, plutôt que par affectation. Chaque appel à PostProjectSearch matérialise un objet de recherche enregistrée qui apparaît dans l’historique de recherche du projet avec une URL app.everlaw.com, et Everlaw plafonne le nombre d’objets visibles par l’utilisateur que l’API peut créer, en renvoyant 422 au-delà. Un groupe de 12 affectataires coûte 2 recherches au niveau du groupe et 24 au niveau de l’affectation, pour un détail que personne n’a demandé.
Quand ne pas l’utiliser
Passez votre chemin si vous n’avez pas encore connecté le serveur hébergé. Presque toutes les questions d’une équipe dossier portent sur des documents, et monter une infrastructure d’identifiants pour traiter d’abord la catégorie la plus petite, c’est prendre le problème à l’envers.
Passez votre chemin si votre organisation suit moins de quatre dossiers simultanés environ, ou si les consultations d’état de revue restent sous une quinzaine par semaine. La mise en place coûte 2 à 4 heures : un administrateur d’organisation génère la clé d’API, quelqu’un cartographie les quatre permissions nécessaires, la direction juridique examine le rayon d’action d’un identifiant à portée d’organisation, et les quatre étapes de vérification du README.md doivent tourner contre un projet dont vous pouvez recalculer les chiffres à la main. À faible volume, cela ne se rentabilise pas : utilisez les tableaux de bord d’Everlaw.
Passez votre chemin si vous n’obtenez pas d’un administrateur d’organisation une clé restreinte. Une clé d’API Everlaw n’est rattachée à aucun compte utilisateur et accorde un accès équivalent à celui d’un administrateur d’organisation, borné uniquement par les permissions par endpoint qui lui sont accordées. Si la seule clé disponible est une clé sans restriction, la revue de sécurité échouera, et c’est normal.
Passez votre chemin si une ordonnance de protection encadre la façon dont les données du dossier sont transmises ou traitées. Les noms des groupes d’affectation et les catégories de codage décrivent la stratégie de revue. Validez-le avec la direction juridique avant de les faire transiter par une session Claude.
Modes de défaillance et garde-fous
Une clé à portée d’organisation lit d’un dossier à l’autre. Un seul identifiant atteint tous les projets de l’organisation, y compris des dossiers soumis à des ordonnances de protection différentes. Garde-fou : renseignez EVERLAW_ALLOWED_PROJECTS avec des identifiants numériques explicites. L’étape 2 de vérification du README.md demande un projet hors liste et attend un refus, sans qu’aucune requête HTTP ne soit émise.
Le 403 est ambigu à dessein. Everlaw renvoie un 403 identique que le projet n’existe pas ou que l’appelant n’y ait pas accès, afin que les identifiants de projet ne soient pas énumérables. Un agent y lit une faute de frappe et retente avec un autre identifiant. Garde-fou :raise_for_everlaw() réécrit le 403 pour signaler que les deux cas sont indiscernables et qu’il faut vérifier les permissions de la clé, pas le numéro.
Un sondage planifié épuise le plafond d’objets.review_progress écrit deux recherches enregistrées par groupe et par appel. Un sondage horaire sur 10 groupes fait 480 recherches enregistrées par jour, dans un quota plafonné, et encombre l’historique de recherche dont se sert l’équipe de revue. Garde-fou : la description de l’outil le dit, le README interdit de le placer dans une boucle de sondage, et le 422 est traduit en explication du plafond plutôt qu’en erreur générique.
« Revu » ne veut pas dire la même chose d’un groupe à l’autre. Chaque groupe d’affectation porte ses propres critères de revue : le pourcentage suit donc la définition de son créateur et n’est pas synonyme de « codé ». Deux groupes d’un même projet peuvent diverger sur le même chiffre. Garde-fou : chaque réponse de review_progress porte un champ _note qui l’indique, et l’étape 4 de vérification vous demande de rapprocher un groupe de l’interface avant de citer le moindre chiffre.
Les limites de débit se partagent par identifiant. Everlaw applique 25 requêtes par seconde par compte utilisateur authentifié et renvoie 429 au-delà. Garde-fou : le client se cadence à 8 requêtes par seconde avec un verrou de concurrence à quatre voies et un backoff exponentiel, et le README vous dit de donner sa propre clé à tout export nocturne.
Les alternatives, et quand elles l’emportent
Le serveur hébergé seul l’emporte dès lors que les questions portent sur des documents et non sur des lots. Il est gratuit, hérite des droits et est maintenu par l’éditeur. N’ajoutez ce scaffold qu’une fois capable de nommer les questions d’état de revue auxquelles il ne répond pas.
Les analytics propres à Everlaw l’emportent pour le reporting de productivité par relecteur. GetProjectAnalytics relève du groupe de portée SECURITY_READ et exige un accès administrateur d’organisation ; le scaffold l’exclut délibérément, parce que les données d’activité par relecteur soulèvent des questions de supervision qu’un outil de chat ne devrait pas trancher par accident.
L’équivalent Relativity est le modèle à copier si vous exploitez les deux plateformes — avec l’arbitrage inverse, puisque Relativity n’a pas de serveur MCP hébergé et que toute la surface est à construire.
Everlaw facture au volume de données et non au siège : rien de tout cela ne change votre facture. Le coût, ce sont les 2 à 4 heures de mise en place et l’obligation permanente de garder restreint un identifiant à portée d’organisation. Si vous voulez d’abord le fond conceptuel, lisez serveur MCP contre Claude skill et eDiscovery ; si vous montez l’outillage autour, le stack eDiscovery traite les choix de plateforme qui l’entourent.
# 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())