O Everlaw publica o próprio servidor MCP hospedado, então a pergunta interessante já não é se você conecta o Claude aos seus casos, e sim o que esse servidor deixa você sem conseguir perguntar. A resposta é a gestão da revisão: os grupos de atribuição, o esquema de codificação e o quanto o time de revisão de fato avançou num lote. O scaffold em apps/web/public/artifacts/mcp-server-everlaw-ediscovery/ preenche essa lacuna e nada além dela.
Comece pelo servidor oficial
O Everlaw documenta um servidor MCP hospedado em https://api.everlaw.com/v1/mcp — nome de servidor everlaw-mcp, versão 0.1.0, revisão de protocolo 2025-11-25, conforme a referência para desenvolvedores publicada em 9 de julho de 2026. É um servidor de autorização OAuth 2.0 aderente ao padrão que anuncia metadados de recurso protegido RFC 9728, o que significa que um cliente compatível se conecta sem nenhuma configuração além da URL do recurso. Toda ação roda com as permissões do usuário autenticado: o servidor não enxerga nada que esse usuário não enxergaria na interface web do Everlaw.
Ele registra oito ferramentas. GetProjects, GetProjectBinders, GetProjectMetadataFields, GetProjectProcessedUploads e GetProjectDatasets enumeram um projeto. PostProjectSearch, GetProjectSearchResult e DescribeProjectSearchTerm rodam buscas sobre 24 termos de busca e paginam os resultados, com metadados por documento, links de download do texto e valores extraídos por IA de forma opcional.
Conecte esse servidor primeiro. Para o trabalho de achar documentos ele é melhor do que qualquer coisa que você construísse: herda as permissões por usuário, não exige provisionar credenciais e é mantido pelo Everlaw.
A lacuna que este scaffold preenche
Dois dos termos de busca que o PostProjectSearch aceita não podem ser construídos com aquelas oito ferramentas. ASSIGNED exige um assignmentGroup.id, um assignmentId ou um userId. CODED exige um labelId — o id de uma categoria ou de um código. A própria referência do Everlaw para esses termos manda o leitor para GetProjectAssignmentGroups, GetProjectCodes, GetProjectUsers e GetProjectGroups, e as quatro são operações REST, não ferramentas do servidor hospedado.
O efeito prático: um agente conectado só ao servidor hospedado acha todo documento que contenha “indenização” num intervalo Bates, e não consegue te dizer que existe um lote de privilégio de segundo nível, muito menos quanto dele segue sem codificação. Perguntas sobre status da revisão são as que um gestor de Legal Ops atende várias vezes por dia, e são exatamente as que o servidor hospedado não alcança.
O scaffold registra cinco ferramentas somente-leitura sobre a API REST para fechar esse ciclo. list_assignment_groups devolve grupos, contagem de atribuições e ids dos responsáveis. list_codes devolve categorias e códigos com suas marcas de exclusividade mútua. review_progress devolve a contagem de documentos revisados e não revisados com um percentual por grupo. list_search_term_reports devolve nomes de relatórios, donos e contagem de termos. resolve_assignee_names traduz ids de usuário em nomes de revisores e vem desligada.
Ele deliberadamente não registra ferramenta de busca, nem de download de documento, nem de texto de documento. Essas já existem no servidor hospedado, rodando sob as permissões do usuário autenticado, que é um lar mais seguro para elas do que uma chave de API de organização.
Como o review_progress calcula um número que o Everlaw não publica
O Everlaw não tem endpoint de progresso de revisão. As contagens em src/everlaw_ediscovery_mcp/server.py vêm de rodar o termo ASSIGNED duas vezes por grupo — uma com reviewStatus: "REVIEWED" e outra com "NOT_REVIEWED" — e ler numDocs em cada resposta.
A escolha que vale nomear é o nível de agregação. O scaffold consulta no nível ALL_IN_GROUP, duas buscas por grupo, em vez de por atribuição. Cada chamada de PostProjectSearch materializa um objeto de busca salva que aparece no histórico de buscas do projeto com uma URL de app.everlaw.com, e o Everlaw limita o número de objetos visíveis ao usuário que a API pode criar, devolvendo 422 quando você passa disso. Um grupo de 12 responsáveis custa 2 buscas no nível de grupo e 24 no nível de atribuição, para um detalhamento que ninguém pediu.
Quando não usar
Pule se você ainda não conectou o servidor hospedado. Quase toda pergunta que um time de caso faz é uma pergunta sobre documentos, e montar infraestrutura de credenciais para responder antes a categoria menor é fazer ao contrário.
Pule se sua organização toca menos de uns quatro casos simultâneos, ou se as consultas de status de revisão ficam abaixo de umas quinze por semana. A configuração custa de 2 a 4 horas: um administrador da organização gera a chave de API, alguém mapeia as quatro permissões necessárias, o jurídico interno revisa o raio de impacto de uma credencial com alcance de organização, e os quatro passos de verificação do README.md precisam rodar contra um projeto cujos números você consiga conferir na mão. Isso não se paga em volume baixo: use os próprios painéis do Everlaw.
Pule se você não conseguir que um administrador da organização provisione uma chave restrita. Uma chave de API do Everlaw não está atrelada a uma conta de usuário e concede acesso equivalente ao de um administrador de organização, limitado apenas pelas permissões por endpoint concedidas a ela. Se a única chave que você consegue é uma sem restrição, a revisão de segurança vai reprovar, e deve reprovar.
Pule se uma ordem de proteção reger como os dados do caso são transmitidos ou processados. Nomes de grupos de atribuição e categorias de codificação descrevem a estratégia de revisão. Confirme com o jurídico antes de roteá-los por uma sessão do Claude.
Modos de falha e suas travas
Uma chave com alcance de organização lê entre casos. Uma credencial só alcança todos os projetos da organização, incluindo casos sob ordens de proteção diferentes. Trava: defina EVERLAW_ALLOWED_PROJECTS com ids numéricos explícitos. O passo 2 de verificação do README.md pede um projeto fora da lista e espera uma recusa sem nenhuma requisição HTTP emitida.
O 403 é ambíguo por design. O Everlaw devolve um 403 idêntico tanto quando o projeto não existe quanto quando quem chama não tem acesso, para que ids de projeto não possam ser enumerados. Um agente lê isso como erro de digitação e tenta de novo com outro id. Trava:raise_for_everlaw() reescreve o 403 para explicar que os dois casos são indistinguíveis e que se deve conferir as permissões da chave, não o número.
Sondagem agendada esgota o teto de objetos. O review_progress escreve duas buscas salvas por grupo por chamada. Sondar de hora em hora em 10 grupos são 480 buscas salvas por dia, dentro de uma cota limitada, sujando o histórico de buscas que o time de revisão usa. Trava: a descrição da ferramenta avisa, o README proíbe colocá-la num laço de sondagem, e o 422 é traduzido numa explicação do teto em vez de um erro genérico.
“Revisado” significa coisas diferentes por grupo. Cada grupo de atribuição carrega os próprios critérios de revisão, então o percentual segue a definição de quem criou o grupo e não é sinônimo de “codificado”. Dois grupos do mesmo projeto podem discordar sobre o mesmo número. Trava: toda resposta do review_progress traz um campo _note dizendo isso, e o passo 4 de verificação pede que você reconcilie um grupo contra a interface antes de citar qualquer cifra.
Limites de taxa são compartilhados por credencial. O Everlaw aplica 25 requisições por segundo por conta de usuário autenticada e devolve 429 acima disso. Trava: o cliente marca um ritmo de 8 requisições por segundo com uma comporta de concorrência de quatro vias e backoff exponencial, e o README manda dar uma chave própria para qualquer rotina noturna de exportação.
As alternativas, e quando elas ganham
O servidor hospedado sozinho ganha sempre que as perguntas forem sobre documentos e não sobre lotes. É gratuito, herda permissões e é mantido pelo fornecedor. Some este scaffold só quando você conseguir nomear as perguntas de status de revisão que ele não responde.
A analítica do próprio Everlaw ganha para relatórios de produtividade por revisor. O GetProjectAnalytics fica no grupo de escopo SECURITY_READ e exige acesso de administrador de organização; o scaffold o exclui de propósito, porque dados de atividade por revisor levantam questões de supervisão que uma ferramenta de chat não deveria responder por acidente.
O equivalente para Relativity é o padrão a copiar se você opera as duas plataformas — com o trade-off invertido, já que o Relativity não tem servidor MCP hospedado e toda a superfície é sua para construir.
O Everlaw cobra por volume de dados e não por assento, então nada disso mexe na sua fatura. O custo são as 2 a 4 horas de configuração e a obrigação permanente de manter restrita uma credencial com alcance de organização. Se você quiser o pano de fundo conceitual antes, leia servidor MCP versus Claude skill e eDiscovery; se estiver montando o instrumental ao redor, o stack de eDiscovery cobre as decisões de plataforma em volta.
# 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())