AI Integration

AI assistants are powerful, but most of them work in the dark. You type a prompt, wait, and hope for the best. CaseMgr changes that. When your AI works inside CaseMgr, you can watch it happen in real time — items appearing, cases updating, tasks completing — all visible in your browser as the AI operates. This isn’t AI you have to trust blindly. It’s AI you can see.

See What Your AI Is Doing

This is CaseMgr’s key differentiator. When an AI agent creates a note, moves a file, completes a task, or updates a case, you see it happen live in the browser. There’s no waiting for a final summary and hoping nothing went wrong. You get real-time visual feedback as the AI works through your request.

This changes the dynamic completely. You can interrupt if something looks off. You can confirm it’s on the right track. You can actually collaborate with your AI instead of just delegating to it.

184 MCP Tools

CaseMgr exposes 184 tools through the Model Context Protocol (MCP), giving AI assistants deep access to every part of the platform. Your AI can:

• Create and manage cases, notes, bookmarks, todos, files, and every other item type
• Navigate and modify workflow stages, tasks, and milestones
• Track time, log expenses, and manage clients
• Search across all your cases with semantic search
• Read, organize, and restructure your entire workspace

These aren’t toy integrations. They’re the same operations you perform in the browser, now available to your AI.

AI Work Queue

For longer operations, CaseMgr provides an AI work queue that lets you assign tasks to your AI agent and monitor their progress. Queue up multiple jobs, track their status, and review the results — all with the same real-time visibility that makes CaseMgr’s AI integration unique.

Semantic Search

CaseMgr’s semantic search goes beyond keyword matching. Your AI can find items based on meaning and context, making it dramatically more effective at locating relevant information across your cases. Ask your AI to “find everything related to the Johnson proposal” and it understands what you mean.

Connect Your AI Client

CaseMgr works with any MCP-compatible client. Compatible with Claude Code, Claude Desktop, Cursor, and other MCP clients.

Streamable HTTP (Claude Code and clients that support HTTP):

{
  "mcpServers": {
    "casemgr": {
      "url": "https://casemgr.systems/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_API_TOKEN"
      }
    }
  }
}

Stdio bridge (Claude Desktop, Cursor, and other stdio clients):

{
  "mcpServers": {
    "casemgr": {
      "command": "npx",
      "args": ["-y", "casemgr-mcp"],
      "env": {
        "CASEMGR_API_TOKEN": "YOUR_API_TOKEN"
      }
    }
  }
}

Get your API token at casemgr.systems/tokens.

AI That Works With You, Not Around You

Most AI integrations treat your tools as an afterthought — bolted-on chat windows and vague summaries. CaseMgr was built from the ground up to be an AI-native workspace. The same interface you use is the interface your AI uses. The same structure that helps you stay organized helps your AI understand your work. And the real-time feedback means you’re always in the loop.