How to connect Smokeball to Claude

Adds one or more tags to an existing contact by contact id; tags that already exist on the contact are not duplicated by the documented behaviour.

Register a new matter file and return a sensitive presigned PUT URL valid for 1 hour that authorizes its content upload.

Register a migration batch of matter files and return one sensitive presigned PUT URL, valid for 1 hour, per item in request order.

Adds a layout item using a restricted documented subset.

Adds a new contact on a specified layout.

Appends a new role in the specified matter.

Appends a new relationship with an existing role in the specified matter.

Adds one or more tags to an existing matter by matter id.

Creates an activity code.

Creates an authorization group.

Creates an authorization policy.

Submit an irreversible financial requisition against a trust account.

Submit an irreversible financial Deposit transaction against the specified bank account and matter, with a dollar amount limited to 2 decimal places and an effective date.

Creates a contact.

Creates a relation for a specified contact.

Creates a calendar event.

Creates a new reminder for an event.

Get or request a PDF preview of the current file version.

Creates a firm for the current authenticated client and registers an existing user as a staff member and firm owner.

Creates a new matter or Lead.

Creates an expense for the specified matter.

Creates a fee for the specified matter.

Creates a new folder under the specified matter.

Creates a memo on the specified matter.

Send a notification to the specified staff member, including its displayed message and optional toast message, icons, color, and Smokeball action URI.

Creates a staff member in the firm associated with the authenticated client.

Creates a subtask for a specified task.

Creates a task.

Links an existing document to the specified task; it does not create a new document.

Create a persistent user login using Default or Auth0.

Create a persistent webhook subscription that sends every selected event type to the external eventNotificationUrl until the subscription is changed or deleted.

Deletes an activity code.

Delete an authorization group.

Deletes a specified contact.

Deletes a relation for a specified contact.

Deletes a specified event.

Deletes a specified event reminder.

Deletes a specified matter.

Deletes an expense.

Deletes a fee.

Deletes a specified matter file.

Deletes a folder belonging to the specified matter.

Deletes a specified memo.

Sets the staff member from the firm associated with the authenticated client as a former staff member.

Deletes a specified subtask of a specified task.

Deletes a specified task.

Unlinks the specified document from the task without deleting the underlying document.

Deletes and unsubscribes from the specified webhook subscription.

Retrieves one activity code by id: code, description, type, whether it is billable, rate type and rate, quantity and tax flags.

Retrieves one authorization group by id: its name, the ids of the principals it contains, and whether it is deleted.

Retrieves one authorization policy by its reference: the principal and resource it binds and its rules.

Retrieves one bank account by id: type, status, linked matter, account name and number, bank and branch details.

Retrieves one transaction by bank account id and transaction id, including its type, amount, dates, references, associated matter and payor links, and reversal status.

Retrieves one contact by id.

Retrieves a relation for a specified contact if associated with the authenticated client.

Return contacts matching up to 500 supplied IDs in request order; nonexistent and other-account IDs are silently omitted.

Retrieves one calendar event by id: subject, description, location, type, start and end times in the event timeZone, allDay flag, attendees and the linked matter.

Return a sensitive presigned GET URL and metadata for downloading the current or specified version of a matter file.

Return a sensitive presigned URL to the PDF preview of the file's current version.

Return a sensitive presigned URL to the PDF preview of a specific document version.

Retrieves the details of the firm associated with the authenticated client.

Retrieves one layout design by id: its name, description and the list of fields a layout matter item of this design carries.

Retrieves one matter by id with its documented fields, including any item, role, layout, and tag details Smokeball returns for it.

Retrieves the archive record of a matter: whether it is archived, the archived date and location, box number, comments and destroy date.

Retrieves the billing configuration for the specified matter.

Retrieves one expense on a matter by matter id and expense id: staff, amounts, tax, origin and the invoice it belongs to, if any.

Retrieves one fee on a matter by matter id and fee id: staff, duration or quantity, rate, amounts, tax and the invoice it belongs to, if any.

Retrieves metadata for a file belonging to the specified matter, including its download-details link.

Returns the full folder hierarchy (path) as a collection ordered from the root folder down to the supplied folder.

Retrieves one invoice on a matter by matter id and invoice id: number, title, status, dates and totals.

Return a sensitive download URL, its expiry timestamp, version, and status for the specified invoice.

Retrieves one item on a matter by matter id and item id: name, index, visibility and its subItems tree.

Retrieves one layout item on a matter by item id, including its name, description, hierarchy and order, layout design link, values, and events.

Retrieves one memo on a matter by matter id and memo id: title, rich text and plain text, author and dates, and whether it is deleted.

Retrieves one role on a matter by matter id and role id: role name, the contact filling it, representatives, relationships and whether it is the client or other side.

Retrieves one relationship on a matter role by relationship id, including its name, associated contact link, and representative links.

Retrieves a matter's current stage information, including its stage set, current stage, version id, and last-updated timestamp.

Retrieves one matter type by id: name, category, type, location, representative options and the items it defines.

Retrieves one notification by id: message, icon, creator and date, and whether it has been read or seen.

Retrieves one protected-funds record by bank account id and protection id, including its amount, reason, dates, current protection state, and associated matter or contact.

Retrieves one referral type by id: its name and whether it is deleted.

Retrieves a staff member (based on staff id parameter provided) in the firm associated with the authenticated client.

Returns the stage set identified by `stage_set_id`, including its configured matter stages.

Retrieves one stage of a stage set by stage-set id and stage id: name, lastUpdated and whether it is deleted.

Retrieves the subtask identified by `subtask_id` within the specified `task_id`.

Retrieves one task by id: subject, note, due date, assignees, sub-tasks, the linked matter and who created, completed or last updated it.

Retrieves one document attached to a task by task id and document id, including its document type, deletion state, associated task, and document link.

Retrieves the Smokeball user identified by `user_id`.

Returns the webhook subscription identified by `webhook_subscription_id`, including its callback and subscribed events.

Returns a list of activity codes.

Return the authorization groups for the firm associated with the authenticated client.

Returns a list of bank account matter balances.

Returns bank accounts available to the authenticated firm, optionally filtered by account type or matter identifier.

Return relations for a contact associated with the authenticated client.

Returns a list of contacts.

Lists the tags currently on one contact, by contact id, as a plain string collection under value.

Returns the collection of reminders for an event The native root response is returned under data as an explicit Composio normalization.

Returns a list of events.

Returns the full list of history entries for the specified file.

Returns a list of stage to matter mappings in the firm.

Returns a list of history entries for the specified folder.

Returns a list of layout designs.

Returns a list of expenses for the specified matter.

Returns a list of fees for the specified matter.

Returns a paged list of non-deleted files associated with a matter.

Returns non-deleted folders and files directly under a matter's root document folder, or directly under folder_id when supplied, with folders before files.

Returns a list of invoices for the specified matter.

Returns the versioned item collection for a matter.

Returns a list of contacts on a specified layout.

Returns a collection of layout items on a specified matter.

Returns a list of memos on the specified matter.

Returns associated relationships for a specified matter and role group.

Returns associated roles for a specified matter.

Returns one page of matters; pass next_cursor back as cursor to read the next one.

Returns the tags assigned to the matter identified by `matter_id`.

Returns a list of all the possible matter type categories.

Returns a paginated list of matter types based on search criteria.

Returns referral types, including custom referral types.

Retrieves a paginated list of staff members in the firm associated with the authenticated client.

Returns a list of stage sets for the firm.

Returns a list of subtasks for a specified task if associated with the authenticated client.

Returns a list of document links for the specified task, if associated with the authenticated client.

Returns a list of tasks.

Lists the event type names a webhook subscription can subscribe to, as a plain string collection under value.

Returns existing webhook subscriptions.

Merges layout data using a restricted documented subset.

Patches a matter or Lead, including lead-to-matter conversion and matter-type changes.

Updates the specified matter archive.

Changes only the supplied billing configuration fields for the specified matter.

Changes only the supplied expense fields for the specified matter.

Patches a fee for the specified matter.

Partially updates a file's metadata on the specified matter; only supplied fields change, but the documented schema still requires fileName.

Partially updates a folder belonging to the specified matter.

Protects funds in a trust bank account.

Removes one tag from a contact.

Removes a layout matter item from a matter.

Removes a contact from a specified layout, deleting the associated role or relationship from the matter.

Removes a specified role from a matter.

Removes a relationship from a role in a matter.

Removes the tag from the matter without deleting from the account.

Search files across the account using a required full-text query and documented filters; return the documented result array.

Unprotects funds in a trust bank account.

Updates an activity code.

Updates a specified authorization group.

Updates a specified authorization policy.

Updates a specified contact.

Updates a relation for a specified contact.

Updates an event.

Updates an existing reminder for an event.

Updates firm details for the current authenticated client.

Updates a specified matter.

Replaces the specified matter archive by applying the full editable archive representation.

Replaces the specified matter's billing configuration by applying its full editable representation.

Replaces the expense by applying its full editable representation for the specified matter.

Replaces the fee by applying its full editable representation for the specified matter.

Replace all editable file fields using PUT; use PATCH_MATTER_FILE for a partial edit.

Replaces the editable fields of a folder belonging to the specified matter.

Updates a specified memo.

Updates a specified role on a matter.

Updates a specified relationship on a matter.

Updates a staff member in the firm associated with the authenticated client.

Updates a specified subtask of a specified task.

Updates a specified task.

Update a persistent webhook subscription's name, event types, external eventNotificationUrl, and signing key.