SmartAdvocate

Live 60 Actions

SmartAdvocate Integration for AI Agents

Connect your AI agent to 60 QA'd SmartAdvocate actions via MCP, A2A, or SDK, with agent authentication, tool-calling execution, and security built-in.

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SmartAdvocate AI Agent Actions

60 production-ready actions for your agent to do more on SmartAdvocate.

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60 Actions

Get Case By Number - Look up a case using its case number string (e.g., 9000002). Use this when you have the case number, not the internal numeric ID

Get Case By ID - Get case by internal case ID

Filter Cases - Search all cases (open and closed) by modification date range with pagination

Create Case - Create a new case

Get Active Cases - List only currently active (open) cases with pagination

Get Case Contacts - Get all contacts associated with a case

Add Case Contact - Add a contact to a case

Update Case Contact - Partially update a contact on a case using JSON Patch operations array [{op, path, value}]. Use get_case_contacts first to get contactId

Remove Case Contact - Remove a contact from a case

Get Case Types - Get case types available within a specific case group. Requires the CaseGroup ID as input

Get Case Calendar - Get all calendar appointments for a case by case ID

Filter Calendar Appointments - Search and filter calendar appointments by date range with pagination

Create Appointment - Create a new calendar appointment for a case

Get Appointment Types - Get available appointment types

Get Contact - Get basic contact info by contact ID

Get Full Contact Info - Get full contact info including addresses, phones, and emails

Filter Contacts - Search and filter contacts by date range with pagination

Create Contact - Create a new contact. Set contactCtg to 1 for individual or 2 for organization. Use contact_types to find valid contactTypeId values

Update Contact - Partially update a contact using JSON Patch operations array [{op, path, value}]. Use contact_info first to get the contactId

Get Contact Types - Get available contact types

Get Case Notes - Get all notes for a case by case ID

Get Case Note - Get a single case note by ID

Create Case Note - Create a new case note. Requires caseID, noteTypeID (a system-defined note type identifier), and noteText (supports HTML)

Update Case Note - Update a case note (full replacement)

Get Case Documents - Get all documents belonging to a specific case by its case ID

Get Document - Get document metadata by ID

Filter Documents - Search documents across all cases by modification date range with pagination

Get Document Categories - Get available document categories

Get Document Tags - Get available document tags

Create Document - Create a document metadata record

Update Document - Fully update a document metadata record

Download Document - Download document content as base64

Upload Document Content - Upload file content to an existing document record

Get Case Tasks - Get all tasks for a case by case ID

Get Task - Get a single task by ID

Filter Tasks - Search and filter tasks by date range with pagination

Create Task - Create a new task

Update Task - Fully update a task

Delete Task - Delete a task by ID

Get Task Types - Get available task types

Get Task Statuses - Get available task statuses

Get Task Priorities - Get available task priorities

List Users - Get all users with basic profile info (ID, name, username, email, status)

Get User - Get a single user by ID

List Users (Full Details) - Get all users with full details

Create User - Create a new user

Update User - Fully update a user

Delete User - Delete a user by ID

Get Case Roles - Get available case roles

Get Firm Roles - Get available firm roles

Get Titles - Get available user titles

Get Offices - Get available offices

Get Departments - Get available departments

Get Permission Groups - Get available permission groups

Get Teams - Get available teams

Get Case Status History - Get case status history by case ID

Get Status Entry - Get a specific case status entry

Create Case Status - Insert a new case status entry. Requires caseID and statusTypeID (a system-defined status type identifier)

Terminate Case Status - Terminate/close a case status entry

Get Case Calls - Get all calls for a case

Do More, Build Less

Integration Infrastructure for SmartAdvocate AI Agents

Multiple Interfaces

Access integrations via API, AI SDKs, MCP & A2A.

SmartAdvocate MCP server

Managed Authentication

Pre-built authentication UI.

Agent auth

Falcon Engine

Every SmartAdvocate action runs on Falcon.

Agent Execution Engine

StackOne Defender

88.7% prompt injection detection.

Prompt injection defense

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"What impressed us most about StackOne is its ambition and clarity. They're creating infrastructure that modern software and the entire AI agent ecosystem can rely on. The depth of secure integrations, the pace of delivery, and the team's foresight into AI's future uniquely position StackOne to redefine this category."

Luna Schmid, Partner at GV

"We've been impressed by how quickly and deeply StackOne integrates with complex enterprise systems -- and now, with their focus on agent-to-agent interoperability, they're unlocking even more powerful use cases for customers. StackOne delivers all of the above in a universal layer -- without compromise."