iManage MCP Server

The iManage MCP Server is an open-protocol connector that lets MCP-compatible AI assistants securely access content stored in iManage Cloud (the document and email management platform widely used by law firms, in-house legal teams, and other professional services). It replaces the need to build custom point-to-point API integrations for each AI vendor, exposing iManage's governed knowledge through the standardized Model Context Protocol layer.

A central design goal is governance preservation. Documents stay inside iManage rather than being bulk exported or copied to a third-party AI data store. Every request is authenticated, scoped to the calling user's existing iManage permissions, evaluated against ethical walls and security policies, and logged for audit. This makes it suitable for matter-bound, conflicts-sensitive workflows where uncontrolled data egress is unacceptable.

iManage announced general availability of the MCP Server on May 14, 2026. It is positioned to work with any MCP-compatible client, with iManage publicly referencing compatibility scenarios for Anthropic Claude, ChatGPT (including Enterprise), Microsoft Copilot, Harvey, Legora, and custom firm-built AI agents. Detailed technical setup (server endpoint, OAuth client registration, tool catalog) is delivered through iManage's customer documentation portal and account teams rather than a public GitHub repo.

Tools

The iManage MCP Server is a vendor-hosted enterprise product. There is no public GitHub repository or npm package. Setup is performed by an iManage administrator through iManage Cloud, and connection details are provided by iManage to the customer.

Prerequisites

• An active iManage Cloud tenant with MCP Server enabled by iManage
• An MCP-compatible AI client (Claude, ChatGPT Enterprise, Microsoft Copilot, Harvey, Legora, or a custom agent)
• An iManage user account with appropriate permissions on the libraries, workspaces, and documents you want to expose
• OAuth client credentials issued by your iManage tenant for the AI client

General setup steps

• Contact your iManage administrator or account team to enable the MCP Server on your tenant
• Register the AI client as an OAuth application in iManage and capture the issued client ID, redirect URI, and tenant-specific MCP endpoint
• Add the endpoint to your MCP client configuration as a remote MCP server, then complete the OAuth sign-in flow as the end user so requests are evaluated against that user's permissions and ethical walls

Example client configuration shape (placeholder, replace with values from your iManage tenant)

{
  "mcpServers": {
    "imanage": {
      "url": "https://<your-imanage-tenant>/mcp",
      "transport": "http",
      "auth": {
        "type": "oauth2",
        "client_id": "<your-oauth-client-id>"
      }
    }
  }
}

For tenant-specific endpoint URLs, OAuth scopes, and supported client configuration files, refer to your iManage administrator and the iManage documentation portal at https://docs.imanage.com/.

• Let a Claude or ChatGPT Enterprise assistant answer questions about a specific matter by retrieving relevant documents from the lawyer's iManage workspace without exporting files
• Summarize or compare clauses across precedent documents stored in iManage while keeping content inside the governed boundary
• Power firm-specific AI agents (drafting assistants, intake bots, knowledge copilots) that need to read iManage content under each user's permissions and ethical walls
• Connect specialist legal AI platforms such as Harvey or Legora to iManage through a single standardized protocol instead of building bespoke integrations
• Surface iManage matter and email context inside Microsoft Copilot for everyday Office workflows while preserving auditability

• "Find the most recent NDA precedents in my iManage matter workspace for Project Atlas and summarize the indemnity clauses."
• "Search iManage for emails from opposing counsel on matter 12345 in the last 30 days and list the action items."
• "Pull the executed version of the master services agreement from the Acme Corp workspace and compare it to the draft I'm editing."
• "List all documents tagged as 'final' in this matter and tell me which ones reference governing law in New York."
• "Draft a status memo for the partner using the latest filings stored in the iManage workspace for case 2025-CV-998."

• Built and hosted by iManage itself, so it inherits the platform's permissions, ethical walls, and audit logging rather than re-implementing them
• Documents stay inside iManage, with no bulk export or third-party copy, which is important for client confidentiality and conflicts compliance
• Vendor-neutral by design: works with Claude, ChatGPT, Microsoft Copilot, Harvey, Legora, and custom agents through one connection
• Replaces a growing backlog of bespoke per-vendor API integrations with a single standardized endpoint

• Closed-source and customer-gated: no public GitHub repository, npm package, or open tool catalog to inspect before purchase
• Requires an iManage Cloud tenant with the MCP Server feature enabled, so it is not usable by anyone outside the iManage customer base
• Public technical documentation (exact tool names, server URL pattern, OAuth scopes) is limited and must be obtained from iManage support or account teams

• NetDocuments for firms on the NetDocuments DMS stack pursuing similar AI integrations
• SharePoint / Microsoft Graph MCP-style connectors for organizations whose legal content lives in Microsoft 365 instead of iManage
• Lexsoft T3 MCP for legal knowledge management content exposed through MCP