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Relativity MCP Server

Official RelativityOne MCP server for managing e-discovery workspaces, clients, matters, users, permissions, and usage reports via AI assistants.

Legal by Relativity OAuth2 active
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Overview

The RelativityOne MCP server is the official Model Context Protocol integration from Relativity, the e-discovery and litigation review platform. It exposes administrative operations on a RelativityOne tenant directly to AI assistants like Claude, letting administrators provision workspaces, manage clients and matters, assign permissions, and pull usage reports through natural language. Every action performed via the MCP server is captured in Relativity Audit and attributed to the authenticated user.

The server is provider-hosted: there is no repo to clone. Each RelativityOne tenant exposes its own MCP endpoint at https://[yourTenant].relativity.com/mcp once Relativity Support enables the feature on the instance. Authentication uses the standard RelativityOne sign-in flow. The connected user must hold System Administrator status plus the granular permissions required by each individual tool (for example, additional permissions are needed for usage reports).

The server exposes roughly 30 tools across six functional areas: connection status, clients and matters, permissions, user and group membership, workspace management (including template-based provisioning and field/object inspection), and usage reporting. Some tools (such as workspace creation and report generation) support MCP elicitation, which is currently only honored by clients like Claude Code that implement the elicitation spec.

Tools

Tool Description
relone_connection_status Verify the MCP server connection and authenticated user context.
relone_list_clients List clients in the RelativityOne instance.
relone_create_client Create a new client. Supports elicitation.
relone_edit_client Update an existing client. Supports elicitation.
relone_list_matters List matters across the instance.
relone_create_matter Create a new matter under a client. Supports elicitation.
relone_edit_matter Update an existing matter. Supports elicitation.
relone_list_users List users in the instance.
relone_list_groups List groups in the instance.
relone_list_workspace_groups List groups that have access to a workspace.
relone_add_workspace_group Grant a group access to a workspace. Supports elicitation.
relone_remove_workspace_group Revoke a group's access to a workspace. Supports elicitation.
relone_list_user_groups List the groups a user belongs to.
relone_add_user_to_group Add a user to a group.
relone_remove_user_from_group Remove a user from a group.
relone_list_group_users List the members of a group.
relone_list_workspaces List workspaces in the instance.
relone_get_workspace Retrieve a workspace and its metadata.
relone_create_workspace Provision a new workspace, optionally from a template. Supports elicitation.
relone_edit_workspace Update workspace properties.
relone_list_workspace_templates List available workspace templates.
relone_get_workspace_create_job Get the status of a workspace creation job.
relone_wait_for_workspace_create_job Block until a workspace creation job completes (provisioning can take 5 to 15 minutes).
relone_list_object_types List object types defined in a workspace.
relone_get_fields List fields for an object type in a workspace.
relone_list_choices List choices for a choice field.
relone_usage_get_metadata Get metadata describing available usage report dimensions and metrics.
relone_usage_list_reports List generated usage reports.
relone_usage_generate_report Generate a new usage report. Supports elicitation.
relone_usage_get_report Retrieve a generated usage report.
relone_usage_get_report_details Get detail rows for a usage report.
relone_usage_download_report Download a usage report as CSV (limit 10 MB).
relone_usage_wait_for_report Block until a usage report finishes generating.
relone_usage_delete_report Delete a usage report.
Setup Guide

Prerequisites

  • A RelativityOne instance with the MCP server feature enabled by Relativity Support (contact your CSM or open a support ticket to request enablement).
  • System Administrator status on the RelativityOne instance.
  • The granular RelativityOne permissions required by each tool you intend to use (for example, usage reporting requires additional permissions).
  • An MCP client from Anthropic: Claude Web, Claude Desktop, Claude Code, Claude Code Web, or Claude CoWork.

Server endpoint

Your MCP server URL is your RelativityOne tenant URL with /mcp appended:

https://[yourTenant].relativity.com/mcp

Connect from Claude (Web or Desktop)

  1. Open Claude Settings, then Connectors.
  2. Click Browse connectors and search for "Relativity".
  3. Add the connector and paste your tenant MCP URL (https://[yourTenant].relativity.com/mcp).
  4. Complete authentication via the RelativityOne sign-in screen.
  5. Back in Claude, confirm the RelativityOne connector toggle is on before chatting.

Connect from Claude Code

Claude Code supports remote MCP servers and elicitation. Add the server with:

claude mcp add --transport http relativity https://[yourTenant].relativity.com/mcp

Then run /mcp inside Claude Code to complete the OAuth sign-in.

Notes

  • All actions are captured in Relativity Audit and attributed to the authenticated user.
  • Workspace creation can take 5 to 15 minutes; use relone_wait_for_workspace_create_job rather than polling or retrying.
  • Reports larger than 10 MB cannot be downloaded through the MCP server.
Use Cases
  • Provision a new RelativityOne workspace from a template for an incoming matter, then assign the case team's group to it without leaving Claude.
  • Onboard a new reviewer by adding them to the appropriate groups across multiple workspaces in a single conversation.
  • Bulk audit workspace group access ("who can see Workspace X?") and revoke stale group permissions identified by the AI.
  • Generate, monitor, and download CSV usage reports for billing or capacity planning across clients and matters.
  • Inspect workspace schemas (object types, fields, choices) to scaffold custom applications or validate field configuration before a review starts.
Example Prompts
  • "Create a new matter called 'Acme v. Globex' under client Acme Corp, then provision a workspace from the Standard Review template."
  • "List every workspace that the 'External Counsel' group has access to and remove that group from any workspace older than 12 months."
  • "Add user jdoe@firm.com to the Reviewers group in all three Project Phoenix workspaces."
  • "Generate a usage report for client Acme covering the last 90 days, wait for it to complete, and download it as CSV."
  • "Show me all custom fields on the Document object type in workspace 1027382 and which ones are choice fields."
Pros
  • Official, first-party MCP server from Relativity with full audit trail attribution through Relativity Audit.
  • Broad administrative coverage: roughly 30 tools across clients, matters, workspaces, permissions, and usage reporting.
  • Supports MCP elicitation for sensitive actions (workspace creation, permission changes, report generation) when used with clients like Claude Code.
  • Hosted by Relativity per tenant, so there is nothing to deploy or self-host.
Limitations
  • Requires System Administrator status on the RelativityOne tenant, which prevents safe delegation to individual reviewers or case teams.
  • Feature must be explicitly enabled per instance by Relativity Support; not available out of the box.
  • Currently scoped to administrative operations. There are no tools for document review, search, coding, production, or analytics workflows inside a workspace.
  • Limited to Anthropic's Claude clients, and report downloads are capped at 10 MB.
Alternatives
  • Reltio MCP Server (reltio-ai/reltio-mcp-server): MCP server for the Reltio master data management platform, similar enterprise data administration pattern.
  • Everlaw / Logikcull: Competing e-discovery platforms; no official MCP servers exist at this time, but their REST APIs can be wrapped with a custom MCP server.
  • Relativity REST and Kepler APIs: Direct API integration if you need capabilities the MCP server does not yet expose (document review, search, productions).
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