SmartAdvocate

60 actions available for SmartAdvocate through StackOne. Use via Actions RPC, Toolset SDK, MCP, or A2A.

SmartAdvocate

60 actions · 1 auth method

Beta

Authentication

Username & Password

Authenticate with your SmartAdvocate username and password. No app registration required. A JWT bearer token is obtained…

Guides: Connector Profile, Link Account

Actions

60 actions

Action

Description

Get Case By Number

smartadvocate_get_case_info

Look up a case using its case number string (e.g., 9000002). Use this when you have the case number, not the internal nu…

Get Case By ID

smartadvocate_get_case

Get case by internal case ID

Filter Cases

smartadvocate_filtered_cases

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

Create Case

smartadvocate_create_case

Create a new case

Get Active Cases

smartadvocate_active_cases

List only currently active (open) cases with pagination

Get Case Contacts

smartadvocate_get_case_contacts

Get all contacts associated with a case

Add Case Contact

smartadvocate_insert_case_contact

Add a contact to a case

Update Case Contact

smartadvocate_update_case_contact

Partially update a contact on a case using JSON Patch operations array [{op, path, value}]. Use get_case_contacts first…

Remove Case Contact

smartadvocate_delete_case_contact

Remove a contact from a case

Get Case Types

smartadvocate_case_type

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

Get Case Calendar

smartadvocate_get_calendar_by_case_id

Get all calendar appointments for a case by case ID

Filter Calendar Appointments

smartadvocate_filtered_case_calendar

Search and filter calendar appointments by date range with pagination

Create Appointment

smartadvocate_add_appointment

Create a new calendar appointment for a case

Get Appointment Types

smartadvocate_appointment_types

Get available appointment types

Get Contact

smartadvocate_contact_info

Get basic contact info by contact ID

Get Full Contact Info

smartadvocate_full_contact_info

Get full contact info including addresses, phones, and emails

Filter Contacts

smartadvocate_filtered_contacts

Search and filter contacts by date range with pagination

Create Contact

smartadvocate_insert_contact

Create a new contact. Set contactCtg to 1 for individual or 2 for organization. Use contact_types to find valid contactT…

Update Contact

smartadvocate_update_contact

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

Get Contact Types

smartadvocate_contact_types

Get available contact types

Get Case Notes

smartadvocate_case_notes_by_case_id

Get all notes for a case by case ID

Get Case Note

smartadvocate_case_note

Get a single case note by ID

Create Case Note

smartadvocate_insert_note

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

Update Case Note

smartadvocate_update_note

Update a case note (full replacement)

Get Case Documents

smartadvocate_get_documents_by_case_id

Get all documents belonging to a specific case by its case ID

Get Document

smartadvocate_get_document

Get document metadata by ID

Filter Documents

smartadvocate_filtered_documents

Search documents across all cases by modification date range with pagination

Get Document Categories

smartadvocate_get_document_categories

Get available document categories

Get Document Tags

smartadvocate_get_document_tags

Get available document tags

Create Document

smartadvocate_insert_document

Create a document metadata record

Update Document

smartadvocate_update_document

Fully update a document metadata record

Download Document

smartadvocate_document_content

Download document content as base64

Upload Document Content

smartadvocate_upload_document_content

Upload file content to an existing document record

Get Case Tasks

smartadvocate_get_tasks_by_case_id

Get all tasks for a case by case ID

Get Task

smartadvocate_get_case_task

Get a single task by ID

Filter Tasks

smartadvocate_filtered_tasks

Search and filter tasks by date range with pagination

Create Task

smartadvocate_insert_task

Create a new task

Update Task

smartadvocate_update_task

Fully update a task

Delete Task

smartadvocate_delete_task

Delete a task by ID

Get Task Types

smartadvocate_get_task_types

Get available task types

Get Task Statuses

smartadvocate_get_task_statuses

Get available task statuses

Get Task Priorities

smartadvocate_get_task_priorities

Get available task priorities

List Users

smartadvocate_get_users

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

Get User

smartadvocate_get_user

Get a single user by ID

List Users (Full Details)

smartadvocate_get_full_users_info

Get all users with full details

Create User

smartadvocate_insert_user

Create a new user

Update User

smartadvocate_update_user

Fully update a user

Delete User

smartadvocate_delete_user

Delete a user by ID

Get Case Roles

smartadvocate_get_case_roles

Get available case roles

Get Firm Roles

smartadvocate_get_firm_roles

Get available firm roles

Get Titles

smartadvocate_get_titles

Get available user titles

Get Offices

smartadvocate_get_offices

Get available offices

Get Departments

smartadvocate_get_departments

Get available departments

Get Permission Groups

smartadvocate_get_permission_groups

Get available permission groups

Get Teams

smartadvocate_get_teams

Get available teams

Get Case Status History

smartadvocate_case_status_by_case_id

Get case status history by case ID

Get Status Entry

smartadvocate_get_case_status

Get a specific case status entry

Create Case Status

smartadvocate_insert_case_status

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

Terminate Case Status

smartadvocate_terminate_case_status

Terminate/close a case status entry

Get Case Calls

smartadvocate_case_calls_by_case_id

Get all calls for a case

Getting Started

1. Create or Select a Project

   Set up a new project or select an existing one. See the Projects Guide.

2. Configure the Connector

   Enable the connector and set up a connector profile in your project. See Managing Connectors.

   

   Connector Profile

   SmartAdvocate - Username & Password

3. Link an Account

   Connect an account using StackOne Hub or Auth Link.

   

   Link Account

   SmartAdvocate - Username & Password

4. Use Actions

   Invoke actions using one of the methods below:

   • MCP – Model Context Protocol for AI assistants
   • A2A – Agent-to-Agent protocol
   • AI Toolset (TypeScript) – TypeScript SDK for AI agents
   • AI Toolset (Python) – Python SDK for AI agents
   • Actions RPC – Direct API calls
   • Playground – Test actions in the dashboard