> ## Documentation Index
> Fetch the complete documentation index at: https://docs.stackone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# SmartAdvocate

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

<div className="not-prose" style={{ display: 'flex', alignItems: 'center', gap: '12px', marginBottom: '24px' }}>
  <img src="https://stackone-logos.com/api/smartadvocate/filled/png" alt="SmartAdvocate" className="connector-page-icon" style={{ width: '48px', height: '48px', borderRadius: '10px', padding: '2px' }} />

  <div>
    <div style={{ fontSize: '24px', fontWeight: '600' }}>SmartAdvocate</div>
    <div className="connector-page-subtitle" style={{ fontSize: '14px' }}>60 actions · 1 auth method</div>

    <div style={{ display: 'flex', flexWrap: 'wrap', gap: '6px', marginTop: '8px' }}>
      <span className="connector-page-tag-beta" style={{ display: 'inline-block', padding: '2px 8px', borderRadius: '4px', fontSize: '11px', fontWeight: '500' }}>Beta</span>
    </div>
  </div>
</div>

## Authentication

<Columns cols={2}>
  <Card title="Username & Password">
    Authenticate with your SmartAdvocate username and password. No app registration required. A JWT bearer token is obtained...

    Guides: [Connector Profile](/connectors/smartadvocate/guides/connector-profile/username-password), [Link Account](/connectors/smartadvocate/guides/link-account/username-password)
  </Card>
</Columns>

<div className="connector-meta-library-section">
  <div className="connector-meta-library-title">Actions</div>

  <div className="connector-actions-controls not-prose" data-connector-actions-controls>
    <div className="connector-actions-controls__row">
      <input type="search" className="connector-actions-search" data-connector-actions-search placeholder="Search actions" aria-label="Search actions" />
    </div>
  </div>

  <div className="meta-library-count" data-connector-actions-count>60 actions</div>

  <div className="not-prose meta-library-table-container" data-connector-actions-table>
    <div className="connector-meta-library-grid" style={{ gridTemplateColumns: '200px 1fr' }}>
      <div className="connector-meta-library-row">
        <div className="meta-library-grid-header-cell">Action</div>
        <div className="meta-library-grid-header-cell">Description</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_get_case_info" data-action-label="Get Case By Number" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Case By Number</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_get_case_info" aria-label="Copy smartadvocate_get_case_info"><code className="connector-page-code">smartadvocate\_get\_case\_info</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Look up a case using its case number string (e.g., 9000002). Use this when you have the case number, not the internal nu...</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_get_case" data-action-label="Get Case By ID" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Case By ID</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_get_case" aria-label="Copy smartadvocate_get_case"><code className="connector-page-code">smartadvocate\_get\_case</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get case by internal case ID</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_filtered_cases" data-action-label="Filter Cases" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Filter Cases</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_filtered_cases" aria-label="Copy smartadvocate_filtered_cases"><code className="connector-page-code">smartadvocate\_filtered\_cases</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Search all cases (open and closed) by modification date range with pagination</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_create_case" data-action-label="Create Case" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Case</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_create_case" aria-label="Copy smartadvocate_create_case"><code className="connector-page-code">smartadvocate\_create\_case</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Create a new case</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_active_cases" data-action-label="Get Active Cases" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Active Cases</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_active_cases" aria-label="Copy smartadvocate_active_cases"><code className="connector-page-code">smartadvocate\_active\_cases</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">List only currently active (open) cases with pagination</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_get_case_contacts" data-action-label="Get Case Contacts" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Case Contacts</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_get_case_contacts" aria-label="Copy smartadvocate_get_case_contacts"><code className="connector-page-code">smartadvocate\_get\_case\_contacts</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get all contacts associated with a case</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_insert_case_contact" data-action-label="Add Case Contact" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Add Case Contact</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_insert_case_contact" aria-label="Copy smartadvocate_insert_case_contact"><code className="connector-page-code">smartadvocate\_insert\_case\_contact</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Add a contact to a case</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_update_case_contact" data-action-label="Update Case Contact" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Update Case Contact</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_update_case_contact" aria-label="Copy smartadvocate_update_case_contact"><code className="connector-page-code">smartadvocate\_update\_case\_contact</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Partially update a contact on a case using JSON Patch operations array \[\{op, path, value}]. Use get\_case\_contacts first...</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_delete_case_contact" data-action-label="Remove Case Contact" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Remove Case Contact</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_delete_case_contact" aria-label="Copy smartadvocate_delete_case_contact"><code className="connector-page-code">smartadvocate\_delete\_case\_contact</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Remove a contact from a case</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_case_type" data-action-label="Get Case Types" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Case Types</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_case_type" aria-label="Copy smartadvocate_case_type"><code className="connector-page-code">smartadvocate\_case\_type</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get case types available within a specific case group. Requires the CaseGroup ID as input</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_get_calendar_by_case_id" data-action-label="Get Case Calendar" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Case Calendar</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_get_calendar_by_case_id" aria-label="Copy smartadvocate_get_calendar_by_case_id"><code className="connector-page-code">smartadvocate\_get\_calendar\_by\_case\_id</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get all calendar appointments for a case by case ID</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_filtered_case_calendar" data-action-label="Filter Calendar Appointments" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Filter Calendar Appointments</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_filtered_case_calendar" aria-label="Copy smartadvocate_filtered_case_calendar"><code className="connector-page-code">smartadvocate\_filtered\_case\_calendar</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Search and filter calendar appointments by date range with pagination</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_add_appointment" data-action-label="Create Appointment" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Appointment</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_add_appointment" aria-label="Copy smartadvocate_add_appointment"><code className="connector-page-code">smartadvocate\_add\_appointment</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Create a new calendar appointment for a case</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_appointment_types" data-action-label="Get Appointment Types" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Appointment Types</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_appointment_types" aria-label="Copy smartadvocate_appointment_types"><code className="connector-page-code">smartadvocate\_appointment\_types</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get available appointment types</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_contact_info" data-action-label="Get Contact" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Contact</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_contact_info" aria-label="Copy smartadvocate_contact_info"><code className="connector-page-code">smartadvocate\_contact\_info</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get basic contact info by contact ID</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_full_contact_info" data-action-label="Get Full Contact Info" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Full Contact Info</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_full_contact_info" aria-label="Copy smartadvocate_full_contact_info"><code className="connector-page-code">smartadvocate\_full\_contact\_info</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get full contact info including addresses, phones, and emails</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_filtered_contacts" data-action-label="Filter Contacts" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Filter Contacts</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_filtered_contacts" aria-label="Copy smartadvocate_filtered_contacts"><code className="connector-page-code">smartadvocate\_filtered\_contacts</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Search and filter contacts by date range with pagination</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_insert_contact" data-action-label="Create Contact" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Contact</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_insert_contact" aria-label="Copy smartadvocate_insert_contact"><code className="connector-page-code">smartadvocate\_insert\_contact</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Create a new contact. Set contactCtg to 1 for individual or 2 for organization. Use contact\_types to find valid contactT...</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_update_contact" data-action-label="Update Contact" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Update Contact</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_update_contact" aria-label="Copy smartadvocate_update_contact"><code className="connector-page-code">smartadvocate\_update\_contact</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Partially update a contact using JSON Patch operations array \[\{op, path, value}]. Use contact\_info first to get the cont...</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_contact_types" data-action-label="Get Contact Types" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Contact Types</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_contact_types" aria-label="Copy smartadvocate_contact_types"><code className="connector-page-code">smartadvocate\_contact\_types</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get available contact types</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_case_notes_by_case_id" data-action-label="Get Case Notes" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Case Notes</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_case_notes_by_case_id" aria-label="Copy smartadvocate_case_notes_by_case_id"><code className="connector-page-code">smartadvocate\_case\_notes\_by\_case\_id</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get all notes for a case by case ID</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_case_note" data-action-label="Get Case Note" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Case Note</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_case_note" aria-label="Copy smartadvocate_case_note"><code className="connector-page-code">smartadvocate\_case\_note</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get a single case note by ID</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_insert_note" data-action-label="Create Case Note" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Case Note</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_insert_note" aria-label="Copy smartadvocate_insert_note"><code className="connector-page-code">smartadvocate\_insert\_note</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Create a new case note. Requires caseID, noteTypeID (a system-defined note type identifier), and noteText (supports HTML...</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_update_note" data-action-label="Update Case Note" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Update Case Note</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_update_note" aria-label="Copy smartadvocate_update_note"><code className="connector-page-code">smartadvocate\_update\_note</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Update a case note (full replacement)</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_get_documents_by_case_id" data-action-label="Get Case Documents" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Case Documents</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_get_documents_by_case_id" aria-label="Copy smartadvocate_get_documents_by_case_id"><code className="connector-page-code">smartadvocate\_get\_documents\_by\_case\_id</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get all documents belonging to a specific case by its case ID</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_get_document" data-action-label="Get Document" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Document</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_get_document" aria-label="Copy smartadvocate_get_document"><code className="connector-page-code">smartadvocate\_get\_document</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get document metadata by ID</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_filtered_documents" data-action-label="Filter Documents" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Filter Documents</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_filtered_documents" aria-label="Copy smartadvocate_filtered_documents"><code className="connector-page-code">smartadvocate\_filtered\_documents</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Search documents across all cases by modification date range with pagination</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_get_document_categories" data-action-label="Get Document Categories" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Document Categories</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_get_document_categories" aria-label="Copy smartadvocate_get_document_categories"><code className="connector-page-code">smartadvocate\_get\_document\_categories</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get available document categories</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_get_document_tags" data-action-label="Get Document Tags" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Document Tags</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_get_document_tags" aria-label="Copy smartadvocate_get_document_tags"><code className="connector-page-code">smartadvocate\_get\_document\_tags</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get available document tags</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_insert_document" data-action-label="Create Document" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Document</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_insert_document" aria-label="Copy smartadvocate_insert_document"><code className="connector-page-code">smartadvocate\_insert\_document</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Create a document metadata record</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_update_document" data-action-label="Update Document" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Update Document</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_update_document" aria-label="Copy smartadvocate_update_document"><code className="connector-page-code">smartadvocate\_update\_document</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Fully update a document metadata record</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_document_content" data-action-label="Download Document" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Download Document</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_document_content" aria-label="Copy smartadvocate_document_content"><code className="connector-page-code">smartadvocate\_document\_content</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Download document content as base64</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_upload_document_content" data-action-label="Upload Document Content" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Upload Document Content</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_upload_document_content" aria-label="Copy smartadvocate_upload_document_content"><code className="connector-page-code">smartadvocate\_upload\_document\_content</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Upload file content to an existing document record</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_get_tasks_by_case_id" data-action-label="Get Case Tasks" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Case Tasks</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_get_tasks_by_case_id" aria-label="Copy smartadvocate_get_tasks_by_case_id"><code className="connector-page-code">smartadvocate\_get\_tasks\_by\_case\_id</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get all tasks for a case by case ID</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_get_case_task" data-action-label="Get Task" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Task</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_get_case_task" aria-label="Copy smartadvocate_get_case_task"><code className="connector-page-code">smartadvocate\_get\_case\_task</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get a single task by ID</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_filtered_tasks" data-action-label="Filter Tasks" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Filter Tasks</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_filtered_tasks" aria-label="Copy smartadvocate_filtered_tasks"><code className="connector-page-code">smartadvocate\_filtered\_tasks</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Search and filter tasks by date range with pagination</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_insert_task" data-action-label="Create Task" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Task</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_insert_task" aria-label="Copy smartadvocate_insert_task"><code className="connector-page-code">smartadvocate\_insert\_task</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Create a new task</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_update_task" data-action-label="Update Task" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Update Task</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_update_task" aria-label="Copy smartadvocate_update_task"><code className="connector-page-code">smartadvocate\_update\_task</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Fully update a task</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_delete_task" data-action-label="Delete Task" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Delete Task</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_delete_task" aria-label="Copy smartadvocate_delete_task"><code className="connector-page-code">smartadvocate\_delete\_task</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Delete a task by ID</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_get_task_types" data-action-label="Get Task Types" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Task Types</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_get_task_types" aria-label="Copy smartadvocate_get_task_types"><code className="connector-page-code">smartadvocate\_get\_task\_types</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get available task types</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_get_task_statuses" data-action-label="Get Task Statuses" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Task Statuses</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_get_task_statuses" aria-label="Copy smartadvocate_get_task_statuses"><code className="connector-page-code">smartadvocate\_get\_task\_statuses</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get available task statuses</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_get_task_priorities" data-action-label="Get Task Priorities" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Task Priorities</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_get_task_priorities" aria-label="Copy smartadvocate_get_task_priorities"><code className="connector-page-code">smartadvocate\_get\_task\_priorities</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get available task priorities</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_get_users" data-action-label="List Users" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Users</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_get_users" aria-label="Copy smartadvocate_get_users"><code className="connector-page-code">smartadvocate\_get\_users</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get all users with basic profile info (ID, name, username, email, status)</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_get_user" data-action-label="Get User" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get User</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_get_user" aria-label="Copy smartadvocate_get_user"><code className="connector-page-code">smartadvocate\_get\_user</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get a single user by ID</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_get_full_users_info" data-action-label="List Users (Full Details)" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Users (Full Details)</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_get_full_users_info" aria-label="Copy smartadvocate_get_full_users_info"><code className="connector-page-code">smartadvocate\_get\_full\_users\_info</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get all users with full details</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_insert_user" data-action-label="Create User" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create User</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_insert_user" aria-label="Copy smartadvocate_insert_user"><code className="connector-page-code">smartadvocate\_insert\_user</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Create a new user</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_update_user" data-action-label="Update User" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Update User</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_update_user" aria-label="Copy smartadvocate_update_user"><code className="connector-page-code">smartadvocate\_update\_user</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Fully update a user</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_delete_user" data-action-label="Delete User" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Delete User</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_delete_user" aria-label="Copy smartadvocate_delete_user"><code className="connector-page-code">smartadvocate\_delete\_user</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Delete a user by ID</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_get_case_roles" data-action-label="Get Case Roles" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Case Roles</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_get_case_roles" aria-label="Copy smartadvocate_get_case_roles"><code className="connector-page-code">smartadvocate\_get\_case\_roles</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get available case roles</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_get_firm_roles" data-action-label="Get Firm Roles" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Firm Roles</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_get_firm_roles" aria-label="Copy smartadvocate_get_firm_roles"><code className="connector-page-code">smartadvocate\_get\_firm\_roles</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get available firm roles</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_get_titles" data-action-label="Get Titles" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Titles</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_get_titles" aria-label="Copy smartadvocate_get_titles"><code className="connector-page-code">smartadvocate\_get\_titles</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get available user titles</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_get_offices" data-action-label="Get Offices" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Offices</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_get_offices" aria-label="Copy smartadvocate_get_offices"><code className="connector-page-code">smartadvocate\_get\_offices</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get available offices</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_get_departments" data-action-label="Get Departments" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Departments</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_get_departments" aria-label="Copy smartadvocate_get_departments"><code className="connector-page-code">smartadvocate\_get\_departments</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get available departments</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_get_permission_groups" data-action-label="Get Permission Groups" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Permission Groups</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_get_permission_groups" aria-label="Copy smartadvocate_get_permission_groups"><code className="connector-page-code">smartadvocate\_get\_permission\_groups</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get available permission groups</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_get_teams" data-action-label="Get Teams" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Teams</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_get_teams" aria-label="Copy smartadvocate_get_teams"><code className="connector-page-code">smartadvocate\_get\_teams</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get available teams</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_case_status_by_case_id" data-action-label="Get Case Status History" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Case Status History</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_case_status_by_case_id" aria-label="Copy smartadvocate_case_status_by_case_id"><code className="connector-page-code">smartadvocate\_case\_status\_by\_case\_id</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get case status history by case ID</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_get_case_status" data-action-label="Get Status Entry" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Status Entry</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_get_case_status" aria-label="Copy smartadvocate_get_case_status"><code className="connector-page-code">smartadvocate\_get\_case\_status</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get a specific case status entry</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_insert_case_status" data-action-label="Create Case Status" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Case Status</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_insert_case_status" aria-label="Copy smartadvocate_insert_case_status"><code className="connector-page-code">smartadvocate\_insert\_case\_status</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Insert a new case status entry. Requires caseID and statusTypeID (a system-defined status type identifier)</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_terminate_case_status" data-action-label="Terminate Case Status" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Terminate Case Status</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_terminate_case_status" aria-label="Copy smartadvocate_terminate_case_status"><code className="connector-page-code">smartadvocate\_terminate\_case\_status</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Terminate/close a case status entry</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="smartadvocate_case_calls_by_case_id" data-action-label="Get Case Calls" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Case Calls</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="smartadvocate_case_calls_by_case_id" aria-label="Copy smartadvocate_case_calls_by_case_id"><code className="connector-page-code">smartadvocate\_case\_calls\_by\_case\_id</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get all calls for a case</div>
      </div>
    </div>
  </div>
</div>

## Getting Started

<Steps>
  <Step title="Create or Select a Project">
    Set up a new project or select an existing one. See the [Projects Guide](/guides/managing-projects).
  </Step>

  <Step title="Configure the Connector">
    Enable the connector and set up a connector profile in your project. See [Managing Connectors](/guides/explore-connectors).

    <Columns cols={2}>
      <Card title="Connector Profile" href="/connectors/smartadvocate/guides/connector-profile/username-password" icon="https://stackone-logos.com/api/smartadvocate/filled/png" horizontal>
        SmartAdvocate - Username & Password
      </Card>
    </Columns>
  </Step>

  <Step title="Link an Account">
    Connect an account using [StackOne Hub](/guides/embedding-stackone-hub) or [Auth Link](/guides/auth-link).

    <Columns cols={2}>
      <Card title="Link Account" href="/connectors/smartadvocate/guides/link-account/username-password" icon="https://stackone-logos.com/api/smartadvocate/filled/png" horizontal>
        SmartAdvocate - Username & Password
      </Card>
    </Columns>
  </Step>

  <Step title="Use Actions">
    Invoke actions using one of the methods below:

    * [MCP](/mcp/quickstart) – Model Context Protocol for AI assistants
    * [A2A](/a2a/quickstart) – Agent-to-Agent protocol
    * [AI Toolset (TypeScript)](/agents/typescript/introduction) – TypeScript SDK for AI agents
    * [AI Toolset (Python)](/agents/python/introduction) – Python SDK for AI agents
    * [Actions RPC](/platform/api-reference/actions/make-an-rpc-call-to-an-action) – Direct API calls
    * [Playground](/guides/playground) – Test actions in the dashboard
  </Step>
</Steps>