8am MyCase agent skills for Claude Code, Cursor and RevampKey

5 ready-made playbooks that teach an AI agent how to do real 8am MyCase work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect 8am MyCase

Connect 8am MyCase once and all 5 skills install themselves and stay up to date. Mac, Windows and Linux.

All 5 8am MyCase skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereRead-only17 8am MyCase tools

Use the 8am MyCase connector safely

Checks which firm and user account is connected, finds records with the narrowest read tool, and asks before any change to firm data.

Use it when

You have just connected MyCase and want to know what Claude can see and do
You are about to look up a case, client or document and want a careful, scoped approach
You need to know why a MyCase action was refused or why write tools are missing

Tools it uses

get_me
full_text_search
get_case
get_client
get_company
get_invoice
get_document
get_event
get_note
get_message_thread
get_case_stage
get_case_folder
get_case_billing_summary
get_case_invoice_line_items
get_document_text
get_people_group
get_custom_field

Example

Which MyCase account am I connected as, and can you update the address on the Harper client record?

You are connected as Dana Ruiz at Ruiz & Partners. Write tools are not enabled for this firm, so I can read records but cannot change the address. I have not made any change. If you want updates enabled, contact MyCase Support at support@mycase.com. I can still show you the current address on the Harper record.

Use in RevampKeyRead the full skill →

Read-only5 8am MyCase tools

Reconcile a case's billing with AI

Checks one MyCase case's billing summary against its invoice line items and expenses, to show what is billed, paid, outstanding and unbilled, and flags any mismatches. Read-only; it never changes an invoice or payment.

Use it when

An attorney asks why a case balance looks wrong before a client call
A firm wants to know what is still unbilled on an old matter
A bookkeeper needs outstanding amounts checked before sending an invoice

Tools it uses

get_case
get_case_billing_summary
get_case_invoice_line_items
get_invoice
get_expense

Example

Reconcile billing on the Harper v. Lindqvist matter for this year and tell me what is still outstanding.

Billed is $18,400 across three invoices, and the summary agrees. Paid is $12,250, leaving $6,150 outstanding. There is $2,300 of unbilled time, the oldest entry dated in February. One line item appears twice on invoice 1042, a $350 filing fee, so the billed total may be overstated by that amount. Please confirm before any correction.

Use in RevampKeyRead the full skill →

Read-only10 8am MyCase tools

Brief an attorney on a MyCase case

Turns one MyCase case into a short attorney briefing covering status, stage, people, upcoming events, open tasks and recent messages. It is read-only and lists what MyCase does not contain separately.

Use it when

Before a hearing or deposition, when the attorney needs the case caught up in minutes
Ahead of a client call, to recall the latest status and who is involved
When picking up a matter a colleague has been running

Tools it uses

get_case
get_case_stage
get_client
get_company
get_people_group
get_event
get_call
get_note
get_message_thread
full_text_search

Example

Give me a briefing on the Harlow v. Crane matter before tomorrow's 9am status conference.

Harlow v. Crane (2024-0317), personal injury. Status: active, stage: discovery, set 14 March. Coming up: status conference tomorrow 9:00, courtroom not recorded. Overdue: serve supplemental interrogatory responses, due 2 days ago, unassigned. People: client Dana Harlow; defence counsel Marcus Lind, recorded as counterparty. Not in MyCase: the courtroom and no record of the last filing date.

Use in RevampKeyRead the full skill →

Read-only6 8am MyCase tools

Find and review case documents in MyCase

Locates documents across a case's folders and search, works out which version is current, and reports what the text says. It reads only and asks before any change.

Use it when

You need the latest signed version of a settlement agreement before a call.
You want to know whether a pleading in the folder is the final or a draft.
You need the key terms of an engagement letter summarised with clauses quoted.

Tools it uses

get_case
get_case_folder
get_document
full_text_search
download_document_version
get_document_text

Example

Which is the current version of the Hartwell settlement agreement, and what does the payment clause say?

Two copies are in the Hartwell folder: one dated 12 March and one dated 2 April. The 2 April version is the latest by record date and is marked executed. Its payment clause sets 3 installments of $15,000, due 1 May, 1 June and 1 July. I could not rule out the March file as a draft; its text reads as an earlier draft.

Use in RevampKeyRead the full skill →

Read-only6 8am MyCase tools

Triage open MyCase leads with AI

Reviews your open 8am MyCase leads, judges fit and completeness, and sorts each into ready, needs information, likely decline or urgent. It is read-only and never converts a lead without the attorney's decision.

Use it when

A new batch of web intakes came in over the weekend and needs sorting
You want to see which leads are missing a conflicts check or a key date
You need a short list of leads that are time-sensitive before Monday's intake meeting

Tools it uses

get_me
get_lead
get_client
get_company
get_custom_field
get_case

Example

Triage the leads from the last two weeks and tell me which ones need attention first.

I reviewed 14 leads from the last two weeks, connected as Dana Ruiz at Harper & Lowe. Two are urgent: a prospect's stated limitation date falls next week. Six are ready for an attorney, four need information (mostly no adverse party recorded), and two look like likely declines outside the firm's practice. Nothing has been converted or sent; the decline drafts are waiting for your approval.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

RevampKey adds the skills when you connect 8am MyCase, updates them for you and removes them when you disconnect.

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How 8am MyCase skills work

Connect 8am MyCase
The 8am MyCase MCP server gives the agent its tools.
Ask in plain words
“Reconcile billing on the Harper v. Lindqvist matter for this year and tell me what is still outstanding.” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install 8am MyCase skills

In RevampKey the skills install themselves when you connect 8am MyCase. In other tools each skill is one folder with a SKILL.md file, and you also need the 8am MyCase MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect 8am MyCase. All 5 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Reconcile billing on the Harper v. Lindqvist matter for this year and tell me what is still outstanding.”
Download RevampKeyConnect 8am MyCase · 1 click
Get RevampKey to connect 8am MyCase
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and 8am MyCase is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials billing-and-invoice-reconciliation case-file-briefing document-retrieval-and-review lead-intake-triage; do curl -fsSL --create-dirs -o .claude/skills/8am-mycase-$s/SKILL.md https://revampkey.com/marketplace/8am-mycase/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the 8am MyCase MCP server in Claude Code.

Run this in your project folder to add all 5 skills:

for s in essentials billing-and-invoice-reconciliation case-file-briefing document-retrieval-and-review lead-intake-triage; do
  curl -fsSL --create-dirs -o .claude/skills/8am-mycase-$s/SKILL.md https://revampkey.com/marketplace/8am-mycase/skills/$s/SKILL.md
done

Ask in plain language, for example “Reconcile billing on the Harper v. Lindqvist matter for this year and tell me what is still outstanding.”

Into the shared .agents/skills folder

Connect the 8am MyCase MCP server in Cursor.

Run this in your project folder to add all 5 skills:

for s in essentials billing-and-invoice-reconciliation case-file-briefing document-retrieval-and-review lead-intake-triage; do
  curl -fsSL --create-dirs -o .agents/skills/8am-mycase-$s/SKILL.md https://revampkey.com/marketplace/8am-mycase/skills/$s/SKILL.md
done

Ask in plain language, for example “Reconcile billing on the Harper v. Lindqvist matter for this year and tell me what is still outstanding.”

Into the shared .agents/skills folder

Connect the 8am MyCase MCP server in Codex.

Run this in your project folder to add all 5 skills:

for s in essentials billing-and-invoice-reconciliation case-file-briefing document-retrieval-and-review lead-intake-triage; do
  curl -fsSL --create-dirs -o .agents/skills/8am-mycase-$s/SKILL.md https://revampkey.com/marketplace/8am-mycase/skills/$s/SKILL.md
done

Ask in plain language, for example “Reconcile billing on the Harper v. Lindqvist matter for this year and tell me what is still outstanding.”

Into the shared .agents/skills folder

Connect the 8am MyCase MCP server in VS Code.

Run this in your project folder to add all 5 skills:

for s in essentials billing-and-invoice-reconciliation case-file-briefing document-retrieval-and-review lead-intake-triage; do
  curl -fsSL --create-dirs -o .agents/skills/8am-mycase-$s/SKILL.md https://revampkey.com/marketplace/8am-mycase/skills/$s/SKILL.md
done

Ask in plain language, for example “Reconcile billing on the Harper v. Lindqvist matter for this year and tell me what is still outstanding.”

RevampKey or copy the files?

In RevampKey

One click when you connect 8am MyCase
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the 8am MyCase MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

8am MyCase skills FAQ

What is a 8am MyCase agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each 8am MyCase skill describes one job, which 8am MyCase tools to use in which order, what to check first and when to stop and ask you.

Do the 8am MyCase skills change anything on their own?

5 of the 5 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in 8am MyCase.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect 8am MyCase; elsewhere you copy the folders into your project or skills directory.

Do I need the 8am MyCase MCP server too?

Yes. The skills tell the agent how to do the work; the 8am MyCase MCP server gives it the tools to do it. The 8am MyCase MCP setup guide covers every client.

8am MyCase MCP server setup · This page as Markdown

Put 8am MyCase’s best workflows in your agent

Download RevampKey, connect 8am MyCase and ask your first question in about a minute.

Download RevampKey Connect 8am MyCase · 1 click

All 5 8am MyCase skills

Use the 8am MyCase connector safely

Use it when

Tools it uses

Reconcile a case's billing with AI

Use it when

Tools it uses

Brief an attorney on a MyCase case

Use it when

Tools it uses

Find and review case documents in MyCase

Use it when

Tools it uses

Triage open MyCase leads with AI

Use it when

Tools it uses

Get all 5 without copying a file

How 8am MyCase skills work

How to install 8am MyCase skills

RevampKey or copy the files?

In RevampKey

Copy into your project

8am MyCase skills FAQ

Put 8am MyCase’s best workflows in your agent

Skills for related tools