SimpleLegal (BYOK)

SimpleLegal (BYOK) — connector documentation

• MCP endpoint: https://byok-simplelegal.connectorbay.com/mcp
• REST API: POST https://byok-simplelegal.connectorbay.com/v1/tools/{tool_name}, described by the OpenAPI 3.1 spec at https://byok-simplelegal.connectorbay.com/openapi.json
• Transport: Streamable HTTP, stateless, MCP specification 2025-06-18 or later
• Authentication: your own SimpleLegal SimpleLegal API token, sent in the X-Upstream-Key header of every request (never stored, logged or cached)
• Health: https://byok-simplelegal.connectorbay.com/health · Tool schemas: https://byok-simplelegal.connectorbay.com/tools.json
• Publisher: Unify Dynamics LLC · connectorbay.com/byok-simplelegal · agent@connectorbay.com

What SimpleLegal (BYOK) is for

SimpleLegal (BYOK) lets an AI assistant read your own SimpleLegal data through the SimpleLegal API with a key you supply (SimpleLegal API token). Read-only: 11 tools (list_matters, list_matter_spend, list_invoices, list_vendors, list_vendor_groups, list_matter_groups, list_cost_codes, list_entities, list_purchase_orders, list_accrual_periods, list_custom_attributes). The BYOK key travels with each request, is used for that one call only and is never stored, logged or cached; it is only ever sent to falcon.simplelegal.com. Unofficial connector by Unify Dynamics LLC: not affiliated with, endorsed by or sponsored by SimpleLegal. SimpleLegal and its logos are trademarks of their owners and are used only to say which service the connector works with.

Ask your assistant things like:

• "Which legal matters are open right now?"
• "How much have we spent with each law firm on each matter?"
• "Which law firm invoices are waiting for approval and what do they total?"
• "Which outside counsel firms are active vendors?"
• "What vendor groups do we use?"
• "Which matter groups exist, for example Patents or Litigation?"

What it does

• list_matters: List legal matters with name, client matter id, status, matter group, open and close dates and confidentiality flag (lead email and description are not returned).
• list_matter_spend: List matters with the total invoiced amount per referred vendor and the matter currency.
• list_invoices: List vendor invoices with vendor, invoice number and dates, status, currency and totals.
• list_vendors: List law firms and other vendors with name, vendor number, status, vendor group and location (contact names, emails and tax ids are not returned).
• list_vendor_groups: List vendor groups used to categorize law firms and other legal vendors.
• list_matter_groups: List matter groups with description and whether accruals are enabled.
• list_cost_codes: List cost codes with description and accounting code.
• list_entities: List the legal entities that bear spend, with accounting code and location.
• list_purchase_orders: List purchase orders with amount, remaining balance, currency and open state.
• list_accrual_periods: List the monthly accrual periods that have data.
• list_custom_attributes: List the custom attribute definitions used on matters, vendors and entities.

BYOK key

You bring your own SimpleLegal SimpleLegal API token (https://developer.simplelegal.com). Your assistant sends it in the X-Upstream-Key header with each request. ConnectorBay uses it for that one call only: it is never stored, logged or cached, never shown in an answer, and it is only sent to falcon.simplelegal.com over https, with no redirects followed. Create a key with the fewest permissions the tools need (read-only if the provider offers it), and revoke it at the provider whenever you like.

Data sources

• https://developer.simplelegal.com (the API this connector calls, with a BYOK key)

Live from the SimpleLegal API (falcon.simplelegal.com) with a BYOK key; documentation: https://developer.simplelegal.com. Endpoints checked against that documentation on 2026-10-16.

What it is not

Unofficial connector by Unify Dynamics LLC: not affiliated with, endorsed by or sponsored by SimpleLegal. SimpleLegal and its logos are trademarks of their owners and are used only to say which service the connector works with. It is read-only: it never creates, changes, sends or deletes anything in your SimpleLegal account.

Built for: Worldwide. Languages: English.

SimpleLegal (BYOK) — Privacy Policy

Effective 24 October 2026. Unify Dynamics LLC ("we", "us"), Menlo Park, California.

What SimpleLegal (BYOK) is. SimpleLegal (BYOK) is a connector (an MCP server and REST API) that an AI assistant calls on your behalf to read your own SimpleLegal data: Read your SimpleLegal legal spend data: matters, invoices, vendors, cost codes, purchase orders and accruals with your own API token. You bring your own SimpleLegal SimpleLegal API token; the assistant sends it to us with each request.

BYOK key. The key you supply is used to make the one SimpleLegal call you asked for. Our application does not store it, write it to a log, put it in a cache, or share it. It is sent only to falcon.simplelegal.com, over https, and is removed from any text we return to you or your assistant. We do not follow redirects with your key. If SimpleLegal rejects it, we say so without repeating it.

What we receive. The arguments of each tool call, the BYOK key (for that call only), the technical headers needed to serve the request (an IP address or a client identifier supplied by the assistant) and standard server logs. What SimpleLegal receives. The request we make on your behalf, including the key and the arguments, under SimpleLegal's own terms and privacy policy. SimpleLegal acts at your direction and is the only recipient of the data of your request besides our hosting provider.

What we return. The answer SimpleLegal gives for your request, trimmed to the fields the tool documents. We do not keep it: it is returned to your assistant and not stored, cached or used to train anything.

What we do not do. We do not build a profile, sell or share personal information, or keep your SimpleLegal data. Rate-limit counters (a client identifier and timestamps) are held in memory for at most 24 hours. Hosting access logs (IP addresses, request paths and status codes) are kept for up to 30 days for security and abuse prevention; our application adds no request headers or bodies to them.

Sub-processors. SimpleLegal (the API you call with a BYOK key, at your direction). Hosting: Vercel (United States regions).

Your rights. Because we store no personal data beyond short-lived logs, requests to access, correct or delete data are usually satisfied automatically; you can still contact agent@connectorbay.com and we will respond within 30 days. Revoke your key at SimpleLegal at any time to end all access.

Children. SimpleLegal (BYOK) is a general-audience service operated by the adult using the assistant, under SimpleLegal's own age rules.

Changes. We will post changes here with a new effective date.

SimpleLegal (BYOK) — Terms of Service

Effective 24 October 2026. These terms govern use of the SimpleLegal (BYOK) connector ("the Service") operated by Unify Dynamics LLC ("we", "us").

1. The Service. SimpleLegal (BYOK) provides: Read your SimpleLegal legal spend data: matters, invoices, vendors, cost codes, purchase orders and accruals with your own API token. It is accessed through an AI assistant or directly over MCP or HTTP, and is read-only.
2. Your own key, your own account. You must use your own SimpleLegal credentials and only access data you are allowed to access. SimpleLegal's terms apply to your use of SimpleLegal; you are responsible for complying with them, including any rate limits and permitted uses. Do not share a key you do not own.
3. Independent. Unofficial connector by Unify Dynamics LLC: not affiliated with, endorsed by or sponsored by SimpleLegal. SimpleLegal and its logos are trademarks of their owners and are used only to say which service the connector works with.
4. No advice, no guarantees. Output is the data SimpleLegal returns, lightly trimmed; it may be incomplete, delayed or changed by SimpleLegal. Check important facts at the source.
5. Read-only. The Service does not create, change, send or delete anything in your SimpleLegal account.
6. Acceptable use. Automated use within the published rate limits is welcome. Do not use the Service to access data you are not entitled to, to circumvent SimpleLegal's controls, or to attack any system.
7. Availability. The Service is provided "as is" without warranty. We may change, limit or discontinue it at any time; SimpleLegal may change or end its API at any time.
8. Data. Our Privacy Policy describes what we process. In short: the BYOK key is used for the one call and not stored or logged.
9. Pro keys. Optional ConnectorBay Pro API keys are issued at our discretion and are separate from your SimpleLegal key.
10. Liability. To the fullest extent permitted by law, Unify Dynamics LLC is not liable for any loss arising from use of or reliance on the Service, including any action SimpleLegal takes on your account. Our total liability is limited to US $100.
11. Governing law. California law; venue in San Mateo County, California.
12. Contact. Unify Dynamics LLC · agent@connectorbay.com · https://connectorbay.com/byok-simplelegal

SimpleLegal (BYOK) support

Email agent@connectorbay.com. We answer within two business days.

• MCP endpoint: https://byok-simplelegal.connectorbay.com/mcp
• REST API: https://byok-simplelegal.connectorbay.com/openapi.json
• Live status: https://byok-simplelegal.connectorbay.com/health

When you report a problem, include the question you asked your agent, roughly when, and which agent you used (for example Claude, ChatGPT or Gemini). Never send us passwords, account numbers or ID numbers. SimpleLegal (BYOK) never asks for them.