Choose the right access
Authorize the records and actions the client needs, within your agency role and case permissions.
CONNECTED AI TOOLS / MCP
Let your AI tools
work in CaseCore.
Connect a compatible AI client to authorized CaseCore records and actions. Read the context, prepare the work, save supported changes, and verify the result.
Connected AI clientExample task
Save an approved case note.
- Read permitted case recordsStay within the granted scope.
- Prepare the requested entryShow the work for review.
- Save the authorized noteUse a supported CaseCore tool.
- Read back the saved recordConfirm what was actually written.
Illustrative MCP workflow
FROM REQUEST TO RESULT
Turn a request into useful work.
Put connected tools to work on the records your role and permissions allow you to use.
Read permitted context
Accessible cases and supported records.
Record the work
Supported notes, narratives and surveillance entries.
Handle supported files
Prepare and finalize authorized uploads.
Prepare billing records
Explicitly supplied time, billable items and invoice drafts.
CONNECTED, WITH YOUR CONTROL
You authorize the connection.
Choose the connection’s access, review its recent activity and manage usage from CaseCore.
Approve new case work
Review a complete-case proposal through the manager approval process, then move the approved work forward.
See the saved result
Open the saved record to confirm the result. Invoice drafts stay ready for your review, with sending and payment tracked as separate steps.
Manage your connections
Review or revoke access from CaseCore. The connected provider receives the information requested through the connection, under its applicable data-handling terms.
Bring a task you want to connect.
We’ll show how connected tools can move your workflow forward, from the first request to the saved result.