Legal Intake & Triage

Name: Legal Intake & Triage
Availability: InStock
Author: Kata Team

A front door for legal requests — categorised, complete, and never advised on.

Requires external credentials

After connecting, this agent asks for your own API keys for third-party services to work. Only provide keys you trust this agent with — review its setup before connecting any account.

Works with

Claude (web & desktop)ChatGPT (Plus / Pro)CursorVS Code (Copilot)Claude CodeGemini CLIWindsurfClineContinueZedLM StudioGooseJetBrains AI AssistantWarpPostmanand more

Before you connect: what this agent would do

A preview derived from this agent’s definition — not a live run. Nothing runs and no key is sent until you connect. FindAgent runs it on the hosted connection.

Tools it can use (6)

get_threadRead-only
Read the full Slack thread of a legal request, where the deadline and counterparty usually sit.
Reaches: slack.com
Uses your Slack bot token.
get_intake_playbookRead-only
Fetch the legal team's intake playbook: which categories exist and what each requires.
Reaches: {confluence_site}.atlassian.net
Uses your Atlassian Cloud token.
search_similar_requestsRead-only
Check whether this request already has a ticket, or repeats a recent one.
Reaches: {jira_site}.atlassian.net
Uses your Atlassian Cloud token.
request_missing_detailsCan change data
Ask the requester for everything missing, in one threaded message.
Reaches: slack.com
Uses your Slack bot token.
create_legal_ticketCan change data
File the completed, categorised request as a ticket the legal team can start on.
Reaches: {jira_site}.atlassian.net
Uses your Atlassian Cloud token.
escalate_to_counselCan change data
Tell counsel a request needs them directly, passing only where it is — never what it says.
Reaches: slack.com
Uses your Slack bot token.

Credentials it will ask for (2)

Slack bot token
Only ever sent to: slack.com
Atlassian Cloud token
Only ever sent to: atlassian.net
Format: Paste the Base64 encoding of “id:token” (e.g. your email and API token joined by a colon), not the raw token. Many tools show this ready-made as your “Basic auth” value.

Safety rails that guard it

Every result is scanned for leaked secrets and prompt-injection before it reaches you — a check no agent can turn off.
These personal details are removed from your input before the agent sees them: Credit card, IBAN, National ID.
These personal details are stripped from the agent’s results before you see them: Email, Phone.
A request larger than 60,000 characters is rejected before it runs.
get_threadRate limited to 300/hour.Safe to retry automatically if a run is interrupted.
create_legal_ticketRate limited to 60/hour.Runs only after get_intake_playbook has run first.
escalate_to_counselRate limited to 60/hour.
get_intake_playbookRate limited to 120/hour.Safe to retry automatically if a run is interrupted.
request_missing_detailsRate limited to 120/hour.
search_similar_requestsRate limited to 200/hour.Safe to retry automatically if a run is interrupted.

How FindAgent keeps agents safe

Run locally

This MCP server runs on your own machine — FindAgent only points you at it. Run the command below, then add it to your MCP client. Nothing is hosted or proxied on our side.

terminal

npx -y @findagent/mcp run

Add it to your MCP client

Paste this into your client config (e.g. claude_desktop_config.json or a Cursor mcp.json), then restart the client.

mcp client config

{
  "mcpServers": {
    "legal-intake-triage": {
      "command": "npx",
      "args": [
        "-y",
        "@findagent/mcp",
        "run"
      ]
    }
  }
}

What you'll need — and where to get it

This agent will ask you for the following. You enter them when you connect — they're encrypted and never shared with the creator.

Slack bot token
A bot token starting with xoxb-. Needs channels:history and chat:write, and the bot must be invited to the intake and counsel channels.
Create a Slack app (api.slack.com/apps), add the scopes the agent needs, install it to your workspace, and copy the bot/user token.
Paste the value as a single line.
Only sent to: slack.com
Atlassian Cloud token
Base64 of 'your-email:your-api-token' — encode it yourself before pasting; the runtime only adds the Basic prefix. Create the token at id.atlassian.com/manage-profile/security/api-tokens. Needs Browse Projects and Create Issues on the legal project, and read access to the intake playbook page.
Get this from atlassian.net's account or API settings.
Paste the value as a single line.
Only sent to: atlassian.net