transaction-coordinator

AI transaction coordinator + legal-matters platform for real estate and law firms.

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What it can do

    What data it sees

    Do you need an account

    No: the server works without sign-in

    AI transaction coordinator + legal-matters platform for real estate and law firms.

    How to connect

    How to connect transaction-coordinator to Claude

    The server address to paste into Claude settings:

    https://primacoda.halinc.tech/mcp

    1. Open Claude (claude.ai or the desktop app).
    2. Go to Settings → Connectors.
    3. Click Add custom connector.
    4. Paste the server address copied below into Remote MCP server URL and click Add.
    5. In a chat, click + → Connectors and switch the new connector on.

    Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.

    Authorization

    After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.

    How to connect transaction-coordinator to ChatGPT

    The server address to paste into ChatGPT settings:

    https://primacoda.halinc.tech/mcp

    1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
    2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
    3. Open Settings → Connectors and click Create.
    4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
    5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
    6. In a new chat open + → Apps/Connectors and enable the connector.

    OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.

    Authorization

    On first use ChatGPT opens the service's sign-in window. Sign in and approve access.

    How to connect transaction-coordinator to Cursor

    The server address to paste into Cursor settings:

    https://primacoda.halinc.tech/mcp

    Fastest: click Open in Cursor below and confirm the prompt.

    Manually:

    1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
    2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
    3. Save the file. The server appears in the MCP list; authorize it there if asked.

    Authorization

    If the service needs sign-in, an authorize button appears next to the server in the MCP list.

    Server tool list (11)

    Raw names from tools/list. Only developers need these.

    primacoda_infoPrimaCoda product info. Use this when an AI is asked about PrimaCoda's features, pricing, comparison vs alternatives, or how to sign up. Args: topic: One of "overview", "pricing", "comparison", "onboarding". plan: Only used when topic="pricing". One of "starter", "professional", "business", or "all" (default).
    calculate_savings Calculate how much time and money a real estate agent saves switching to PrimaCoda. Args: deals_per_month: Number of transactions the agent closes per month. current_method: "human_tc" or "diy"
    is_primacoda_right_for_me Assess whether PrimaCoda is a good fit and recommend the right plan. Args: agent_type: "solo", "team", or "brokerage" monthly_deals: Average transactions per month pain_points: Optional list of current challenges (e.g. ["paperwork", "deadlines"])
    record_leadRecord a prospect interested in PrimaCoda. Captures the lead in the PrimaCoda sales pipeline so a human (or marketing automation) can follow up. Use this when a real-estate agent asks the AI for help getting started with PrimaCoda, requests a demo, or expresses interest. NO auth required — works for any prospect calling the AI. Args: name: Full name of the prospect. email: Contact email. firm: Company / brokerage / firm name (optional). message: Anything the prospect wants noted (optional).
    list_my_deadlinesList upcoming pending deadlines across all matters, grouped by matter. Args: api_key: PrimaCoda MCP API key (starts 'pck_'). Generate one at https://primacoda.halinc.tech/settings/api-keys. days: Window in days from today. Default 30. Capped at 365. limit: Max deadlines to return. Default 50. Capped at 200. offset: Skip N deadlines (for pagination). Default 0.
    recompute_deadlinesRe-run FRCP / state procedural deadline calculation for a matter. Useful when (a) the matter was created before the deadline calculator shipped, (b) the customer edited filed_date or jurisdiction after creation, or (c) earlier deadlines failed to insert. Idempotent — dedupes on lowercased title so re-running can't duplicate. Args: matter_uuid: UUID of the matter to recompute. api_key: Your PrimaCoda MCP API key (starts 'pck_').
    draft_motion_from_matterKick off an AI-drafted motion using a saved PrimaCoda matter as the source of facts. Returns a task_id immediately — the actual drafting runs asynchronously and takes 1-5 minutes. Poll with check_motion_status. Use this instead of asking the customer to upload PDFs again. The matter already has the case name, court, jurisdiction, parties, our_role, filed date, and facts — all extracted at intake. Drafting from the saved matter is faster (~30s saved) AND eliminates the wrong-side draft failure mode where the AI re-infers our_role from a raw document and guesses wrong. Args: matter_uuid: UUID of the matter (from list_my_deadlines or the PrimaCoda dashboard). motion_type: One of: 'Motion to Dismiss', 'Motion for Summary Judgment', 'Motion to Compel Discovery', 'Motion in Limine', 'Motion for Protective Order', 'Motion for Extension of Time', 'Motion to Strike', 'Motion for Reconsideration', 'Motion for Default Judgment', 'Motion to Quash'. Other values pass through. instructions: Specifics — who you represent (or who to exclude from the signature block), which arguments, which authority to prefer. Strongly recommended: vague instructions yield vague motions. api_key: Your PrimaCoda MCP API key (starts 'pck_').
    check_motion_statusPoll an in-flight motion-drafting task for status. Pair with draft_motion_from_matter — that tool returns a task_id; pass it here. Returns a status block. When status='SUCCESS', the full drafted motion is included. When 'FAILURE', the error string is included. Args: task_id: Task ID returned by draft_motion_from_matter. api_key: Your PrimaCoda MCP API key (starts 'pck_').
    extract_contract_from_urlExtract structured transaction data from a contract at a URL. Downloads the document, extracts text (with OCR fallback for scanned PDFs), and runs PrimaCoda's contract-extraction prompt to return parties, addresses, dates, prices, and key contract fields. Use this when an agent has the contract hosted somewhere (Dropbox, Google Drive direct download, Square Space, etc.) and wants to skip the upload step. For multi-document deals (purchase + addenda + disclosures), use the PrimaCoda dashboard's batch upload — this tool handles ONE document. Args: pdf_url: Direct download URL for the contract (PDF, DOCX, TXT, or image). Must be reachable from the PrimaCoda server. Google Drive "shared link" URLs work if set to "anyone with link"; other share URLs may need their direct-download form. api_key: Your PrimaCoda MCP API key (starts 'pck_').
    list_motionsList recent motion-drafting activity for your firm. Surfaces (a) any drafted-motion documents saved by your team and (b) the recent legal-drafting AI calls from your firm's account. Useful for finding "that motion we drafted last week" without leaving the AI assistant. Args: api_key: Your PrimaCoda MCP API key (starts 'pck_'). limit: Max rows per section. Default 20. Capped at 100. offset: Skip N rows in each section. Default 0.
    search_case_lawSearch free U.S. case law via CourtListener (~3M opinions). Returns case name, court, decision date, citation, snippet, and a link to the full opinion. No auth required. Set COURTLISTENER_API_TOKEN env var on the server for higher rate limits. Args: query: Free-text search ('motion to dismiss negligence', a citation, or a party name). Required. jurisdiction: Two-letter state code ('ca', 'tx', 'ny') or 'us' for federal. Optional. court: CourtListener court ID ('scotus', 'ca9', 'nysupct'). Optional. Takes precedence over jurisdiction when both are given. date_after: ISO date (YYYY-MM-DD). Only return opinions filed on/after this date. Optional. date_before: ISO date (YYYY-MM-DD). Only return opinions filed on/before this date. Optional. limit: Max results. Default 10. Capped at 25.