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Connect Your AI Assistant to Your Practice

Nov 11, 2026•Getting Started

Point Claude, ChatGPT, Cursor or Claude Code at your practice on Quilia. Sign in once and ask about your patients, follow-ups and liens in plain language.

ProvidersPortal TutorialIntegrationsGetting Started

Your AI assistant can work with your practice on Quilia the same way you do. Ask which patients need a follow-up, what a firm still owes you, or what is happening on a case, and get an answer about your practice, not a generic one.

There is no API key to manage. You sign in once with the Quilia account you already use, and the assistant is connected.

Every assistant connects to the same address:

https://mcp.quilia.dev/provider/mcp

This is the link for practices. Law firms use a different one, so if you also work at a firm, connect each account with its own link.

Before connecting an assistant, please review Section 8 of our Terms of Service. It covers your responsibilities for data you send to third-party AI providers. Check with your practice owner that the assistant you choose is approved for use with patient information.

Claude

Open Claude and go to Settings, then Connectors. Choose Add custom connector, paste the link above, and save.

Claude opens a browser tab to Quilia. Sign in with your Quilia account if you are not already, then approve the connection. The tab closes on its own and your assistant is connected.

ChatGPT

Open ChatGPT and go to Settings, then Connectors. Add a custom connector, paste the link above, and save. Sign in with your Quilia account when it asks.

Cursor

In Cursor, open settings and find the MCP section. Add a new MCP server, set the URL to the link above, and save. Cursor opens the sign-in tab; sign in and approve.

Claude Code

Run this in your terminal:

claude mcp add --transport http quilia https://mcp.quilia.dev/provider/mcp

Claude Code prints a one-time link. Open it in a browser, sign in to Quilia, approve the connection, and you are done.

Try these first

  • "Which patients need a follow-up this week?"
  • "What does each firm owe us on open liens?"
  • "Show me the case for my patient Jane Doe."
  • "Add a note to that case that her records went out today."
  • "Update our office hours to 8 to 5, Monday through Friday."

If the assistant reads or changes something on Quilia and tells you what it did, you are connected.

What your assistant can do

You never have to name these. Ask in plain language and the assistant picks the right one.

ToolWhat it does
List Cases / Get Case DetailsYour patients' cases, and everything on one case.
List Firms / Get Firm DetailsThe law firms you work with, and what is open with each.
Update Case LienUpdates the amount billed, paid or still owed on a case.
Add Case NoteAdds a note to a case.
Complete Follow-UpMarks a follow-up done.
Get PracticeYour practice's details, offices and clinicians.
Update Listing / Update OfficeChanges what firms see on your listing, or one office's address, phone or hours.
Add Clinician / Move ClinicianAdds a clinician to your practice, or moves one to another office.
Invite Team MemberInvites someone from your practice to their own login.
List / Switch PracticesFor anyone who works at more than one practice: picks which one the assistant works in.

How to revoke access

Open the connector settings in your assistant, where you added Quilia, and remove the connection. If you need a connection cut off and cannot reach the assistant it was made in, email support@quilia.com.

Get help

Stuck on a step? Email support@quilia.com with the assistant you are using and where you got stuck.

Still need help?

Can't find what you're looking for? Our support team is here to assist you.