folio-mcp

Classify an asset type using the FOLIO ontology's asset_types taxonomy (4 top-level categories — Tangible Assets, Intangible Assets, Financial Assets, Estate). Use when the user describes an asset and needs to classify it — for transactional work, estate planning, IP matters, financial disputes, property classification, or asset inventory in legal matters.

Classify a legal event using the FOLIO ontology's events taxonomy (14 top-level categories including Dispute Events, Transaction Events, Bankruptcy Events, Regulatory Events, Employment Events, and more). Use when the user describes something that happened in a legal context and needs to classify the event type — filings, hearings, closings, settlements, terminations, regulatory actions, or any legal milestone or occurrence.

Classify the industry sector for a legal matter, client, or company using the FOLIO ontology's industries taxonomy (21 sectors including Finance, Healthcare, Manufacturing, Technology, Energy, and more). Use when the user needs to identify which industry a client, matter, or company falls in — for client intake, matter classification, conflict checking, or industry-specific legal analysis.

Identify the engagement terms for a legal services arrangement using the FOLIO ontology's engagement_terms taxonomy (14 top-level categories including Fee Models, Invoice Terms, Engagement Arrangements, Source of Business, and more). Use when the user describes a billing arrangement, fee structure, or engagement setup and needs to classify the terms — for legal operations, outside counsel management, billing review, or engagement scoping.

Identify the appropriate forum, venue, or governmental body for a legal dispute or regulatory matter using the FOLIO ontology's forum_venues and governmental_bodies taxonomy branches. Use when the user needs to determine where a case should be filed, which court has jurisdiction, which regulatory body oversees a matter, or what type of dispute resolution forum applies — courts, arbitration panels, administrative agencies, regulatory bodies, or other tribunals.

Identify the type of legal authority (statute, regulation, case law, treaty, executive order, constitution, directive, precedent, etc.) using the FOLIO ontology's legal_authorities taxonomy (14 top-level types). Use when the user has a legal citation, rule, regulation, or source of law and needs to classify what type of authority it represents — for legal research, citation analysis, authority hierarchy, or source-of-law classification.

Identify the legal objectives for a matter using the FOLIO ontology's objectives taxonomy (13 top-level categories including Litigation Objectives, Transactional Objectives, Regulatory Objectives, Risk Management, Fiduciary Duty, and more). Use when the user describes a legal matter and needs to identify the strategic goals, claims, defenses, remedies, or regulatory filings involved — for matter strategy, case planning, or objective tracking.

Identify the type of legal service needed for a matter using the FOLIO ontology's services taxonomy (5 top-level types — Advisory, Transactional, Dispute, Regulatory, Bankruptcy/Restructuring). Use when the user describes a legal matter and needs to determine what category of legal service applies — for engagement scoping, matter intake, practice group routing, or legal operations classification.

Search and browse FOLIO, the open legal ontology with 18,000+ concepts covering areas of law, document types, legal entities, and more. Use when classifying legal concepts, finding document types, identifying areas of law, or mapping legal entity structures. Classification workflows available as slash commands: /folio:classify-document, /folio:identify-area-of-law, /folio:classify-entity.

Classify a legal document using the FOLIO ontology's document_artifacts taxonomy (18,000+ legal concepts). Use when the user asks to classify, categorize, or identify the type of a legal document — contracts, filings, pleadings, opinions, agreements, deeds, briefs, memoranda, or any legal document type. Also use when the user has a document and needs to find its formal FOLIO classification, or when tagging documents with ontology terms.

Classify a legal entity using the FOLIO ontology's actors_players and legal_entities taxonomy branches. Use when the user asks to classify, categorize, or identify the type of a legal entity — corporations, LLCs, trusts, partnerships, individuals, government agencies, courts, or any legal actor/role. Also use when the user needs to determine whether an entity is an actor/player (role or participant) or a legal entity (organization type), or when tagging entities with ontology terms.

Identify areas of law applicable to a legal situation using the FOLIO ontology's areas_of_law taxonomy (31 top-level areas, hundreds of sub-specialties). Use when the user describes a legal situation, dispute, matter, or scenario and needs to know which area(s) of law apply. Also use when classifying legal matters by practice area, mapping cases to legal disciplines, or determining which legal specialization is relevant — tort law, contract law, criminal law, intellectual property, etc.