---
name: iblai-connect-relativity
description: "Read and write RelativityOne data through the Relativity REST APIs (Object Manager and other Kepler services) and expose it to an ibl.ai agent as an MCP tool. Use when the user asks an agent to work with RelativityOne data, or to set up a RelativityOne MCP connection on ibl.ai."
metadata:
  kind: guide
---

# RelativityOne connector for AI agents

> A starting point maintained on ibl.ai at https://ibl.ai/developer/connectors/relativity — not part of the iblai/vibe repository. Checked against Relativity's documentation on October 20, 2026; test it against your own RelativityOne setup before you rely on it.

Relativity is an e-discovery platform for litigation, investigations and review. Workspaces hold collected documents, coding fields, productions, users, groups and matters. RelativityOne has been renamed Relativity aiR.

## Auth & conventions

- **API:** Relativity REST APIs (Object Manager and other Kepler services) (REST). JSON REST services per business domain. Object Manager reads, queries, creates, updates and deletes any object (including documents and fields) in a workspace; other services cover workspaces, usage and OAuth2 clients.
- **Base URL:** https://{host}/Relativity.REST/api/{business-domain}/v{n}/ e.g. /Relativity.Rest/api/Relativity.ObjectManager/v1/workspace/{workspaceID}/object/query
- **Access:** Issued by your administrator. A Relativity administrator creates an OAuth2 client under Home > Authentication > OAuth2 Client Manager to issue a client ID and secret. Developer documentation is public at platform.relativity.com.
- **Auth:** OAuth 2.0 client credentials; Basic authentication. POST grant_type=client_credentials, scope=SystemUserInfo, client_id and client_secret to {host}/Relativity/Identity/connect/token; send Authorization: Bearer {token}. Every request also needs the X-CSRF-Header header.
- **Limits:** Object Manager uses a dynamic, global rate limit shared by all consumers. On HTTP 429, wait for the seconds in the RateLimit-Reset header and retry. Send X-Kepler-Referrer with your application GUID.
- Keep RelativityOne credentials in environment variables or the ibl.ai credential store. Never print a token in chat and never commit one to a file.
- Destructive or outward-facing calls are marked **Confirm with the user first** — do.

## Reads

- **Documents and objects** — Object Manager /object/query, /queryslim and /read on any object type in a workspace, including Document.
- **Fields and coding** — Field values returned by Object Manager queries, such as responsiveness or privilege coding.
- **Workspaces** — Workspace Service API for workspace details; admin-level Object Manager calls use workspace ID -1.
- **Usage reports** — Usage Report REST API for system consumption.

## Writes

- **Objects (create and update)** — Object Manager /create and /update, including mass operations on one object type.
- **Long text fields** — /updatelongtextfromstream for values over the inline size limit.
- **Objects (delete)** — Object Manager /delete, single or mass. **Confirm with the user first.**

## Expose it to an ibl.ai agent (MCP)

Relativity publishes an official MCP server, Relativity MCP (https://help.relativity.com/RelativityOne/Content/Relativity/MCP/Relativity_MCP.htm). Register it below as-is, or host your own server that wraps the calls in this skill.

First install the ibl.ai platform skills and connect your organization (writes `IBLAI_ORG`, `IBLAI_USERNAME` and `IBLAI_API_KEY` to `.env`):

```bash
npx skills add iblai/vibe --all
# then, in your coding agent:
/iblai-api-login
```

Every call below sends `Authorization: Api-Token $IBLAI_API_KEY`.

1. **Register the server** — `POST https://api.iblai.app/dm/api/ai-mentor/orgs/$IBLAI_ORG/users/$IBLAI_USERNAME/mcp-servers/` with `name`, `url`, `transport` (`sse` | `websocket` | `streamable_http`) and `auth_type` (`none` | `token` | `oauth2`). Capture the returned `id`.
   - For an API key or service credential use `auth_type=token` with `auth_scope=platform` for one key across the organization, or scope it to a single agent for one key per agent.
2. **Create the connection** — `POST https://api.iblai.app/dm/api/ai-mentor/orgs/$IBLAI_ORG/users/$IBLAI_USERNAME/mcp-server-connections/` with `server`, `scope` (`platform` | `mentor` | `user`), `auth_type`, and either `credentials` + `authorization_scheme` or a `connected_service` id for OAuth. Credentials are masked on read; never send a masked value back.
3. **Enable it on the agent** — `GET https://api.iblai.app/dm/api/ai-mentor/orgs/$IBLAI_ORG/users/$IBLAI_USERNAME/mentors/{agent_id}/settings/`, add `mcp-tool` to `tool_slugs` and the server id to `mcp_servers`, then `PATCH` the full lists back. They are replaced, not merged.

Full reference: https://ibl.ai/developer/platform/mcp/mcp-connections and the `/iblai-api-agent-mcp` skill.

## Example prompts

- "How many documents in workspace 1017456 are coded Responsive but not yet reviewed for privilege?"
- "List all workspaces created for client Acme this quarter"
- "Add reviewer jdoe to the Second Level Review group in the Smith matter"
- "Show last month's usage report for our instance"

## Guardrails

- Review sets contain client documents, privilege calls and attorney work product; privilege coding and productions must be protected from waiver.
- Request the narrowest RelativityOne scopes or role the task needs, and prefer a read-only credential for agents that only answer questions.
- Return the fields the user asked for, not whole records; do not paste personal data into chat that the user did not request.
- Before any write, show the user exactly what will change and wait for a yes.
- Respect the documented limits above: page through results and back off on rate-limit responses instead of retrying in a loop.

## References

- Basic REST API concepts: https://platform.relativity.com/RelativityOne/Content/Getting_Started/Basic_REST_API_concepts.htm
- Relativity REST API authentication: https://platform.relativity.com/RelativityOne/Content/REST_API/REST_API_authentication.htm
- Relativity MCP: https://help.relativity.com/RelativityOne/Content/Relativity/MCP/Relativity_MCP.htm
- Relativity MCP: https://help.relativity.com/RelativityOne/Content/Relativity/MCP/Relativity_MCP.htm
- This connector on ibl.ai: https://ibl.ai/developer/connectors/relativity
- ibl.ai MCP server connections: https://ibl.ai/developer/platform/mcp/mcp-connections