Integration
Connect Aimfox and Filevine
When Campaign Created fires in Aimfox, your agent runs Add invoice in Filevine, or New Contact in Filevine to Add Note to Lead in Aimfox. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Aimfox and Filevine to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Aimfox and Filevine can do together
From Aimfox to Filevine
When Campaign Created in Aimfox
then Add invoice in Filevine
From Filevine to Aimfox
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Aimfox and Filevine
Triggers and actions 6 triggers · 41 actions
- Account Connected
Triggers when a new LinkedIn account is connected to your Aimfox workspace.
- Campaign Created
Triggers when a new campaign is created in your Aimfox workspace.
- New Connection
Triggers when a campaign target becomes a lead, for example by accepting your connection request.
- New Reply
Triggers when a new message arrives in one of your workspace's LinkedIn conversations.
- Add Company to Blacklist
Adds a LinkedIn company to your workspace blacklist by its company page URL.
- Add Note to Lead
Adds a note to a lead.
- Add Profile to Blacklist
Adds a LinkedIn profile to your workspace blacklist so no campaign targets it.
- Find Account Limits
Returns a LinkedIn account's daily Connect and InMail limits and its warm-up settings.
- Find Blacklisted Companies
Returns one page of the LinkedIn companies on your workspace blacklist.
- Find Blacklisted Profiles
Searches the LinkedIn profiles on your workspace blacklist and returns one page of matches.
- Find Campaign
Returns one Aimfox campaign with its state, schedule and settings.
- Find Campaign Custom Variables
Returns the custom variables set for every target in a campaign.
- Find Campaign Custom Variables for a Target
Returns the custom variables set for one target in a campaign.
- Find Campaigns
Returns the campaigns in your Aimfox workspace, optionally only inbound or outbound ones.
- Find Conversation Messages
Returns the messages in one LinkedIn conversation.
- Find Conversations
Returns the LinkedIn conversations in your workspace, newest first, optionally only unread ones.
- Find Interactions
Returns counts of outreach activity (connections sent and accepted, messages, InMails, replies, views) grouped by hour or day over a time range.
- Find Lead
Returns everything Aimfox holds about one lead.
- Find Lead Conversation
Returns the conversation URN for an account's conversation with a lead.
- Pause Campaign
Pauses an active Aimfox campaign.
- Read a Conversation
Marks a LinkedIn conversation as read.
- Remove Profile From Campaign
Removes a LinkedIn profile from an Aimfox campaign.
- Resume Campaign
Starts or resumes a paused Aimfox campaign.
- Send Message to Conversation
Sends a message into an existing LinkedIn conversation.
- Start Conversation
Starts a LinkedIn conversation with a member from one of your accounts and sends the first message; reuses an existing conversation if there is one.
- New Contact
Triggers when a new contact is added in Filevine.
- New Project
Triggers when a new project (case) is created in Filevine.
- Add appointment
Creates a calendar appointment on a Filevine project with a title, start and end time, and attendees.
- Add invoice
Creates a new invoice on a Filevine project from its billable billing items.
- Add project contact
Adds an existing contact to a Filevine project, optionally with the role they play on that project.
- Add project deadline
Creates a new deadline (such as a statute of limitations or court date) on a Filevine project.
- Add task
Creates a task on a Filevine project and assigns it to a user, with an optional subject and due date.
- Create Collection Item
Adds a new item to a collection section (for example a list of medical providers) on a Filevine project.
- Create Contact
Creates a new contact card (a person or organization) in Filevine.
- Find Collection Item
Gets one collection item from a Filevine project by its item ID.
- Find Contact
Finds the first Filevine contact matching an email, full name, phone or search term.
- Find Document
Finds the first Filevine document matching a search term, optionally within one project.
- Find Form
Gets the field values of a form section on a Filevine project.
- Find Phase
Finds a phase of a Filevine project type by name and returns its ID.
- Find Project
Finds the first active Filevine project matching a name, project number or search term.
- Find Project Type
Finds a Filevine project type by name and returns its ID.
- Find User
Finds the first Filevine user in your org matching a name, email or username.
- Get Project
Returns a Filevine project's details, including its name, type, phase, client, team and project URL.
- Toggle Section
Shows or hides a section on a Filevine project.
- Update Collection Item
Updates fields on an existing collection item in a Filevine project.
- Update Contact
Updates an existing contact's details, such as name, email, phone numbers, addresses and person types. Fields left blank are not changed.
- Update Project
Updates an existing Filevine project's name, description, number or incident date.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Aimfox and Filevine, answered
What can start an automation from Aimfox?
Any of Aimfox's 4 triggers in the catalog, including Campaign Created, New Connection, New Reply and Account Connected. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Filevine when something happens in Aimfox?
Any of Filevine's 20 actions, including Create Collection Item, Create Contact, Update Collection Item and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Filevine to Aimfox?
Yes. When something happens in Filevine, your agent can act in Aimfox too. This page covers both directions: Filevine's triggers and Aimfox's actions are listed here as well.
Do I have to build a connector for Aimfox or Filevine?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Aimfox and Filevine without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.