--- title: "Connect Airparser and Filevine - APIANT.ai" description: "When \"Document Parsed\" fires in Airparser, your agent runs \"Add invoice\" in Filevine." canonical: "https://apiant.ai/connect/airparser-to-filevine" --- # Connect Airparser and Filevine When **Document Parsed** fires in [Airparser](https://apiant.ai/connections/airparser), your agent runs **Add invoice** in [Filevine](https://apiant.ai/connections/filevine), or **New Contact** in Filevine to **Extract Data From a Document** in Airparser. Describe the whole flow and it is built, tested on every scenario and kept running. Airparser **1** trigger Airparser **9** actions Filevine **2** triggers Filevine **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Airparser and Filevine to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Airparser and Filevine can do together ### From Airparser to Filevine - When **Document Parsed** in Airparser then **Add invoice** in Filevine - When **Document Parsed** in Airparser then **Add project contact** in Filevine ### From Filevine to Airparser - When **New Contact** in Filevine then **Extract Data From a Document** in Airparser - When **New Project** in Filevine then **Extract Data From a Document (Async)** in Airparser 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 Airparser and Filevine ## Triggers and actions 3 triggers ยท 29 actions - Trigger **Document Parsed** Triggers when Airparser finishes parsing a document in the chosen inbox, giving you the extracted data. - Action **Create an Inbox** Creates a new Airparser inbox that documents can be sent to for parsing. - Action **Create or Update Extraction Schema** Sets which fields Airparser should pull out of documents sent to an inbox, replacing whatever schema was there before. - Action **Delete an Inbox** Deletes an Airparser inbox and the documents stored in it. - Action **Extract Data From a Document** Sends a document to an Airparser inbox, waits for it to be parsed, and returns the extracted data. - Action **Extract Data From a Document (Async)** Sends a document to an Airparser inbox and returns straight away without waiting for parsing. Use the Document Parsed trigger or Get Document to pick up the result. - Action **Get a Document** Returns a parsed Airparser document, including the data extracted from it. - Action **Get an Inbox** Returns one Airparser inbox with its settings, its email address prefix and its current extraction schema. - Action **List Documents** Lists the documents in an Airparser inbox, with the data extracted from each one. - Action **List Inboxes** Lists all the Airparser inboxes in the connected account. - Trigger **New Contact** Triggers when a new contact is added in Filevine. - Trigger **New Project** Triggers when a new project (case) is created in Filevine. - Action **Add appointment** Creates a calendar appointment on a Filevine project with a title, start and end time, and attendees. - Action **Add invoice** Creates a new invoice on a Filevine project from its billable billing items. - Action **Add project contact** Adds an existing contact to a Filevine project, optionally with the role they play on that project. - Action **Add project deadline** Creates a new deadline (such as a statute of limitations or court date) on a Filevine project. - Action **Add task** Creates a task on a Filevine project and assigns it to a user, with an optional subject and due date. - Action **Create Collection Item** Adds a new item to a collection section (for example a list of medical providers) on a Filevine project. - Action **Create Contact** Creates a new contact card (a person or organization) in Filevine. - Action **Find Collection Item** Gets one collection item from a Filevine project by its item ID. - Action **Find Contact** Finds the first Filevine contact matching an email, full name, phone or search term. - Action **Find Document** Finds the first Filevine document matching a search term, optionally within one project. - Action **Find Form** Gets the field values of a form section on a Filevine project. - Action **Find Phase** Finds a phase of a Filevine project type by name and returns its ID. - Action **Find Project** Finds the first active Filevine project matching a name, project number or search term. - Action **Find Project Type** Finds a Filevine project type by name and returns its ID. - Action **Find User** Finds the first Filevine user in your org matching a name, email or username. - Action **Get Project** Returns a Filevine project's details, including its name, type, phase, client, team and project URL. - Action **Toggle Section** Shows or hides a section on a Filevine project. - Action **Update Collection Item** Updates fields on an existing collection item in a Filevine project. - Action **Update Contact** Updates an existing contact's details, such as name, email, phone numbers, addresses and person types. Fields left blank are not changed. - Action **Update Project** Updates an existing Filevine project's name, description, number or incident date. ## Each app on its own - [ **Airparser** Airparser is an LLM-powered data extraction tool that extracts structured data from emails, PDFs, documents...](https://apiant.ai/connections/airparser) - [ **Filevine** Filevine is a modern case management system for law firms.](https://apiant.ai/connections/filevine) Reviews ## What our customers say ## More from Airparser - [ **Airparser to Action1** Action1 is an autonomous endpoint management platform -cloud-native, scalable, secure, set up in 5 minutes...](https://apiant.ai/connect/airparser-to-action1) - [ **Airparser to Algebras** Algebras is an agentic machine translation engine empowered with LLMs, supporting 100k+ language translation...](https://apiant.ai/connect/airparser-to-algebras) - [ **Airparser to LifterLMS** LifterLMS is a WordPress-based LMS solution that makes it easy to create, sell, and protect engaging online...](https://apiant.ai/connect/airparser-to-lifterlms) - [ **Airparser to PassEngine** PassEngine is a platform for creating and managing virtual membership cards and QR passes for events...](https://apiant.ai/connect/airparser-to-passengine) - [ **Airparser to Password Pusher** Creates encrypted, self-destructing links for one-time sharing of passwords and sensitive text or files.](https://apiant.ai/connect/airparser-to-password-pusher) - [ **Airparser to Pickaxe** Pickaxe is a simple, no-code platform to build, launch, and sell AI products.](https://apiant.ai/connect/airparser-to-pickaxe) ## More into Filevine - [ **ActiveCampaign to Filevine** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-filevine) - [ **Airtable to Filevine** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-filevine) - [ **Asana to Filevine** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-filevine) - [ **ClickUp to Filevine** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-filevine) - [ **Discord to Filevine** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-filevine) - [ **Brevo to Filevine** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-filevine) Questions ## Airparser and Filevine, answered ### ### What can start an automation from Airparser? Any of Airparser's 1 trigger in the catalog, including Document Parsed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Filevine when something happens in Airparser? 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 Airparser? Yes. When something happens in Filevine, your agent can act in Airparser too. This page covers both directions: Filevine's triggers and Airparser's actions are listed here as well. ### ### Do I have to build a connector for Airparser 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 Airparser 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.