Integration
Connect Bento and Filevine
When New Tag fires in Bento, your agent runs Add invoice in Filevine, or New Contact in Filevine to Update email template in Bento. 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 Bento 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 Bento and Filevine can do together
From Bento to Filevine
When New Tag in Bento
then Add invoice in Filevine
From Filevine to Bento
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 Bento and Filevine
Triggers and actions 3 triggers · 43 actions
- New Tag
Triggers when a new tag is created on your Bento site.
- Add broadcast
Creates a broadcast email draft in Bento, optionally scheduled and approved for sending to tagged or segmented subscribers.
- Create Field
Creates a custom subscriber field on your Bento site.
- Create or Update User
Creates a Bento subscriber, or updates the name of an existing one, by email address.
- Create or Update User and Apply Tag
Creates or updates a Bento subscriber by email and applies one or more tags, without triggering Flows.
- Create or Update User and Apply Tag (Trigger Flows)
Applies a tag to a Bento subscriber (creating them if needed) through an event, so any Flows listening for that tag start.
- Create Tag
Creates a tag on your Bento site.
- Delete tag
Discards a tag in Bento by name (running it on an already-discarded tag restores it).
- Fetch Site Metrics
Returns your Bento site's user, subscriber and unsubscriber counts.
- Fetch Subscriber
Returns a Bento subscriber's details, tags and custom fields by email address.
- Get email template
Returns one email template, including its name, subject and HTML content.
- Get segment
Returns one segment, including its name, description and filter definition.
- Import subscribers
Queues up to 1,000 subscribers for import or update in Bento. Imports do not trigger automations.
- List Broadcasts
Returns one page of Bento broadcasts with the chosen status, including their send stats.
- List Fields
Returns every custom subscriber field on your Bento site.
- List segments
Returns all segments in your Bento site.
- List sequences
Returns the sequences on your Bento site, including each sequence's email templates.
- List Tags
Returns every tag on your Bento site.
- List workflows
Returns all workflows on the Bento site, with their name, status and email templates.
- Remove Tag from Subscriber
Removes a tag from a Bento subscriber by email.
- Track Subscribe Event
Subscribes or unsubscribes a Bento subscriber by email.
- Update email template
Updates the subject, HTML content, or editor type of a Bento email template.
- Update Subscriber Field
Sets one custom field value on a Bento subscriber.
- Validate Email
Checks whether an email address looks valid and deliverable.
- 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
Bento and Filevine, answered
What can start an automation from Bento?
Any of Bento's 1 trigger in the catalog, including New Tag. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Filevine when something happens in Bento?
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 Bento?
Yes. When something happens in Filevine, your agent can act in Bento too. This page covers both directions: Filevine's triggers and Bento's actions are listed here as well.
Do I have to build a connector for Bento 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 Bento 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.