Integration
Connect Commerce Layer and Filevine
When New Attachment fires in Commerce Layer, your agent runs Add project contact in Filevine, or New Contact in Filevine to Add Customer Address in Commerce Layer. 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 Commerce Layer 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 Commerce Layer and Filevine can do together
From Commerce Layer to Filevine
When New Attachment in Commerce Layer
then Add project contact in Filevine
From Filevine to Commerce Layer
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 Commerce Layer and Filevine
Triggers and actions 15 triggers · 47 actions
- New Attachment
Triggers when a new Attachment is created.
- New Customer
Triggers when a new Customer is created.
- New Customer Address Event
Triggers when a customer address is created.
- New Customer Password Reset Event
Triggers when a customer password reset is requested.
- New Customer Subscription Event
Triggers when a given customer_subscription event (one of create or destroy) is fired.
- New Price
Triggers when a new Price is created.
- New Price Import
Fires when a new price import is created in Commerce Layer.
- New Price List
Triggers when a new Price List is created.
- New Shipping Category
Triggers when a Shipping Category is created.
- New SKU
Triggers when a new SKU is created.
- New SKU Import
Triggers when a new SKU import is created.
- New Stock Item Import
Triggers when a new Stock Item import is created.
- New Stock Transfer Event
Triggers when a given stock transfer event (one of create, upocoming, picking, in_transit, complete, cancel is fired).
- Add Customer Address
Adds an existing address to a customer's address book.
- Add Customer Password Reset
Requests a password reset for a customer, returning the reset token to send them.
- Add Customer Subscription
Subscribes a customer email to a list, identified by a reference such as a newsletter id.
- Add Stock Transfer
Moves a quantity of a SKU from one stock location to another.
- Balance Change Gift Card
Change balance of a gift card.
- Create Address
Creates a postal address that can be attached to customers, orders and stock locations.
- Create Attachment
Creates a new Attachment.
- Create Customer
Creates a new Customer.
- Create Gift Card
Creates a new Gift Card.
- Create Price Import
Creates a new Price Import.
- Create Price List
Creates a new Price List.
- Create SKU
Creates a new SKU.
- Find Attachment
Finds a Attachment by name.
- Find Customer
Finds a customer by id or reference.
- Find Gift Card
Finds a gift card by id or reference.
- Find Price
Finds a price by price list.
- Find Price Import
Finds a Price Import by status.
- Find Price List
Finds a Price List by name.
- Find Shipping Category
Finds an Shipping Category by name.
- Find SKU
Finds an SKU by code.
- Find SKU Import
Finds an SKU Import by status.
- Find Stock Item Import
Finds a Stock Item Import by status.
- Get Address
Retrieves one address by id.
- Get Customer Address
Retrieves one customer address link by id.
- Get Customer Password Reset
Retrieves a customer password reset by id, returning customer_email, reset_password_token and reset_password_at.
- Get Customer Subscription
Retrieves one customer subscription by id.
- Get Stock Transfer
Retrieves one stock transfer by id.
- Update Customer Reference
Update customer data setting external identifier.
- 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 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
Commerce Layer and Filevine, answered
What can start an automation from Commerce Layer?
Any of Commerce Layer's 13 triggers in the catalog, including New Attachment, New Customer, New Customer Address Event and New Customer Password Reset Event. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Filevine when something happens in Commerce Layer?
Any of Filevine's 19 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 Commerce Layer?
Yes. When something happens in Filevine, your agent can act in Commerce Layer too. This page covers both directions: Filevine's triggers and Commerce Layer's actions are listed here as well.
Do I have to build a connector for Commerce Layer 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 Commerce Layer 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.