Integration
Connect Common Room and Filevine
When Custom Fields List fires in Common Room, your agent runs Add invoice in Filevine, or New Contact in Filevine to Add or Update a Contact Custom Field in Common Room. 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 Common Room 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 Common Room and Filevine can do together
From Common Room to Filevine
When Custom Fields List in Common Room
then Add invoice in Filevine
From Filevine to Common Room
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 Common Room and Filevine
Triggers and actions 4 triggers · 31 actions
- Custom Fields List
Triggers when a new contact custom field is added to the Common Room community.
- Segment Status List
Triggers when a new status is added to the selected Common Room segment.
- Add Activity From Third Party Source
Adds an activity from a third-party system to a Common Room API signal source, or updates an activity previously added with the same activity ID and type.
- Add Common Room Contact to Segment
Adds one or more existing Common Room contacts to an existing segment, identified by email, Twitter, GitHub or LinkedIn, optionally setting their segment status.
- Add Organization From Third Party Source
Adds an organization to a Common Room API source, or updates the organization previously added with the same domain.
- Add or Update a Contact Custom Field
Sets the value of a contact custom field on a Common Room contact, creating or updating the contact in an API signal source.
- Add tag
Creates a tag in Common Room, or returns the existing tag if one with the same name already exists.
- Delete tag
Deletes a tag and removes it from everywhere it was applied. A tag that segments or workflows still use can't be deleted.
- Get tag
Returns a Common Room tag by its id, including its name, description and the entity types it may be assigned to.
- List activity types
Returns every activity type defined in your Common Room community, with its id and display name.
- List segments
Returns all segments in the Common Room community, with each segment's id and name.
- List tags
Returns all user-defined tags in your Common Room community, with their names, descriptions and the record types they can be applied to.
- Update tag
Renames a tag or changes its description. A deleted tag is restored when it is updated.
- 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
Common Room and Filevine, answered
What can start an automation from Common Room?
Any of Common Room's 2 triggers in the catalog, including Custom Fields List and Segment Status List. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Filevine when something happens in Common Room?
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 Common Room?
Yes. When something happens in Filevine, your agent can act in Common Room too. This page covers both directions: Filevine's triggers and Common Room's actions are listed here as well.
Do I have to build a connector for Common Room 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 Common Room 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.