Integration
Connect Corymbus and Filevine
When New Activity fires in Corymbus, your agent runs Add invoice in Filevine, or New Contact in Filevine to Create Contact in Corymbus. 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 Corymbus 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 Corymbus and Filevine can do together
From Corymbus to Filevine
When New Activity in Corymbus
then Add invoice in Filevine
From Filevine to Corymbus
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 Corymbus and Filevine
Triggers and actions 4 triggers · 29 actions
- New Activity
Triggers when a new activity is created in Corymbus, optionally limited to activities linked to a given account, contact or opportunity, or owned by a given user.
- New Contact
Triggers when a new contact is created in Corymbus, optionally limited to contacts matching a name, account, activity, opportunity, group or owner.
- Add activity
Creates a new activity (task, call, meeting, note or email) in Corymbus and returns the created activity.
- Connect entities
Connects two Corymbus records together, for example an opportunity to an activity or a contact to an account.
- Create Account
Creates a new account (company) in Corymbus CRM and returns the created account.
- Create Contact
Creates a new contact (person) in Corymbus, optionally linked to an account, and returns the created contact.
- Create Opportunity
Creates a new opportunity (deal) in Corymbus, optionally linked to an account, with an amount, status and expected close date.
- Find Account
Finds accounts whose name contains the given text, optionally limited to an owner or a connected activity, and returns the matches.
- Find activities
Returns the activities whose name contains the text you give, optionally narrowed to an account, contact, opportunity, owner or late activities.
- Find contacts
Returns the Corymbus contacts whose first or last name contains the text you give, optionally narrowed by account, activity, opportunity, group or owner.
- Find opportunities
Returns the opportunities whose name contains the text you specify, optionally narrowed by account, contact, activity, owner or expected close period.
- 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
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Questions
Corymbus and Filevine, answered
What can start an automation from Corymbus?
Any of Corymbus's 2 triggers in the catalog, including New Activity and New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Filevine when something happens in Corymbus?
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 Corymbus?
Yes. When something happens in Filevine, your agent can act in Corymbus too. This page covers both directions: Filevine's triggers and Corymbus's actions are listed here as well.
Do I have to build a connector for Corymbus 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 Corymbus 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.