--- title: "Connect Fidel Api and Filevine - APIANT.ai" description: "When \"New transaction\" fires in Fidel Api, your agent runs \"Add invoice\" in Filevine, or \"New Contact\" in Filevine to \"Get card\" in Fidel Api." canonical: "https://apiant.ai/connect/fidel-api-to-filevine" --- # Connect Fidel Api and Filevine When **New transaction** fires in [Fidel Api](https://apiant.ai/connections/fidel-api), your agent runs **Add invoice** in [Filevine](https://apiant.ai/connections/filevine), or **New Contact** in Filevine to **Get card** in Fidel Api. Describe the whole flow and it is built, tested on every scenario and kept running. Fidel Api **1** trigger Fidel Api **11** 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 Fidel Api 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 Fidel Api and Filevine can do together ### From Fidel Api to Filevine - When **New transaction** in Fidel Api then **Add invoice** in Filevine - When **New transaction** in Fidel Api then **Add project contact** in Filevine ### From Filevine to Fidel Api - When **New Contact** in Filevine then **Get card** in Fidel Api - When **New Project** in Filevine then **Add brand** in Fidel Api 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 Fidel Api and Filevine ## Triggers and actions 3 triggers · 31 actions - Trigger **New transaction** Fires on a new card transaction. - Action **Add brand** Creates a new brand in your Fidel API account. - Action **Add offer** Creates a new offer for a brand in your Fidel API account. - Action **Add program** Creates a new loyalty program in your Fidel account. - Action **Get brand** Returns the details of a single brand by its ID. - Action **Get card** Returns a single card by its ID, including its scheme, last digits, expiry and program. - Action **Get transaction** Returns a single card transaction by its ID, including amount, currency, card, location and brand details. - Action **List brands** Returns the brands in your Fidel account, optionally filtered by name. - Action **List locations** Returns the locations registered under a Fidel program, optionally filtered by postcode or sync status. - Action **List programs** Returns the loyalty programs on your Fidel account. - Action **List transactions** Returns the transactions recorded on a Fidel program, optionally filtered by date range and sorted by transaction time. - Action **Update brand** Updates a brand's website, logo or metadata. - 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 - [ **Fidel Api** API for linking bank cards and streaming real-time card transaction data to power loyalty and rewards...](https://apiant.ai/connections/fidel-api) - [ **Filevine** Filevine is a modern case management system for law firms.](https://apiant.ai/connections/filevine) Reviews ## What our customers say ## More from Fidel Api - [ **Fidel Api to Hailer** Hailer is a tool that helps people be more productive and organized together.](https://apiant.ai/connect/fidel-api-to-hailer) - [ **Fidel Api to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/fidel-api-to-hubspot) - [ **Fidel Api to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/fidel-api-to-salesforce) - [ **Fidel Api to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/fidel-api-to-slack) - [ **Fidel Api to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/fidel-api-to-google-sheets) - [ **Fidel Api to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/fidel-api-to-gmail) ## 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 ## Fidel Api and Filevine, answered ### ### What can start an automation from Fidel Api? Any of Fidel Api's 1 trigger in the catalog, including New transaction. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Filevine when something happens in Fidel Api? 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 Fidel Api? Yes. When something happens in Filevine, your agent can act in Fidel Api too. This page covers both directions: Filevine's triggers and Fidel Api's actions are listed here as well. ### ### Do I have to build a connector for Fidel Api 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 Fidel Api 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.