Integration
Connect Filevine to Compdfkit Pdf Editor
When New Contact fires in Filevine, your agent runs Add watermark to PDF in Compdfkit Pdf Editor. 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 Filevine and Compdfkit Pdf Editor 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 Filevine can start in Compdfkit Pdf Editor
When New Contact in Filevine
then Add watermark to PDF in Compdfkit Pdf Editor
When New Project in Filevine
then Convert HTML to PDF in Compdfkit Pdf Editor
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 Filevine and Compdfkit Pdf Editor
Triggers and actions 2 triggers · 32 actions
Trigger
New ContactTriggers when a new contact is added in Filevine.
Trigger
New ProjectTriggers when a new project (case) is created in Filevine.
Action
Add appointmentCreates a calendar appointment on a Filevine project with a title, start and end time, and attendees.
Action
Add invoiceCreates a new invoice on a Filevine project from its billable billing items.
Action
Add project contactAdds an existing contact to a Filevine project, optionally with the role they play on that project.
Action
Add project deadlineCreates a new deadline (such as a statute of limitations or court date) on a Filevine project.
Action
Add taskCreates a task on a Filevine project and assigns it to a user, with an optional subject and due date.
Action
Create Collection ItemAdds a new item to a collection section (for example a list of medical providers) on a Filevine project.
Action
Create ContactCreates a new contact card (a person or organization) in Filevine.
Action
Find Collection ItemGets one collection item from a Filevine project by its item ID.
Action
Find ContactFinds the first Filevine contact matching an email, full name, phone or search term.
Action
Find DocumentFinds the first Filevine document matching a search term, optionally within one project.
Action
Find FormGets the field values of a form section on a Filevine project.
Action
Find PhaseFinds a phase of a Filevine project type by name and returns its ID.
Action
Find ProjectFinds the first active Filevine project matching a name, project number or search term.
Action
Find Project TypeFinds a Filevine project type by name and returns its ID.
Action
Find UserFinds the first Filevine user in your org matching a name, email or username.
Action
Get ProjectReturns a Filevine project's details, including its name, type, phase, client, team and project URL.
Action
Toggle SectionShows or hides a section on a Filevine project.
Action
Update Collection ItemUpdates fields on an existing collection item in a Filevine project.
Action
Update ContactUpdates an existing contact's details, such as name, email, phone numbers, addresses and person types. Fields left blank are not changed.
Action
Update ProjectUpdates an existing Filevine project's name, description, number or incident date.
Action
Add watermark to PDFAdds a text or image watermark to a PDF file and returns the processing task with a download link to the watermarked PDF.
Action
Convert HTML to PDFConverts an HTML file to a PDF and returns a link to download the PDF.
Action
Convert image to PDFConverts an image (PNG, JPG and similar) into a PDF and returns a link to download it.
Action
Convert PDF to ExcelConverts the tables and content of a PDF file into an editable Excel (XLSX) workbook and returns a download link for it.
Action
Convert PDF to imageConverts the pages of a PDF into image files and returns a link to download the result.
Action
Convert PDF to WordConverts a PDF file into an editable Word (DOCX) document and returns a link to download it.
Action
Convert Word to PDFConverts a Word document into a PDF and returns a link to download the PDF.
Action
Encrypt PDFProtects a PDF with a user (open) password and/or an owner password, and sets which actions such as printing, copying and editing are allowed. Returns a link to download the encrypted PDF.
Action
Get asset infoReturns your ComPDF account's asset balance: the file-processing credits remaining and used.
Action
List tasksReturns the account's file processing tasks, with each task's status, cost, file counts and source and target formats.
Action
Merge PDFsMerges two or more PDF files into a single PDF, in the order given, and returns a link to download the merged file.
Action
Split PDFSplits a PDF into separate files by page range and returns a link to download the results.
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
Filevine and Compdfkit Pdf Editor, answered
What can start an automation from Filevine?
Any of Filevine's 2 triggers in the catalog, including New Contact and New Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Compdfkit Pdf Editor when something happens in Filevine?
Any of Compdfkit Pdf Editor's 12 actions, including Add watermark to PDF, Convert HTML to PDF, Convert image to PDF and Convert PDF to Excel. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Compdfkit Pdf Editor to Filevine?
Compdfkit Pdf Editor has no triggers in the catalog today, so automations start in Filevine. If you need the other direction, ask: your agent reads Compdfkit Pdf Editor's API documentation and adds it.
Do I have to build a connector for Filevine or Compdfkit Pdf Editor?
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 Filevine and Compdfkit Pdf Editor 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.