Integration
Connect Filevine and freee
When New Contact fires in Filevine, your agent runs Add deal in freee, or New manual journal in freee to Add invoice in Filevine. 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 freee 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 and freee can do together
From Filevine to freee
When New Contact in Filevine
then Add deal in freee
From freee to Filevine
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 freee
Triggers and actions 4 triggers · 42 actions
- 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.
- New manual journal
Triggers when a new manual journal (振替伝票) is created in the selected freee company.
- Unsettled Deal
Triggers when a new unsettled income or expense deal (取引) appears in the selected freee company.
- Add account item
Creates a new account item (勘定科目) in a freee Accounting company and returns the created account item.
- Add deal
Creates an income or expense deal (取引) in a freee company, with its line items and, optionally, the payments that settle it.
- Add manual journal
Creates a manual journal (振替伝票) in a freee company, with balanced debit and credit lines.
- Add transfer
Creates a transfer (口座振替) in a freee company, moving money from one bank account, credit card or wallet to one or more other accounts.
- Create Item
Creates a new item (品目) in a freee company, which can then be selected on deals and other transactions.
- Create Partner
Creates a new partner (取引先) — a customer or supplier — in a freee company, for use on deals and invoices.
- Create Tag
Creates a new memo tag (メモタグ) in a freee company, which can then be attached to deal and transfer line items.
- Delete deal
Deletes an income or expense deal (取引) from a freee company.
- Get deal
Returns one income or expense deal (取引) in a freee company, including its detail lines, payments, renewals and attached receipts.
- Get partner
Returns one partner (取引先) of a freee company by its id, including contact, address, bank account and payment-term settings.
- Get Section
Returns a single section (department) of a freee company by its id, including its name, official name, shortcuts and availability.
- Get Tag
Returns one memo tag (メモタグ) in a freee company by its id, including its name, shortcuts and last update date.
- Get Transfer
Returns one transfer (振替) between accounts in a freee company, including its destination account lines.
- List account items
Returns the account items (勘定科目) defined for a freee company, optionally filtered by keyword or update date.
- List companies
Returns every freee company (事業所) the connected user belongs to, with each company's id, name, display name, company number and the user's role there.
- List deals
Returns the income and expense deals (取引) recorded in a freee company, optionally filtered by partner, account item, settlement status, type, dates or remaining amount.
- List items
Returns the items (品目) registered in a freee company, including items marked as not in use. Optionally limited to items updated within a date range.
- List manual journals
Returns the manual journals (振替伝票) of a freee company, optionally filtered by date, account item, amount, partner, item, section, segment tags, comments, adjustment type or journal number.
- List partners
Returns the partners (取引先) registered in a freee company, optionally filtered by keyword or last-updated date. Archived partners are not included.
- List walletables
Returns the company's walletables — bank accounts, credit cards and other payment accounts such as cash — optionally with balances and sync status.
- Update deal
Updates an existing income or expense deal (取引) in freee Accounting, replacing its dates, partner, reference number, line items and attached receipts.
- Update partner
Updates an existing partner (取引先) in freee Accounting. Only the details you fill in are changed; everything else keeps its current value.
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
Filevine and freee, 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 freee when something happens in Filevine?
Any of freee's 22 actions, including Create Item, Create Partner, Create Tag and Update deal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from freee to Filevine?
Yes. When something happens in freee, your agent can act in Filevine too. This page covers both directions: freee's triggers and Filevine's actions are listed here as well.
Do I have to build a connector for Filevine or freee?
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 freee 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.