Integration
Connect Filevine to Gamma
When New Contact fires in Filevine, your agent runs Create From Template in Gamma. 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 Gamma 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 Gamma
When New Contact in Filevine
then Create From Template in Gamma
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 Gamma
Triggers and actions 2 triggers · 37 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.
- Create From Template
Starts a new gamma generated from an existing template gamma, following your instructions on what to change. Returns a generation ID to check for the finished gamma.
- Create Generation
Starts generating a Gamma presentation, document, webpage or social post from your text (Classic generation). Returns a generation ID you can check with Get Generation Status.
- Delete gamma
Deletes a gamma from your workspace, archiving it first if needed. The gamma becomes inaccessible immediately. Requires a workspace admin.
- Export gamma
Starts exporting an existing gamma to PDF, PowerPoint or PNG and returns an export ID you can use to fetch the download link.
- Find gammas
Returns up to 25 gammas whose title or body text match a search query, optionally narrowed by creator and last-updated time.
- Find templates
Searches your workspace templates and Gamma's official templates by title and content, returning up to 25 matches from each.
- Generate image
Starts generating one standalone on-brand image from a text prompt and returns the image generation ID. Use Get image with that ID to retrieve the finished image.
- Get export
Returns the status of an export job and, once it is completed, the link to download the exported file.
- Get gamma
Returns a gamma's details: title, link, thumbnail, author, theme, created and updated times, and whether it is archived.
- Get gamma analytics
Returns engagement metrics for a gamma: total views, unique viewers and editors, card count, last opened time, and a 30-day daily viewer breakdown.
- Get gamma edit
Returns the status of a Gamma agent edit job (pending, completed or failed), with the edit summary or error and credits used.
- Get Generation Status
Returns the status of a gamma generation, and once completed, the link to the new gamma, its export file and the credits used.
- Get image
Returns the status of an image generation job and, once it has completed, the finished image with its URL, dimensions and media library ID.
- List folders
Returns the folders in your Gamma workspace that you can access, optionally filtered by name.
- List gamma comments
Returns the comment threads on a gamma, including their replies, optionally only those with activity since a given time.
- List themes
Returns the themes available in your Gamma workspace, including standard and custom themes, optionally filtered by name or type.
- Update gamma
Starts an AI edit of an existing gamma from a natural-language instruction. Returns an edit ID to check with Get gamma edit.
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 Gamma, 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 Gamma when something happens in Filevine?
Any of Gamma's 17 actions, including Create From Template, Create Generation, Update gamma and Export gamma. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Gamma to Filevine?
Gamma has no triggers in the catalog today, so automations start in Filevine. If you need the other direction, ask: your agent reads Gamma's API documentation and adds it.
Do I have to build a connector for Filevine or Gamma?
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 Gamma 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.