--- title: "Connect Filevine and OpenAI - APIANT.ai" description: "When \"New Contact\" fires in Filevine, your agent runs \"Create message\" in OpenAI, or \"New batch\" in OpenAI to \"Add invoice\" in Filevine." canonical: "https://apiant.ai/connect/filevine-to-openai" --- # Connect Filevine and OpenAI When **New Contact** fires in [Filevine](https://apiant.ai/connections/filevine), your agent runs **Create message** in [OpenAI](https://apiant.ai/connections/openai), or **New batch** in OpenAI to **Add invoice** in Filevine. Describe the whole flow and it is built, tested on every scenario and kept running. Filevine **2** triggers Filevine **20** actions OpenAI **5** triggers OpenAI **69** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Filevine and OpenAI 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 Filevine and OpenAI can do together ### From Filevine to OpenAI - When **New Contact** in Filevine then **Create message** in OpenAI - When **New Project** in Filevine then **Create assistant** in OpenAI ### From OpenAI to Filevine - When **New batch** in OpenAI then **Add invoice** in Filevine - When **New file** in OpenAI then **Add project contact** in 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 OpenAI ## Triggers and actions 7 triggers · 89 actions - 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. - Trigger **New batch** List your organization's batches. - Trigger **New file** Returns a list of files. - Trigger **New model** Lists the currently available models. - Trigger **New vector store** Returns a list of vector stores. - Trigger **New video** List recently generated videos for the current project. - Action **Cancel batch** Cancels an in-progress batch. - Action **Cancel run** Cancels a run that is in_progress. - Action **Cancel vector store file batch** Cancel a vector store file batch. - Action **Content moderation** Classifies text for hate, harassment, self-harm, sexual, and violence categories using the Moderations API. - Action **Count input tokens** Returns input token counts of the request. - Action **Create assistant** Create an assistant with a model and instructions. - Action **Create chat completion** Sends a list of chat messages to a model via the Chat Completions API and returns the assistant's reply. - Action **Create completion** Creates a completion for the provided prompt and parameters. - Action **Create embedding** Generates a vector embedding for input text using an embeddings model (e.g. text-embedding-3-small). - Action **Create message** Create a message. - Action **Create run** Create a run. - Action **Creates and executes a batch from an uploaded file of requests** Creates and executes a batch from an uploaded file of requests - Action **Create thread** Create a thread. - Action **Create thread and run** Create a thread and run it in one request. - Action **Create vector store** Create a vector store. - Action **Create vector store file** Create a vector store file by attaching a File to a vector store. - Action **Create vector store file batch** Create a vector store file batch. - Action **Create video edit job** Create a new video generation job by editing a source or existing generated video. - Action **Create video extension** Create an extension of a completed video. - Action **Create video generation job** Create a new video generation job from a prompt and optional reference assets. - Action **Create video remix** Create a remix of a completed video using a refreshed prompt. - Action **Delete assistant** Delete an assistant. - Action **Delete eval run** Delete an eval run. - Action **Delete file** Delete a file and remove it from all vector stores. - Action **Delete message** Deletes a message. - Action **Delete thread** Delete a thread. - Action **Delete vector store** Delete a vector store. - Action **Delete vector store file** Delete a vector store file (removes from store, file itself not deleted). - Action **Delete video** Permanently delete a completed or failed video and its stored assets. - Action **Download video content** Download the generated video bytes or a derived preview asset. - Action **Edit image** Creates an edited or extended image given one or more source images and a prompt. - Action **Generate image** Generates an image from a text prompt using gpt-image-1 / DALL-E and returns the image URL or base64 data. - Action **Generate speech** Converts text into spoken audio using a TTS model and the selected voice. Returns audio bytes. - Action **Get assistant** Retrieves an assistant. - Action **Get batch** Retrieves a batch. - Action **Get file** Returns information about a specific file. - Action **Get file content** Returns the contents of the specified file. - Action **Get message** Retrieve a message. - Action **Get model** Retrieves a model instance. - Action **Get run** Retrieves a run. - Action **Get run step** Retrieves a run step. - Action **Get thread** Retrieves a thread. - Action **Get vector store** Retrieves a vector store. - Action **Get vector store file** Retrieves a vector store file. - Action **Get vector store file batch** Retrieves a vector store file batch. - Action **Get vector store file content** Retrieve the parsed contents of a vector store file. - Action **Get video** Fetch the latest metadata for a generated video. - Action **List conversation items** List all items for a conversation with the given ID. - Action **List files** Lists files that have been uploaded to your OpenAI account. - Action **List messages** Returns a list of messages for a given thread. - Action **List models** Lists the models currently available to your account. - Action **List runs** Returns a list of runs belonging to a thread. - Action **List run steps** Returns a list of run steps belonging to a run. - Action **List vector store file batch files** Returns a list of vector store files in a batch. - Action **List vector store files** Returns a list of vector store files. - Action **OpenAI agent message** Runs one AI agent turn on OpenAI and returns the model's reply. The turn is billed to the OpenAI account connected on this step, and the agent can call the account's AI tool automations. - Action **Retrieve response** Retrieves a previously created model response by its Response ID. - Action **Search vector store** Search a vector store for relevant chunks based on a query and filter. - Action **Send model a message** Sends a message to an OpenAI model via the Responses API and emits its response. Returns a Response ID usable as previous_response_id for multi-turn conversations. - Action **Submit tool outputs to run** Submit tool outputs when a run requires action. - Action **Transcribe audio** Transcribes audio into the input language. - Action **Translate audio** Translates audio into English. - Action **Update assistant** Modifies an assistant. - Action **Update message** Modifies a message. - Action **Update run** Modifies a run. - Action **Update thread** Modifies a thread. - Action **Update vector store** Modifies a vector store. - Action **Update vector store file attributes** Update attributes on a vector store file. - Action **Upload file** Upload a file that can be used across various endpoints. ## Each app on its own - [ **Filevine** Filevine is a modern case management system for law firms.](https://apiant.ai/connections/filevine) - [ **OpenAI** OpenAI's platform for text generation (Responses + Chat Completions), image generation (gpt-image-1 /...](https://apiant.ai/connections/openai) Reviews ## What our customers say ## More from Filevine - [ **Filevine to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/filevine-to-hubspot) - [ **Filevine to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/filevine-to-salesforce) - [ **Filevine to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/filevine-to-slack) - [ **Filevine to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/filevine-to-google-sheets) - [ **Filevine to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/filevine-to-gmail) - [ **Filevine to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/filevine-to-google-calendar) ## More into OpenAI - [ **Mailchimp to OpenAI** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-openai) - [ **ActiveCampaign to OpenAI** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-openai) - [ **Asana to OpenAI** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-openai) - [ **JIRA to OpenAI** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/jira-to-openai) - [ **Twilio to OpenAI** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/twilio-to-openai) - [ **Intercom to OpenAI** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connect/intercom-to-openai) Questions ## Filevine and OpenAI, 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 OpenAI when something happens in Filevine? Any of OpenAI's 69 actions, including Create assistant, Create chat completion, Create completion and Create embedding. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from OpenAI to Filevine? Yes. When something happens in OpenAI, your agent can act in Filevine too. This page covers both directions: OpenAI's triggers and Filevine's actions are listed here as well. ### ### Do I have to build a connector for Filevine or OpenAI? 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 OpenAI 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.