Integration
Connect Filevine and Pelcro
When New Contact fires in Filevine, your agent runs Create Customer in Pelcro, or Customer Created in Pelcro 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 Pelcro 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 Pelcro can do together
From Filevine to Pelcro
When New Contact in Filevine
then Create Customer in Pelcro
From Pelcro 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 Pelcro
Triggers and actions 7 triggers · 32 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.
- Customer Created
Triggers when a user registers via the Pelcro Platform. This means that a customer record exists in Pelcro and has a unique email address, password, and customer ID associated to it.
- Customer Updated
Triggers when a customer is updated in Pelcro.
- Newsletter Created
Triggers when a new newsletter subscription is created in Pelcro.
- Newsletter Updated
Triggers when an existing Pelcro newsletter subscription is updated, such as a change to the subscriber's mailing lists or consent.
- Subscription Created
Triggers when a new subscription is created in Pelcro.
- Add address
Creates a new shipping, billing or primary address for a Pelcro customer.
- Add coupon
Creates a new discount coupon on your Pelcro site, with either a fixed amount or a percentage off.
- Create Customer
Creates a new customer on your Pelcro site.
- Create Newsletter
Creates a newsletter subscriber in Pelcro with their email, signup source and optional consent details.
- Create Plan
Creates a new pricing plan under a Pelcro product, setting its price, currency, billing interval and subscription behavior.
- Create Product
Creates a product in your Pelcro site. Plans and their prices are added under a product.
- Create Subscription
Creates a subscription for a Pelcro customer on a plan, optionally with a coupon, trial period or gift details.
- Get coupon
Returns a single coupon by id, including its code, discount, duration, redemption count and expiration.
- Get newsletter
Returns a single newsletter subscriber by id, including their email, name, lists and consent details.
- List newsletters
Returns newsletter subscribers on your Pelcro site, optionally filtered by exact email address.
- Update customer
Updates an existing Pelcro customer's profile, such as contact details, marketing preferences, password and metadata. Fields left blank are left unchanged.
- Update Newsletter
Updates an existing newsletter subscriber's email, signup source, name, lists and consent details.
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 Pelcro, 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 Pelcro when something happens in Filevine?
Any of Pelcro's 12 actions, including Create Customer, Create Newsletter, Create Plan and Create Product. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pelcro to Filevine?
Yes. When something happens in Pelcro, your agent can act in Filevine too. This page covers both directions: Pelcro's triggers and Filevine's actions are listed here as well.
Do I have to build a connector for Filevine or Pelcro?
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 Pelcro 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.