Integration
Connect Filevine and Recharge
When New Contact fires in Filevine, your agent runs Create Customer in Recharge, or New Address Created in Recharge 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 Recharge 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 Recharge can do together
From Filevine to Recharge
When New Contact in Filevine
then Create Customer in Recharge
From Recharge 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 Recharge
Triggers and actions 9 triggers · 53 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 Status Change
Triggers when a Recharge customer becomes active (gains an active subscription) or inactive (no active subscriptions left).
- New Address Created
Triggers when a new address is added for a customer.
- New Cancelled Subscription
Triggers when a subscription is cancelled.
- New Charge Created
Triggers when a new charge is created in Recharge.
- New Customer
Triggers when a new customer is added to your Recharge store.
- New Order
Triggers when a new order is created in Recharge.
- New Subscription
Triggers when a new subscription is created.
- Activate Subscription
Reactivates a cancelled subscription.
- Cancel Subscription
Cancels an active subscription with a reason.
- Change Next Charge Date
Changes the next charge date of a subscription.
- Create Customer
Creates a customer in Recharge and returns the new customer's ID.
- Create Discount Codes
Creates a discount code in Recharge.
- Create One Time Charge
Adds a one-time product to an address's upcoming charge.
- Delete Address
Deletes a Recharge address that has no active subscriptions.
- Delete Customer
Deletes a Recharge customer, which also cancels and deletes their subscriptions and addresses.
- Delete One Time Charge
Deletes an unprocessed one-time product.
- Delete Order
Deletes a queued (scheduled) order.
- Delete Subscription
Permanently deletes a subscription.
- Find a Charge
Returns one charge by ID, with its status, schedule and total.
- Find an Address
Finds Recharge addresses by customer, address ID, discount, active status or date range.
- Find a Subscription
Finds subscriptions matching a customer, address, product variant, status or ID, and returns the first match plus the full list.
- Find Customer
Finds a Recharge customer by email or ecommerce customer ID.
- List Addresses
Returns addresses, optionally for one customer.
- List Charges
Returns charges, optionally filtered by customer or status.
- List Customers
Returns a list of customers in your Recharge store.
- List One-Time Charges
Returns one-time products, optionally for one customer or address.
- List Orders
Returns orders, optionally filtered by customer or status.
- List Subscriptions
Returns subscriptions, optionally filtered by customer or status.
- Process Charge
Processes a queued charge immediately (Recharge Plus plan).
- Retrieve Address
Returns one Recharge address by ID.
- Retrieve Customer
Returns one Recharge customer by ID, with their name, email, phone and active subscription count.
- Retrieve Discount
Returns one discount by ID.
- Retrieve One-Time Charge
Returns one one-time product by ID.
- Retrieve Order
Returns one Recharge order by ID, including its line items.
- Skip Charge
Skips an upcoming charge.
- Unskip Charge
Unskips a previously skipped charge.
- Update Address
Updates a Recharge shipping address.
- Update Customer
Updates a Recharge customer's name, email or phone.
- Update One-Time Charge
Updates a one-time product's quantity, price or charge date.
- Update Order Line Items
Replaces the line items on an existing Recharge order and returns the updated order.
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 Recharge, 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 Recharge when something happens in Filevine?
Any of Recharge's 33 actions, including Create Customer, Create Discount Codes, Create One Time Charge and Update Address. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Recharge to Filevine?
Yes. When something happens in Recharge, your agent can act in Filevine too. This page covers both directions: Recharge's triggers and Filevine's actions are listed here as well.
Do I have to build a connector for Filevine or Recharge?
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 Recharge 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.