Integration
Connect Filevine and Remember The Milk
When New Contact fires in Filevine, your agent runs Add tags to task in Remember The Milk, or New Task Added in Remember The Milk to Add task 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 Remember The Milk 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Remember The Milk can do together
From Filevine to Remember The Milk
When New Contact in Filevine
then Add tags to task in Remember The Milk
From Remember The Milk 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 Remember The Milk
Triggers and actions 11 triggers · 29 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 Task Added
Triggers when a new task is added in Remember The Milk.
- New Task Added Given to Contact
Triggers when a new task is given to the specified contact.
- New Task Added Given to Me
Triggers when someone gives you a new task.
- New Task Added in List
Triggers when a new task is added to the specified list.
- New Task Added to the Inbox
Triggers when a new task is added to your Inbox.
- New Task Added With Location
Triggers when a new task is added with the specified location.
- New Task Added With Tag
Triggers when a new task is added with the specified tag.
- Task Completed
Triggers when a task is completed.
- Task Tagged
Triggers when a task is tagged with the specified tag.
- Add list
Creates a new list in Remember The Milk. Supply search criteria to create a Smart List instead.
- Add tags to task
Adds one or more tags to an existing task in Remember The Milk.
- Add task note
Adds a note with a title and body to a Remember The Milk task.
- Complete a Task
Marks a Remember The Milk task as complete.
- Create a New Task
Creates a new task in Remember The Milk, optionally in a specific list, with Smart Add parsing of due dates, tags and priority.
- Delete Task
Deletes a Remember The Milk task.
- List Lists
Returns all of your Remember The Milk lists, including smart lists.
- Search Tasks
Returns the tasks matching a Remember The Milk search, optionally limited to one list.
- Update task
Updates an existing Remember The Milk task's name, due date, priority, URL and/or time estimate. Only the values you fill in are changed.
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 Remember The Milk, 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 Remember The Milk when something happens in Filevine?
Any of Remember The Milk's 9 actions, including Create a New Task, Update task, Add list and Add tags to task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Remember The Milk to Filevine?
Yes. When something happens in Remember The Milk, your agent can act in Filevine too. This page covers both directions: Remember The Milk's triggers and Filevine's actions are listed here as well.
Do I have to build a connector for Filevine or Remember The Milk?
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 Remember The Milk 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.