Integration
Connect Filevine to SchoolMaker
When New Contact fires in Filevine, your agent runs Add conversation message in SchoolMaker. 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 SchoolMaker 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 SchoolMaker
When New Contact in Filevine
then Add conversation message in SchoolMaker
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 SchoolMaker
Triggers and actions 2 triggers · 52 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.
- Add community comment
Adds a comment, or a reply to an existing comment, on a community post as the school owner.
- Add community post
Creates a post in your SchoolMaker community, as the school owner, in an open category.
- Add conversation message
Sends a message from an admin or moderator to an existing conversation group.
- Add lesson
Creates a lesson in a section of a SchoolMaker program. New lessons are published by default.
- Add offer
Creates a new offer in your SchoolMaker school, with its settings, program accesses and prices. Offers are unpublished unless you choose to publish them.
- Add program
Creates a new program (course) in your SchoolMaker school.
- Add section
Creates a new section in a SchoolMaker program. New sections are published unless you choose otherwise.
- Award badge
Awards a badge to a school member. Repeating an award returns the existing award without notifying the member again.
- Create a Coaching Appointment
Creates a coaching appointment of a chosen coaching type with the selected members and coaches.
- Create a Conversation
Creates a conversation group with the chosen members and sends its first message.
- Delete Member
Deletes a member from your SchoolMaker school, identified by member id or email.
- Delete offer
Moves an offer to Trash and removes its accesses from members. Members are not deleted, and the offer can be restored from Trash.
- Delete program
Moves a SchoolMaker program to Trash and removes its logo and cover.
- Get Admin/Moderator Details
Returns the details of a school admin or moderator, looked up by ID or email.
- Get All Coaching Types
Returns every coaching type in your SchoolMaker school, with its coaches and publication status.
- Get Member Accesses
Returns all offer accesses held by a SchoolMaker member, looked up by member ID or email.
- Get Member Details
Returns a SchoolMaker member's details, looked up by member ID or email address.
- Get Member Progress
Returns a member's progress across their programs (completion rate, time spent, unfinished lessons), plus their offers, coaching usage, recent activity, community stats, leaderboard and level.
- Get Offer Details
Returns the details of a SchoolMaker offer, including its prices, accesses and member counts.
- Get Program Details
Returns the details of a program, optionally with a specific member's progress through it.
- Get Top 10 Members in Leaderboard
Returns the school's gamification leaderboard ranking (top 10 members by default), optionally filtered by time range, minimum points, or community space.
- List badges
Returns all badges defined in your SchoolMaker school, newest first.
- List lessons
Returns the lessons in a section of a SchoolMaker program, ordered by position, optionally filtered by name.
- List Members
Returns the members of your SchoolMaker school, optionally filtered by program, offer, points, level, coaching usage or access.
- List Offers
Returns all offers in your SchoolMaker school, optionally filtered by published status.
- List Programs
Returns all programs in your school, optionally only those a given member can access, with that member's progress.
- List sections
Returns the sections in a SchoolMaker program, optionally filtered by section group or search text.
- Set a Drip Boost
Sets the drip boost value for a member's access to an offer, unlocking dripped content sooner.
- Set Member Ban
Bans or unbans a member of your SchoolMaker school, identified by member ID or email, and returns the member's details.
- Set Member Suspend
Suspends or unsuspends a member of your SchoolMaker school, identified by member id or email.
- Set Offer Access for a Member / Add New Member
Grants or revokes a member's access to an offer, creating the member if they don't exist yet.
- Set Offer Details
Updates an existing offer's details, publish status, accesses and prices. Fields left blank keep their current values.
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
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Questions
Filevine and SchoolMaker, 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 SchoolMaker when something happens in Filevine?
Any of SchoolMaker's 32 actions, including Create a Coaching Appointment, Create a Conversation, Add community comment and Add community post. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SchoolMaker to Filevine?
SchoolMaker has no triggers in the catalog today, so automations start in Filevine. If you need the other direction, ask: your agent reads SchoolMaker's API documentation and adds it.
Do I have to build a connector for Filevine or SchoolMaker?
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 SchoolMaker 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.