Integration
Connect Filevine to Superchat
When New Contact fires in Filevine, your agent runs Add contact list in Superchat. 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 Superchat 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 Superchat
When New Contact in Filevine
then Add contact list in Superchat
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 Superchat
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 contact list
Creates a new contact list in your Superchat workspace.
- Add Contact to Contact List
Adds a Superchat contact to one of your contact lists and returns the contact list it was added to.
- Add conversation export
Starts an export job for a Superchat conversation covering the chosen time range, and returns the export with its status and download link once ready.
- Add label
Creates a new conversation label in your Superchat workspace.
- Create Contact
Creates a new contact in your Superchat workspace with a name, gender, email addresses or phone numbers, and custom attribute values.
- Create Note
Creates an internal note on a Superchat conversation, optionally with attached files.
- Delete contact
Deletes a contact from your Superchat workspace.
- Find a Contact
Finds contacts whose email address, phone number, Instagram or WhatsApp username, or a custom attribute exactly matches the value you give, and returns the first match plus the full list.
- Find a File
Finds a file in your Superchat workspace by its ID and returns its name, type and a temporary download link.
- Get contact
Returns a single Superchat contact by its ID, including its handles (email, phone, social usernames) and custom attribute values.
- Get conversation
Returns a single conversation, including its status, channel, inbox, labels, assigned users and contacts.
- Get file
Returns a single file in your Superchat workspace, including its name, type and a temporary download link.
- Get message
Returns a single message by its ID, including its content, sender, recipients, direction and delivery status.
- List channels
Returns the message channels (WhatsApp, SMS, email, Instagram, Messenger, Telegram, live chat) in your Superchat workspace, optionally only those in one inbox.
- List contact lists
Returns all contact lists in your Superchat workspace.
- List contacts
Returns all contacts in your Superchat workspace, newest first, with their handles and custom attribute values.
- List conversation messages
Returns the messages in a Superchat conversation, optionally filtered by direction and creation date.
- List conversations
Returns the conversations in the Superchat workspace, each with its status, channel, inbox, labels, assigned users and contacts.
- List custom attributes
Returns all custom contact attributes defined in the Superchat workspace, with their names, types and select options.
- List inboxes
Returns all inboxes in the Superchat workspace, including each inbox's name, timezone and users.
- List labels
Returns all conversation labels in your Superchat workspace.
- List notes
Returns all notes in a Superchat conversation, including each note's author, content and attached files.
- Remove contact from contact list
Removes a contact from one of your Superchat contact lists.
- Send Email
Sends an email from one of your Superchat email channels to a new or existing contact, with a subject, a plain-text and/or HTML body and optional file attachments.
- Send Message
Sends a text, media, template, quick-reply or list message to a contact on a Superchat channel such as WhatsApp, SMS, Instagram, Facebook Messenger or Telegram. A new contact is created if the recipient is not yet known.
- Send WhatsApp Template
Sends an approved WhatsApp template message from a Superchat WhatsApp channel to a new or existing contact, filling in the template's variables.
- Update Contact
Updates an existing Superchat contact's name, gender, email addresses and phone numbers, and custom attribute values. Fields left blank keep their current values.
- Update Conversation Assignees
Replaces the users assigned to a Superchat conversation and returns the updated conversation.
- Update Conversation Inbox
Moves a Superchat conversation into a different inbox and returns the updated conversation.
- Update Conversation Labels
Replaces the labels on a Superchat conversation with the labels you choose, and returns the updated conversation.
- Update Conversation Status
Changes the status of a Superchat conversation to open, done, spam, archived or snoozed, optionally setting when a snooze ends. Returns the updated conversation.
- Upload File
Uploads a file (document, image, audio or video) to your Superchat workspace so it can be attached to messages. Returns the new file's id, name, type and a temporary download link.
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 Superchat, 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 Superchat when something happens in Filevine?
Any of Superchat's 32 actions, including Create Contact, Create Note, Send Email and Send Message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Superchat to Filevine?
Superchat has no triggers in the catalog today, so automations start in Filevine. If you need the other direction, ask: your agent reads Superchat's API documentation and adds it.
Do I have to build a connector for Filevine or Superchat?
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 Superchat 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.