Integration
Connect Filevine and Teamleader Focus
When New Contact fires in Filevine, your agent runs Create Contact in Teamleader Focus, or New Company in Teamleader Focus 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 Teamleader Focus 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 Teamleader Focus can do together
From Filevine to Teamleader Focus
When New Contact in Filevine
then Create Contact in Teamleader Focus
From Teamleader Focus 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 Teamleader Focus
Triggers and actions 7 triggers · 40 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.
- Deal Accepted
Triggers when a deal is accepted.
- Invoice Paid
Fires when a payment is registered on a Teamleader Focus invoice (vendor event invoice.paymentRegistered).
- New Company
Triggers when a new Company is added.
- New Contact
Triggers when a new contact is added.
- New Deal
Triggers when a new deal is created.
- Add invoice
Drafts a new invoice in Teamleader Focus.
- Add quotation
Creates a quotation on a Teamleader Focus deal.
- Add task
Create a task.
- Book Invoice
Books a draft Teamleader Focus invoice, giving it an invoice number and making it outstanding.
- Create Company
Creates a new company.
- Create Contact
Creates a new contact.
- Create Deal
Creates a new deal.
- Find Company
Returns up to 100 companies that match the specified search term, email, VAT number, tags or other criteria.
- Find Contact
Returns up to 100 contacts that match the specified search term, email, company, tags, status or ids.
- Find deals
Returns up to 100 deals that match the specified search term and filters, including their custom field values.
- Get company
Get details for a single company in Teamleader Focus.
- Get contact
Get a contact by id.
- Get deal
Get details for a single deal.
- Get Invoice
Returns one Teamleader Focus invoice with its customer, lines, totals and status.
- Get Task
Returns one Teamleader Focus task with its title, description, due date, work type and assignee.
- Link Contact to Company
Links an existing contact to an existing company, optionally setting the contact's position and whether they are a decision maker there.
- Update company
Update an existing company in Teamleader Focus. Only the fields you fill in are changed.
- Update contact
Update a contact.
- Update deal
Update a deal.
- Win deal
Marks a Teamleader Focus deal as won.
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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More into Teamleader Focus
Questions
Filevine and Teamleader Focus, 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 Teamleader Focus when something happens in Filevine?
Any of Teamleader Focus's 20 actions, including Create Company, Create Contact, Create Deal and Update company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Teamleader Focus to Filevine?
Yes. When something happens in Teamleader Focus, your agent can act in Filevine too. This page covers both directions: Teamleader Focus's triggers and Filevine's actions are listed here as well.
Do I have to build a connector for Filevine or Teamleader Focus?
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 Teamleader Focus 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.