Integration
Connect Filevine and timelink
When New Contact fires in Filevine, your agent runs Create Client in timelink, or New Time Entry in timelink 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 timelink 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 timelink can do together
From Filevine to timelink
When New Contact in Filevine
then Create Client in timelink
From timelink 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 timelink
Triggers and actions 5 triggers · 44 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.
- Deleted Time Entry
Triggers when a time entry is deleted.
- New Time Entry
Triggers when a new time entry is created.
- Updated Time Entry
Triggers when a time entry is updated.
- Create Client
Creates a new client in timelink.
- Create Project
Creates a new project in timelink, optionally assigned to a client.
- Create Service
Creates a new service (a type of work you track time against) in timelink.
- Create Time Entry
Creates a time entry for a user in timelink, optionally linked to a client, project and service.
- Delete client
Deletes a client in timelink.
- Delete project
Deletes a project in timelink.
- Delete service
Deletes a service in timelink.
- Delete time entry
Deletes a time entry from timelink.
- Find Client
Finds clients whose details match the search text, optionally filtered by active status or ids.
- Find Project
Searches projects by name or other text and returns the matching projects, optionally narrowed to one client or to active/inactive projects.
- Find Service
Searches your timelink services by text, for example part of the service name, and returns the matching services.
- Find Time Entry
Searches time entries by text and optional filters such as date range, client, project, service, user and billing status, returning the matching entries.
- Get client
Returns a single client by its ID.
- Get project
Returns a single timelink project by its ID, including its client, color, acronym and active/billable flags.
- Get service
Returns a single service (activity type) by its ID, including name, color, acronym and billable/active status.
- Get time entry
Returns a single time entry by its ID, including its client, project, service, description, billing flags and start/end times.
- Get user
Returns a single timelink user by ID, including name, email, active status, timezone and language.
- List clients
Returns the clients in your timelink account, optionally filtered by search text or active status.
- List services
Returns the services (billable activities) in your timelink account, optionally filtered by text, active status or specific ids.
- List users
Returns the users in your timelink company, optionally filtered by search text, active status or specific user ids.
- Update Client
Updates an existing client in timelink. Only the fields you fill in are changed.
- Update Project
Updates an existing project's name, client, color, billing and other details. Only the fields you fill in are changed.
- Update Service
Updates an existing service in timelink, such as its name, color, billable or active status.
- Update Time Entry
Updates an existing time entry in timelink, changing only the details you fill in, such as its times, description, client, project or service.
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 timelink
Questions
Filevine and timelink, 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 timelink when something happens in Filevine?
Any of timelink's 24 actions, including Create Client, Create Project, Create Service and Create Time Entry. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from timelink to Filevine?
Yes. When something happens in timelink, your agent can act in Filevine too. This page covers both directions: timelink's triggers and Filevine's actions are listed here as well.
Do I have to build a connector for Filevine or timelink?
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 timelink 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.