Integration
Connect Filevine to TWZRD Agent Intel
When New Contact fires in Filevine, your agent runs Check payment preflight in TWZRD Agent Intel. 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 TWZRD Agent Intel 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 TWZRD Agent Intel
When New Contact in Filevine
then Check payment preflight in TWZRD Agent Intel
When New Project in Filevine
then Get merchant card in TWZRD Agent Intel
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 TWZRD Agent Intel
Triggers and actions 2 triggers · 33 actions
Trigger
New ContactTriggers when a new contact is added in Filevine.
Trigger
New ProjectTriggers when a new project (case) is created in Filevine.
Action
Add appointmentCreates a calendar appointment on a Filevine project with a title, start and end time, and attendees.
Action
Add invoiceCreates a new invoice on a Filevine project from its billable billing items.
Action
Add project contactAdds an existing contact to a Filevine project, optionally with the role they play on that project.
Action
Add project deadlineCreates a new deadline (such as a statute of limitations or court date) on a Filevine project.
Action
Add taskCreates a task on a Filevine project and assigns it to a user, with an optional subject and due date.
Action
Create Collection ItemAdds a new item to a collection section (for example a list of medical providers) on a Filevine project.
Action
Create ContactCreates a new contact card (a person or organization) in Filevine.
Action
Find Collection ItemGets one collection item from a Filevine project by its item ID.
Action
Find ContactFinds the first Filevine contact matching an email, full name, phone or search term.
Action
Find DocumentFinds the first Filevine document matching a search term, optionally within one project.
Action
Find FormGets the field values of a form section on a Filevine project.
Action
Find PhaseFinds a phase of a Filevine project type by name and returns its ID.
Action
Find ProjectFinds the first active Filevine project matching a name, project number or search term.
Action
Find Project TypeFinds a Filevine project type by name and returns its ID.
Action
Find UserFinds the first Filevine user in your org matching a name, email or username.
Action
Get ProjectReturns a Filevine project's details, including its name, type, phase, client, team and project URL.
Action
Toggle SectionShows or hides a section on a Filevine project.
Action
Update Collection ItemUpdates fields on an existing collection item in a Filevine project.
Action
Update ContactUpdates an existing contact's details, such as name, email, phone numbers, addresses and person types. Fields left blank are not changed.
Action
Update ProjectUpdates an existing Filevine project's name, description, number or incident date.
Action
Analyze merchants for provider reputationBatch-analyze up to 100 Solana merchant wallets for heavy-fleet concentration and captive-payer patterns, returning a reputation tier for each.
Action
Analyze wallets for wash tradingBatch-analyze up to 100 Solana wallets for circular payment flow, ring detection, and collusion signals.
Action
Check payment preflightGet a free readiness check before paying an x402 resource, returning can_spend, trust_score, proof, caveats, and a decision for the seller about to be paid.
Action
Compare walletsGet side-by-side observed intel for two Solana wallets, comparing score and counterparty breadth, before paying either one.
Action
Get merchant cardGet a free first-pass counterparty risk summary for a Solana seller wallet before paying, based on observed receive-side graph quality.
Action
List resourcesList callable x402 resources from the persisted service catalog, joined to settlement-graph reputation on the receiving wallet where available.
Action
List sellersList scoreable Solana receive wallets from the live settlement graph, with wash label, reputation tier, and demand shape for each.
Action
List top intel agentsList the leaderboard of observed x402 payers ranked by intel score, for exploring the payer corpus.
Action
List wallet counterpartiesList the top distinct merchants or resources a Solana wallet has paid, from the observed x402 payer graph.
Action
List watchesList the active re-check watches registered for a payer wallet, with current score, decision, and next re-check time.
Action
Score walletGet a 0-100 intel score for a Solana wallet computed from its on-chain x402 payment history.
Action
Score wallets batchGet 0-100 intel scores for up to 25 Solana wallets in one call, from their observed on-chain x402 payment history.
Action
Verify x402 endpoint readinessProbe a seller's x402 payment surface (discovery docs, unpaid-402 conformance, wash screen) and get a signed receipt describing what was observed, including failures.
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
More from Filevine
Filevine to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Filevine to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Filevine to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Filevine to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Filevine to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Filevine to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into TWZRD Agent Intel
HubSpot to TWZRD Agent IntelHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to TWZRD Agent IntelSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to TWZRD Agent IntelSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to TWZRD Agent IntelGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to TWZRD Agent IntelGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to TWZRD Agent IntelGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Filevine and TWZRD Agent Intel, 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 TWZRD Agent Intel when something happens in Filevine?
Any of TWZRD Agent Intel's 13 actions, including Analyze merchants for provider reputation, Analyze wallets for wash trading, Check payment preflight and Compare wallets. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TWZRD Agent Intel to Filevine?
TWZRD Agent Intel has no triggers in the catalog today, so automations start in Filevine. If you need the other direction, ask: your agent reads TWZRD Agent Intel's API documentation and adds it.
Do I have to build a connector for Filevine or TWZRD Agent Intel?
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 TWZRD Agent Intel 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.