Integration
Connect Filevine and US Global Mail
When New Contact fires in Filevine, your agent runs Update mail item in US Global Mail, or New Mail in US Global Mail 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 US Global Mail 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 US Global Mail can do together
From Filevine to US Global Mail
When New Contact in Filevine
then Update mail item in US Global Mail
From US Global Mail 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 US Global Mail
Triggers and actions 3 triggers · 38 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.
- New Mail
Triggers when a new mail item arrives in your US Global Mail mailbox.
- Add address
Adds a new shipping or check-deposit address to your US Global Mail account.
- Add folder
Creates a new mail folder with a name and an optional color.
- Add scan request
Requests a scan of a mail item, or has it opened and its contents scanned. This is a billable action on the US Global Mail account.
- Archive mail item
Moves a mail item out of the active inbox into the archive and returns the updated mail item.
- Cancel scan request
Cancels a scan request that is still in process and returns the updated scan.
- Delete folder
Deletes a folder. Mail in the folder is not deleted; it simply becomes unfiled.
- Discard mail item
Asks the mailroom to discard a physical mail item. It can be undone with Undiscard within 7 days; after that the item is permanently shredded.
- Get account
Returns your US Global Mail account profile, including name, email, phone number, status and mailbox (PMB) number.
- Get mail item
Returns full detail for one mail item in your US Global Mail mailbox, including its status, sender, dimensions, weight, scan and folder.
- Get scan
Returns one scan request, including its status, type and AI-generated label.
- Get shipment
Returns the details of one shipment, including its status, tracking number, destination and packed mail items.
- List addresses
Returns the shipping and deposit addresses on your US Global Mail account, optionally filtered by type.
- List folders
Returns all of your US Global Mail folders, with each folder's name and color.
- List mail items
Returns the mail items in your mailbox, with optional filters for status, type, folder, scan state, arrival period, read state and search text.
- List scans
Returns your scan and open-and-scan requests, optionally filtered by status, type, mail item, search text or scan date.
- List shipments
Returns your shipment requests (shipments, returns to sender, check deposits and pickups), optionally filtered by type and status.
- Update folder
Renames a mail folder or changes its color.
- Update mail item
Marks a mail item as read or unread and/or moves it into a folder, and returns the updated mail item.
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
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More into US Global Mail
Questions
Filevine and US Global Mail, 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 US Global Mail when something happens in Filevine?
Any of US Global Mail's 18 actions, including Update folder, Update mail item, Add address and Add folder. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from US Global Mail to Filevine?
Yes. When something happens in US Global Mail, your agent can act in Filevine too. This page covers both directions: US Global Mail's triggers and Filevine's actions are listed here as well.
Do I have to build a connector for Filevine or US Global Mail?
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 US Global Mail 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.