Integration
Connect Filevine to When I Work
When New Contact fires in Filevine, your agent runs Create User in When I Work. 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 When I Work 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 When I Work
When New Contact in Filevine
then Create User in When I Work
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 When I Work
Triggers and actions 2 triggers · 42 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 location
Creates a new schedule (location) in the When I Work account and returns the created schedule.
- Add position
Creates a position, such as Dishwasher or Server, in the When I Work account.
- Add time entry
Creates a time entry on a user's timesheet in When I Work and returns the new entry.
- Add time off request
Creates a time off request for a user, covering a start and end time, with an optional time off type and paid hours.
- Clock in
Clocks a user in, starting a time entry for them. Returns the time entry, the user and the punches recorded on it.
- Clock out
Clocks a When I Work user out and returns the time entry the clock-out belongs to.
- Create User
Creates a new user in the When I Work account and returns the created user, optionally sending them an invitation.
- Delete shift
Deletes a shift by its ID, optionally notifying the assigned user and removing later shifts in a repeating series. This cannot be undone.
- Delete user
Deletes a user from the When I Work account, optionally deleting their future shifts as well. When I Work allows this to be reversed.
- Get account
Returns the When I Work account for the connected login, including its company name, plan status, enabled features and settings. For a parent account, also returns its child accounts.
- Get shift
Returns a single shift by its ID, including its breaks and any repeating series it belongs to. An error occurs if the shift is not found.
- Get user
Returns a single When I Work user by ID, including their contact details, role, positions, schedules and pay information.
- List locations
Returns all the schedules (locations) in the When I Work account, optionally only those not yet confirmed.
- List positions
Returns all the positions in the When I Work account, optionally including deleted ones.
- List shifts
Returns the shifts in a date range, optionally narrowed to a user or schedule, and optionally including open, unpublished or repeating shifts.
- List sites
Returns all the sites in the When I Work account, optionally including deleted sites.
- List time entries
Returns the time entries (timesheet records) in a date range, optionally limited to specific users, entries still clocked in, or entries updated since a given time.
- List time off requests
Returns the time off requests that fall within a date range, optionally narrowed by user, schedule, status or type.
- List users
Returns the users in the When I Work account, optionally narrowed by schedule or by a search on name or email, and optionally including pending or deleted users.
- Publish shifts
Publishes a group of shifts so they become visible on the schedule, and returns the shifts that were published. It does not notify the assigned users.
- Update shift
Updates an existing shift on the schedule, such as its times, assigned user, position, breaks or notes, and returns the updated shift.
- Update user
Updates an existing user's contact details, role, positions, schedules, pay and access settings, and can reactivate a deleted user. Returns the updated user.
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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Questions
Filevine and When I Work, 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 When I Work when something happens in Filevine?
Any of When I Work's 22 actions, including Create User, Update shift, Update user and Add location. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from When I Work to Filevine?
When I Work has no triggers in the catalog today, so automations start in Filevine. If you need the other direction, ask: your agent reads When I Work's API documentation and adds it.
Do I have to build a connector for Filevine or When I Work?
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 When I Work 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.