Integration
Connect Givecloud to Filevine
When New Supporter fires in Givecloud, your agent runs 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 Givecloud and Filevine 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 Givecloud can start in Filevine
When New Supporter in Givecloud
then Add invoice in 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 Givecloud and Filevine
Triggers and actions 3 triggers · 37 actions
- Contribution Paid
Triggers when a new contribution (donation or purchase) is placed in Givecloud.
- New Supporter
Triggers when a new supporter (donor) is created in Givecloud.
- Supporter Updated
Triggers when a Givecloud supporter (donor) is created or updated.
- Create Sponsee
Creates a new Givecloud sponsee (a child or project available for sponsorship).
- Delete Sponsee
Deletes a Givecloud sponsee.
- Get Contribution
Returns one Givecloud contribution (donation or purchase) by ID.
- Get Post
Returns one post from a Givecloud feed.
- Get Product
Returns one Givecloud product by ID, optionally with its categories and variants.
- Get Recurring Profile
Returns one Givecloud recurring giving profile by ID.
- Get Sponsee
Returns one Givecloud sponsee by ID.
- Get Supporter
Returns one Givecloud supporter (donor) by ID, with addresses and memberships.
- List Contributions
Returns Givecloud contributions (donations and purchases), optionally filtered by date or one-time vs. recurring.
- List Posts
Returns the posts in a Givecloud feed (such as news or blog entries).
- List Products
Returns Givecloud products (donation forms and store items), optionally filtered by code or name.
- List Recurring Profiles
Returns Givecloud recurring giving profiles (monthly donations and other scheduled gifts).
- List Sponsees
Returns Givecloud sponsees (sponsored children or projects), optionally filtered by name or reference number.
- List Supporters
Returns Givecloud supporters (donors), optionally filtered by name, email or recurring-gift status.
- Update Sponsee
Updates an existing Givecloud sponsee; only the fields you supply change.
- Add appointment
Creates a calendar appointment on a Filevine project with a title, start and end time, and attendees.
- Add comment
Adds a comment to an existing Filevine note, optionally as a specific author and with documents attached.
- 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.
- 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.
- Create Note
Creates a note on a Filevine project's activity feed.
- Create Project
Creates a new project (case) in Filevine for an existing client contact.
- 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.
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 Givecloud
Givecloud to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Givecloud to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Givecloud to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Givecloud to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Givecloud to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Givecloud to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Filevine
Questions
Givecloud and Filevine, answered
What can start an automation from Givecloud?
Any of Givecloud's 3 triggers in the catalog, including New Supporter, Supporter Updated and Contribution Paid. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Filevine when something happens in Givecloud?
Any of Filevine's 22 actions, including Create Collection Item, Create Contact, Create Note and Create Project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Filevine to Givecloud?
Filevine has no triggers in the catalog today, so automations start in Givecloud. If you need the other direction, ask: your agent reads Filevine's API documentation and adds it.
Do I have to build a connector for Givecloud or Filevine?
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 Givecloud and Filevine 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.