Integration
Connect Glimpse to Filevine
When New Signal fires in Glimpse, 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 Glimpse 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)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 Glimpse can start in Filevine
When New Signal in Glimpse
then Add invoice in Filevine
When New Signal in Glimpse
then Add project contact 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 Glimpse and Filevine
Triggers and actions 3 triggers ยท 20 actions
Trigger
New SignalTriggers when a new competitive intelligence signal is detected in Glimpse.
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.
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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Questions
Glimpse and Filevine, answered
What can start an automation from Glimpse?
Any of Glimpse's 1 trigger in the catalog, including New Signal. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Filevine when something happens in Glimpse?
Any of Filevine's 20 actions, including Create Collection Item, Create Contact, Update Collection Item and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Filevine to Glimpse?
Filevine has no triggers in the catalog today, so automations start in Glimpse. 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 Glimpse 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 Glimpse and Filevine without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in Filevine 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.