Integration
Connect Outline to Filevine
When New Collection fires in Outline, your agent runs Create Collection Item 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 Outline 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 Outline can start in Filevine
When New Collection in Outline
then Create Collection Item 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 Outline and Filevine
Triggers and actions 3 triggers · 54 actions
- New Collection
Triggers when a new collection is created in Outline.
- New Comment
Triggers when a new comment is added in Outline, optionally on one document or collection.
- New Document
Triggers when a new document is published in Outline, optionally within one collection.
- Add group
Creates a new group in Outline that can be used to organize users and grant collection access.
- Add group member
Adds a user to a group in Outline, optionally as a group admin.
- Add share
Creates a share link for an Outline document or collection, returning the share's URL and settings.
- Archive Document
Archives an Outline document so it leaves the active collection.
- Create Collection
Creates a collection in Outline to group documents.
- Create Document
Creates a document in an Outline collection and returns its ID and link.
- Delete Collection
Deletes an Outline collection and all of its documents.
- Delete comment
Deletes a comment, including all of its replies when it is a top-level comment.
- Delete Document
Deletes an Outline document, moving it to trash or removing it permanently.
- Delete group
Deletes a group. Its members lose access to any collections the group had been added to.
- Duplicate document
Duplicates an existing document, optionally with its child documents, into the same or another collection.
- Find documents by title
Returns documents whose titles match the search keywords you provide.
- Get Collection
Returns an Outline collection's name, description and link.
- Get comment
Returns a single comment on an Outline document, including its author, document and resolution status.
- Get Document
Returns an Outline document with its title and Markdown text.
- Get group
Returns a group's details, including its name, description and member count.
- Get User
Returns an Outline user's name, email and role.
- Invite users
Invites one or more people to join the Outline workspace by email, with a chosen role for each.
- List Collections
Lists the collections in the Outline workspace.
- List comments
Returns comments in your Outline workspace, optionally limited to one document or collection.
- List Documents
Lists Outline documents, most recently updated first, optionally within one collection.
- List groups
Returns the groups in the Outline workspace, optionally filtered by member, external ID or name search.
- List revisions
Returns the revision history of an Outline document, newest snapshots with who created them and when.
- List Users
Lists users in the Outline workspace, optionally filtered by name or email.
- Move document
Moves a document to a different collection or under a different parent document. With no parent document given, it lands at the collection root.
- Restore document
Restores an archived or deleted document, optionally to a previous revision or into a different collection.
- Search Documents
Searches Outline documents by keyword and returns matching documents with a context snippet.
- Update Collection
Updates an Outline collection's name, description or color.
- Update comment
Updates the body of an existing comment on an Outline document.
- Update Document
Updates the title or text of an Outline document.
- Update group
Updates an existing group's name, icon or color in Outline.
- Update user
Updates a user's name, avatar, language or sidebar preferences in Outline. Updates the connected user when no user is given.
- 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
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What our customers say
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Questions
Outline and Filevine, answered
What can start an automation from Outline?
Any of Outline's 3 triggers in the catalog, including New Collection, New Comment and New Document. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Filevine when something happens in Outline?
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 Outline?
Filevine has no triggers in the catalog today, so automations start in Outline. 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 Outline 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 Outline 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.