Integration
Connect Solve CRM to Filevine
When New Company fires in Solve CRM, 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 Solve CRM 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 Solve CRM can start in Filevine
When New Company in Solve CRM
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 Solve CRM and Filevine
Triggers and actions 5 triggers · 25 actions
- New Company
Triggers when a new company is added in Solve CRM.
- New Contact
Triggers when a new contact is added in Solve CRM.
- New Tagged Contact
Triggers when a contact carries the chosen category tag for the first time.
- New User
Triggers when a new user is added to the Solve CRM account.
- New Workgroup
Triggers when a new workgroup is created in Solve CRM.
- Create Company
Creates a new company in Solve CRM.
- Create Contact
Creates a new contact in Solve CRM.
- Find companies
Returns companies in Solve CRM that match a search value, with optional filters and sorting.
- 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
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Questions
Solve CRM and Filevine, answered
What can start an automation from Solve CRM?
Any of Solve CRM's 5 triggers in the catalog, including New Company, New Contact, New Tagged Contact and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Filevine when something happens in Solve CRM?
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 Solve CRM?
Filevine has no triggers in the catalog today, so automations start in Solve CRM. 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 Solve CRM 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 Solve CRM 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.