App

Filevine integrations

Connect Filevine to any other app, or use it from your AI client over MCP. Filevine is a modern case management system for law firms.

Connects with a tokenfilevine.com
2 triggers13 actions

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 to automate with Filevine?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

One 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.ai

Start 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)

Popular

Filevine with the apps people pair it with most

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What your agent can do with Filevine

Triggers and actions 2 triggers · 13 actions

  • Trigger
    New Contact

    Triggers when a new contact is added in Filevine.

  • Trigger
    New Project

    Triggers when a new project (case) is created in Filevine.

  • Action
    Create Collection Item

    Adds a new item to a collection section (for example a list of medical providers) on a Filevine project.

  • Action
    Create Contact

    Creates a new contact card (a person or organization) in Filevine.

  • Action
    Find Collection Item

    Gets one collection item from a Filevine project by its item ID.

  • Action
    Find Contact

    Finds the first Filevine contact matching an email, full name, phone or search term.

  • Action
    Find Document

    Finds the first Filevine document matching a search term, optionally within one project.

  • Action
    Find Form

    Gets the field values of a form section on a Filevine project.

  • Action
    Find Phase

    Finds a phase of a Filevine project type by name and returns its ID.

  • Action
    Find Project

    Finds the first active Filevine project matching a name, project number or search term.

  • Action
    Find Project Type

    Finds a Filevine project type by name and returns its ID.

  • Action
    Find User

    Finds the first Filevine user in your org matching a name, email or username.

  • Action
    Toggle Section

    Shows or hides a section on a Filevine project.

  • Action
    Update Collection Item

    Updates fields on an existing collection item in a Filevine project.

  • Action
    Update Project

    Updates an existing Filevine project's name, description, number or incident date.

Reviews

What our customers say

Questions

Filevine, answered

Is there a Filevine MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Filevine. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Filevine actions on demand, or have APIANT build, test and run automations that use Filevine. Nothing to install.

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 Filevine?

Any of Filevine's 13 actions, including Create Collection Item, Create Contact, Update Collection Item and Update Project. Your agent maps the data both ways and tests every scenario before it ships.

Can I use Filevine directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Filevine two ways. 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 on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the Filevine API?

No. APIANT connects to the Filevine API for you, with a token. Describe what you want in plain language and your agent builds it on the Filevine triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Filevine API documentation and adds it.

Which apps can Filevine connect to?

Any app in the catalog; the list on this page pairs Filevine with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.