--- title: "Filevine integrations and MCP server - APIANT.ai" description: "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." canonical: "https://apiant.ai/connections/filevine" --- # 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 token [filevine.com](https://filevine.com/) **2** triggers **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Filevine? 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)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Popular ## Filevine with the apps people pair it with most - [ **Filevine to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/filevine-to-hubspot) - [ **Filevine to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/filevine-to-salesforce) - [ **Filevine to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/filevine-to-slack) - [ **Filevine to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/filevine-to-google-sheets) - [ **Filevine to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/filevine-to-gmail) - [ **Filevine to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/filevine-to-google-calendar) - [ **Filevine to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/filevine-to-google-drive) - [ **Filevine to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/filevine-to-mailchimp) Pair it ## Connect Filevine with another app - [ **Filevine to HubSpot**](https://apiant.ai/connect/filevine-to-hubspot) - [ **Filevine to Salesforce**](https://apiant.ai/connect/filevine-to-salesforce) - [ **Filevine to Slack**](https://apiant.ai/connect/filevine-to-slack) - [ **Filevine to Google Sheets**](https://apiant.ai/connect/filevine-to-google-sheets) - [ **Filevine to Gmail**](https://apiant.ai/connect/filevine-to-gmail) - [ **Filevine to Google Calendar**](https://apiant.ai/connect/filevine-to-google-calendar) - [ **Filevine to Google Drive**](https://apiant.ai/connect/filevine-to-google-drive) - [ **Filevine to Mailchimp**](https://apiant.ai/connect/filevine-to-mailchimp) - [ **Filevine to Stripe**](https://apiant.ai/connect/filevine-to-stripe) - [ **Filevine to Shopify**](https://apiant.ai/connect/filevine-to-shopify) - [ **Filevine to QuickBooks Online**](https://apiant.ai/connect/filevine-to-quickbooks-online) - [ **Filevine to Pipedrive**](https://apiant.ai/connect/filevine-to-pipedrive) - [ **ActiveCampaign to Filevine**](https://apiant.ai/connect/activecampaign-to-filevine) - [ **Filevine to Notion**](https://apiant.ai/connect/filevine-to-notion) - [ **Airtable to Filevine**](https://apiant.ai/connect/airtable-to-filevine) - [ **Filevine to Trello**](https://apiant.ai/connect/filevine-to-trello) - [ **Asana to Filevine**](https://apiant.ai/connect/asana-to-filevine) - [ **Filevine to JIRA**](https://apiant.ai/connect/filevine-to-jira) - [ **ClickUp to Filevine**](https://apiant.ai/connect/clickup-to-filevine) - [ **Filevine to Zoom**](https://apiant.ai/connect/filevine-to-zoom) - [ **Discord to Filevine**](https://apiant.ai/connect/discord-to-filevine) - [ **Filevine to Twilio**](https://apiant.ai/connect/filevine-to-twilio) - [ **Filevine to SendGrid**](https://apiant.ai/connect/filevine-to-sendgrid) - [ **Filevine to Outlook**](https://apiant.ai/connect/filevine-to-outlook) - [ **Filevine to Intercom**](https://apiant.ai/connect/filevine-to-intercom) - [ **Filevine to Freshdesk**](https://apiant.ai/connect/filevine-to-freshdesk) - [ **Filevine to Klaviyo**](https://apiant.ai/connect/filevine-to-klaviyo) - [ **Brevo to Filevine**](https://apiant.ai/connect/brevo-to-filevine) - [ **Filevine to Typeform**](https://apiant.ai/connect/filevine-to-typeform) - [ **Filevine to JotForm**](https://apiant.ai/connect/filevine-to-jotform) - [ **Calendly to Filevine**](https://apiant.ai/connect/calendly-to-filevine) - [ **Filevine to PandaDoc**](https://apiant.ai/connect/filevine-to-pandadoc) - [ **Filevine to Webflow**](https://apiant.ai/connect/filevine-to-webflow) - [ **Filevine to Wix**](https://apiant.ai/connect/filevine-to-wix) - [ **Filevine to LinkedIn**](https://apiant.ai/connect/filevine-to-linkedin) - [ **Filevine to Facebook**](https://apiant.ai/connect/filevine-to-facebook) - [ **Filevine to Instagram**](https://apiant.ai/connect/filevine-to-instagram) - [ **Filevine to OpenAI**](https://apiant.ai/connect/filevine-to-openai) - [ **Filevine to Anthropic**](https://apiant.ai/connect/filevine-to-anthropic) - [ **Filevine to OneDrive**](https://apiant.ai/connect/filevine-to-onedrive) - [ **Filevine to Google Docs**](https://apiant.ai/connect/filevine-to-google-docs) - [ **Filevine to Ontraport**](https://apiant.ai/connect/filevine-to-ontraport) - [ **Filevine to Freshworks CRM**](https://apiant.ai/connect/filevine-to-freshworks-crm) - [ **Filevine to GoHighLevel**](https://apiant.ai/connect/filevine-to-gohighlevel) - [ **Capsule CRM to Filevine**](https://apiant.ai/connect/capsule-crm-to-filevine) - [ **Copper to Filevine**](https://apiant.ai/connect/copper-to-filevine) - [ **Filevine to Streak**](https://apiant.ai/connect/filevine-to-streak) - [ **Filevine to NetHunt CRM**](https://apiant.ai/connect/filevine-to-nethunt-crm) - [ **Filevine to MINDBODY**](https://apiant.ai/connect/filevine-to-mindbody) - [ **Filevine to Supabase**](https://apiant.ai/connect/filevine-to-supabase) - [ **Filevine to PostgreSQL**](https://apiant.ai/connect/filevine-to-postgresql) - [ **Filevine to MySQL**](https://apiant.ai/connect/filevine-to-mysql) - [ **Filevine to Vercel**](https://apiant.ai/connect/filevine-to-vercel) - [ **Filevine to ElevenLabs**](https://apiant.ai/connect/filevine-to-elevenlabs) - [ **Filevine to PagerDuty**](https://apiant.ai/connect/filevine-to-pagerduty) - [ **Filevine to Pushover**](https://apiant.ai/connect/filevine-to-pushover) - [ **Filevine to Gravity Forms**](https://apiant.ai/connect/filevine-to-gravity-forms) - [ **Filevine to HubSpot Enterprise**](https://apiant.ai/connect/filevine-to-hubspot-enterprise) - [ **Filevine to Google Forms**](https://apiant.ai/connect/filevine-to-google-forms) - [ **Facebook Lead Ads to Filevine**](https://apiant.ai/connect/facebook-lead-ads-to-filevine) 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.