filevine-mcp
The filevine-mcp server provides comprehensive access to Filevine's legal case management platform, enabling full CRUD operations across all major entities via natural language through any MCP-compatible client.
Projects (Matters): List, create, update, and archive projects; manage vitals, custom forms, and collections; add/update/remove associated contacts; manage team members; list/create appointments, deadlines, notes, and emails.
Contacts: Full CRUD operations; manage addresses, emails, and phone numbers; view associated projects; remove tags; retrieve available countries.
Tasks: Create, retrieve, update, delete, and list tasks (overall or per project); complete/uncomplete, assign, pin/unpin, and snooze tasks.
Notes: Create, retrieve, update, and list notes; pin/unpin; add, retrieve, update, and list comments; remove tags.
Documents & Folders: Full CRUD on documents; add revisions; lock/unlock; move and copy between folders; batch upload/download; search documents; retrieve download URLs; list recently opened documents; remove tags.
Billing & Invoices: Create, update, delete, finalize, approve, and mark invoices as sent; retrieve invoice PDFs; manage billing items, payments, trust funds, and rate schedules.
Appointments & Deadlines: List, create, update, and delete appointments and deadlines on projects.
Emails: List and log email communications to projects.
Users & Teams: Get current user details; list all users; retrieve user tasks, appointments, recent projects, and project access; manage organisation teams and project team members.
Webhooks: Subscribe to Filevine events for real-time notifications.
Reference Data: Access project types, document series, classifications, reports, and available countries.
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@filevine-mcpList my open projects"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
filevine-mcp
MCP server for Filevine — full API coverage for legal case management. Use Filevine from Claude Desktop with natural language.
What you can do
Projects (Matters) — create, update, archive, manage vitals, custom forms, collections
Contacts — full CRUD, addresses, emails, phones, project associations
Tasks — create, assign, complete, pin, snooze, manage by project or user
Notes — create, pin, comment, tag management
Documents — CRUD, revisions, lock/unlock, batch upload/download, search, share links
Folders — organise documents in folder hierarchies
Billing — billing items, invoices, payments, trust funds, rate schedules
Project Teams — assign and manage team members per project
Appointments & Deadlines — schedule and track on matters
Emails — log email communications to projects
Webhooks — subscribe to Filevine events for real-time notifications
Teams — manage organisation teams
Reference data — project types, document series, classifications, reports
Related MCP server: Dynamics 365 MCP Server
Requirements
Python 3.10+
Claude Desktop (or any MCP-compatible client)
Filevine API credentials (Client ID, Client Secret)
Filevine region:
us,ca, orcjis
Filevine API access: Obtain credentials from your Filevine organisation administrator or developer portal.
Installation
pip install filevine-mcpSetup
filevine-mcp-setupThis prompts for your Client ID, Client Secret, Org ID, and region, then tests the credentials and saves them to ~/.filevine-mcp/.
Verify:
filevine-mcp-verifyClaude Desktop Configuration
{
"mcpServers": {
"filevine": {
"command": "filevine-mcp"
}
}
}Authentication Notes
Filevine uses OAuth 2.0 client credentials flow — no browser authorization required. Tokens are fetched automatically and refreshed when they expire. Three regions are supported with separate API and identity hosts:
Region | API Host | Identity Host |
us | api.filevineapp.com | identity.filevineapp.com |
ca | api.filevineapp.ca | identity.filevineapp.ca |
cjis | api.filevinegov.com | identity.filevinegov.com |
Example usage in Claude
"List my open projects"
"Create a task on project 456 — send retainer agreement to client"
"Get the billing vitals for project 789"
"Add a note to project 123 — client called re: mediation date"
"Search documents for 'deposition transcript'"
"List all webhook event types available"
License
MIT
Maintenance
Resources
Unclaimed servers have limited discoverability.
Looking for Admin?
If you are the server author, to access and configure the admin panel.
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