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Filevine MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Filevine and the rest of your systems. It gives your agent 329 Filevine actions (142 reads, 140 writes and 47 that wait for a confirmation) and holds the Filevine credential itself, so the agent never does. It paces Filevine's limits and records every call.

Connect Filevine freeSee pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp
the first call
do {  action: "filevine.folders.list",  intent: "check which Filevine account is connected"}# Get Folder List · read · 1 upstream call
  • 329actionsin one signed file
  • 142readlook, never change
  • 140writecreate and update
  • 47wait for a yesdestructive, confirmed first

Set up

Connect Filevine in three steps.

  1. 01

    Add actionlake to Claude.

    Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.

    https://connect.actionlake.com/mcp
  2. 02

    Connect Filevine.

    Session login. actionlake opens the session and renews it when it expires. actionlake stores what you paste write-only, sealed under your tenant's key.

    • client_idFilevine API client ID (a UUID) registered for your integration; contact Filevine to register one
    • client_secretClient secret registered with that client ID
    • patFilevine Personal Access Token (PAT), generated in Filevine's Account Manager for the user or service account the…
    • org_idYour Filevine org id
    • scopesYour Filevine scopes
    account { op: "connections.requirements", service: "filevine" }
# free: exactly what to paste, and what is found for you
  3. 03

    Make the first call. Check before a write.

    Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

    do    { action: "filevine.folders.list" }# get folder list · read · 1 upstream callcheck { action: "filevine.folders.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Filevine at a glance

Sign-in
Session login. actionlake opens the session and renews it when it expires.
You provide
client_idclient_secretpat
Setup fields
org_idscopes
Limits we pace to
3 calls a second, per connection
API covered
Filevine API v2 gateway (Swagger 2.0, 2.0.0) + Bulk Data API v1api.filevineapp.com
Built from
Filevine's documentation, read 23 October 2026stoplight.iostoplight.iostoplight.io
Service file
Version 1.0.0, signed (Ed25519)
Cached reads
129 of 142 reads, for up to 5 minutes; a write clears what it affects
Shared entities
9, so ask can line Filevine up with your other systems
Data
Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Filevine.

329 actions in 46 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

  • 142readlook, never change
  • 140writecreate and update
  • 47destructivewait for a confirmation

  1. Documents

    26

    10 read · 14 write · 2 destructive

    Get Document List · Get Document · Update Document Metadata · Delete Document

  2. Teams

    21

    9 read · 6 write · 6 destructive

    Gets a list of teams. · Create a team in an org · Get details of a team. · Add Project Team Member

  3. Invoices

    20

    7 read · 10 write · 3 destructive

    Get Org Invoices · Create an Invoice · Get an Invoice · Update an Invoice

  4. Billing items

    15

    5 read · 7 write · 3 destructive

    Add Attachments to a Project Billing Item · Create a Billing Item · Get Org Billing Items · Get Org Billing Items

  5. Transactions

    14

    3 read · 7 write · 4 destructive

    Create a Payment and Apply it to Invoices · Create a Payment · Get Project Transactions · Add Payment and Apply to an Invoice

  6. Tasks

    13

    2 read · 10 write · 1 destructive

    Get Tasks for User · Create Task · Get Task · Update Task

  7. Notes

    12

    2 read · 9 write · 1 destructive

    Create Note · Get Note Feed for User · Add Document to Note · Get Note

  8. Projects

    12

    4 read · 6 write · 2 destructive

    Get Project List · Create Project · Get Project · Update Project

38 more areas · 196 actions
  • Billing settings 11
  • Contacts 11
  • Users 11
  • Bulk jobs 10
  • Invoice templates 10
  • Rate schedules 10
  • Initializers 9
  • Collections 8
  • Customs 8
  • Deadlines 8
  • Folders 7
  • Project types 7
  • Deadline chains 6
  • Partner ids 6
  • Webhooks 6
  • Appointments 5
  • Forms 5
  • FV payments 5
  • Project activity 5
  • Project funds 5
  • Comments 4
  • Custom contacts 4
  • Data connector 4
  • Project contacts 4
  • Share links 4
  • Billing codes 3
  • Bulk types 3
  • Client billing settings 3
  • Contact types 2
  • Mailroom 2
  • Mass update 2
  • Reports 2
  • Chain types 1
  • Contracts 1
  • Identity users 1
  • Images 1
  • Timekeeper classifications 1
  • Vitals 1

Top actions

The Filevine API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 47 of Filevine's 47 action names are shared with at least one other connector, so an agent learns them once.

ActionWhat it doesEffectSame name in
filevine.folders.listGet Folder ListGet Folder List.readcontent.folder.list62 connectors
filevine.tasks.listGet Tasks for UserGet Tasks for User.readwork.task.list122 connectors
filevine.users.listGet User ListGet User List.readidentity.user.list474 connectors
filevine.documents.listGet Document ListGet Document List.readcontent.document.list28 connectors
filevine.projects.listGet Project ListGet Project List.readwork.project.list109 connectors
filevine.teams.listGets a list of teams.Gets a list of teams.readidentity.group.list262 connectors
filevine.contacts.listGet Contact ListGet Contact List.readcrm.contact.list177 connectors
filevine.folders.createCreate FolderCreate Folder.writecontent.folder.create62 connectors
filevine.users.meGet Service Account/API UserGet Service Account/API User.readidentity.current_user.get307 connectors
filevine.tasks.createCreate TaskCreate Task.writework.task.create127 connectors
filevine.projects.createCreate ProjectCreate Project.writework.project.create102 connectors
filevine.folders.deleteDelete FolderDelete Folder.destructivecontent.folder.delete46 connectors

Try it

Prompts to paste into Claude.

Each one names the Filevine actions it will call, so you know what it reads and what it changes before you send it.

  1. Readread

    Which Filevine invoices are more than 30 days overdue? Group them by customer with the total owed.

    callsfilevine.invoices.list

  2. Writewrite

    Create Folder in Filevine. Show me exactly what you will send before you save it.

    callsfilevine.folders.create

  3. Across systemsread

    For each customer, how many projects are in Filevine and how many invoices in ConnectWise PSA?

    callsfilevine.projects.listconnectwise_manage.invoices.list

Across your systems

Filevine, joined to the rest of your business.

One ask fetches from Filevine and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

  • For each customer, how many projects are in Filevine and how many invoices in ConnectWise PSA?

    filevine.projects.list + connectwise_manage.invoices.list, on crm.company · ConnectWise PSA

  • For each customer, how many projects are in Filevine and how many invoices in NetSuite?

    filevine.projects.list + netsuite.views.invoices, on crm.company · NetSuite

Also mapped by other connectorsidentity.user 517identity.group 239crm.contact 192identity.current_user 142work.project 116work.task 105finance.invoice 91content.folder 38
ask
ask {  intent: "for each customer, how many projects are in Filevine and how many invoices in ConnectWise PSA",  steps: [    { action: "filevine.projects.list", as: "proj", input: {}, limit: 100, max_pages: 5 },    { action: "connectwise_manage.invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "proj",        right: "inv",        on: "crm.company",        group_by: "proj.company_name",        select: ["proj.company_name", "count(proj.id) as projects", "count(inv.id) as invoices"]    } }  ]}
Example. Run it through check first: it validates the steps and prices them, and it is free.

Governance for Filevine

Destructive actions wait for a yes.

47 Filevine actions are destructive. The first 10:

  • Delete Folderfilevine.folders.delete
  • Delete Documentfilevine.documents.delete
  • Remove Userfilevine.users.delete
  • Delete an Invoicefilevine.invoices.delete
  • Void a Project Invoicefilevine.invoices.void
  • Delete Appointmentfilevine.appointments.delete
  • Unassign Taskfilevine.tasks.unassign
  • Archive Projectfilevine.projects.archive
  • Delete Partner Idfilevine.partner_ids.delete
  • Delete a Billing Itemfilevine.billing_items.delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

dofilevine.folders.deleteconfirm_policy: human

Delete Folder?

intent: the user asked me to delete Folder

run suspended · waiting for a named person · key filevine-agent cannot confirm itself
In the console, or from an emailed signed link.
a key for this connector
account {  op: "keys.create", name: "filevine-agent",  allowed_actions: ["filevine.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "filevine.folders.delete", approver: "[email protected]" },    { match: "filevine.documents.delete", approver: "[email protected]" },    { match: "filevine.users.delete", approver: "[email protected]" }  ]}
Illustrative. Scoped to Filevine only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Filevine costs on actionlake.

Every Filevine action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Filevine refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

  • 1upstream call per actionall 329 Filevine actions
  • 329actions pageeach page of a long list is one call
  • 129reads can be cacheda cache hit costs nothing
  • 100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Filevine action.

329 actions by area: the id your agent calls, what it does, and its effect.

Documents26
  • filevine.documents.add_document_revisionAdd Document Revisionwrite
  • filevine.documents.add_document_to_projectAdd Document to Projectwrite
  • filevine.documents.add_gateway_document_to_projectAdd Gateway Document to Projectwrite
  • filevine.documents.batch_confirm_document_uploadBatch Document Upload Confirmationwrite
  • filevine.documents.batch_confirm_document_upload_v2Batch Document Upload Confirmation v2write
  • filevine.documents.batch_retrieve_document_s3_download_linkBatch Document Downloadread
  • filevine.documents.batch_upload_documentBatch Document Uploadwrite
  • filevine.documents.claim_gateway_documentsClaim Gateway Documentswrite
  • filevine.documents.confirm_multipart_document_uploadConfirm Multipart Document Uploadwrite
  • filevine.documents.copyCopy Documents and Folderswrite
  • filevine.documents.create_document_url_for_uploadCreate Document URL for Uploadwrite
  • filevine.documents.deleteDelete Documentdestructive
  • filevine.documents.getGet Documentread
  • filevine.documents.get_document_download_locatorGet Document Download Locatorread
  • filevine.documents.get_document_seriesGet Document Seriesread
  • filevine.documents.get_document_series_metaGet Document Series Metadataread
  • filevine.documents.listGet Document Listread
  • filevine.documents.lockLock Documentwrite
  • filevine.documents.moveMove Documents and Folderswrite
  • filevine.documents.recent_documentsGet Recently Opened Documentsread
  • filevine.documents.remove_tag_documentsRemove Document Tagdestructive
  • filevine.documents.search_document_contentSearch Document Contentread
  • filevine.documents.search_document_pagesSearch One Document's Pagesread
  • filevine.documents.search_documentsSearch Document Filenamesread
  • filevine.documents.unlockUnlock Documentwrite
  • filevine.documents.updateUpdate Document Metadatawrite
Teams21
  • filevine.teams.add_project_team_memberAdd Project Team Memberwrite
  • filevine.teams.add_project_team_member_rolesAssign Roles to Memberdestructive
  • filevine.teams.add_team_membersAdd members to a teamwrite
  • filevine.teams.add_team_projectAdds a team to a project.write
  • filevine.teams.assign_project_team_member_rolesAssign Roles to Memberdestructive
  • filevine.teams.assign_team_members_to_rolesAssign roles to team membersdestructive
  • filevine.teams.assign_teams_to_projectsAssign teams to projects.write
  • filevine.teams.createCreate a team in an orgwrite
  • filevine.teams.getGet details of a team.read
  • filevine.teams.get_project_org_rolesGet Project Org Rolesread
  • filevine.teams.get_project_rolesGet Project Rolesread
  • filevine.teams.get_project_roles_members_with_positionsGet Project Team Org Roles with Members and Positionsread
  • filevine.teams.get_project_teamGet Project Teamread
  • filevine.teams.get_project_team_memberGet Project Team Memberread
  • filevine.teams.get_project_teamsGet Project Teamsread
  • filevine.teams.get_team_projects_accessGet a list of projects that the given team has access toread
  • filevine.teams.listGets a list of teams.read
  • filevine.teams.remove_project_team_memberRemove Project Team Memberdestructive
  • filevine.teams.remove_team_membersRemove team members from a team.destructive
  • filevine.teams.remove_team_projectRemoves a team from a project.destructive
  • filevine.teams.update_project_team_memberUpdate Project Team Memberwrite
Invoices20
  • filevine.invoices.approveApprove an Invoicewrite
  • filevine.invoices.createCreate an Invoicewrite
  • filevine.invoices.create_or_update_deprecatedCreate/Update Invoicewrite
  • filevine.invoices.create_or_update_deprecated_v2Create/Update Invoicewrite
  • filevine.invoices.deleteDelete an Invoicedestructive
  • filevine.invoices.finalizeFinalize an Invoicewrite
  • filevine.invoices.getGet an Invoiceread
  • filevine.invoices.get_deprecatedGet Invoiceread
  • filevine.invoices.get_invoice_pdfGet an Invoice PDFread
  • filevine.invoices.listGet Org Invoicesread
  • filevine.invoices.list_deprecatedGet Org Invoicesread
  • filevine.invoices.list_for_projectGet Project Invoicesread
  • filevine.invoices.list_for_project_deprecatedGet Project Invoicesread
  • filevine.invoices.mark_as_sent_invoiceMark a Project Invoice as Sentwrite
  • filevine.invoices.send_invoice_for_approvalSend an Invoice for Approvalwrite
  • filevine.invoices.updateUpdate an Invoicewrite
  • filevine.invoices.update_invoice_descriptionUpdate Invoice Descriptionwrite
  • filevine.invoices.update_invoice_statusUpdate Invoice Statuswrite
  • filevine.invoices.voidVoid a Project Invoicedestructive
  • filevine.invoices.write_off_invoiceWrite Off a Project Invoicedestructive
Billing items15
  • filevine.billing_items.add_attachments_to_project_billing_itemsAdd Attachments to a Project Billing Itemwrite
  • filevine.billing_items.createCreate a Billing Itemwrite
  • filevine.billing_items.create_or_update_deprecatedCreate/Update Billing Itemwrite
  • filevine.billing_items.create_or_update_deprecated_v2Create/Update Billing Itemwrite
  • filevine.billing_items.deleteDelete a Billing Itemdestructive
  • filevine.billing_items.getGet a Billing Itemread
  • filevine.billing_items.listGet Org Billing Itemsread
  • filevine.billing_items.list_deprecatedGet Org Billing Itemsread
  • filevine.billing_items.list_for_projectGet Project Billing Itemsread
  • filevine.billing_items.list_for_project_deprecatedGet Project Billing Itemsread
  • filevine.billing_items.remove_attachments_to_project_billing_itemsRemove Attachments from Project Billing Itemsdestructive
  • filevine.billing_items.remove_note_from_billing_itemRemove a Note from a Billing Itemdestructive
  • filevine.billing_items.set_note_on_billing_itemAssign a Note to a Billing Itemwrite
  • filevine.billing_items.updateUpdate a Billing Itemwrite
  • filevine.billing_items.update_accounting_syncSync Billing Itemswrite
Transactions14
  • filevine.transactions.add_payment_transaction_and_apply_to_invoiceAdd Payment and Apply to an Invoicewrite
  • filevine.transactions.apply_payment_transaction_to_invoiceApply a Payment Transaction to an Invoicewrite
  • filevine.transactions.billing_projects_unapply_paymentUnapply a Payment from an Invoicedestructive
  • filevine.transactions.create_and_apply_paymentCreate a Payment and Apply it to Invoiceswrite
  • filevine.transactions.create_or_update_paymentAdd Paymentwrite
  • filevine.transactions.create_paymentCreate a Paymentwrite
  • filevine.transactions.create_refundCreate a Refunddestructive
  • filevine.transactions.get_paymentGet Paymentread
  • filevine.transactions.get_transactionGet a Transactionread
  • filevine.transactions.get_transactions_for_projectGet Project Transactionsread
  • filevine.transactions.update_paymentUpdate a Paymentwrite
  • filevine.transactions.update_refundUpdate a Refundwrite
  • filevine.transactions.void_paymentVoid Paymentdestructive
  • filevine.transactions.void_transactionVoid a Transactiondestructive
Tasks13
  • filevine.tasks.assignAssign Taskwrite
  • filevine.tasks.completeComplete Taskwrite
  • filevine.tasks.createCreate Taskwrite
  • filevine.tasks.getGet Taskread
  • filevine.tasks.listGet Tasks for Userread
  • filevine.tasks.pin_task_feedPin Task to Feedwrite
  • filevine.tasks.pin_task_projectPin Task to Projectwrite
  • filevine.tasks.snoozeChange Task Due Date (Snooze)write
  • filevine.tasks.unassignUnassign Taskdestructive
  • filevine.tasks.uncompleteUncomplete Taskwrite
  • filevine.tasks.unpin_task_feedUnPin Task from Feedwrite
  • filevine.tasks.unpin_task_projectUnPin Task from Projectwrite
  • filevine.tasks.updateUpdate Taskwrite
Notes12
  • filevine.notes.add_document_to_noteAdd Document to Notewrite
  • filevine.notes.createCreate Notewrite
  • filevine.notes.getGet Noteread
  • filevine.notes.list_feedGet Note Feed for Userread
  • filevine.notes.mark_notes_readMark activity items as readwrite
  • filevine.notes.move_notesMove Notes to Projectwrite
  • filevine.notes.pin_note_feedPin Note to Feedwrite
  • filevine.notes.pin_note_projectPin Note to Projectwrite
  • filevine.notes.remove_tag_notesRemove a tag from multiple notes.destructive
  • filevine.notes.unpin_note_feedUnPin Note from Feedwrite
  • filevine.notes.unpin_note_projectUnPin Note from Projectwrite
  • filevine.notes.updateUpdate Notewrite
Projects12
  • filevine.projects.add_hashtagAdd Hashtag To Projectswrite
  • filevine.projects.add_project_guest_userCreate Project Guest Userwrite
  • filevine.projects.archiveArchive Projectdestructive
  • filevine.projects.bulk_update_projects_clientsBulk update project clientswrite
  • filevine.projects.createCreate Projectwrite
  • filevine.projects.getGet Projectread
  • filevine.projects.get_vitalsGet Project Vitalsread
  • filevine.projects.listGet Project Listread
  • filevine.projects.remove_tag_projectsRemove a tag from multiple projects.destructive
  • filevine.projects.search_project_conflictsSearch project for conflictsread
  • filevine.projects.toggle_section_visibilityToggle Section Visibilitywrite
  • filevine.projects.updateUpdate Projectwrite
Billing settings11
  • filevine.billing_settings.get_billing_vitalsGet Project Billing Vitalsread
  • filevine.billing_settings.get_client_matter_idGet Client Matter IDread
  • filevine.billing_settings.get_org_billing_settingsGet Org Billing Settingsread
  • filevine.billing_settings.get_persons_selectorGet Person Listread
  • filevine.billing_settings.get_project_billing_settingsGet Project Billing Settingsread
  • filevine.billing_settings.project_fund_settings_get_publicGet Project Fund Settings for a Projectread
  • filevine.billing_settings.project_fund_settings_set_publicUpdate Project Fund Settings for a Projectwrite
  • filevine.billing_settings.set_client_matter_idSet Client Matter IDwrite
  • filevine.billing_settings.set_org_billing_settingsUpdate Org Billing Settingswrite
  • filevine.billing_settings.set_person_selectorSet Personwrite
  • filevine.billing_settings.update_project_billing_settingsUpdate Project Billing Settingswrite
Contacts11
  • filevine.contacts.contact_get_countriesGet Countriesread
  • filevine.contacts.contact_get_primary_languagesGets a list of the possible values for the Contact.PrimaryLanguages fieldread
  • filevine.contacts.createCreate Contactwrite
  • filevine.contacts.getGet Contactread
  • filevine.contacts.listGet Contact Listread
  • filevine.contacts.list_addressesGet a list of addresses associated with a Contactread
  • filevine.contacts.list_email_addressesGets a list of email addresses associated with a Contactread
  • filevine.contacts.list_phonesGets a list of the phones associated with a Contactread
  • filevine.contacts.list_projectsGet Projects for a Contactread
  • filevine.contacts.remove_tag_contactsRemove a tag from multiple contacts.destructive
  • filevine.contacts.updateUpdate Contactwrite
Users11
  • filevine.users.deleteRemove Userdestructive
  • filevine.users.getGet Userread
  • filevine.users.get_orgs_with_tokenGet User Orgs With Tokenread
  • filevine.users.get_user_projects_accessGets a list of projects that the given user has access toread
  • filevine.users.get_users_calendar_itemsGet User's Calendar Itemsread
  • filevine.users.get_users_note_listGet Note Feed for a Userread
  • filevine.users.get_users_recent_projectsGet User's Recent Projectsread
  • filevine.users.get_users_task_listGet User's Task Listread
  • filevine.users.get_users_teamsGet a user's org teamsread
  • filevine.users.listGet User Listread
  • filevine.users.meGet Service Account/API Userread
Bulk jobs10
  • filevine.bulk_jobs.cancelCancel Jobdestructive
  • filevine.bulk_jobs.createCreate Jobwrite
  • filevine.bulk_jobs.executeExecute Jobwrite
  • filevine.bulk_jobs.getGet Jobread
  • filevine.bulk_jobs.get_execution_report_urlGet Execution Report Download Urlread
  • filevine.bulk_jobs.get_upload_urlGet File Upload Urlwrite
  • filevine.bulk_jobs.get_validation_report_urlGet Validation Report Download Urlread
  • filevine.bulk_jobs.listGet Jobsread
  • filevine.bulk_jobs.updatePatch Jobwrite
  • filevine.bulk_jobs.validateValidate Jobwrite
Invoice templates10
  • filevine.invoice_templates.add_invoice_templateAdd an Invoice Templatewrite
  • filevine.invoice_templates.delete_invoice_template_as_project_defaultUnset the Default Invoice Template for a Projectdestructive
  • filevine.invoice_templates.delete_invoice_template_from_orgDelete an Invoice Template from an Orgdestructive
  • filevine.invoice_templates.edit_invoice_templateEdit an Invoice Templatewrite
  • filevine.invoice_templates.get_invoice_templateGet an Invoice Templateread
  • filevine.invoice_templates.get_invoice_templatesGet Invoice Templates for an Orgread
  • filevine.invoice_templates.get_project_default_invoice_templateGet the Default Invoice Template for a Projectread
  • filevine.invoice_templates.set_invoice_template_as_defaultSet a Default Invoice Template for an Orgwrite
  • filevine.invoice_templates.set_invoice_template_as_project_defaultSet a Default Invoice Template for a Projectwrite
  • filevine.invoice_templates.unset_invoice_template_org_defaultsUnset the Default Invoice Template for an Orgwrite
Rate schedules10
  • filevine.rate_schedules.create_rate_scheduleCreate Rate Schedulewrite
  • filevine.rate_schedules.create_rate_schedule_flatfee_templateCreate Rate Schedule Flat Fee Templatewrite
  • filevine.rate_schedules.delete_rate_scheduleDelete Rate Scheduledestructive
  • filevine.rate_schedules.delete_rate_schedule_flatfee_templateDelete Rate Schedule Flat Fee Templatedestructive
  • filevine.rate_schedules.get_org_rate_schedulesGet Org Rate Schedulesread
  • filevine.rate_schedules.get_rate_scheduleGet a Rate Scheduleread
  • filevine.rate_schedules.set_project_rate_scheduleSet a Rate Schedule for a Projectwrite
  • filevine.rate_schedules.set_timekeeper_detailsSet Rate Schedule Timekeeper Detailswrite
  • filevine.rate_schedules.update_rate_scheduleUpdate Rate Schedulewrite
  • filevine.rate_schedules.update_rate_schedule_flatfee_templateUpdate Rate Schedule Flat Fee Templatewrite
Initializers9
  • filevine.initializers.export_custom_project_typeExport Custom Project Type Definitionread
  • filevine.initializers.export_custom_project_typesExports Custom Project Type Definitionread
  • filevine.initializers.export_custom_section_definitionExport Custom Section Definitionread
  • filevine.initializers.export_deadline_chain_definitionExports Deadline Chain Definitionread
  • filevine.initializers.export_saved_report_definitionExports Saved Report Definitionread
  • filevine.initializers.import_custom_project_type_definitionimport Custom Project Type Definitionwrite
  • filevine.initializers.import_custom_section_definitionImport Custom Section Definitionwrite
  • filevine.initializers.import_deadline_chain_definitionImport Deadline Chain Definitionwrite
  • filevine.initializers.import_saved_report_definitionImports Saved Report Definitionwrite
Collections8
  • filevine.collections.create_collection_itemCreate Collection Itemwrite
  • filevine.collections.delete_collection_itemDelete Collection Itemdestructive
  • filevine.collections.get_collection_itemGet Collection Itemread
  • filevine.collections.get_collection_taskflowGet Collection Taskflow Button Stateread
  • filevine.collections.get_project_collection_item_listGet Project Collection Item Listread
  • filevine.collections.reset_collection_taskflowReset Collection Taskflow Buttondestructive
  • filevine.collections.trigger_collection_taskflowTrigger Collection Taskflow Buttonwrite
  • filevine.collections.update_collection_itemUpdate Collection Itemwrite
Customs8
  • filevine.customs.create_custom_fieldCreate Custom Fieldwrite
  • filevine.customs.create_custom_sectionCreate Custom Sectionwrite
  • filevine.customs.get_project_type_sectionGet Project Type Sectionread
  • filevine.customs.get_project_type_section_listGet Project Type Sections Listread
  • filevine.customs.remove_custom_fieldRemove Custom Fielddestructive
  • filevine.customs.remove_custom_sectionRemove Custom Sectiondestructive
  • filevine.customs.update_custom_fieldUpdate Custom Fieldwrite
  • filevine.customs.update_custom_sectionUpdate Custom Sectionwrite
Deadlines8
  • filevine.deadlines.create_project_deadlineCreate a project deadlinewrite
  • filevine.deadlines.create_project_timely_calculation_deadlineCreate a Timely calculation deadlinewrite
  • filevine.deadlines.delete_project_deadlineDelete Project Deadlinedestructive
  • filevine.deadlines.delete_project_timely_calculation_deadlinesDelete project Timely calculation deadlinesdestructive
  • filevine.deadlines.get_project_deadlineGet Project Deadlineread
  • filevine.deadlines.get_project_deadline_listGet Project Deadline Listread
  • filevine.deadlines.list_project_timely_calculationsList project Timely calculationsread
  • filevine.deadlines.update_project_deadlineUpdate Project Deadlinewrite
Folders7
  • filevine.folders.createCreate Folderwrite
  • filevine.folders.deleteDelete Folderdestructive
  • filevine.folders.getGet Folderread
  • filevine.folders.get_structureGet Folder Structureread
  • filevine.folders.listGet Folder Listread
  • filevine.folders.list_childrenGet Folder Childrenread
  • filevine.folders.updateUpdate Folderwrite
Project types7
  • filevine.project_types.create_project_typeCreate Project Typewrite
  • filevine.project_types.get_project_typeGet Project Typeread
  • filevine.project_types.get_project_type_listGet Project Type Listread
  • filevine.project_types.get_project_type_phase_listGet Project Type Phase Listread
  • filevine.project_types.get_project_type_taskflow_listGet Taskflow Button Listread
  • filevine.project_types.remove_project_typeRemove Project Typedestructive
  • filevine.project_types.update_project_typeUpdate Project Typewrite
Deadline chains6
  • filevine.deadline_chains.create_project_deadline_chainCreate project deadline chainwrite
  • filevine.deadline_chains.delete_deadline_chainDelete Deadline Chaindestructive
  • filevine.deadline_chains.get_deadline_chainGet Deadline Chainread
  • filevine.deadline_chains.get_deadline_chain_listList Deadline Chains for Projectread
  • filevine.deadline_chains.update_chain_dateUpdate chain datewrite
  • filevine.deadline_chains.update_deadline_chainUpdate Deadline Chainwrite
Partner ids6
  • filevine.partner_ids.deleteDelete Partner Iddestructive
  • filevine.partner_ids.delete_itemDelete Partner Id - Collection Itemdestructive
  • filevine.partner_ids.getGet Partner Idread
  • filevine.partner_ids.get_itemGet Partner Id - Collection Itemread
  • filevine.partner_ids.updateUpdate Partner Idwrite
  • filevine.partner_ids.update_itemUpdate Partner Id - Collection Itemwrite
Webhooks6
  • filevine.webhooks.create_webhook_subscriptionCreate Webhook Subscriptionwrite
  • filevine.webhooks.delete_webhook_subscriptionDelete Webhook Subscriptiondestructive
  • filevine.webhooks.get_webhook_eventsGet Available Webhook Eventsread
  • filevine.webhooks.get_webhook_subscriptionGet Webhook Subscription By Idread
  • filevine.webhooks.get_webhook_subscriptionsGet Webhook Subscriptionsread
  • filevine.webhooks.update_webhook_subscriptionUpdate Webhook Subscriptionwrite
Appointments5
  • filevine.appointments.createCreate Project Appointmentwrite
  • filevine.appointments.deleteDelete Appointmentdestructive
  • filevine.appointments.getGet Appointmentread
  • filevine.appointments.list_for_projectGet Project Appointment Listread
  • filevine.appointments.updateUpdate Appointmentwrite
Forms5
  • filevine.forms.get_formGet Formread
  • filevine.forms.get_taskflowGet Taskflow Button Stateread
  • filevine.forms.reset_taskflowReset Taskflow Buttondestructive
  • filevine.forms.trigger_taskflowTrigger Taskflow Buttonwrite
  • filevine.forms.update_formUpdate Formwrite
FV payments5
  • filevine.fv_payments.get_available_org_deposit_destinationsGet Org FV Payments Accounts Available to Be Mappedread
  • filevine.fv_payments.get_org_deposit_destinationsGet Org FV Payments Accounts Mappedread
  • filevine.fv_payments.get_payment_linkGet a Payment Link for an Invoiceread
  • filevine.fv_payments.get_project_deposit_destinationsGet Project FV Payments Accounts Mappedread
  • filevine.fv_payments.get_project_open_payment_linkGet an Open-Ended Payment Link for a Projectread
Project activity5
  • filevine.project_activity.add_base64_email_to_projectadd-base64-email-to-projectwrite
  • filevine.project_activity.add_email_to_projectadd-email-to-projectwrite
  • filevine.project_activity.get_project_email_listGet Project Email Listread
  • filevine.project_activity.get_project_note_listList project notesread
  • filevine.project_activity.get_project_task_listGet Project Task Listread
Project funds5
  • filevine.project_funds.add_fundCreate Project Fund Transactionwrite
  • filevine.project_funds.get_fund_transactionGet a Project Fund Transactionread
  • filevine.project_funds.get_funds_balanceGet Project Fund Balanceread
  • filevine.project_funds.get_funds_transaction_listGet Project Fund Transactionsread
  • filevine.project_funds.void_fund_transactionVoid a Project Fund Transactiondestructive
Comments4
  • filevine.comments.create_commentCreate a note commentwrite
  • filevine.comments.get_commentGet Commentread
  • filevine.comments.get_comment_listGet Comment Listread
  • filevine.comments.update_commentUpdate Commentwrite
Custom contacts4
  • filevine.custom_contacts.createCreate Custom Contactwrite
  • filevine.custom_contacts.get_metaGet Contact Metadataread
  • filevine.custom_contacts.get_tabGet Custom Contact Tabread
  • filevine.custom_contacts.updateUpdate Custom Contactwrite
Data connector4
  • filevine.data_connector.create_pickup_urlCreate Data Connector Pickup URLwrite
  • filevine.data_connector.enqueue_jobEnqueues a Data Connector Jobwrite
  • filevine.data_connector.get_jobGet Data Connector Jobread
  • filevine.data_connector.list_jobsGet Data Connector Jobsread
Project contacts4
  • filevine.project_contacts.addAdd Contacts To Projectwrite
  • filevine.project_contacts.deleteDelete Project Contactdestructive
  • filevine.project_contacts.listGet Project Contact Listread
  • filevine.project_contacts.updateUpdate Project Contactwrite
Share links4
  • filevine.share_links.delete_sharelink_by_linkkeyDelete share linkdestructive
  • filevine.share_links.delete_sharelinks_by_linkkeyDelete batch of share linksdestructive
  • filevine.share_links.get_sharelink_by_linkkeyGet Share Linkread
  • filevine.share_links.get_sharelinks_by_orgidGet page of share linksread
Billing codes3
  • filevine.billing_codes.add_billing_codesAdd Codes to a Code Setwrite
  • filevine.billing_codes.get_org_billing_codesGet Org Billing Codesread
  • filevine.billing_codes.get_project_billing_codesGet Project Billing Codesread
Bulk types3
  • filevine.bulk_types.get_id_mappingsGet ID Mappings for Typeread
  • filevine.bulk_types.get_operation_schemaGet JSON Schema for Type Operationread
  • filevine.bulk_types.listList Importable Typesread
Client billing settings3
  • filevine.client_billing_settings.get_client_billing_settingsGet Client Billing Settingsread
  • filevine.client_billing_settings.list_clients_with_billing_settingsList Clients with Client Billing Settingsread
  • filevine.client_billing_settings.update_client_billing_settingsUpdate Client Billing Settingswrite
Contact types2
  • filevine.contact_types.create_contact_typeCreate Contact Typewrite
  • filevine.contact_types.get_contact_type_listGet Contact Type Listread
Mailroom2
  • filevine.mailroom.assign_mailroom_itemsBulk Assign Mailroom Items to a Projectwrite
  • filevine.mailroom.get_mailroom_itemsGet Mailroom Itemsread
Mass update2
  • filevine.mass_update.mass_update_for_deadlinesMass Update Deadlineswrite
  • filevine.mass_update.mass_update_for_phaseMass Update Phasewrite
Reports2
  • filevine.reports.get_saved_reportRun Saved Reportread
  • filevine.reports.get_saved_reports_listGet Saved Reports Listread
Chain types1
  • filevine.chain_types.get_chain_type_listGet Deadline Chain Type Listread
Contracts1
  • filevine.contracts.create_doc_for_dealCreate Document for Outlaw Dealwrite
Identity users1
  • filevine.identity_users.create_inviteCreate User Invitewrite
Images1
  • filevine.images.get_imageGet Stored Imageread
Timekeeper classifications1
  • filevine.timekeeper_classifications.get_timekeeper_classificationsGet Timekeeper Classificationsread
Vitals1
  • filevine.vitals.getGet Project Vitalsread

Questions

The Filevine MCP server, answered.

Is there a Filevine MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 329 Filevine actions across documents, teams, invoices and billing items, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Filevine.

What do I need to connect Filevine?

Filevine API client ID (a UUID) registered for your integration; contact Filevine to register one, Client secret registered with that client ID and Filevine Personal Access Token (PAT), generated in Filevine's Account Manager for the user or service account the…. Plus your org id and your scopes. The free call account { op: "connections.requirements", service: "filevine" } lists exactly what to paste.

Can an AI agent delete or change things in Filevine?

Only if its key allows it, and only with an explicit confirmation. 47 Filevine actions are destructive, including delete Folder, delete Document and remove User. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Filevine API limit?

actionlake paces every call to the limits in the Filevine service file: 3 calls a second per connection. Repeated reads are answered from cache (129 Filevine actions can be), which never reaches Filevine.

What does a Filevine action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (329 Filevine actions page). Cache hits, searches, dry runs and calls Filevine refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Filevine API does it cover?

The Filevine API v2 gateway (Swagger 2.0, 2.0.0) + Bulk Data API v1 at api.filevineapp.com. It is built from Filevine's documentation as read on 23 October 2026. 329 actions in 46 areas, each one in the signed service file (version 1.0.0).

Can I combine Filevine with my other systems?

Yes. ask joins Filevine to ConnectWise PSA or NetSuite on the same customer and returns the answer rather than every row. Filevine maps crm.contact, which 192 other connectors also map.

Does actionlake keep my Filevine data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Filevine credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

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actionlake is independent. It is not made or endorsed by Filevine; the name is the vendor's own. Counts are from the Filevine service file, version 1.0.0.

Give your agent Filevine today.

Connect Filevine freeSee pricing

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.