--- title: "Filevine MCP server for AI agents - actionlake" description: "Give Claude 329 Filevine actions through one MCP server: documents, teams, invoices. Your agent never holds the credential. 100,000 calls a month free." canonical: https://actionlake.com/connectors/filevine updated: 2026-10-23 --- Connectors · Files & documents # 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 free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/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 ``` - 329 actions in one signed file - 142 read look, never change - 140 write create and update - 47 wait for a yes destructive, 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_id` Filevine API client ID (a UUID) registered for your integration; contact Filevine to register one - `client_secret` Client secret registered with that client ID - `pat` Filevine Personal Access Token (PAT), generated in Filevine's Account Manager for the user or service account the… - `org_id` Your Filevine org id - `scopes` Your 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 call check { 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_id` `client_secret` `pat` **Setup fields** `org_id` `scopes` **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 v1`api.filevineapp.com` **Built from** Filevine's documentation, read 23 October 2026[stoplight.io](https://stoplight.io/api/v1/projects/filevine/v2-us/nodes/reference/FV.App.API.json?fromExportButton=true&snapshotType=http_service&deref=optimizedBundle) [stoplight.io](https://stoplight.io/api/v1/projects/filevine/v2-us/nodes/reference/FV.BulkData.API.json?fromExportButton=true&snapshotType=http_service&deref=optimizedBundle) [stoplight.io](https://stoplight.io/api/v1/projects/filevine/v2-us/nodes/reference/FV.Identity.API.json?fromExportButton=true&snapshotType=http_service&deref=optimizedBundle) **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. - **142** read look, never change - **140** write create and update - **47** destructive wait 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. | Action | What it does | Effect | Same name in | | --- | --- | --- | --- | | `filevine.folders.list` Get Folder List | Get Folder List. | read | `content.folder.list` 62 connectors | | `filevine.tasks.list` Get Tasks for User | Get Tasks for User. | read | `work.task.list` 122 connectors | | `filevine.users.list` Get User List | Get User List. | read | `identity.user.list` 474 connectors | | `filevine.documents.list` Get Document List | Get Document List. | read | `content.document.list` 28 connectors | | `filevine.projects.list` Get Project List | Get Project List. | read | `work.project.list` 109 connectors | | `filevine.teams.list` Gets a list of teams. | Gets a list of teams. | read | `identity.group.list` 262 connectors | | `filevine.contacts.list` Get Contact List | Get Contact List. | read | `crm.contact.list` 177 connectors | | `filevine.folders.create` Create Folder | Create Folder. | write | `content.folder.create` 62 connectors | | `filevine.users.me` Get Service Account/API User | Get Service Account/API User. | read | `identity.current_user.get` 307 connectors | | `filevine.tasks.create` Create Task | Create Task. | write | `work.task.create` 127 connectors | | `filevine.projects.create` Create Project | Create Project. | write | `work.project.create` 102 connectors | | `filevine.folders.delete` Delete Folder | Delete Folder. | destructive | `content.folder.delete` 46 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. Read read Which Filevine invoices are more than 30 days overdue? Group them by customer with the total owed. calls `filevine.invoices.list` 2. Write write Create Folder in Filevine. Show me exactly what you will send before you save it. calls `filevine.folders.create` 3. Across systems read For each customer, how many projects are in Filevine and how many invoices in ConnectWise PSA? calls `filevine.projects.list` `connectwise_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](https://actionlake.com/connectors/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](https://actionlake.com/connectors/netsuite) Also mapped by other connectors `identity.user` **517** `identity.group` **239** `crm.contact` **192** `identity.current_user` **142** `work.project` **116** `work.task` **105** `finance.invoice` **91** `content.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 Folder `filevine.folders.delete` - Delete Document `filevine.documents.delete` - Remove User `filevine.users.delete` - Delete an Invoice `filevine.invoices.delete` - Void a Project Invoice `filevine.invoices.void` - Delete Appointment `filevine.appointments.delete` - Unassign Task `filevine.tasks.unassign` - Archive Project `filevine.projects.archive` - Delete Partner Id `filevine.partner_ids.delete` - Delete a Billing Item `filevine.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. do filevine.folders.delete confirm_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: "lead@example.com" }, { match: "filevine.documents.delete", approver: "lead@example.com" }, { match: "filevine.users.delete", approver: "lead@example.com" } ] } ``` 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. - 1 upstream call per action all 329 Filevine actions - 329 actions page each page of a long list is one call - 129 reads can be cached a cache hit costs nothing - 100,000 calls a month, free paid plans from US$49 a month for 250,000 [See pricing](https://actionlake.com/pricing) Action index ## Every Filevine action. 329 actions by area: the id your agent calls, what it does, and its effect. **Documents 26** - `filevine.documents.add_document_revision` Add Document Revision write - `filevine.documents.add_document_to_project` Add Document to Project write - `filevine.documents.add_gateway_document_to_project` Add Gateway Document to Project write - `filevine.documents.batch_confirm_document_upload` Batch Document Upload Confirmation write - `filevine.documents.batch_confirm_document_upload_v2` Batch Document Upload Confirmation v2 write - `filevine.documents.batch_retrieve_document_s3_download_link` Batch Document Download read - `filevine.documents.batch_upload_document` Batch Document Upload write - `filevine.documents.claim_gateway_documents` Claim Gateway Documents write - `filevine.documents.confirm_multipart_document_upload` Confirm Multipart Document Upload write - `filevine.documents.copy` Copy Documents and Folders write - `filevine.documents.create_document_url_for_upload` Create Document URL for Upload write - `filevine.documents.delete` Delete Document destructive - `filevine.documents.get` Get Document read - `filevine.documents.get_document_download_locator` Get Document Download Locator read - `filevine.documents.get_document_series` Get Document Series read - `filevine.documents.get_document_series_meta` Get Document Series Metadata read - `filevine.documents.list` Get Document List read - `filevine.documents.lock` Lock Document write - `filevine.documents.move` Move Documents and Folders write - `filevine.documents.recent_documents` Get Recently Opened Documents read - `filevine.documents.remove_tag_documents` Remove Document Tag destructive - `filevine.documents.search_document_content` Search Document Content read - `filevine.documents.search_document_pages` Search One Document's Pages read - `filevine.documents.search_documents` Search Document Filenames read - `filevine.documents.unlock` Unlock Document write - `filevine.documents.update` Update Document Metadata write **Teams 21** - `filevine.teams.add_project_team_member` Add Project Team Member write - `filevine.teams.add_project_team_member_roles` Assign Roles to Member destructive - `filevine.teams.add_team_members` Add members to a team write - `filevine.teams.add_team_project` Adds a team to a project. write - `filevine.teams.assign_project_team_member_roles` Assign Roles to Member destructive - `filevine.teams.assign_team_members_to_roles` Assign roles to team members destructive - `filevine.teams.assign_teams_to_projects` Assign teams to projects. write - `filevine.teams.create` Create a team in an org write - `filevine.teams.get` Get details of a team. read - `filevine.teams.get_project_org_roles` Get Project Org Roles read - `filevine.teams.get_project_roles` Get Project Roles read - `filevine.teams.get_project_roles_members_with_positions` Get Project Team Org Roles with Members and Positions read - `filevine.teams.get_project_team` Get Project Team read - `filevine.teams.get_project_team_member` Get Project Team Member read - `filevine.teams.get_project_teams` Get Project Teams read - `filevine.teams.get_team_projects_access` Get a list of projects that the given team has access to read - `filevine.teams.list` Gets a list of teams. read - `filevine.teams.remove_project_team_member` Remove Project Team Member destructive - `filevine.teams.remove_team_members` Remove team members from a team. destructive - `filevine.teams.remove_team_project` Removes a team from a project. destructive - `filevine.teams.update_project_team_member` Update Project Team Member write **Invoices 20** - `filevine.invoices.approve` Approve an Invoice write - `filevine.invoices.create` Create an Invoice write - `filevine.invoices.create_or_update_deprecated` Create/Update Invoice write - `filevine.invoices.create_or_update_deprecated_v2` Create/Update Invoice write - `filevine.invoices.delete` Delete an Invoice destructive - `filevine.invoices.finalize` Finalize an Invoice write - `filevine.invoices.get` Get an Invoice read - `filevine.invoices.get_deprecated` Get Invoice read - `filevine.invoices.get_invoice_pdf` Get an Invoice PDF read - `filevine.invoices.list` Get Org Invoices read - `filevine.invoices.list_deprecated` Get Org Invoices read - `filevine.invoices.list_for_project` Get Project Invoices read - `filevine.invoices.list_for_project_deprecated` Get Project Invoices read - `filevine.invoices.mark_as_sent_invoice` Mark a Project Invoice as Sent write - `filevine.invoices.send_invoice_for_approval` Send an Invoice for Approval write - `filevine.invoices.update` Update an Invoice write - `filevine.invoices.update_invoice_description` Update Invoice Description write - `filevine.invoices.update_invoice_status` Update Invoice Status write - `filevine.invoices.void` Void a Project Invoice destructive - `filevine.invoices.write_off_invoice` Write Off a Project Invoice destructive **Billing items 15** - `filevine.billing_items.add_attachments_to_project_billing_items` Add Attachments to a Project Billing Item write - `filevine.billing_items.create` Create a Billing Item write - `filevine.billing_items.create_or_update_deprecated` Create/Update Billing Item write - `filevine.billing_items.create_or_update_deprecated_v2` Create/Update Billing Item write - `filevine.billing_items.delete` Delete a Billing Item destructive - `filevine.billing_items.get` Get a Billing Item read - `filevine.billing_items.list` Get Org Billing Items read - `filevine.billing_items.list_deprecated` Get Org Billing Items read - `filevine.billing_items.list_for_project` Get Project Billing Items read - `filevine.billing_items.list_for_project_deprecated` Get Project Billing Items read - `filevine.billing_items.remove_attachments_to_project_billing_items` Remove Attachments from Project Billing Items destructive - `filevine.billing_items.remove_note_from_billing_item` Remove a Note from a Billing Item destructive - `filevine.billing_items.set_note_on_billing_item` Assign a Note to a Billing Item write - `filevine.billing_items.update` Update a Billing Item write - `filevine.billing_items.update_accounting_sync` Sync Billing Items write **Transactions 14** - `filevine.transactions.add_payment_transaction_and_apply_to_invoice` Add Payment and Apply to an Invoice write - `filevine.transactions.apply_payment_transaction_to_invoice` Apply a Payment Transaction to an Invoice write - `filevine.transactions.billing_projects_unapply_payment` Unapply a Payment from an Invoice destructive - `filevine.transactions.create_and_apply_payment` Create a Payment and Apply it to Invoices write - `filevine.transactions.create_or_update_payment` Add Payment write - `filevine.transactions.create_payment` Create a Payment write - `filevine.transactions.create_refund` Create a Refund destructive - `filevine.transactions.get_payment` Get Payment read - `filevine.transactions.get_transaction` Get a Transaction read - `filevine.transactions.get_transactions_for_project` Get Project Transactions read - `filevine.transactions.update_payment` Update a Payment write - `filevine.transactions.update_refund` Update a Refund write - `filevine.transactions.void_payment` Void Payment destructive - `filevine.transactions.void_transaction` Void a Transaction destructive **Tasks 13** - `filevine.tasks.assign` Assign Task write - `filevine.tasks.complete` Complete Task write - `filevine.tasks.create` Create Task write - `filevine.tasks.get` Get Task read - `filevine.tasks.list` Get Tasks for User read - `filevine.tasks.pin_task_feed` Pin Task to Feed write - `filevine.tasks.pin_task_project` Pin Task to Project write - `filevine.tasks.snooze` Change Task Due Date (Snooze) write - `filevine.tasks.unassign` Unassign Task destructive - `filevine.tasks.uncomplete` Uncomplete Task write - `filevine.tasks.unpin_task_feed` UnPin Task from Feed write - `filevine.tasks.unpin_task_project` UnPin Task from Project write - `filevine.tasks.update` Update Task write **Notes 12** - `filevine.notes.add_document_to_note` Add Document to Note write - `filevine.notes.create` Create Note write - `filevine.notes.get` Get Note read - `filevine.notes.list_feed` Get Note Feed for User read - `filevine.notes.mark_notes_read` Mark activity items as read write - `filevine.notes.move_notes` Move Notes to Project write - `filevine.notes.pin_note_feed` Pin Note to Feed write - `filevine.notes.pin_note_project` Pin Note to Project write - `filevine.notes.remove_tag_notes` Remove a tag from multiple notes. destructive - `filevine.notes.unpin_note_feed` UnPin Note from Feed write - `filevine.notes.unpin_note_project` UnPin Note from Project write - `filevine.notes.update` Update Note write **Projects 12** - `filevine.projects.add_hashtag` Add Hashtag To Projects write - `filevine.projects.add_project_guest_user` Create Project Guest User write - `filevine.projects.archive` Archive Project destructive - `filevine.projects.bulk_update_projects_clients` Bulk update project clients write - `filevine.projects.create` Create Project write - `filevine.projects.get` Get Project read - `filevine.projects.get_vitals` Get Project Vitals read - `filevine.projects.list` Get Project List read - `filevine.projects.remove_tag_projects` Remove a tag from multiple projects. destructive - `filevine.projects.search_project_conflicts` Search project for conflicts read - `filevine.projects.toggle_section_visibility` Toggle Section Visibility write - `filevine.projects.update` Update Project write **Billing settings 11** - `filevine.billing_settings.get_billing_vitals` Get Project Billing Vitals read - `filevine.billing_settings.get_client_matter_id` Get Client Matter ID read - `filevine.billing_settings.get_org_billing_settings` Get Org Billing Settings read - `filevine.billing_settings.get_persons_selector` Get Person List read - `filevine.billing_settings.get_project_billing_settings` Get Project Billing Settings read - `filevine.billing_settings.project_fund_settings_get_public` Get Project Fund Settings for a Project read - `filevine.billing_settings.project_fund_settings_set_public` Update Project Fund Settings for a Project write - `filevine.billing_settings.set_client_matter_id` Set Client Matter ID write - `filevine.billing_settings.set_org_billing_settings` Update Org Billing Settings write - `filevine.billing_settings.set_person_selector` Set Person write - `filevine.billing_settings.update_project_billing_settings` Update Project Billing Settings write **Contacts 11** - `filevine.contacts.contact_get_countries` Get Countries read - `filevine.contacts.contact_get_primary_languages` Gets a list of the possible values for the Contact.PrimaryLanguages field read - `filevine.contacts.create` Create Contact write - `filevine.contacts.get` Get Contact read - `filevine.contacts.list` Get Contact List read - `filevine.contacts.list_addresses` Get a list of addresses associated with a Contact read - `filevine.contacts.list_email_addresses` Gets a list of email addresses associated with a Contact read - `filevine.contacts.list_phones` Gets a list of the phones associated with a Contact read - `filevine.contacts.list_projects` Get Projects for a Contact read - `filevine.contacts.remove_tag_contacts` Remove a tag from multiple contacts. destructive - `filevine.contacts.update` Update Contact write **Users 11** - `filevine.users.delete` Remove User destructive - `filevine.users.get` Get User read - `filevine.users.get_orgs_with_token` Get User Orgs With Token read - `filevine.users.get_user_projects_access` Gets a list of projects that the given user has access to read - `filevine.users.get_users_calendar_items` Get User's Calendar Items read - `filevine.users.get_users_note_list` Get Note Feed for a User read - `filevine.users.get_users_recent_projects` Get User's Recent Projects read - `filevine.users.get_users_task_list` Get User's Task List read - `filevine.users.get_users_teams` Get a user's org teams read - `filevine.users.list` Get User List read - `filevine.users.me` Get Service Account/API User read **Bulk jobs 10** - `filevine.bulk_jobs.cancel` Cancel Job destructive - `filevine.bulk_jobs.create` Create Job write - `filevine.bulk_jobs.execute` Execute Job write - `filevine.bulk_jobs.get` Get Job read - `filevine.bulk_jobs.get_execution_report_url` Get Execution Report Download Url read - `filevine.bulk_jobs.get_upload_url` Get File Upload Url write - `filevine.bulk_jobs.get_validation_report_url` Get Validation Report Download Url read - `filevine.bulk_jobs.list` Get Jobs read - `filevine.bulk_jobs.update` Patch Job write - `filevine.bulk_jobs.validate` Validate Job write **Invoice templates 10** - `filevine.invoice_templates.add_invoice_template` Add an Invoice Template write - `filevine.invoice_templates.delete_invoice_template_as_project_default` Unset the Default Invoice Template for a Project destructive - `filevine.invoice_templates.delete_invoice_template_from_org` Delete an Invoice Template from an Org destructive - `filevine.invoice_templates.edit_invoice_template` Edit an Invoice Template write - `filevine.invoice_templates.get_invoice_template` Get an Invoice Template read - `filevine.invoice_templates.get_invoice_templates` Get Invoice Templates for an Org read - `filevine.invoice_templates.get_project_default_invoice_template` Get the Default Invoice Template for a Project read - `filevine.invoice_templates.set_invoice_template_as_default` Set a Default Invoice Template for an Org write - `filevine.invoice_templates.set_invoice_template_as_project_default` Set a Default Invoice Template for a Project write - `filevine.invoice_templates.unset_invoice_template_org_defaults` Unset the Default Invoice Template for an Org write **Rate schedules 10** - `filevine.rate_schedules.create_rate_schedule` Create Rate Schedule write - `filevine.rate_schedules.create_rate_schedule_flatfee_template` Create Rate Schedule Flat Fee Template write - `filevine.rate_schedules.delete_rate_schedule` Delete Rate Schedule destructive - `filevine.rate_schedules.delete_rate_schedule_flatfee_template` Delete Rate Schedule Flat Fee Template destructive - `filevine.rate_schedules.get_org_rate_schedules` Get Org Rate Schedules read - `filevine.rate_schedules.get_rate_schedule` Get a Rate Schedule read - `filevine.rate_schedules.set_project_rate_schedule` Set a Rate Schedule for a Project write - `filevine.rate_schedules.set_timekeeper_details` Set Rate Schedule Timekeeper Details write - `filevine.rate_schedules.update_rate_schedule` Update Rate Schedule write - `filevine.rate_schedules.update_rate_schedule_flatfee_template` Update Rate Schedule Flat Fee Template write **Initializers 9** - `filevine.initializers.export_custom_project_type` Export Custom Project Type Definition read - `filevine.initializers.export_custom_project_types` Exports Custom Project Type Definition read - `filevine.initializers.export_custom_section_definition` Export Custom Section Definition read - `filevine.initializers.export_deadline_chain_definition` Exports Deadline Chain Definition read - `filevine.initializers.export_saved_report_definition` Exports Saved Report Definition read - `filevine.initializers.import_custom_project_type_definition` import Custom Project Type Definition write - `filevine.initializers.import_custom_section_definition` Import Custom Section Definition write - `filevine.initializers.import_deadline_chain_definition` Import Deadline Chain Definition write - `filevine.initializers.import_saved_report_definition` Imports Saved Report Definition write **Collections 8** - `filevine.collections.create_collection_item` Create Collection Item write - `filevine.collections.delete_collection_item` Delete Collection Item destructive - `filevine.collections.get_collection_item` Get Collection Item read - `filevine.collections.get_collection_taskflow` Get Collection Taskflow Button State read - `filevine.collections.get_project_collection_item_list` Get Project Collection Item List read - `filevine.collections.reset_collection_taskflow` Reset Collection Taskflow Button destructive - `filevine.collections.trigger_collection_taskflow` Trigger Collection Taskflow Button write - `filevine.collections.update_collection_item` Update Collection Item write **Customs 8** - `filevine.customs.create_custom_field` Create Custom Field write - `filevine.customs.create_custom_section` Create Custom Section write - `filevine.customs.get_project_type_section` Get Project Type Section read - `filevine.customs.get_project_type_section_list` Get Project Type Sections List read - `filevine.customs.remove_custom_field` Remove Custom Field destructive - `filevine.customs.remove_custom_section` Remove Custom Section destructive - `filevine.customs.update_custom_field` Update Custom Field write - `filevine.customs.update_custom_section` Update Custom Section write **Deadlines 8** - `filevine.deadlines.create_project_deadline` Create a project deadline write - `filevine.deadlines.create_project_timely_calculation_deadline` Create a Timely calculation deadline write - `filevine.deadlines.delete_project_deadline` Delete Project Deadline destructive - `filevine.deadlines.delete_project_timely_calculation_deadlines` Delete project Timely calculation deadlines destructive - `filevine.deadlines.get_project_deadline` Get Project Deadline read - `filevine.deadlines.get_project_deadline_list` Get Project Deadline List read - `filevine.deadlines.list_project_timely_calculations` List project Timely calculations read - `filevine.deadlines.update_project_deadline` Update Project Deadline write **Folders 7** - `filevine.folders.create` Create Folder write - `filevine.folders.delete` Delete Folder destructive - `filevine.folders.get` Get Folder read - `filevine.folders.get_structure` Get Folder Structure read - `filevine.folders.list` Get Folder List read - `filevine.folders.list_children` Get Folder Children read - `filevine.folders.update` Update Folder write **Project types 7** - `filevine.project_types.create_project_type` Create Project Type write - `filevine.project_types.get_project_type` Get Project Type read - `filevine.project_types.get_project_type_list` Get Project Type List read - `filevine.project_types.get_project_type_phase_list` Get Project Type Phase List read - `filevine.project_types.get_project_type_taskflow_list` Get Taskflow Button List read - `filevine.project_types.remove_project_type` Remove Project Type destructive - `filevine.project_types.update_project_type` Update Project Type write **Deadline chains 6** - `filevine.deadline_chains.create_project_deadline_chain` Create project deadline chain write - `filevine.deadline_chains.delete_deadline_chain` Delete Deadline Chain destructive - `filevine.deadline_chains.get_deadline_chain` Get Deadline Chain read - `filevine.deadline_chains.get_deadline_chain_list` List Deadline Chains for Project read - `filevine.deadline_chains.update_chain_date` Update chain date write - `filevine.deadline_chains.update_deadline_chain` Update Deadline Chain write **Partner ids 6** - `filevine.partner_ids.delete` Delete Partner Id destructive - `filevine.partner_ids.delete_item` Delete Partner Id - Collection Item destructive - `filevine.partner_ids.get` Get Partner Id read - `filevine.partner_ids.get_item` Get Partner Id - Collection Item read - `filevine.partner_ids.update` Update Partner Id write - `filevine.partner_ids.update_item` Update Partner Id - Collection Item write **Webhooks 6** - `filevine.webhooks.create_webhook_subscription` Create Webhook Subscription write - `filevine.webhooks.delete_webhook_subscription` Delete Webhook Subscription destructive - `filevine.webhooks.get_webhook_events` Get Available Webhook Events read - `filevine.webhooks.get_webhook_subscription` Get Webhook Subscription By Id read - `filevine.webhooks.get_webhook_subscriptions` Get Webhook Subscriptions read - `filevine.webhooks.update_webhook_subscription` Update Webhook Subscription write **Appointments 5** - `filevine.appointments.create` Create Project Appointment write - `filevine.appointments.delete` Delete Appointment destructive - `filevine.appointments.get` Get Appointment read - `filevine.appointments.list_for_project` Get Project Appointment List read - `filevine.appointments.update` Update Appointment write **Forms 5** - `filevine.forms.get_form` Get Form read - `filevine.forms.get_taskflow` Get Taskflow Button State read - `filevine.forms.reset_taskflow` Reset Taskflow Button destructive - `filevine.forms.trigger_taskflow` Trigger Taskflow Button write - `filevine.forms.update_form` Update Form write **FV payments 5** - `filevine.fv_payments.get_available_org_deposit_destinations` Get Org FV Payments Accounts Available to Be Mapped read - `filevine.fv_payments.get_org_deposit_destinations` Get Org FV Payments Accounts Mapped read - `filevine.fv_payments.get_payment_link` Get a Payment Link for an Invoice read - `filevine.fv_payments.get_project_deposit_destinations` Get Project FV Payments Accounts Mapped read - `filevine.fv_payments.get_project_open_payment_link` Get an Open-Ended Payment Link for a Project read **Project activity 5** - `filevine.project_activity.add_base64_email_to_project` add-base64-email-to-project write - `filevine.project_activity.add_email_to_project` add-email-to-project write - `filevine.project_activity.get_project_email_list` Get Project Email List read - `filevine.project_activity.get_project_note_list` List project notes read - `filevine.project_activity.get_project_task_list` Get Project Task List read **Project funds 5** - `filevine.project_funds.add_fund` Create Project Fund Transaction write - `filevine.project_funds.get_fund_transaction` Get a Project Fund Transaction read - `filevine.project_funds.get_funds_balance` Get Project Fund Balance read - `filevine.project_funds.get_funds_transaction_list` Get Project Fund Transactions read - `filevine.project_funds.void_fund_transaction` Void a Project Fund Transaction destructive **Comments 4** - `filevine.comments.create_comment` Create a note comment write - `filevine.comments.get_comment` Get Comment read - `filevine.comments.get_comment_list` Get Comment List read - `filevine.comments.update_comment` Update Comment write **Custom contacts 4** - `filevine.custom_contacts.create` Create Custom Contact write - `filevine.custom_contacts.get_meta` Get Contact Metadata read - `filevine.custom_contacts.get_tab` Get Custom Contact Tab read - `filevine.custom_contacts.update` Update Custom Contact write **Data connector 4** - `filevine.data_connector.create_pickup_url` Create Data Connector Pickup URL write - `filevine.data_connector.enqueue_job` Enqueues a Data Connector Job write - `filevine.data_connector.get_job` Get Data Connector Job read - `filevine.data_connector.list_jobs` Get Data Connector Jobs read **Project contacts 4** - `filevine.project_contacts.add` Add Contacts To Project write - `filevine.project_contacts.delete` Delete Project Contact destructive - `filevine.project_contacts.list` Get Project Contact List read - `filevine.project_contacts.update` Update Project Contact write **Share links 4** - `filevine.share_links.delete_sharelink_by_linkkey` Delete share link destructive - `filevine.share_links.delete_sharelinks_by_linkkey` Delete batch of share links destructive - `filevine.share_links.get_sharelink_by_linkkey` Get Share Link read - `filevine.share_links.get_sharelinks_by_orgid` Get page of share links read **Billing codes 3** - `filevine.billing_codes.add_billing_codes` Add Codes to a Code Set write - `filevine.billing_codes.get_org_billing_codes` Get Org Billing Codes read - `filevine.billing_codes.get_project_billing_codes` Get Project Billing Codes read **Bulk types 3** - `filevine.bulk_types.get_id_mappings` Get ID Mappings for Type read - `filevine.bulk_types.get_operation_schema` Get JSON Schema for Type Operation read - `filevine.bulk_types.list` List Importable Types read **Client billing settings 3** - `filevine.client_billing_settings.get_client_billing_settings` Get Client Billing Settings read - `filevine.client_billing_settings.list_clients_with_billing_settings` List Clients with Client Billing Settings read - `filevine.client_billing_settings.update_client_billing_settings` Update Client Billing Settings write **Contact types 2** - `filevine.contact_types.create_contact_type` Create Contact Type write - `filevine.contact_types.get_contact_type_list` Get Contact Type List read **Mailroom 2** - `filevine.mailroom.assign_mailroom_items` Bulk Assign Mailroom Items to a Project write - `filevine.mailroom.get_mailroom_items` Get Mailroom Items read **Mass update 2** - `filevine.mass_update.mass_update_for_deadlines` Mass Update Deadlines write - `filevine.mass_update.mass_update_for_phase` Mass Update Phase write **Reports 2** - `filevine.reports.get_saved_report` Run Saved Report read - `filevine.reports.get_saved_reports_list` Get Saved Reports List read **Chain types 1** - `filevine.chain_types.get_chain_type_list` Get Deadline Chain Type List read **Contracts 1** - `filevine.contracts.create_doc_for_deal` Create Document for Outlaw Deal write **Identity users 1** - `filevine.identity_users.create_invite` Create User Invite write **Images 1** - `filevine.images.get_image` Get Stored Image read **Timekeeper classifications 1** - `filevine.timekeeper_classifications.get_timekeeper_classifications` Get Timekeeper Classifications read **Vitals 1** - `filevine.vitals.get` Get Project Vitals read 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. ## More connectors like Filevine Shares the most action names with - [signNow 13](https://actionlake.com/connectors/signnow) - [DocuWare 11](https://actionlake.com/connectors/docuware) - [CompanyCam 11](https://actionlake.com/connectors/companycam) - [Coda 10](https://actionlake.com/connectors/coda) - [Document360 8](https://actionlake.com/connectors/document360) - [Concord 7](https://actionlake.com/connectors/concord) Joins with, on shared entities - [Clio Manage 8](https://actionlake.com/connectors/clio-manage) - [Odoo 6](https://actionlake.com/connectors/odoo) - [Harvest 6](https://actionlake.com/connectors/harvest) - [Hubstaff 6](https://actionlake.com/connectors/hubstaff) - [HaloPSA 5](https://actionlake.com/connectors/halopsa) - [ERPNext (Frappe) 5](https://actionlake.com/connectors/erpnext-frappe) Browse - [All Files & documents connectors](https://actionlake.com/connectors/category/files-and-documents) - [All connectors](https://actionlake.com/connectors) - [How actionlake compares](https://actionlake.com/compare) 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 free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free. --- Source: https://actionlake.com/connectors/filevine More: https://actionlake.com/llms.txt