Filevine MCP server
24 operations0 webhooks
Legal case management platform for projects, contacts, documents, tasks, and deadlines.
Try Filevine with your agent
Connect Filevine, then paste this into Claude, ChatGPT or Cursor. For ideas from other apps, see the use cases.
Using Corsair, show me what you can do in Filevine on my account, then run one read-only example and show me the result.
Filevine tools and triggers
Tools are what your agent can do in Filevine through Corsair's MCP server. Triggers are the Filevine events a routine can start from.
Contacts
- AttachWrite
Attach a contact to a project
contacts.attach
- CreateWrite
Create a contact
contacts.create
- GetRead-only
Get a contact by ID
contacts.get
- ListRead-only
List contacts with pagination
contacts.list
Projects
- CreateWrite
Create a new project
projects.create
- GetRead-only
Get a project by ID
projects.get
- ListRead-only
List projects with pagination and filters
projects.list
- UpdateWrite
Update a project
projects.update
Documents
- GetRead-only
Get document metadata by ID
documents.get
- ListRead-only
List documents in a project
documents.list
- UploadWrite
Upload a document to a project
documents.upload
Notes
- CreateWrite
Create a note on a project
notes.create
- ListRead-only
List notes for a project
notes.list
- UpdateWrite
Update a note
notes.update
Tasks
- CreateWrite
Create a task on a project
tasks.create
- ListRead-only
List tasks for a project
tasks.list
- UpdateWrite
Update a task
tasks.update
Webhooks
- CreateWrite
Create a webhook subscription
webhooks.create
- DeleteDestructive
Delete a webhook subscription [DESTRUCTIVE]
webhooks.delete
- ListRead-only
List webhook subscriptions
webhooks.list
Deadlines
- CreateWrite
Create a deadline on a project
deadlines.create
- ListRead-only
List deadlines for a project
deadlines.list
Identity
- Get Access TokenWrite
Exchange PAT for bearer token
identity.getAccessToken
- Get User Orgs With TokenRead-only
Get user and orgs for token (POST /fv-app/v2/utils/GetUserOrgsWithToken)
identity.getUserOrgsWithToken
Connect Filevine to Claude, ChatGPT or Cursor
- 1
Connect Filevine in Corsair
Add your Filevine API key or sign in with OAuth once in Corsair. Corsair stores the credential encrypted and makes the Filevine API calls for your agent, so it never goes into a prompt or a config file. Connect Filevine
If your link lets the agent add apps, you can skip this: it gives you a sign-in link the first time it needs Filevine. On a ChatGPT personal plan, connect Filevine here first.
- 2
Add Corsair's MCP server to your agent
Every client uses the same address:
https://mcp.corsair.dev/mcpOpen Customize → Connectors → Add custom connector, paste the address, then select Connect.Add a custom MCP server with the address and choose OAuth. Personal plans get read tools only.Add to CursorOr add this to~/.cursor/mcp.json. Cursor opens Corsair to sign in the first time it connects.{ "mcpServers": { "corsair": { "url": "https://mcp.corsair.dev/mcp" } } }Run this, then run/mcpin Claude Code to sign in.claude mcp add --transport http corsair https://mcp.corsair.dev/mcpCodex, Gemini CLI, VS Code, Zed and other clients with OAuth sign-in work the same way. Clients without it, such as GitHub Copilot's coding agent, use a link's own address and an API key. Setup for every client
- 3
Sign in and choose what needs your approval
Your client opens Corsair to sign in. Pick a link: the apps your agent can use and a mode that decides what it may do without asking. In the default Cautious mode, Filevine's read and write operations run right away and its 1 destructive operation waits for your approval. Strict mode asks before every write and refuses destructive operations, and Read mode allows reads only.
FAQ
Install corsair and @corsair-dev/filevine, add the Filevine plugin, and connect with an API key or OAuth. Then call methods like corsair.filevine.api.contacts.attach() from your app. Corsair stores tokens, and syncs data per tenant.
Yes. Filevine supports an API key or OAuth. Use credentials or OAuth scopes that match what you automate. Create them in the Filevine developer console, then paste into Corsair or connect through managed auth in Hub.
Yes. One Corsair client can hit Filevine, GitHub, Notion, Stripe, and the rest. Trigger Filevine from a webhook, push updates to Slack, or chain actions across plugins. Same tenant context across integrations, plain TypeScript.
Teams use Corsair for legal case management platform for projects, contacts, documents, tasks, and deadlines. Common builds include sync jobs, admin tooling, and agents that call Filevine APIs from your backend. Local DB entities let you query synced Filevine records without hitting the API on every read.
The SDK is open source. Self-host and you pay Corsair nothing for the integration layer. Hub bills for hosted auth and execution, not per Filevine API call. Hub has a generous free tier. For hobby projects you can probably run the whole thing on free. Paid plans start to matter with more tenants or heavier traffic.
We maintain @corsair-dev/filevine in the open repo. When Filevine ships API changes, upgrade the package. Your call sites stay typed. You should not need to rewrite the integration layer each time.
No. Corsair does not read your Filevine data or hold individual access credentials. Credentials stay in your database. API calls run on your instance. We do not store Filevine data on your behalf.
Yes. Add https://mcp.corsair.dev/mcp as a custom connector or MCP server in Claude, ChatGPT, Cursor, VS Code, Claude Code, Codex or any client that supports remote MCP servers with OAuth sign-in, then sign in to Corsair. On ChatGPT personal plans, custom servers currently get read tools only.
Yes. Put Filevine on a link in Strict mode and every write waits for your approval, while destructive actions are refused. The default Cautious mode asks only before the 1 destructive Filevine operation. You can change a link's mode at hub.corsair.dev/me.