Filevine Mcp
Connects Claude to Filevine's practice management platform with 15 tools covering cases, contacts, documents, notes, tasks, and custom PI collections. Handles Filevine's three-header auth pattern (bearer token plus org and user IDs) and includes rate limiting for their 320 requests per minute endpoint caps. Built by Oktopeak as an open-source bridge for legal workflows. You'll want this if you're running a personal injury practice on Filevine and need Claude to pull case data, search contacts across matters, log case notes, or query custom collection schemas your firm has configured. Token storage is encrypted locally and audit logs write to disk for compliance documentation.
- GitHub stars
- 1
- tools
- 15
- auth
- Secret needed
- transport
- STDIO
- env vars
- 5
- last updated
- May 5, 2026
Tools
15 toolsPublic tool metadata for what this MCP can expose to an agent.
authenticateExchange PAT for access token and cache org/user IDs
Exchange PAT for access token and cache org/user IDs
No parameter schema in public metadata yet.
auth-statusCheck authentication status and token expiry
Check authentication status and token expiry
No parameter schema in public metadata yet.
logoutClear stored tokens
Clear stored tokens
No parameter schema in public metadata yet.
list-casesList cases (active, closed, pending); search by name/number
List cases (active, closed, pending); search by name/number
No parameter schema in public metadata yet.
get-caseGet full case details by ID
Get full case details by ID
No parameter schema in public metadata yet.
search-contactsSearch contacts by name, email, or phone across all cases
Search contacts by name, email, or phone across all cases
No parameter schema in public metadata yet.
get-contactGet contact details by ID
Get contact details by ID
No parameter schema in public metadata yet.
list-case-contactsList all contacts on a specific case
List all contacts on a specific case
No parameter schema in public metadata yet.
list-notesList case notes; supports general, phone_call, and internal types
List case notes; supports general, phone_call, and internal types
No parameter schema in public metadata yet.
create-noteCreate a note (e.g., AI summary, findings, follow-ups)
Create a note (e.g., AI summary, findings, follow-ups)
No parameter schema in public metadata yet.
list-documentsList case documents with metadata (name, type, size, URL, dates)
List case documents with metadata (name, type, size, URL, dates)
No parameter schema in public metadata yet.
list-tasksList case tasks by status (open, completed, overdue)
List case tasks by status (open, completed, overdue)
No parameter schema in public metadata yet.
create-taskCreate a new task with title, description, assignee, due date
Create a new task with title, description, assignee, due date
No parameter schema in public metadata yet.
discover-schemaMap your firm's custom sections (medical records, liens, settlements, etc.)
Map your firm's custom sections (medical records, liens, settlements, etc.)
No parameter schema in public metadata yet.
get-collectionFetch custom collection data using discovered selectors
Fetch custom collection data using discovered selectors
No parameter schema in public metadata yet.
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FILEVINE_CLIENT_ID*secretFilevine OAuth client ID (from Settings → Client Secrets)
FILEVINE_CLIENT_SECRET*secretFilevine OAuth client secret (from Settings → Client Secrets)
FILEVINE_PAT*secretFilevine Personal Access Token (from Settings → Access Tokens)
FILEVINE_REGIONFilevine API region: 'us' or 'ca'
ENCRYPTION_KEY*secret64-character hex string (32 bytes) for AES-256-GCM token encryption
Readme
Filevine MCP — Claude Integration
Built by Oktopeak — AI transformation & automation for law firms
Digital transformation for legal and healthcare businesses. We build AI integrations, workflow automation, and custom software your firm owns outright — including this connector. → Book a 30-min call
An open-source MCP (Model Context Protocol) server connecting Claude to Filevine practice management platform. Access cases, contacts, documents, notes, tasks, and custom PI data from Claude with automatic rate limiting and audit logging.
Supported Endpoints: 15 tools covering the Filevine v2 REST API.
Details
- Repository
- github.com/oktopeak/filevine-mcp
- Package
@oktopeak/filevine-mcp- Transport
- STDIO
- Auth
- Required
- Registry
- MCP registry, active