Filevine MCP

Open-source MCP server connecting Claude to Filevine practice management.

Connector by oktopeak · GitHub account verified by the MCP Registry

IndexedMITLocal (stdio)★ 1

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Install

Works with Claude Code, Codex, VS Code, Cursor, Windsurf, Claude Desktop. Read the repository before you give any tool access to your data.

npx agentmarket install connector/oktopeak-filevine-mcp

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

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About

Open-source MCP server connecting Claude to Filevine practice management. Built by Oktopeak.

Reviews

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Permissions

What this server can do and what it asks for, from its tool list and install config. Checked Oct 25, 2026.

Tools: 11 read · 3 write · 1 delete
Secrets: 4 (API keys, tokens or passwords)
Install scripts: Not scanned yet
Runs as: Node.js package

Tools by what they do 15

Read from the source code; the running server may list different tools.

Read 11 · Look things up without changing anything.

auth-status
discover-schema
get-case
get-collection
get-contact
list-case-contacts
list-cases
list-documents
list-notes
list-tasks
search-contacts

Write 3 · Create, change, send or run things.

authenticate
create-note
create-task

Delete 1 · Delete, drop, revoke or wipe things.

logout

Secrets and settings it asks for

Secrets: values you paste in that let it act as you.

ENCRYPTION_KEY
FILEVINE_CLIENT_ID
FILEVINE_CLIENT_SECRET
FILEVINE_PAT

Other settings (environment variables or headers).

FILEVINE_REGION

Tools (15)

Read from the source code; the running server may differ. Descriptions are the server’s own words; hidden characters are shown as [U+…].

auth-status
Check whether the server is authenticated with Filevine and when the token expires.
authenticate
Exchange your Filevine Personal Access Token (PAT) for an access token. Must be called once before using other Filevine tools. Requires FILEVINE_CLIENT_ID, FILEVINE_CLIENT_SECRET, and FILEVINE_PAT in .env
create-note
Create a new note on a case. Useful for logging AI summaries, findings, or follow-up items.
create-task
Create a new task on a case. Note: targetDate field may be ignored by Filevine API (known issue as of Aug 2025).
discover-schema
Discover the firm's custom data structure: list all project types and their collection sections. Use this to map section selectors for get-collection tool.
get-case
Get detailed information about a specific case (project) by ID.
get-collection
Get custom collection data (medical records, liens, settlements, etc.) for a case. Use discover-schema first to find available selectors.
get-contact
Get detailed information about a specific contact by ID.
list-case-contacts
List all contacts assigned to a specific case.
list-cases
List cases (projects) from Filevine, optionally filtered by status or search term.
list-documents
List all documents for a specific case. Returns metadata, URLs, and file info — not the binary content.
list-notes
List all notes for a specific case.
list-tasks
List all tasks for a specific case, optionally filtered by status.
logout
Remove the stored Filevine tokens from disk.
search-contacts
Search for contacts across all cases by name or email.

Signals

Stars: 1
Forks: 0
Open issues: 0
Weekly downloads: 16
Last commit: Oct 15, 2026 (16 days ago)
Last release: May 5, 2026 (5 months ago)
Last package publish: May 5, 2026 (5 months ago)

From GitHub (fetched Oct 24, 2026) and the package registry.

Details

Registry name: io.github.oktopeak/filevine-mcp
Version: 1.0.1
Auth: API key
Packages: npm @oktopeak/filevine-mcp
License: MIT
Repository: github.com/oktopeak/filevine-mcp
First seen: Oct 24, 2026
Last checked: Oct 24, 2026
Source: Official MCP Registry github-graphql

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Cite this page

Filevine MCP. Agent Mart. https://agentmart.dev/connectors/oktopeak-filevine-mcp (last updated 2026-10-24)