MCP server for Filevine API — full coverage for legal case management
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# filevine-mcp [](https://pypi.org/project/filevine-mcp/) [](https://www.python.org/downloads/) [](https://opensource.org/licenses/MIT) MCP server for [Filevine](https://filevine.com) — full API coverage for legal case management. Use Filevine from Claude Desktop with natural language. ## What you can do - **Projects (Matters)** — create, update, archive, manage vitals, custom forms, collections - **Contacts** — full CRUD, addresses, emails, phones, project associations - **Tasks** — create, assign, complete, pin, snooze, manage by project or user - **Notes** — create, pin, comment, tag management - **Documents** — CRUD, revisions, lock/unlock, batch upload/download, search, share links - **Folders** — organise documents in folder hierarchies - **Billing** — billing items, invoices, payments, trust funds, rate schedules - **Project Teams** — assign and manage team members per project - **Appointments & Deadlines** — schedule and track on matters - **Emails** — log email communications to projects - **Webhooks** — subscribe to Filevine events for real-time notifications - **Teams** — manage organisation teams - **Reference data** — project types, document series, classifications, reports ## Requirements - Python 3.10+ - Python MCP SDK >=2.2,<3 (supports the MCP 2026-07-28 protocol) - Claude Desktop (or any MCP-compatible client) - Filevine API credentials (Client ID, Client Secret) - Filevine region: `us`, `ca`, or `cjis` > **Filevine API access:** Obtain credentials from your Filevine organisation administrator or developer portal. ## Installation ```bash pip install filevine-mcp ``` ## Setup ```bash filevine-mcp-setup ``` This prompts for your Client ID, Client Secret, Org ID, and region, then tests the credentials and saves them through the configured crede…
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