{"$schema":"https://wellknown.network/schemas/agent-record-v1.json","schemaVersion":"1","id":"ag_wtcmzewhebak","handle":"filevine-mcp-2","url":"https://wellknown.network/agents/filevine-mcp-2","links":{"self":"https://wellknown.network/agents/filevine-mcp-2/record.json","html":"https://wellknown.network/agents/filevine-mcp-2","markdown":"https://wellknown.network/agents/filevine-mcp-2/record.md","api":"https://wellknown.network/api/v1/agents/filevine-mcp-2","status":"https://wellknown.network/api/v1/agents/filevine-mcp-2/status","claim":"https://wellknown.network/agents/filevine-mcp-2/claim","claimApi":"https://wellknown.network/api/v1/claims","claimDescriptor":"https://wellknown.network/agents/filevine-mcp-2/claim.json","badge":"https://wellknown.network/agents/filevine-mcp-2/badge.svg","openapi":"https://wellknown.network/openapi.json","history":"https://wellknown.network/api/v1/agents/filevine-mcp-2/history","tools":"https://wellknown.network/api/v1/agents/filevine-mcp-2/tools"},"ard":{"identifier":"urn:air::server:filevine-mcp-2","type":"application/mcp-server-card+json"},"kind":"mcp_server","declared":{"name":"filevine-mcp","summary":"MCP server for Filevine API — full coverage for legal case management","description":"# filevine-mcp\n\n[![PyPI version](https://img.shields.io/pypi/v/filevine-mcp.svg)](https://pypi.org/project/filevine-mcp/)\n[![Python 3.10+](https://img.shields.io/badge/python-3.10+-blue.svg)](https://www.python.org/downloads/)\n[![License: MIT](https://img.shields.io/badge/License-MIT-yellow.svg)](https://opensource.org/licenses/MIT)\n\nMCP server for [Filevine](https://filevine.com) — full API coverage for legal case management. Use Filevine from Claude Desktop with natural language.\n\n## What you can do\n\n- **Projects (Matters)** — create, update, archive, manage vitals, custom forms, collections\n- **Contacts** — full CRUD, addresses, emails, phones, project associations\n- **Tasks** — create, assign, complete, pin, snooze, manage by project or user\n- **Notes** — create, pin, comment, tag management\n- **Documents** — CRUD, revisions, lock/unlock, batch upload/download, search, share links\n- **Folders** — organise documents in folder hierarchies\n- **Billing** — billing items, invoices, payments, trust funds, rate schedules\n- **Project Teams** — assign and manage team members per project\n- **Appointments & Deadlines** — schedule and track on matters\n- **Emails** — log email communications to projects\n- **Webhooks** — subscribe to Filevine events for real-time notifications\n- **Teams** — manage organisation teams\n- **Reference data** — project types, document series, classifications, reports\n\n## Requirements\n\n- Python 3.10+\n- Python MCP SDK >=2.2,<3 (supports the MCP 2026-07-28 protocol)\n- Claude Desktop (or any MCP-compatible client)\n- Filevine API credentials (Client ID, Client Secret)\n- Filevine region: `us`, `ca`, or `cjis`\n\n> **Filevine API access:** Obtain credentials from your Filevine organisation administrator or developer portal.\n\n## Installation\n\n```bash\npip install filevine-mcp\n```\n\n## Setup\n\n```bash\nfilevine-mcp-setup\n```\n\nThis prompts for your Client ID, Client Secret, Org ID, and region, then\ntests the credentials and saves them through the configured crede…","publisher":null,"homepage":"https://github.com/RosenAdvertising/filevine-mcp","repository":"https://github.com/RosenAdvertising/filevine-mcp","version":"0.3.0","license":"MIT","protocols":["mcp"],"tags":["case-management","claude","filevine","law","legal","mcp"],"pricing":null,"endpoints":[{"url":"pypi:filevine-mcp","type":"package_pypi","auth":null,"probeable":false}],"skills":null,"tools":null,"extra":null,"attribution":{"kind":"pypi","name":"pypi","license":"pypi","repoUrl":"pypi","summary":"pypi","version":"pypi","description":"pypi","homepageUrl":"pypi"}},"derived":{"capabilities":[{"slug":"documents.contracts","name":"Contracts & Legal","confidence":1,"provenance":"declared"},{"slug":"communication.notifications","name":"Notifications","confidence":0.859,"provenance":"derived"},{"slug":"documents.invoice-processing","name":"Invoice Processing","confidence":0.814,"provenance":"derived"},{"slug":"commerce.payments","name":"Payments","confidence":0.814,"provenance":"derived"}],"categories":["commerce","communication","documents"],"language":"en"},"observed":{"status":"unknown","statusReason":"Distributed as a package to run locally; no network endpoint to check.","lastOkAt":null,"lastProbedAt":null,"statusComputedAt":null,"reliability30d":null,"latestObservations":[],"tools":null,"package":{"name":"filevine-mcp","registry":"pypi","observedAt":"2026-10-28T00:27:54.009Z","publishedAt":"2026-10-02T02:59:28.438786Z","latestVersion":"0.3.0"},"toolSurface":null,"endpointFacts":[]},"verification":{"claimed":false,"claimedAt":null,"proofs":[]},"provenance":{"sources":[{"source":"pypi","key":"filevine-mcp","url":"https://pypi.org/project/filevine-mcp/","firstSeenAt":"2026-09-09T15:22:53.417Z","fetchedAt":"2026-10-28T00:27:22.366Z","normalizedAt":"2026-10-28T00:27:22.366Z"}]},"firstSeenAt":"2026-09-09T15:22:53.417Z","updatedAt":"2026-10-28T00:27:54.009Z"}