Filevine MCP — Claude Integration

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.

Setup

1. Prerequisites

• Node.js 18+
• Filevine account with API access enabled
• Client ID, Client Secret, and Personal Access Token (PAT) from your firm's Filevine settings
• Claude Code, MCP client, or compatible application

2. Get Filevine Credentials

1. Personal Access Token (PAT)

   • Go to Filevine Settings → Access Tokens → Generate PAT
   • Copy and save securely

2. Client Credentials

   • Go to Settings → Client Secrets → Create Client ID + Client Secret
   • Valid for 1 year, can be rotated anytime
   • Copy both values

3. Organization & User IDs (auto-discovered on first auth call)

   • The server will discover these from /v2/users/me on first run

3. Environment Variables

Copy .env.example to .env:

# Filevine OAuth client credentials
FILEVINE_CLIENT_ID=<from Settings → Client Secrets>
FILEVINE_CLIENT_SECRET=<from Settings → Client Secrets>
FILEVINE_PAT=<from Settings → Access Tokens>

# API region (us or ca)
FILEVINE_REGION=us

# Token encryption key (generate new one)
# node -e "console.log(require('crypto').randomBytes(32).toString('hex'))"
ENCRYPTION_KEY=<64-character-hex-string>

4. Install & Build

npm install
npm run build

5. Run the Server

# Start the server
npm start

# Or use MCP inspector for debugging
npm run inspect

The server listens on stdio and outputs connection status to stderr.

6. Authenticate

Before using any Filevine tools, call the authenticate tool:

Tool: authenticate
→ Exchanges PAT for access token
→ Discovers org_id and user_id
→ Stores encrypted tokens in ~/.oktopeak-filevine/tokens.enc

Tokens auto-refresh before expiry (3600s TTL). Call logout to clear stored tokens.

---

Tools (15 Total)

Authentication (3 tools)

Tool	Purpose
authenticate	Exchange PAT for access token and cache org/user IDs
auth-status	Check authentication status and token expiry
logout	Clear stored tokens

Cases — Projects (2 tools)

Tool	Purpose
list-cases	List cases (active, closed, pending); search by name/number
get-case	Get full case details by ID

Contacts (3 tools)

Tool	Purpose
search-contacts	Search contacts by name, email, or phone across all cases
get-contact	Get contact details by ID
list-case-contacts	List all contacts on a specific case

Notes (2 tools)

Tool	Purpose
list-notes	List case notes; supports general, phone_call, and internal types
create-note	Create a note (e.g., AI summary, findings, follow-ups)

Documents (1 tool)

Tool	Purpose
list-documents	List case documents with metadata (name, type, size, URL, dates)

Note: Returns document metadata only — no binary content. Use returned URLs to fetch document content if needed.

Tasks (2 tools)

Tool	Purpose
list-tasks	List case tasks by status (open, completed, overdue)
create-task	Create a new task with title, description, assignee, due date

Known Issue: The targetDate field may be ignored by the Filevine API as of Aug 2025. Workaround: set tasks via UI.

Custom Data — Collections (2 tools)

Tool	Purpose
discover-schema	Map your firm's custom sections (medical records, liens, settlements, etc.)
get-collection	Fetch custom collection data using discovered selectors

Why collections matter: Unlike standardized case fields, each firm builds custom "Collection sections" fo

... View full README on GitHub