Filevine

Live 53 Actions

Filevine Integration for AI Agents

Connect your AI agent to 53 QA'd Filevine actions via MCP, A2A, or SDK, with agent authentication, tool-calling execution, and security built-in.

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Filevine AI Agent Actions

53 production-ready actions for your agent to do more on Filevine.

Read the Filevine docs

53 Actions

List Users - List all users in the Filevine organisation

Get User - Get a specific user by ID

Get Current User - Get the currently authenticated user

List Projects - List all projects (matters) in Filevine

Get Project - Get a specific project by ID

Create Project - Create a new project (matter) in Filevine

Update Project - Update an existing project

Archive Project - Archive (soft delete) a project

List Contacts - List all contacts in Filevine

Get Contact - Get a specific contact by ID

Create Contact - Create a new contact in Filevine

Update Contact - Update an existing contact

List Tasks - List all tasks in Filevine

List Project Tasks - List tasks for a specific project

Get Task - Get a specific task by ID

Create Task - Create a new task in Filevine

Update Task - Update an existing task

Delete Task - Delete a task

List Notes - List all notes in Filevine

List Project Notes - List notes for a specific project

Get Note - Get a specific note by ID

Create Note - Create a new note in Filevine

Update Note - Update an existing note

List Documents - List all documents in Filevine

Get Document - Get a specific document by ID

Create Document - Create a new document in Filevine

Update Document - Update document metadata

Delete Document - Delete a document

List Project Deadlines - List deadlines for a specific project

Get Project Deadline - Get a specific deadline by ID

Create Project Deadline - Create a new deadline on a project

Update Project Deadline - Update an existing deadline

Delete Project Deadline - Delete a deadline from a project

List Project Appointments - List appointments for a specific project

Create Project Appointment - Create an appointment on a project

List Project Contacts - List contacts associated with a project

Add Contact To Project - Add a contact to a project

Update Project Contact - Update a project-contact association

Remove Contact From Project - Remove a contact from a project

Get Project Team - Get team members for a project

Add Team Member - Add a team member to a project

Update Project Team Member - Update a team member's role on a project

Remove Project Team Member - Remove a team member from a project

List Collection Items - List collection items for a project section

Get Collection Item - Get a specific collection item

Create Collection Item - Create a new collection item

Update Collection Item - Update a collection item

Delete Collection Item - Delete a collection item

List Folders - List all folders in Filevine

Get Folder - Get a specific folder by ID

Create Folder - Create a new folder in Filevine

Update Folder - Update a folder

Delete Folder - Delete a folder

Filevine AI Agent Use Cases

Connect your AI agent to Filevine and help your team scale the sales operations they run by hand today.

Post-Demo Follow-Up

Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate post-demo follow-up.

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Deal Risk Scoring

Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate deal risk scoring and pipeline alerts.

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Outbound Prospecting

Use StackOne to connect your AI agent to your CRM, sales engagement, and messaging tools to automate outbound prospecting.

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More Sales & CRM use cases

Do More, Build Less

Integration Infrastructure for Filevine AI Agents

Multiple Interfaces

Access integrations via API, AI SDKs, MCP & A2A.

Filevine MCP server

Managed Authentication

Pre-built authentication UI.

Agent auth

Falcon Engine

Every Filevine action runs on Falcon.

Agent Execution Engine

StackOne Defender

88.7% prompt injection detection.

Prompt injection defense

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"What impressed us most about StackOne is its ambition and clarity. They're creating infrastructure that modern software and the entire AI agent ecosystem can rely on. The depth of secure integrations, the pace of delivery, and the team's foresight into AI's future uniquely position StackOne to redefine this category."

Luna Schmid, Partner at GV

"We've been impressed by how quickly and deeply StackOne integrates with complex enterprise systems -- and now, with their focus on agent-to-agent interoperability, they're unlocking even more powerful use cases for customers. StackOne delivers all of the above in a universal layer -- without compromise."