Connect
Optimize
Secure
Live 53 Actions
Filevine MCP Server
for AI Agents
Connect your AI agent to StackOne's Filevine MCP server and give it 53 MCP tools out of the box. Auth, tool execution, and security all managed.
Filevine MCP Server
Built by 
StackOne
StackOne 
Coverage
53 Agent Actions
Create, read, update, and delete across Filevine — and extend your agent's capabilities with custom actions.
Authentication
Agent Tool Authentication
Per-user OAuth in one call. Your Filevine MCP server gets session-scoped tokens with zero credentials stored on your infra.
Agent Auth →
Security
Agent Protection
Every Filevine tool response scanned for prompt injection in milliseconds — 88.7% accuracy, all running on CPU.
Prompt Injection Defense →
Performance
Max Agent Context. Min Cost.
Free up to 96% of your agent's context window to enhance reasoning and reduce cost, on every Filevine call.
Tools Discovery →What is the Filevine MCP Server?
A Filevine MCP server lets AI agents read and write Filevine data through the Model Context Protocol — Anthropic's open standard for connecting LLMs to external tools. StackOne's Filevine MCP server ships with 53 pre-built actions, fully extensible via the Connector Builder — plus managed authentication, prompt injection defense, observability, and agent execution runtime. Connect it from MCP clients like Claude Desktop, Claude Code, Cursor, Goose, and VS Code, or from agent frameworks like OpenAI Agents SDK, LangChain, and Vercel AI SDK.
All Filevine MCP Tools
Every action from Filevine's API, ready for your agent. Create, read, update, and delete — scoped to exactly what you need.
Users
- List Users
List all users in the Filevine organisation
- Get User
Get a specific user by ID
Projects
- Create Project
Create a new project (matter) in Filevine
- List Projects
List all projects (matters) in Filevine
- Get Project
Get a specific project by ID
- Update Project
Update an existing project
Contacts
- Create Contact
Create a new contact in Filevine
- List Contacts
List all contacts in Filevine
- Get Contact
Get a specific contact by ID
- Update Contact
Update an existing contact
Tasks
- Create Task
Create a new task in Filevine
- List Tasks
List all tasks in Filevine
- Get Task
Get a specific task by ID
- Update Task
Update an existing task
- Delete Task
Delete a task
Notes
- Create Note
Create a new note in Filevine
- List Notes
List all notes in Filevine
- Get Note
Get a specific note by ID
- Update Note
Update an existing note
Documents
- Create Document
Create a new document in Filevine
- List Documents
List all documents in Filevine
- Get Document
Get a specific document by ID
- Update Document
Update document metadata
- Delete Document
Delete a document
Project Deadlines
- Create Project Deadline
Create a new deadline on a project
- List Project Deadlines
List deadlines for a specific project
- Get Project Deadline
Get a specific deadline by ID
- Update Project Deadline
Update an existing deadline
- Delete Project Deadline
Delete a deadline from a project
Project Appointments
- Create Project Appointment
Create an appointment on a project
- List Project Appointments
List appointments for a specific project
Project Contacts
- List Project Contacts
List contacts associated with a project
- Update Project Contact
Update a project-contact association
Project Team Members
- Update Project Team Member
Update a team member's role on a project
- Remove Project Team Member
Remove a team member from a project
Collection Items
- Create Collection Item
Create a new collection item
- List Collection Items
List collection items for a project section
- Get Collection Item
Get a specific collection item
- Update Collection Item
Update a collection item
- Delete Collection Item
Delete a collection item
Folders
- Create Folder
Create a new folder in Filevine
- List Folders
List all folders in Filevine
- Get Folder
Get a specific folder by ID
- Update Folder
Update a folder
- Delete Folder
Delete a folder
Other (8)
- Add Contact To Project
Add a contact to a project
- Add Team Member
Add a team member to a project
- Get Current User
Get the currently authenticated user
- List Project Tasks
List tasks for a specific project
- List Project Notes
List notes for a specific project
- Get Project Team
Get team members for a project
- Remove Contact From Project
Remove a contact from a project
- Archive Project
Archive (soft delete) a project
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.
View 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.
View Outbound Prospecting
Use StackOne to connect your AI agent to your CRM, sales engagement, and messaging tools to automate outbound prospecting.
ViewSet Up Your Filevine MCP Server in Minutes
One endpoint. Any framework. Your agent is talking to Filevine in under 10 lines of code.
Agent Frameworks
JSON{
"mcpServers": {
"stackone": {
"command": "npx",
"args": [
"-y",
"mcp-remote@latest",
"https://api.stackone.com/mcp?x-account-id=<account_id>",
"--header",
"Authorization: Basic <YOUR_BASE64_TOKEN>"
]
}
}
}Check More crm-sales MCP Servers
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Platform Resources
MCP Code Mode: Keeping Tool Responses Out of Agent Context
Anthropic's code_execution processes data already in context. Custom MCP code mode keeps raw tool responses in a sandbox. 14K tokens vs 500.
11 min
Comparing BM25, TF-IDF, and Hybrid Search for MCP Tool Discovery
Benchmarking BM25, TF-IDF, and hybrid search for MCP tool discovery across 916 tools. The 80/20 TF-IDF/BM25 hybrid hits 21% Top-1 accuracy in under 1ms.
10 min
Indirect Prompt Injection Defense for MCP Tools: A Technical Guide
MCP tools that read emails, CRM records, and tickets are indirect prompt injection vectors. Here's how we built a two-tier defense that scans tool results in ~11ms.
12 min
MCP vs A2A: Architecture, Security, and When to Use Each
MCP vs A2A: what each protocol standardizes, how they differ, their shared security risks including indirect prompt injection, and when to use one, both, or a hybrid architecture.
12 min
MCP vs API: What 200+ Connector Builds Taught Us
MCP wraps APIs, it doesn't replace them. After building 200+ connectors that serve both, here's when each approach wins.
14 min read
Filevine MCP Server FAQ
Does StackOne have a Filevine MCP server?
Yes. StackOne offers a hosted Filevine MCP server with 53 pre-built actions, and every action is tested and QA'd by StackOne. Connect it to Claude, Cursor, and any other MCP client, or to any agent framework through the AI Action SDK. It ships with managed agent authentication, prompt injection defense, and tool discovery with server-side execution that preserve your agent's context window and keep reasoning performance.
Filevine MCP server vs direct API integration — what's the difference?
A Filevine MCP server and direct API integration serve different use cases. Direct API integration is for software-to-software — backend code calling Filevine. A Filevine MCP server is for AI agents — MCP clients like Claude and Cursor, plus framework agents built with OpenAI, LangChain, or Vercel AI — discovering and calling Filevine at runtime. StackOne provides both.
How does Filevine authentication work for AI agents?
Filevine authentication for AI agents works through a StackOne Connect Session. Create one via the dashboard or the SDK — you get an auth link and ready-to-paste config for Claude Desktop, Cursor, and other MCP clients. Your user authenticates their own Filevine account; StackOne handles token exchange, storage, and refresh. Credentials never reach the LLM, and each user is isolated via
origin_owner_id.Are Filevine MCP tools vulnerable to prompt injection?
Yes — Filevine MCP tools can be vulnerable to indirect prompt injection. Any tool that reads user-written content — documents, messages, tickets, records, or free-text fields — is a potential vector. StackOne Defender scans every tool response before it enters the agent's context — regex patterns in ~1ms, then a MiniLM classifier in ~4ms. 88.7% accuracy, CPU-only.
What is the context bloat of a Filevine agent and how do I avoid it?
Context bloat happens when Filevine tool schemas and API responses eat your Filevine agent's memory, preventing it from reasoning effectively. A single Filevine query can return a massive JSON response, and connecting multiple tools compounds the problem. Tools Discovery and Code Mode reduce context bloat — loading only relevant tools per query and keeping raw responses out of the agent's context.
Can I limit which actions my Filevine agent can access?
Yes — you can limit which actions your Filevine agent can access directly from the StackOne dashboard. Toggle actions on or off, or restrict them to specific accounts, with no code changes to your agent. Session tokens can be scoped to exact actions so if one leaks, exposure stays contained.
Can I create custom agent actions for my Filevine MCP server?
Yes — you can create custom agent actions for your Filevine MCP server using Connector Builder. It's an integration agent your coding assistant (Claude Code, Cursor, or Copilot) can invoke to research Filevine's API, generate production-ready connector YAML, test against the live API, and validate before you ship.
When should I NOT use a Filevine MCP server?
Skip a Filevine MCP server if your integration is purely software-to-software — direct Filevine API integration is simpler when no AI agent is involved. For deterministic, compliance-critical operations (financial transactions, regulatory reporting), direct API gives you predictable behavior without agent-driven decision-making. MCP shines when AI agents need to dynamically discover and call Filevine actions at runtime.
What AI frameworks and AI clients does the StackOne Filevine MCP server support?
The StackOne Filevine MCP server supports both. MCP clients (paste-and-go apps): Claude Desktop, Claude Code, Cursor, VS Code, Goose. Agent frameworks (code SDKs you build with): OpenAI Agents SDK, Anthropic, Vercel AI, Google ADK, CrewAI, Pydantic AI, LangChain, LangGraph, Azure AI Foundry.
Put your AI agents to work
All the tools you need to build and scale AI agent integrations, with best-in-class connectivity, execution, and security.