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Filevine MCP

Project Management

Use Filevine MCP to take action in your AI tools

Use Zapier Agents for a quick no-code setup, or connect to any AI environment with the Zapier MCP server.

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Create collection item in Filevine
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Supported actions

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Create Collection Item

Creates a new collection item.

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Create Contact

Creates a new contact.

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Copy Data From

Creates a reference to data in a project. This action supplies the data output to a "Copy Data To" action, which should be included in your Zap as a subsequent step.

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Copy Data To

Copies data from a reference to a project. This action depends on the data output from a "Copy Data From" action, which should be included in your Zap as a prior step.

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Update Form

Updates an existing form.

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Create Project

Creates a new project.

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Toggle Section

Toggles a project section's visibility.

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Update Collection Item

Updates an existing collection item.

Use Filevine MCP with any AI assistant

Zapier Filevine MCP lets you connect Filevine's actions with any AI tool that supports MCP, all without managing integrations or writing glue code. It's built for developers who want flexibility without complexity.

Step 1: Generate your secure MCP URL

Get your unique, dynamic MCP server URL instantly. This endpoint securely connects your AI assistant to Zapier's vast integration network.

Step 2: Choose your Zapier Actions

Customize the specific actions your AI assistant can perform within Filevine. Select and scope actions to align with your Filevine workflows.

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Step 3: Connect with your tool of choice

Integrate your AI Assistant seamlessly using your generated MCP endpoint, enabling your AI Assistant to execute real-world tasks securely and reliably.

Introducing the Zapier MCP integration

Why developers love Zapier MCP

  • No need to build or host your own APIs
  • Connect once, access 30,000+ Zapier actions
  • Secure, scoped access by default
  • Works across your favorite dev tools

Other apps that integrate with Zapier MCP

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Integrate Microsoft Office 365 with FilevineIntegrate Microsoft Office 365 with Filevine
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Integrate SignRequest with FilevineIntegrate SignRequest with Filevine
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Integrate LEX Reception with FilevineIntegrate LEX Reception with Filevine
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Integrate Zoho Connect with FilevineIntegrate Zoho Connect with Filevine
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Team Chat, Zoho
Integrate Textmagic with FilevineIntegrate Textmagic with Filevine
Textmagic
Communication
Integrate Google Sheets with FilevineIntegrate Google Sheets with Filevine
Google Sheets
Google, Spreadsheets
Integrate Campaign Monitor with FilevineIntegrate Campaign Monitor with Filevine
Campaign Monitor
Email Newsletters
Integrate Google Forms (Legacy) with FilevineIntegrate Google Forms (Legacy) with Filevine
Google Forms (Legacy)
Forms & Surveys, Google
Integrate Dropbox with FilevineIntegrate Dropbox with Filevine
Dropbox
File Management & Storage
Integrate Microsoft Office 365 with FilevineIntegrate Microsoft Office 365 with Filevine
Microsoft Office 365
Email, Microsoft
Integrate SignRequest with FilevineIntegrate SignRequest with Filevine
SignRequest
Signatures
Integrate LEX Reception with FilevineIntegrate LEX Reception with Filevine
LEX Reception
Customer Support
Integrate Campaign Monitor with FilevineIntegrate Campaign Monitor with Filevine
Campaign Monitor
Email Newsletters
Integrate Google Forms (Legacy) with FilevineIntegrate Google Forms (Legacy) with Filevine
Google Forms (Legacy)
Forms & Surveys, Google
Integrate Dropbox with FilevineIntegrate Dropbox with Filevine
Dropbox
File Management & Storage
Integrate Microsoft Office 365 with FilevineIntegrate Microsoft Office 365 with Filevine
Microsoft Office 365
Email, Microsoft
Integrate SignRequest with FilevineIntegrate SignRequest with Filevine
SignRequest
Signatures
Integrate LEX Reception with FilevineIntegrate LEX Reception with Filevine
LEX Reception
Customer Support
Integrate Zoho Connect with FilevineIntegrate Zoho Connect with Filevine
Zoho Connect
Team Chat, Zoho
Integrate Textmagic with FilevineIntegrate Textmagic with Filevine
Textmagic
Communication
Integrate Google Sheets with FilevineIntegrate Google Sheets with Filevine
Google Sheets
Google, Spreadsheets

Frequently Asked Questions

What is MCP?
Model Context Protocol allows your AI apps to securely interact with tools. Zapier MCP connects you to Zapier's vast ecosystem of 8,000+ integrations.
Is MCP Secure?
Yes, MCP endpoints include built-in authentication for secure, reliable connections.
How much does Zapier MCP cost?
Zapier MCP is available to all accounts. One MCP tool call uses 2 tasks from your plan's quota.
Find the right Zapier plan
Can I use Zapier MCP with any AI platform?
Zapier MCP seamlessly integrates with platforms like Cursor, Claude, or any other app that supports MCPs.
Can I build on Zapier MCP as a developer?
Absolutely! Zapier MCP lets developers bring Zapier's 30,000+ Searches and Actions into their apps.
Explore documentation
How quickly can I get started?
You can set up your MCP endpoint and start running Actions in minutes.
How can I get a higher quota?
Zapier MCP is available to all accounts. One MCP tool call uses 2 tasks from your plan's quota. You can see your task usage by logging into your Zapier MCP account, and add tasks to your plan anytime.
Explore Zapier plans
Can I use Zapier MCP with my Zapier Enterprise account?
Not out of the box. Zapier MCP doesn't currently support app and action restrictions that may be in place on an Enterprise account. If you're on an Enterprise plan and would like to use Zapier MCP, please reach out to us.