Full read-write Claude connector for Filevine
Let Claude update matters and post case notes in Filevine
Stop tabbing between screens to log status updates and intake work. Claude updates project fields, posts to the activity feed, creates tasks, and adds deadlines right inside the matter, and gated actions wait for your approval.
Filevine is a case and matter management platform that law firms and legal teams run their caseload from. Teams want Claude to do more than read a project: to update fields, post to the activity feed, and create tasks inside the right matter.
What is a Filevine MCP server?
A Filevine MCP server is a small hosted service that exposes Filevine's data and actions to Claude over the Model Context Protocol, so Claude can industry-specific platforms inside your own account. We build it as a custom connector with separate read and write tools, and destructive actions stay gated behind your approval.
What can Filevine's current connector do today?
Today, Filevine does not offer a first-party Claude connector, and there is no official Filevine MCP server we can point to. Reaching it from Claude means a custom integration against the Filevine API. A purpose-built connector can add scoped read and write actions, so Claude works inside the matter rather than beside it.
What does full read-write Filevine access unlock?
Full read-write Filevine access lets Claude update project fields, post notes to the activity feed, create and assign tasks, add calendar deadlines, and draft documents from collected data. The status updates and intake work that used to mean tabbing between screens happen where the matter already lives.
- Update project or matter fields after a status change
- Post a note or activity-feed entry summarizing a call or update
- Create and assign tasks to team members on a matter
- Add a deadline or hearing date to a project's calendar
- Draft a document from collected project data for review
- Find every matter matching a query and propose batched updates
Can Claude update project fields and post notes in Filevine?
Yes. With a custom read-write connector, Claude updates project or matter fields after a status change and posts notes to the activity feed summarizing a call or update. Each write tool is scoped to the permissions you grant, so Claude works inside the matter under your account's existing access.
Can Claude create and assign tasks on a Filevine matter?
Yes. Claude can create tasks, assign them to team members on a matter, and add deadlines or hearing dates to a project's calendar. It can also find every matter matching a query and propose batched updates, so the routine tracking happens where the case already lives.
Will Claude send or delete things in Filevine without approval?
No. Read and write tools are kept separate, and outbound or destructive actions such as sending a document or deleting a record are gated behind your confirmation. Claude can draft a document from collected data or prepare a note, but those steps only commit once you approve them.
How a Filevine connector works
We build a small MCP server that authenticates to Filevine through scoped API access using the narrowest permissions the work needs. Read tools (search, read project) and write tools (update field, post note, create task) are separated, and outbound or destructive actions like sending or deleting require your confirmation. Claude never has more access than the Filevine account it runs under, and we can add IP allowlisting where your setup supports it.
Frequently asked questions
Can Claude update fields and post notes in Filevine, not just read a project?
Will Claude make changes or send things from Filevine without my approval?
Is matter data safe, and does the connector get more access than I have?
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