[ FIRST OPEN-SOURCE · MIT · ABA 512 ]
The first open-source Filevine MCP server. Connect Claude AI directly to your Filevine cases, contacts, documents, tasks, and custom collections in minutes. 15 tools, schema discovery for PI-specific sections, ABA Opinion 512 audit logging baked in, MIT licensed. On npm and the official Anthropic MCP Registry.
15 tools
cases, contacts, notes, docs, tasks, collections
Schema-aware
discovers your firm's custom PI sections
ABA 512
append-only audit logging
YouWhich PI projects have treatment gaps over 30 days?
From 44 active projects, 3 flagged:
demo data
runs on your machine · read-only mode available
[ REAL FIRMS, REAL RECEIPTS ]
★★★★★
“Everything was done professionally, with efficient and fast communication, unconditional availability, kindness and professionalism.”
Verified review · Clutch, 5.0
“It’s very commendable, significant time went into that. Thank you both for open-sourcing it.”
On our Clio connector · June 2026
FROM OUR INBOX · JULY 2026
Running on live dockets
A solo attorney found the connector on npm, installed it himself, ran Claude against his active matters, and emailed us a technically precise bug report the same week. The fix shipped. That is what real usage looks like.
[ QUICK INSTALL ]
1. Install from npm
npm install -g @oktopeak/filevine-mcp2. Generate credentials in Filevine, then add to your Claude config
{
"mcpServers": {
"filevine": {
"command": "npx",
"args": ["-y", "@oktopeak/filevine-mcp"],
"env": {
"FILEVINE_CLIENT_ID": "your-client-id",
"FILEVINE_CLIENT_SECRET": "your-client-secret",
"FILEVINE_PAT": "your-personal-access-token",
"FILEVINE_REGION": "us"
}
}
}
}The personal access token comes from Filevine Settings → Access Tokens; the Client ID and Secret from Settings → Client Secrets. Your account needs API access enabled. Canadian firms set FILEVINE_REGION to ca.
3. Inside Claude, run the authenticate tool
The server exchanges your token, discovers your Filevine org and user IDs automatically, and encrypts everything at rest with AES-256-GCM. No browser pop-up, no callback URL. From this point Claude can read your cases, contacts, notes, documents, tasks, and custom collections on demand, and every call lands in the audit log.
[ MORE THAN ONE ATTORNEY? ]
The install above is one laptop, one login, right for a solo attorney or a first test. A firm means repeating it on every machine, with no shared record of who did what. We deploy the same connector from one place your firm controls: each attorney signs in as themselves, and there is one audit log for the whole firm.
[ WHAT MAKES IT DIFFERENT ]
Medical records, liens, settlements, and treatment providers live in custom collection sections that differ per firm. The discover-schema tool maps your firm's actual sections and field names before anything gets queried, so Claude works with your real structure instead of a guessed one.
Every Claude tool call is logged append-only at ~/.oktopeak-filevine/audit.log with timestamp, tool name, arguments (secrets redacted), outcome, user ID, and case ID. Mapped to ABA Formal Opinion 512 obligations. The artifact a state bar would request.
Write access is scoped to notes and tasks only; no silent mutations to cases, contacts, or documents. Tokens encrypted at rest with AES-256-GCM. Built-in token-bucket rate limiting with exponential backoff keeps the connector inside Filevine's API limits automatically.
Filevine is one of five systems we've built this for, same architecture for Clio, MyCase, IntakeQ, and Lawmatics. See the whole set in the MCP Connectors case study.
[ REPORTS & DATA ]
Plain-English questions are what this connector is for. Standing dashboards are not: reports and vitals endpoints allow roughly 5 requests a minute, so bulk analytics belongs on DataBridge feeding Power BI or Looker. We wrote the honest map of every pathway, including where each one breaks.
Read the Filevine reporting guide[ PRIVILEGE-SAFE DEPLOYMENT ]
For firms with maximum confidentiality requirements, the same Filevine MCP server pairs with LM Studio or Continue.dev running a local model on your hardware. No data leaves your firm. Full guide is the Privilege Stack post.
Read the Privilege Stack guide[ FAQ ]
@oktopeak/filevine-mcp, listed on the official Anthropic MCP Registry as io.github.oktopeak/filevine-mcp. MIT licensed.npm install -g @oktopeak/filevine-mcp, generate a personal access token and client credentials inside Filevine Settings, then add the server to your Claude Desktop or Claude Code config and call the authenticate tool. No browser OAuth flow; org and user IDs are discovered automatically. Full guide on GitHub.discover-schema tool maps your actual sections and field names first, and get-collection fetches data using those discovered selectors. No assumed layout.[ GET STARTED ]
Two paths: install the OSS yourself (free, MIT, on GitHub), or have us deploy it in your firm with scoped credentials, the audit log destination wired into your stack, and a workflow designed with your team.
Takes about a minute, and you get the credential checklist your firm needs either way. Or book a 30-minute call instead.