[ 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
[ 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.
[ 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.