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Filevine MCP server

by oktopeak·io.github.oktopeak/filevine-mcp·v1.0.1·1 stars
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Open-source MCP server connecting Claude to Filevine practice management. Built by Oktopeak.

A85/100grade A
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Safety scan
A85/100

full report

Adoption
Growing

1 stars44 downloads/wk

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If you have run it, two minutes of your experience saves the next person an afternoon.

Filevine tools

No tool declarations could be read from the package source. They show once the server is installed.

Public scan report

scanner v0.1.9 · 2026-09-27 · same rubric, same numbers if you re-run it

no findings
  • Code scan18 source files scanned25/25
  • –Live reliabilityno gateway calls yet and no remote to proben/a
  • –Tool poisoningtools not inspected (local package is not executed); not countedn/a
  • Auth qualitystatic API keys via environment variables6/15
  • Maintenancelast push 18 days ago15/15
  • Maintainer identityregistry namespace matches repository owner; GitHub account older than a year9/10
Overall 85/100. Components that don't apply are left out of the denominator. Any critical finding is an F.RubricAppeal a findingJSON

How Filevine compares

Against every graded MCP server, from our own scans and uptime checks. Updated after each scan run.

Safety score
85/100
higher than 70% of 48,243 servers
GitHub stars
1
more than 65% of 28,706 servers
Downloads a week
44
more than 34% of 12,306 servers with a package

Install Filevine in Claude Code, Cursor or VS Code

Runs npx -y @oktopeak/filevine-mcp on your machine. Read the scan report first; the gateway never runs local packages.

claude mcp add filevine-mcp -- npx -y @oktopeak/filevine-mcp
Add to Cursor

What the publisher says

From the Filevine repository's README, as published. We do not edit it. Read it on GitHub

Filevine MCP — Claude Integration

### Built by Oktopeak — AI transformation & automation for law firms

Digital transformation for legal and healthcare businesses. We build AI integrations, workflow automation, and custom software your firm owns outright — including this connector. → Book a 30-min call

An open-source MCP (Model Context Protocol) server connecting Claude to Filevine practice management platform. Access cases, contacts, documents, notes, tasks, and custom PI data from Claude with automatic rate limiting and audit logging.

Supported Endpoints: 15 tools covering the Filevine v2 REST API.

[!TIP]

Not a developer? You don't need to be.

The README below assumes someone comfortable editing a JSON config file. If that's not you or your team, we deploy this for law firms: scoped credentials, audit log wired in, one custom workflow, training.

→ See Guided MCP Setup, or book a 30-min call

Jump to: Setup · Available tools · Compliance & security · Need it deployed for you? · Other connectors

Setup

1. Prerequisites

  • Node.js 18+
  • Filevine account with API access enabled
  • Client ID, Client Secret, and Personal Access Token (PAT) from your firm's Filevine settings
  • Claude Code, MCP client, or compatible application

2. Get Filevine Credentials

  1. Personal Access Token (PAT)
  • Go to Filevine Settings → Access Tokens → Generate PAT
  • Copy and save securely
  1. Client Credentials
  • Go to Settings → Client Secrets → Create Client ID + Client Secret
  • Valid for 1 year, can be rotated anytime
  • Copy both values
  1. Organization & User IDs (auto-discovered on first auth call)
  • The server will discover these from /v2/users/me on first run

3. Environment Variables

Copy .env.example to .env:

# Filevine OAuth client credentials
FILEVINE_CLIENT_ID=<from Settings → Client Secrets>
FILEVINE_CLIENT_SECRET=<from Settings → Client Secrets>
FILEVINE_PAT=<from Settings → Access Tokens>

# API region (us or ca)
FILEVINE_REGION=us

# Token encryption key (generate new one)
# node -e "console.log(require('crypto').randomBytes(32).toString('hex'))"
ENCRYPTION_KEY=<64-character-hex-string>

4. Install & Build

npm install
npm run build

5. Run the Server

# Start the server
npm start

# Or use MCP inspector for debugging
npm run inspect

The server listens on stdio and outputs connection status to stderr.

6. Authenticate

Before using any Filevine tools, call the authenticate tool:

Tool: authenticate
→ Exchanges PAT for access token
→ Discovers org_id and user_id
→ Stores encrypted tokens in ~/.oktopeak-filevine/tokens.enc

Tokens auto-refresh before expiry (3600s TTL). Call logout to clear stored tokens.

Tools (15 Total)

Authentication (3 tools)

Cases — Projects (2 tools)

Contacts (3 tools)

Shortened. The full README is on GitHub.

Nothing above is checked by us. What we check is on the safety report.

Filevine: common questions

Is Filevine MCP server safe?
Yes, by our scan: it is graded A (85/100). Read the Filevine safety report
How do I install Filevine?
It runs on your machine. Copy the Claude Code, Cursor, VS Code or Claude Desktop config from the install section.
Does Filevine need an API key?
Yes. The registry entry asks for FILEVINE_CLIENT_ID, FILEVINE_CLIENT_SECRET, FILEVINE_PAT, ENCRYPTION_KEY.
Is Filevine maintained?
The last commit was 57 days ago (2026-09-09). The latest release is v1.0.1.
How does Filevine compare with other MCP servers?
safety score 85/100 (higher than 70% of 48,243 servers); github stars 1 (more than 65% of 28,706 servers); downloads a week 44 (more than 34% of 12,306 servers with a package). Full comparison.

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