Filevine

MCP server enabling AI assistants to query and manage Filevine matters, sections, collections, and Lead Docket intake leads through natural language.

This MCP server by Advocate Cloud Solutions connects AI clients to Filevine, a legal case management platform used by law firms. It provides approximately 25 tools covering project search, schema introspection, section field read/write, collection item management, note creation, and Periscope report execution, plus 7 tools for Lead Docket intake management including lead search, status management, assignment, and lead-to-project conversion. The server uses PAT authentication and implements rate limiting to respect Filevine's API constraints.