MCP Observatory
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Advocate-Cloud-Solutions/filevine-mcp

github
github analyzed 99d67da

MCP server for Filevine matter management - by Advocate Cloud Solutions.

maintainer
Advocate-Cloud-Solutions
licence
—
first seen
2026-06-03
last seen
2026-06-03
releases · 30d
0
github stars
0 reported
short id

Advocate-Cloud-Solutions/filevine-mcp is an MCP server distributed on github, maintained by Advocate-Cloud-Solutions, tracked here since June 2026. It has shipped 0 releases and exposes 12 tools. Tools include filevine_create_collection_item, filevine_create_note, filevine_describe_sections, filevine_lead_assign, filevine_lead_convert_to_project, filevine_lead_create, and 6 more. Its composite risk grade is A — an inferred review prompt computed from observed signals, not a verdict.

lifetime releases
0
releases · 30d
0
dependencies
0
dependents
0

what we found

Its 12 tools appear to reach network and database, inferred from tool names, descriptions and input schemas rather than from observed behaviour.

Since the previous scan on 2026-08-20: 12 tools added and 3 tools removed.

full security breakdown →

tools

12
  • filevine_create_collection_item Add a row to a Collection section (medical providers, defendants, etc.)
  • filevine_create_note Add a note with @mentions and attachments
  • filevine_describe_sections Returns full schema (sections + fields + types) for a project type
  • filevine_lead_assign Reassign a lead to a different intake specialist or attorney
  • filevine_lead_convert_to_project Convert a qualified lead into a Filevine project; carries form data into intake section
  • filevine_lead_create Create a lead (manual entry; web forms write via Lead Docket UI)
  • filevine_lead_get Get a lead's full intake-form data + scoring
  • filevine_lead_list_sources List lead sources (PPC campaigns, referrals, web forms) for routing decisions
  • filevine_lead_search Query leads by status, source, owner, date range
  • filevine_lead_update_status Move a lead through statuses (new → contacted → qualified → converted/declined)
  • filevine_run_report Execute a saved Periscope report (heavily cached due to 5/min cap)
  • filevine_search_projects Query projects by phase, project type, assignee, date

release cadence · 90d

0 releases

No releases yet.

recent releases

last 0

No releases yet.