Filevine MCP Server

by oktopeakio.github.oktopeak/filevine-mcpv1.0.1

Open-source MCP server connecting Claude to Filevine practice management. Built by Oktopeak.

1Node.jsstdioofficial registry

context tax

queued

security

queued

cold start

queued

freshness

Active31d ago

Install Filevine MCP server

claude mcp add filevine-oktopeak -e FILEVINE_CLIENT_ID='<filevine-client-id>' -e FILEVINE_CLIENT_SECRET='<filevine-client-secret>' -e FILEVINE_PAT='<filevine-pat>' -e ENCRYPTION_KEY='<encryption-key>' -- npx -y @oktopeak/filevine-mcp

{
  "mcpServers": {
    "filevine-oktopeak": {
      "command": "npx",
      "args": [
        "-y",
        "@oktopeak/filevine-mcp"
      ],
      "env": {
        "FILEVINE_CLIENT_ID": "<filevine-client-id>",
        "FILEVINE_CLIENT_SECRET": "<filevine-client-secret>",
        "FILEVINE_PAT": "<filevine-pat>",
        "ENCRYPTION_KEY": "<encryption-key>"
      }
    }
  }
}

Add to ~/.cursor/mcp.json (global) or .cursor/mcp.json (project).

{
  "mcpServers": {
    "filevine-oktopeak": {
      "command": "npx",
      "args": [
        "-y",
        "@oktopeak/filevine-mcp"
      ],
      "env": {
        "FILEVINE_CLIENT_ID": "<filevine-client-id>",
        "FILEVINE_CLIENT_SECRET": "<filevine-client-secret>",
        "FILEVINE_PAT": "<filevine-pat>",
        "ENCRYPTION_KEY": "<encryption-key>"
      }
    }
  }
}

Settings → Developer → Edit Config (claude_desktop_config.json), then restart.

{
  "servers": {
    "filevine-oktopeak": {
      "type": "stdio",
      "command": "npx",
      "args": [
        "-y",
        "@oktopeak/filevine-mcp"
      ],
      "env": {
        "FILEVINE_CLIENT_ID": "<filevine-client-id>",
        "FILEVINE_CLIENT_SECRET": "<filevine-client-secret>",
        "FILEVINE_PAT": "<filevine-pat>",
        "ENCRYPTION_KEY": "<encryption-key>"
      }
    }
  }
}

Add to .vscode/mcp.json in your workspace.

{
  "mcpServers": {
    "filevine-oktopeak": {
      "command": "npx",
      "args": [
        "-y",
        "@oktopeak/filevine-mcp"
      ],
      "env": {
        "FILEVINE_CLIENT_ID": "<filevine-client-id>",
        "FILEVINE_CLIENT_SECRET": "<filevine-client-secret>",
        "FILEVINE_PAT": "<filevine-pat>",
        "ENCRYPTION_KEY": "<encryption-key>"
      }
    }
  }
}

Add to ~/.codeium/windsurf/mcp_config.json.

Configuration

Variable	Required	Secret	Description
FILEVINE_CLIENT_ID	yes	yes	Filevine OAuth client ID (from Settings → Client Secrets)
FILEVINE_CLIENT_SECRET	yes	yes	Filevine OAuth client secret (from Settings → Client Secrets)
FILEVINE_PAT	yes	yes	Filevine Personal Access Token (from Settings → Access Tokens)
FILEVINE_REGION	—	—	Filevine API region: 'us' or 'ca'
ENCRYPTION_KEY	yes	yes	64-character hex string (32 bytes) for AES-256-GCM token encryption

Freshness

Active — last maintenance signal 31d ago. The newest of the signals below sets the band.

Last commit (default branch)
2026-09-09 · 31d ago · GitHub
Latest release
no data · GitHub
Package published
no data · npm/PyPI
Registry entry updated
2026-05-05 · 5mo ago · official registry · v1.0.1

FAQ

›How do I install the Filevine MCP server in Claude Code?

Run: claude mcp add filevine-oktopeak -e FILEVINE_CLIENT_ID='<filevine-client-id>' -e FILEVINE_CLIENT_SECRET='<filevine-client-secret>' -e FILEVINE_PAT='<filevine-pat>' -e ENCRYPTION_KEY='<encryption-key>' -- npx -y @oktopeak/filevine-mcp. For Cursor, VS Code, Claude Desktop and Windsurf, use the install tabs above.

›Does Filevine require an API key?

Yes. It expects FILEVINE_CLIENT_ID, FILEVINE_CLIENT_SECRET, FILEVINE_PAT, ENCRYPTION_KEY, of which 4 are secrets.

›Can I use Filevine as a remote (hosted) MCP server?

No hosted endpoint is published; it runs locally over stdio.

›Is Filevine in the official MCP registry?

Yes, as io.github.oktopeak/filevine-mcp.