What is filevine-mcp AGENTS.md?

Repository instructions for setting up, building, testing, and operating filevine-mcp. It explains how to run a TypeScript server that lets compatible AI clients use Filevine and Lead Docket APIs through the Model Context Protocol.

Use it when installing or working on filevine-mcp, obtaining credentials, configuring the server, or following its build, test, and operating instructions.

It gives coding agents and operators the prerequisites and setup path needed to use the repository, including Node.js, npm, and Filevine API access.

How Advocate-Cloud-Solutions/filevine-mcp configures Codex and OpenCod

Reuse

Borrowing it

Nothing to install: this file belongs to Advocate-Cloud-Solutions/filevine-mcp. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file

curl -O https://raw.githubusercontent.com/Advocate-Cloud-Solutions/filevine-mcp/main/AGENTS.md

Clone the repo

git clone --depth 1 https://github.com/Advocate-Cloud-Solutions/filevine-mcp

Made for: Codex, OpenCode.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

README.md

[![agentmods](https://agentmods.dev/badge/instructions/advocate-cloud-solutions/filevine-mcp/agents-md/github.svg)](https://agentmods.dev/instructions/advocate-cloud-solutions/filevine-mcp/agents-md)

Your own site

<a href="https://agentmods.dev/instructions/advocate-cloud-solutions/filevine-mcp/agents-md"><img src="https://agentmods.dev/badge/instructions/advocate-cloud-solutions/filevine-mcp/agents-md/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

Your own site · 80×15

<a href="https://agentmods.dev/instructions/advocate-cloud-solutions/filevine-mcp/agents-md"><img src="https://agentmods.dev/badge/instructions/advocate-cloud-solutions/filevine-mcp/agents-md.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 1,908 This file is loaded in full into every session.

When invoked 1,908 The same file — it is already loaded in full.

Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.

Origin original No closer match found in the catalogue.

Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

Model	Per session	Once invoked
Fable 5.1	$0.01908	$0.01908
Opus 5.5	$0.00763	$0.00763
Sonnet 5.5	$0.00382	$0.00382
Haiku 4.5	$0.00191	$0.00191

Measured 2mo ago against content hash cfd2b9590cb6, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

filevine-mcp AGENTS.md scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 2mo ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

AGENTS.md · 209 lines

How it starts

The opening of the file, as written. The whole thing — 209 lines — stays where its author put it; the contents beside it link to each section on GitHub.

AGENTS.md

Setup, build, test, and operating instructions for coding agents and operators working with filevine-mcp.

If you are an LLM agent (Claude Code, Cursor, Aider, etc.) opening this repo, read this file first. If you are a human running this MCP for the first time, this is also the fastest path from zero to a working install.

What this repo is

A single-tenant MCP (Model Context Protocol) server that wraps the Filevine and Lead Docket APIs as Claude-callable tools. Stdio transport. TypeScript. Node 20+.

The server runs on the same machine as the MCP client (Claude Desktop, Claude Code, Cowork, etc.) and talks directly to api.filevine.io (Filevine) and the Lead Docket API using the user's own credentials.

There is no central server, no broker, no gateway. One Filevine org = one MCP process.

Prerequisites

Node.js 20 or newer (node --version must report v20.x or higher)
npm 10+ (ships with Node 20)
A Filevine seat with API access. There is no free sandbox — you need either:
- A paid Filevine seat with API permissions granted by your Org Admin, or
- A Certified Partner Integration (CPI) sandbox if you're a Filevine partner
(Optional) Lead Docket access if you want the Lead Docket tools enabled

Step 1 — Obtain Filevine credentials

You need five values from Filevine:

FILEVINE_CLIENT_ID — provided by Filevine when you request API access (contact your Filevine account manager or partner contact)
FILEVINE_CLIENT_SECRET — paired with the client_id
FILEVINE_PAT — a Personal Access Token you generate yourself:
- In Filevine, go to Org Admin → Personal Access Tokens
- Click "Generate new PAT"
- Name it (e.g. clio-mcp-local)
- Copy the token immediately — it is shown only once
FILEVINE_USER_ID — your numeric Filevine user ID (visible in Org Admin)
FILEVINE_ORG_ID — your numeric Filevine org ID (visible in Org Admin)

For Lead Docket (optional), you additionally need:

Read the full file on GitHub · 209 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

2mo ago First seen · 209 lines · 1,908 tokens per session scan A cfd2b9590cb6

Subscribe to this mod's changes

filevine-mcp AGENTS.md is an instructions file published in the GitHub repository Advocate-Cloud-Solutions/filevine-mcp (0 stars, last pushed 6mo ago), licensed Apache-2.0. It adds 1,908 tokens to every session, about $0.0076 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

filevine-mcp AGENTS.md next to 6 instructions from other repositories
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filevine-mcp AGENTS.mdAdvocate-Cloud-Solutions/filevine-mcp	Instructions file	0	6mo ago	Apache-2.0	A	1,908	Codex, OpenCode
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vscode copilot-instructions.mdmicrosoft/vscode	Instructions file	195k	today	MIT	A	3,093	GitHub Copilot
vscode model-prompts.instructions.mdmicrosoft/vscode	Instructions file	195k	today	MIT	A	2,022	GitHub Copilot

filevine-mcp: Instructions file for Codex