# Filevine

Source: https://glimind.com/server/pulsemcp%2Ffilevine
Registry id: `pulsemcp/filevine`
Status: unknown

## Tools (14)

- `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_get_section`: Read static section field values
- `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
- `filevine_update_section`: Write static section field values

Measured by Glimind (https://glimind.com): MCP handshake + tool list only, no tool is ever called. CC BY 4.0.