Integration
Connect Aimfox and Casebook
When Campaign Created fires in Aimfox, your agent runs Create a Note in Casebook, or New Case in Casebook to Add Note to Lead in Aimfox. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Aimfox and Casebook to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Aimfox and Casebook can do together
From Aimfox to Casebook
When Campaign Created in Aimfox
then Create a Note in Casebook
From Casebook to Aimfox
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Aimfox and Casebook
Triggers and actions 7 triggers · 35 actions
- Account Connected
Triggers when a new LinkedIn account is connected to your Aimfox workspace.
- Campaign Created
Triggers when a new campaign is created in your Aimfox workspace.
- New Connection
Triggers when a campaign target becomes a lead, for example by accepting your connection request.
- New Reply
Triggers when a new message arrives in one of your workspace's LinkedIn conversations.
- Add Company to Blacklist
Adds a LinkedIn company to your workspace blacklist by its company page URL.
- Add Note to Lead
Adds a note to a lead.
- Add Profile to Blacklist
Adds a LinkedIn profile to your workspace blacklist so no campaign targets it.
- Find Account Limits
Returns a LinkedIn account's daily Connect and InMail limits and its warm-up settings.
- Find Blacklisted Companies
Returns one page of the LinkedIn companies on your workspace blacklist.
- Find Blacklisted Profiles
Searches the LinkedIn profiles on your workspace blacklist and returns one page of matches.
- Find Campaign
Returns one Aimfox campaign with its state, schedule and settings.
- Find Campaign Custom Variables
Returns the custom variables set for every target in a campaign.
- Find Campaign Custom Variables for a Target
Returns the custom variables set for one target in a campaign.
- Find Campaigns
Returns the campaigns in your Aimfox workspace, optionally only inbound or outbound ones.
- Find Conversation Messages
Returns the messages in one LinkedIn conversation.
- Find Conversations
Returns the LinkedIn conversations in your workspace, newest first, optionally only unread ones.
- Find Interactions
Returns counts of outreach activity (connections sent and accepted, messages, InMails, replies, views) grouped by hour or day over a time range.
- Find Lead
Returns everything Aimfox holds about one lead.
- Find Lead Conversation
Returns the conversation URN for an account's conversation with a lead.
- Pause Campaign
Pauses an active Aimfox campaign.
- Read a Conversation
Marks a LinkedIn conversation as read.
- Remove Profile From Campaign
Removes a LinkedIn profile from an Aimfox campaign.
- Resume Campaign
Starts or resumes a paused Aimfox campaign.
- Send Message to Conversation
Sends a message into an existing LinkedIn conversation.
- Start Conversation
Starts a LinkedIn conversation with a member from one of your accounts and sends the first message; reuses an existing conversation if there is one.
- New Case
Triggers when a new case is created in Casebook.
- New Intake Report
Triggers when a new intake report is created in Casebook.
- New Person
Triggers when a new person is created in Casebook.
- Add a Person to a Case
Adds a person to a Casebook case.
- Create a Case
Creates a new case in Casebook with a name, description and case type.
- Create an Intake Report
Creates a new intake report in Casebook with a name, narrative and report type.
- Create a Note
Creates a note in Casebook, optionally attached to a person, case or other record.
- Create a Person
Creates a new person in Casebook with their name and basic demographics.
- Create a Provider
Creates a new provider in Casebook with a name and contact details.
- Delete a Person
Deletes a person in Casebook. The record is hidden from view, not permanently purged.
- Find People
Finds Casebook people by first name, last name or date of birth and returns the first match.
- Get a Case
Returns one Casebook case by ID, including its name and description.
- Get an Intake Report
Returns one Casebook intake report by ID, including its name, narrative and when it was reported.
- Get a Person
Returns one Casebook person by ID, including name, date of birth and other demographics.
- Get a Provider
Returns one Casebook provider by ID, including its name, email and phone number.
- Update a Case
Updates a Casebook case's name, description or goals. Only the fields you fill in are changed.
- Update a Person
Updates a Casebook person's name or demographics. Only the fields you fill in are changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Aimfox and Casebook, answered
What can start an automation from Aimfox?
Any of Aimfox's 4 triggers in the catalog, including Campaign Created, New Connection, New Reply and Account Connected. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Casebook when something happens in Aimfox?
Any of Casebook's 14 actions, including Create a Case, Create an Intake Report, Create a Note and Create a Person. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Casebook to Aimfox?
Yes. When something happens in Casebook, your agent can act in Aimfox too. This page covers both directions: Casebook's triggers and Aimfox's actions are listed here as well.
Do I have to build a connector for Aimfox or Casebook?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Aimfox and Casebook without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.