Integration
Connect Algolia and Casebook
When Browse Records fires in Algolia, your agent runs Create a Note in Casebook, or New Case in Casebook to Add or Replace Record in Algolia. 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 Algolia 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 Algolia and Casebook can do together
From Algolia to Casebook
When Browse Records in Algolia
then Create a Note in Casebook
When Browse Records in Algolia
then Add a Person to a Case in Casebook
From Casebook to Algolia
When New Case in Casebook
then Add or Replace Record in Algolia
When New Intake Report in Casebook
then Check Task Status in Algolia
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 Algolia and Casebook
Triggers and actions 4 triggers · 42 actions
Trigger
Browse RecordsTriggers when a new record appears in an Algolia index, optionally limited to records matching a query or filter.
Action
Add or Replace RecordAdds a record to an Algolia index, or replaces the existing record with the same object ID.
Action
Batch IndexingAdds, updates or deletes several records in one Algolia index with a single request. Returns the affected record IDs and the indexing task ID.
Action
Batch Multiple IndicesAdds, updates, or deletes records across multiple Algolia indices in a single request.
Action
Batch Save Query RulesCreates or replaces several query rules on an Algolia index in one call, optionally clearing the existing rules first.
Action
Batch Save SynonymsCreates or replaces a batch of synonyms on an Algolia index.
Action
Check Task StatusReturns whether an Algolia indexing task on an index has finished (published) or is still pending.
Action
Clear All SynonymsDeletes all synonyms from an Algolia index.
Action
Clear Index (Delete All Records)Deletes every record from an Algolia index while keeping its settings, synonyms and rules.
Action
Copy or Move IndexCopies or moves (renames) an Algolia index to a destination index within the same application.
Action
Delete IndexDeletes an Algolia index together with all its records and settings.
Action
Delete Query RuleDeletes a query rule from an Algolia index by its ID.
Action
Delete RecordDeletes a single record from an Algolia index by its object ID.
Action
Delete Records by QueryDeletes every record in an Algolia index that matches a filter. The deletion is queued as a task; empty filters are refused.
Action
Delete SynonymDeletes a synonym from an Algolia index by its ID.
Action
Find Query RuleReturns a single query rule from an Algolia index by its rule ID, including its conditions and consequence.
Action
Find RecordReturns one record from an Algolia index by its object ID.
Action
Find SynonymFinds a synonym in an Algolia index by its ID and returns its type, words and replacements.
Action
Get Index SettingsReturns the settings configured on an Algolia index, such as searchable attributes, ranking and faceting.
Action
Get Records (Batch)Retrieves one or more records by object ID, potentially from different indices, in a single call.
Action
List IndicesReturns all indices in your Algolia application, with each index's name, record count, size and last-updated time.
Action
Partial Update RecordAdds new attributes to an Algolia record or updates existing ones, leaving the other attributes unchanged.
Action
Save Record (Auto Object ID)Adds a record to an Algolia index with an auto-generated object ID, or replaces the record if the given object ID already exists.
Action
Save SynonymCreates a synonym in an Algolia index, or replaces the existing synonym with the same ID.
Action
Search for Facet ValuesSearches the values of a facet attribute in an index and returns the matching facet values with their record counts.
Action
Search IndexSearches one Algolia index and returns the matching records (hits) with result counts.
Action
Search Multiple IndicesRuns several search queries against one or more indices in a single request and returns each query's results in the same order.
Action
Search SynonymsSearches the synonyms of an Algolia index by text and optional synonym type, returning the matching synonyms and the total match count.
Action
Update Index SettingsUpdates the settings of an Algolia index, such as searchable attributes, faceting, ranking and typo tolerance. Settings you leave blank are not changed.
Trigger
New CaseTriggers when a new case is created in Casebook.
Trigger
New Intake ReportTriggers when a new intake report is created in Casebook.
Trigger
New PersonTriggers when a new person is created in Casebook.
Action
Add a Person to a CaseAdds a person to a Casebook case.
Action
Create a CaseCreates a new case in Casebook with a name, description and case type.
Action
Create an Intake ReportCreates a new intake report in Casebook with a name, narrative and report type.
Action
Create a NoteCreates a note in Casebook, optionally attached to a person, case or other record.
Action
Create a PersonCreates a new person in Casebook with their name and basic demographics.
Action
Create a ProviderCreates a new provider in Casebook with a name and contact details.
Action
Delete a PersonDeletes a person in Casebook. The record is hidden from view, not permanently purged.
Action
Find PeopleFinds Casebook people by first name, last name or date of birth and returns the first match.
Action
Get a CaseReturns one Casebook case by ID, including its name and description.
Action
Get an Intake ReportReturns one Casebook intake report by ID, including its name, narrative and when it was reported.
Action
Get a PersonReturns one Casebook person by ID, including name, date of birth and other demographics.
Action
Get a ProviderReturns one Casebook provider by ID, including its name, email and phone number.
Action
Update a CaseUpdates a Casebook case's name, description or goals. Only the fields you fill in are changed.
Action
Update a PersonUpdates 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
More from Algolia
Algolia to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Algolia to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Algolia to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Algolia to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Algolia to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Algolia to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Casebook
ActiveCampaign to CasebookActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to CasebookOrganize anything with Airtable, a modern database created for everyone.
Asana to CasebookAsana is a collaborative information manager for workspace.
Brevo to CasebookBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Calendly to CasebookCalendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...
Capsule CRM to CasebookCapsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...
Questions
Algolia and Casebook, answered
What can start an automation from Algolia?
Any of Algolia's 1 trigger in the catalog, including Browse Records. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Casebook when something happens in Algolia?
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 Algolia?
Yes. When something happens in Casebook, your agent can act in Algolia too. This page covers both directions: Casebook's triggers and Algolia's actions are listed here as well.
Do I have to build a connector for Algolia 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 Algolia 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.