Integration
Connect Attio and Casebook
When List Entry Created fires in Attio, your agent runs Create a Note in Casebook, or New Case in Casebook to Create or Update List Entry by Parent Record in Attio. 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 Attio 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 Attio and Casebook can do together
From Attio to Casebook
When List Entry Created in Attio
then Create a Note in Casebook
From Casebook to Attio
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 Attio and Casebook
Triggers and actions 10 triggers · 27 actions
- List Entry Created
Triggered when a record is added to an Attio list. Attio registers and removes the webhook automatically when the automation is turned on and off.
- List Entry Deleted
Triggers when a record is removed from a list in Attio, giving you the deleted list entry's ID along with the list and the parent record it pointed at.
- List Entry Updated
Triggers when a list attribute on an existing Attio list entry is changed, giving you the entry, the list, the parent record and the attribute that changed.
- Record Created
Triggers when a new record is created in Attio, giving you the new record's ID and the object it belongs to.
- Record Deleted
Triggers when a record is deleted in Attio, giving you the deleted record's ID and the object it belonged to.
- Record Updated
Triggers when an attribute on an Attio record changes, giving you the record, the object it belongs to and the attribute that changed.
- Task Created
Triggers when a new task is created in Attio, giving you the new task's ID and who created it.
- Create List Entry
Adds a record to an Attio list as a new list entry and returns the entry.
- Create Note
Creates a note on an Attio record and returns the new note.
- Create or Update List Entry by Parent Record
Adds a record to an Attio list, or updates its existing entry if it is already on the list.
- Create or Update Record
Creates a record in Attio, or updates the existing record that matches on the chosen field.
- Create Record
Creates a new record on the chosen Attio object and returns it.
- Create Storage Location
Attaches a folder to an Attio record — either a folder stored in Attio or one linked from Dropbox, Box, Google Drive or OneDrive.
- Create Task
Creates a task in Attio, optionally linked to a record and assigned to a workspace member.
- Delete List Entry
Removes an entry from an Attio list.
- Find List Entries
Returns the entries on an Attio list.
- Find Records
Searches records on the chosen Attio object and returns the matches.
- Update List Entry
Updates the list-specific field values on an existing Attio list entry. Fields you leave blank are left untouched.
- Update Record
Updates the field values on an existing Attio record. Fields you leave blank are left untouched.
- Update Task
Updates an existing Attio task's due date, done state, linked records or assignee. Anything you leave blank stays as it is. Attio does not allow the task's text to be changed.
- 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
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Questions
Attio and Casebook, answered
What can start an automation from Attio?
Any of Attio's 7 triggers in the catalog, including List Entry Created, List Entry Updated, Record Created and Record Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Casebook when something happens in Attio?
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 Attio?
Yes. When something happens in Casebook, your agent can act in Attio too. This page covers both directions: Casebook's triggers and Attio's actions are listed here as well.
Do I have to build a connector for Attio 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 Attio 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.