Integration
Connect BirdSend and Casebook
When Contact Is Created fires in BirdSend, your agent runs Create a Note in Casebook, or New Case in Casebook to Create Contact in BirdSend. 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 BirdSend 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 BirdSend and Casebook can do together
From BirdSend to Casebook
When Contact Is Created in BirdSend
then Create a Note in Casebook
From Casebook to BirdSend
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 BirdSend and Casebook
Triggers and actions 6 triggers · 24 actions
- Contact Is Created
Triggers when a new contact is added to BirdSend.
- Contact Is Tagged
Triggers when a contact is tagged with the chosen tag.
- Contact Subscribes to Sequence
Triggers when a contact subscribes to the chosen sequence.
- Apply Tag to Contact
Applies a tag to a BirdSend contact, creating the tag if needed.
- Create Contact
Creates a contact in BirdSend.
- Create Tag
Creates a tag in BirdSend.
- Find Contact
Finds a BirdSend contact by email address and returns its ID, fields, tags and sequences.
- Find Field
Finds a BirdSend custom field by its key.
- Find Sequence
Finds a BirdSend sequence by name.
- Find Tag
Finds a BirdSend tag by name.
- Remove Tag From Contact
Removes a tag from a BirdSend contact.
- Unsubscribe Contact
Unsubscribes a BirdSend contact from all mailings.
- Update Contact
Updates a BirdSend contact's email or name.
- 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
BirdSend and Casebook, answered
What can start an automation from BirdSend?
Any of BirdSend's 3 triggers in the catalog, including Contact Is Created, Contact Is Tagged and Contact Subscribes to Sequence. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Casebook when something happens in BirdSend?
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 BirdSend?
Yes. When something happens in Casebook, your agent can act in BirdSend too. This page covers both directions: Casebook's triggers and BirdSend's actions are listed here as well.
Do I have to build a connector for BirdSend 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 BirdSend 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.