Integration
Connect Booker Merchant and Casebook
When New Customer fires in Booker Merchant, your agent runs Create a Note in Casebook, or New Case in Casebook to Create Customer in Booker Merchant. 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 Booker Merchant 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Booker Merchant and Casebook can do together
From Booker Merchant to Casebook
When New Customer in Booker Merchant
then Create a Note in Casebook
From Casebook to Booker Merchant
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 Booker Merchant and Casebook
Triggers and actions 9 triggers · 67 actions
- New Customer
Triggered when a new customer is added at a location.
- New Order
Triggered when a new order is added at a location.
- New or Updated Appointment
Triggered when an appointment is added or updated.
- New or Updated Appointment Treatment
Triggered when an appointment treatment line is added or updated.
- New or Updated Customer
Triggered when a customer is added or updated.
- Updated Customer
Triggered when an existing customer is updated.
- Create Customer
Create a new customer.
- Create Dependent Customer
Create a customer that belongs to another customer's account.
- Create Employee
Create a new employee.
- Create Membership
Create a new membership.
- Create Room
Create a new room.
- Create Special
Create a special/promotion at a location.
- Delete Customer
Delete a customer.
- Delete Employee
Delete an employee.
- Delete Membership
Delete a membership.
- Delete Room
Delete a room.
- Find Appointments
List appointments at a location within a date range.
- Find Customers
List/search customers at a location.
- Find Employees
List employees/staff at a location.
- Find Location
Find a single location matching your filters.
- Find Locations
List locations for the merchant account.
- Find Orders
List orders at a location.
- Find Packages
Search the packages a location sells.
- Find Products
Search the products available to sell on an order.
- Find Rooms
Search the treatment rooms at a location.
- Find Series
Search the service series a location sells.
- Find Specials
List active specials/promotions at a location.
- Find Treatments
List bookable treatments/services at a location.
- Get Appointment
Get a single appointment by ID.
- Get Appointment By Booking Number
Retrieves an appointment using the booking reference the customer was given, rather than its internal Booker id.
- Get Appointments
Retrieves a batch of appointments by their Booker ids, with their treatments, staff, customer and times.
- Get Customer
Get a single customer by ID.
- Get Customer Appointments
List the appointments booked for one customer.
- Get Customer Types
List the customer types configured at a location.
- Get Employee
Get a single employee by ID.
- Get Employee Schedule
Retrieve an employee's working schedule.
- Get Gift Certificate Templates
List the gift certificate templates a location offers.
- Get Location
Get a single location by ID.
- Get Location Cancellation Policy
Retrieve a location's cancellation policy.
- Get Location Categories
List a location's service categories.
- Get Location Return Policy
Retrieve a location's return policy.
- Get Location Schedule
Get a location's day schedule / business hours.
- Get Location Sub Categories
List the sub-categories under a location's service category.
- Get Package
Retrieve a package by its id.
- Get Product Categories
List the product categories available.
- Get Product Sub Categories
List the product sub-categories available.
- Get Quantity In Stock
Check the stock level of a product.
- Get Room
Retrieve a room by its id.
- Get Special By Code
Retrieve a promotional special using its code.
- Get Treatment
Get a single treatment/service by ID.
- Update Customer
Update a customer record.
- Update Employee
Update an existing employee.
- Update Employee Schedule
Update an employee's working schedule.
- Update Location
Update an existing location.
- Update Location Cancellation Policy
Update a location's cancellation policy.
- Update Location Weekly Day Schedule
Update a location's weekly opening hours.
- Update Membership
Update an existing membership.
- Update Room
Update an existing room.
- Update Treatment
Update an existing treatment.
- 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
Booker Merchant and Casebook, answered
What can start an automation from Booker Merchant?
Any of Booker Merchant's 6 triggers in the catalog, including New Customer, New Order, New or Updated Appointment and New or Updated Appointment Treatment. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Casebook when something happens in Booker Merchant?
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 Booker Merchant?
Yes. When something happens in Casebook, your agent can act in Booker Merchant too. This page covers both directions: Casebook's triggers and Booker Merchant's actions are listed here as well.
Do I have to build a connector for Booker Merchant 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 Booker Merchant 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.