Integration
Connect Bread & Butter and Casebook
When New Authentication fires in Bread & Butter, your agent runs Create a Note in Casebook, or New Case in Casebook to Add contact us submission in Bread & Butter. 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 Bread & Butter and Casebook to do together?
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Connect your AI client
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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 Bread & Butter and Casebook can do together
From Bread & Butter to Casebook
When New Authentication in Bread & Butter
then Create a Note in Casebook
From Casebook to Bread & Butter
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 Bread & Butter and Casebook
Triggers and actions 9 triggers · 38 actions
- New Authentication
Triggers every time a user signs in.
- New Contact Us Submission
Triggers when a user submits the Contact Us tool.
- New Custom Fields
Triggers when a user submits the Custom Fields for Registration.
- New Custom User Event
Triggers when a user subscribes to custom events, selected in the triggers section below.
- New Email Captured
Triggers when a user enters their email address, or signs in with SSO for the first time.
- New Profile Verified
Triggers when a user signs in for the first time.
- Add contact us submission
Records a Contact Us submission from a visitor's device in a Bread & Butter app.
- Add event
Records an event (such as a page view or custom event code) for a device in a Bread & Butter app.
- Add form submission
Records a form submission from a visitor's device in a Bread & Butter app, capturing their email, name and any extra form fields.
- Add lead list
Creates a lead list in a Bread & Butter app from a set of leads, returning the new list with its lead count and credit quote.
- Add tag
Creates a new tag in a Bread & Butter app.
- Add user custom values
Saves custom field values (key/value pairs) for a visitor in a Bread & Butter app.
- Create custom event definition
Creates a custom event definition in a Bread & Butter app, which users can then trigger and which can be subscribed to.
- Create webhook
Subscribes a webhook URL to a Bread & Butter event so Bread & Butter posts each new occurrence to it. Returns the id of the new subscription.
- Delete tag
Deletes a tag from a Bread & Butter app.
- Get credit balance
Returns the credit balance for a Bread & Butter app, including credits used this period, the monthly allowance and pending enrichments.
- Get device profile
Returns the sign-in options and the visitor's profile state for one registered device.
- Get lead list
Returns a Bread & Butter lead list by its ID, including its processing status, lead counts and credit usage.
- Identify user
Identifies an anonymous visitor's device as a known person in a Bread & Butter app by attaching their email address and name.
- List app triggers
Returns the triggers set up in a Bread & Butter app, including webhook subscriptions, with their kind, filters and activity state.
- List custom event definitions
Returns the event definitions configured in a Bread & Butter app, optionally filtered to enabled or disabled ones.
- List Events
Returns the events recorded in a Bread & Butter app — sign-ins, page views, custom events, form submissions and more — optionally narrowed to one user or a date range.
- List lead lists
Returns all lead lists in a Bread & Butter app, including each list's status, lead counts and credit usage.
- List tags
Returns every tag defined in a Bread & Butter app, with each tag's id and name.
- List user events
Returns the page views and events (sign-ins, custom events, form submissions and more) a user recorded during one of their sessions in a Bread & Butter app.
- List users
Returns the users (visitors and leads) recorded in a Bread & Butter app, optionally narrowed to one email address or user state.
- List user sessions
Lists the sessions of one Bread & Butter user, newest first, with each session's ID, start time, location, device and page view count.
- Record external authentication
Records that a visitor signed in through your own login system, linking their device to the user with that email address.
- Register device
Registers a new visitor device in a Bread & Butter app and returns its device ID.
- Update user lead status
Updates a user's lead status in a Bread & Butter app by setting their lead status rank.
- 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
Bread & Butter and Casebook, answered
What can start an automation from Bread & Butter?
Any of Bread & Butter's 6 triggers in the catalog, including New Authentication, New Contact Us Submission, New Custom Fields and New Custom User Event. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Casebook when something happens in Bread & Butter?
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 Bread & Butter?
Yes. When something happens in Casebook, your agent can act in Bread & Butter too. This page covers both directions: Casebook's triggers and Bread & Butter's actions are listed here as well.
Do I have to build a connector for Bread & Butter 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 Bread & Butter 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.