Integration
Connect Breeze and Casebook
When New Project fires in Breeze, your agent runs Create a Note in Casebook, or New Case in Casebook to Create New Task in Breeze. 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 Breeze 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 Breeze and Casebook can do together
From Breeze to Casebook
When New Project in Breeze
then Create a Note in Casebook
From Casebook to Breeze
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 Breeze and Casebook
Triggers and actions 9 triggers · 44 actions
- New Project
Triggers when a new project is created in Breeze.
- New Task
Triggers when a new task is created in the selected Breeze project.
- Project Renamed
Triggers when a Breeze project is given a new name.
- Tag Added to Task
Triggers when a tag is added to a task in the selected Breeze project.
- Task Moved
Triggers when a task is moved to a different list in the selected Breeze project.
- Task Status Updated
Triggers when a task's status changes in the selected Breeze project.
- Add comment
Adds a comment to a task in a Breeze project. Returns the comment that was created.
- Add list
Adds a new list to a Breeze project. Returns the list that was created.
- Add time entry
Logs a time entry against a task in a Breeze project. Returns the time entry that was created.
- Add todo
Adds a checklist item to a task in a Breeze project. Returns the checklist item that was created.
- Create New Project
Creates a new project in Breeze. Returns the project that was created.
- Create New Task
Creates a new task (card) in a Breeze project. Returns the task that was created.
- Delete card
Deletes a task (card) from a Breeze project.
- Delete comment
Deletes a comment from a task in a Breeze project.
- Delete list
Deletes a list from a Breeze project.
- Delete project
Deletes a project from Breeze.
- Delete time entry
Deletes a time entry from a task in a Breeze project.
- Delete todo
Deletes a checklist item from a task in a Breeze project.
- Find Project
Returns the Breeze projects whose name contains the text you supply.
- Generate time tracking report
Generates a time tracking report for a date range, optionally limited to certain projects, people, lists or tags.
- Get card
Returns a single task (card) from a Breeze project, including its checklists, comments count, time entries and custom field values.
- Get project
Returns a single Breeze project, including its budget, members and tracked time.
- List cards
Returns the tasks (cards) in a Breeze project, 100 per page.
- List comments
Returns the comments on a task in a Breeze project.
- List lists
Returns the lists in a Breeze project.
- List projects
Returns all active projects in the Breeze account.
- List time entries
Returns the time entries logged against a task in a Breeze project.
- List todos
Returns the items on a checklist of a task in a Breeze project.
- List users
Returns the people on your Breeze team.
- Move card
Moves a task to another list, or to another position within its list.
- Update card
Updates a task in a Breeze project. Only the values you supply are changed. Returns the updated task.
- Update comment
Changes the text of a comment on a task in a Breeze project. Returns the updated comment.
- Update list
Renames a list in a Breeze project. Returns the updated list.
- Update project
Updates a Breeze project. Only the values you supply are changed. Returns the updated project.
- Update time entry
Updates a time entry on a task in a Breeze project. Only the values you supply are changed. Returns the updated time entry.
- Update todo
Updates a checklist item on a task in a Breeze project. Only the values you supply are changed. Returns the updated item.
- 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
More from Breeze
Breeze to GoHighLevelAll-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...
Breeze to OnceHubCapture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.
Breeze to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Breeze to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Breeze to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Breeze to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
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
Breeze and Casebook, answered
What can start an automation from Breeze?
Any of Breeze's 6 triggers in the catalog, including New Project, New Task, Tag Added to Task and Task Moved. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Casebook when something happens in Breeze?
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 Breeze?
Yes. When something happens in Casebook, your agent can act in Breeze too. This page covers both directions: Casebook's triggers and Breeze's actions are listed here as well.
Do I have to build a connector for Breeze 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 Breeze 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.