---
title: "Connect Campaign Refinery to Elastic Security - APIANT.ai"
description: "When \"New Custom Attribute\" fires in Campaign Refinery, your agent runs \"Add case comment\" in Elastic Security."
canonical: "https://apiant.ai/connect/campaign-refinery-to-elastic-security"
---

# Connect Campaign Refinery to Elastic Security

When **New Custom Attribute** fires in [Campaign Refinery](https://apiant.ai/connections/campaign-refinery), your agent runs **Add case comment** in [Elastic Security](https://apiant.ai/connections/elastic-security). Describe the whole flow and it is built, tested on every scenario and kept running.

Campaign Refinery **5** triggers Campaign Refinery **13** actions Elastic Security **10** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Campaign Refinery and Elastic Security to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

One 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.ai`

Start Claude Code there, approve the server, and sign in in the browser page it opens.

[Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code)

### 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)](https://apiant.ai/docs/mcp)

### 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)](https://apiant.ai/docs/mcp)

### Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### 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)](https://apiant.ai/docs/mcp)

### 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)](https://apiant.ai/docs/mcp)

Example flows

## What Campaign Refinery can start in Elastic Security

- When **New Custom Attribute** in Campaign Refinery then **Add case comment** in Elastic Security
- When **New Custom Attribute Group** in Campaign Refinery then **Add exception list item** in Elastic Security

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 Campaign Refinery and Elastic Security

## Triggers and actions 5 triggers · 23 actions

- Trigger

**New Custom Attribute**

Triggers when there is a new custom attribute.

- Trigger

**New Custom Attribute Group**

Triggers when there is a new custom attribute group.

- Trigger

**New Form**

Triggers when there is a new form.

- Trigger

**New Goal**

Triggers when there is a new goal.

- Trigger

**New Tag**

Triggers when a new tag is created.

- Action

**Create Custom Attribute**

Creates a custom attribute.

- Action

**Create Custom Attribute Group**

Creates a custom attribute group.

- Action

**Create Form**

Creates a form.

- Action

**Create Goal**

Creates a goal.

- Action

**Create Tag**

Creates a tag.

- Action

**Delete Tag**

Schedules a tag for deletion.

- Action

**Find Custom Attribute**

Finds a custom attribute by key.

- Action

**Find Form**

Finds a form by name.

- Action

**Find Goal**

Finds a goal by name.

- Action

**Find Tag**

Finds a tag by name.

- Action

**Update Custom Attribute**

Updates a custom attribute.

- Action

**Update Form**

Updates a form.

- Action

**Update Goal**

Updates a goal.

- Action

**Add case comment**

Adds a user comment, or attaches an alert, to an existing Elastic Security case and returns the updated case.

- Action

**Add detection rule**

Creates a detection rule in Elastic Security (custom query, EQL, ES|QL, threshold, indicator match, new terms, saved query or machine learning).

- Action

**Add exception list item**

Creates an exception item in an existing Elastic Security exception list, so matching events stop producing detection alerts.

- Action

**Delete detection rule**

Deletes a detection rule, identified by its internal id or its stable rule ID, and returns the deleted rule.

- Action

**Find cases**

Searches cases by text in their title or description, optionally narrowed by status, severity, tags, owner, assignee, reporter, category or creation date.

- Action

**Find detection rules**

Finds detection rules in Elastic Security matching a filter, such as by name, tag or enabled state.

- Action

**Get detection rule**

Returns a detection rule's full details, looked up by its internal id or its stable rule_id.

- Action

**Get exception list item**

Returns one exception list item, looked up by its id or its human-readable item ID.

- Action

**Update case**

Updates an existing case's title, description, status, severity, tags, assignees and other fields.

- Action

**Update detection rule**

Updates selected settings of an existing detection rule, leaving any setting you leave blank unchanged. Returns the updated rule.

## Each app on its own

- [ **Campaign Refinery** Campaign Refinery is an email marketing platform for broadcasts, contact management & automated sequences...](https://apiant.ai/connections/campaign-refinery)
- [ **Elastic Security** SIEM and XDR platform for detecting, investigating, and automating response to security threats across...](https://apiant.ai/connections/elastic-security)

Reviews

## What our customers say

## More from Campaign Refinery

- [ **Campaign Refinery to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/campaign-refinery-to-salesforce)
- [ **Campaign Refinery to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/campaign-refinery-to-slack)
- [ **Campaign Refinery to Swagger Generator** This is an online swagger codegen server.](https://apiant.ai/connect/campaign-refinery-to-swagger-generator)
- [ **Campaign Refinery to Teamcamp** Teamcamp is an all-in-one project management application with project management, time tracking and invoicing](https://apiant.ai/connect/campaign-refinery-to-teamcamp)
- [ **Campaign Refinery to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/campaign-refinery-to-hubspot)
- [ **Campaign Refinery to Google Sheets** Google Sheets](https://apiant.ai/connect/campaign-refinery-to-google-sheets)

## More into Elastic Security

- [ **HubSpot to Elastic Security** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-elastic-security)
- [ **Salesforce to Elastic Security** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-elastic-security)
- [ **Slack to Elastic Security** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-elastic-security)
- [ **Google Sheets to Elastic Security** Google Sheets](https://apiant.ai/connect/google-sheets-to-elastic-security)
- [ **Gmail to Elastic Security** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-elastic-security)
- [ **Google Calendar to Elastic Security** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-elastic-security)

Questions

## Campaign Refinery and Elastic Security, answered

###

### What can start an automation from Campaign Refinery?

Any of Campaign Refinery's 5 triggers in the catalog, including New Custom Attribute, New Custom Attribute Group, New Form and New Goal. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Elastic Security when something happens in Campaign Refinery?

Any of Elastic Security's 10 actions, including Update case, Update detection rule, Add case comment and Add detection rule. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Elastic Security to Campaign Refinery?

Elastic Security has no triggers in the catalog today, so automations start in Campaign Refinery. If you need the other direction, ask: your agent reads Elastic Security's API documentation and adds it.

###

### Do I have to build a connector for Campaign Refinery or Elastic Security?

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 Campaign Refinery and Elastic Security 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.
