Integration
Connect Cartes and Casebook
When New marker fires in Cartes, your agent runs Create a Note in Casebook, or New Case in Casebook to Add map in Cartes. 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 Cartes 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 Cartes and Casebook can do together
From Cartes to Casebook
When New marker in Cartes
then Create a Note in Casebook
When New marker in Cartes
then Add a Person to a Case in Casebook
From Casebook to Cartes
When New Case in Casebook
then Add map in Cartes
When New Intake Report in Casebook
then Add marker in Cartes
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 Cartes and Casebook
Triggers and actions 4 triggers · 25 actions
Trigger
New markerTriggers when a new marker is added to a Cartes map.
Action
Add mapCreates a new map on Cartes.io and returns it, including the one-time map token needed to edit or delete it.
Action
Add markerAdds a marker at a latitude and longitude on a Cartes.io map, in an existing or new category.
Action
Delete mapDeletes a map from Cartes.io.
Action
Delete markerDeletes a marker from a Cartes.io map.
Action
Find maps by keywordReturns public Cartes.io maps that match a keyword.
Action
Get mapReturns a single Cartes.io map, including its title, description, privacy setting and categories.
Action
List categoriesReturns all marker categories available on Cartes.io.
Action
List mapsReturns the public maps on Cartes.io, optionally filtered by ID, category or query.
Action
List markersReturns all markers on a Cartes.io map, optionally including expired ones.
Action
Update mapUpdates the title, description, privacy or marker-creation setting of an existing Cartes.io map.
Action
Update markerUpdates a marker on a Cartes.io map: change its description, or (as the map owner) flag it as spam.
Trigger
New CaseTriggers when a new case is created in Casebook.
Trigger
New Intake ReportTriggers when a new intake report is created in Casebook.
Trigger
New PersonTriggers when a new person is created in Casebook.
Action
Add a Person to a CaseAdds a person to a Casebook case.
Action
Create a CaseCreates a new case in Casebook with a name, description and case type.
Action
Create an Intake ReportCreates a new intake report in Casebook with a name, narrative and report type.
Action
Create a NoteCreates a note in Casebook, optionally attached to a person, case or other record.
Action
Create a PersonCreates a new person in Casebook with their name and basic demographics.
Action
Create a ProviderCreates a new provider in Casebook with a name and contact details.
Action
Delete a PersonDeletes a person in Casebook. The record is hidden from view, not permanently purged.
Action
Find PeopleFinds Casebook people by first name, last name or date of birth and returns the first match.
Action
Get a CaseReturns one Casebook case by ID, including its name and description.
Action
Get an Intake ReportReturns one Casebook intake report by ID, including its name, narrative and when it was reported.
Action
Get a PersonReturns one Casebook person by ID, including name, date of birth and other demographics.
Action
Get a ProviderReturns one Casebook provider by ID, including its name, email and phone number.
Action
Update a CaseUpdates a Casebook case's name, description or goals. Only the fields you fill in are changed.
Action
Update a PersonUpdates 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 Cartes
Cartes to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Cartes to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Cartes to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Cartes to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Cartes to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Cartes to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
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
Cartes and Casebook, answered
What can start an automation from Cartes?
Any of Cartes's 1 trigger in the catalog, including New marker. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Casebook when something happens in Cartes?
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 Cartes?
Yes. When something happens in Casebook, your agent can act in Cartes too. This page covers both directions: Casebook's triggers and Cartes's actions are listed here as well.
Do I have to build a connector for Cartes 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 Cartes 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.