Integration
Connect Casebook to Agendor
When New Case fires in Casebook, your agent runs Add deal in Agendor. 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 Casebook and Agendor 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 Casebook can start in Agendor
When New Case in Casebook
then Add deal in Agendor
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 Casebook and Agendor
Triggers and actions 3 triggers · 38 actions
- 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.
- Add deal
Creates a new deal in Agendor linked to an organization.
- Add organization
Creates a new organization (company) in Agendor, with its contact details, address, classification and custom fields.
- Add person
Creates a new person (contact) in Agendor, optionally linked to an organization, with contact details, address and custom fields.
- Add product
Creates a new product in your Agendor product catalog.
- Create or Update Organization
Finds an organization by exact name or CNPJ and updates it, or creates a new organization when none matches.
- Create or Update Person
Finds a person by email or CPF and updates them, or creates a new person when no match exists. Returns the person record.
- Delete deal
Deletes a deal from Agendor by its ID and returns the deleted deal.
- Delete organization
Deletes an organization from Agendor.
- Delete person
Deletes a person from Agendor by ID.
- Delete task
Deletes a task or activity in Agendor by its ID.
- Find Deal
Finds deals in Agendor matching a title search and optional filters such as status, stage, owner, organization or person. Returns up to 100 matching deals with their custom fields.
- Find Organization
Searches your Agendor organizations by name, CNPJ, email, phone, location, owner and other criteria, and returns the matching organizations.
- Find Person
Finds people in Agendor matching a name, email, document number, phone or other criteria, and returns the matching people with their custom fields.
- Get deal
Returns a single Agendor deal by its ID, including its stage, status, owner, products and custom fields.
- Get organization
Returns an Agendor organization by its ID, including contact details, address, owner, people and custom fields.
- Get person
Returns a person from Agendor by ID, including their contact details, organization and custom fields.
- List products
Returns all products in your Agendor account, including their custom fields.
- List tasks
Returns tasks and activities in your Agendor account, optionally filtered by date ranges, related deal/person/organization, users, type and completion status.
- List users
Returns the users of your Agendor account, optionally filtered by ID, name, email or active status.
- Update Deal Basic Data
Updates an existing deal's basic data in Agendor, such as its title, value, dates, owner, products and custom fields.
- Update Deal Stage
Moves a deal to a different stage of its sales funnel, or into another funnel.
- Update Deal Status
Marks a deal as won or lost, or reopens it, and returns the updated deal.
- Update Organization
Updates an existing organization in Agendor, changing only the details you fill in.
- Update Person
Updates an existing person in Agendor. 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 Casebook
Casebook to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Casebook to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Casebook to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Casebook to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Casebook to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Casebook to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Agendor
Questions
Casebook and Agendor, answered
What can start an automation from Casebook?
Any of Casebook's 3 triggers in the catalog, including New Case, New Intake Report and New Person. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Agendor when something happens in Casebook?
Any of Agendor's 24 actions, including Create or Update Organization, Create or Update Person, Update Deal Basic Data and Update Deal Stage. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Agendor to Casebook?
Agendor has no triggers in the catalog today, so automations start in Casebook. If you need the other direction, ask: your agent reads Agendor's API documentation and adds it.
Do I have to build a connector for Casebook or Agendor?
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 Casebook and Agendor 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.