Integration
Connect Casebook to Bloom Growth
When New Case fires in Casebook, your agent runs Create Issue in Bloom Growth. 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 Bloom Growth 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 Bloom Growth
When New Case in Casebook
then Create Issue in Bloom Growth
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 Bloom Growth
Triggers and actions 3 triggers · 36 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 Goal
Creates a new goal (Rock) in Bloom Growth, optionally assigned to an accountable user.
- Add Meeting
Create a new L10 meeting.
- Add Metric
Creates a new metric (measurable) on the Bloom Growth scorecard.
- Create a Personal To-Do
Creates a Personal To-do
- Create Headline
Creates a headline in a Bloom Growth Level 10 meeting.
- Create Issue
Creates an issue on a Bloom Growth meeting's issues list.
- Create Meeting To-Do
Create a to-do for a meeting
- Get Current Week
Returns the current week in Bloom Growth, including its week id and dates. Useful for updating a metric's score for this week.
- Get Goal
Retrieve a single goal (rock) by ID.
- Get Headline
Retrieves a single headline by its ID.
- Get Issue
Retrieves a single issue by its id.
- Get Metric
Retrieve a single metric (measurable) by ID.
- Get To-Do
Retrieve a single to-do by ID.
- List Goals
Lists the goals (Rocks) owned by a user in Bloom Growth — the connected user by default, or the user you name.
- List Meetings
Lists the Level 10 meetings of the connected user, or of a chosen user.
- List Metrics
Lists the metrics (Measurables) owned by a Bloom Growth user, or by the connected user when no user is given.
- List To-Dos
Lists the to-dos of the connected user, or of a specific user when a user id is given.
- Update Current Metric
Sets a metric's score for the current week in Bloom Growth.
- Update Goal
Updates a goal's data
- Update Metric
Updates a metric (measurable) in Bloom Growth: its name, goal direction, target, unit type and alternate target.
- Update To-Do
Updates the title and/or due date of an existing Bloom Growth to-do.
- Update To-Do Completion
Updates a to-do's completion status
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
Casebook and Bloom Growth, 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 Bloom Growth when something happens in Casebook?
Any of Bloom Growth's 22 actions, including Create a Personal To-Do, Create Headline, Create Issue and Create Meeting To-Do. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Bloom Growth to Casebook?
Bloom Growth has no triggers in the catalog today, so automations start in Casebook. If you need the other direction, ask: your agent reads Bloom Growth's API documentation and adds it.
Do I have to build a connector for Casebook or Bloom Growth?
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 Bloom Growth 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.