Integration
Connect Casebook and Casting42
When New Case fires in Casebook, your agent runs Create Contact in Casting42, or New Casting in Casting42 to Create a Note in Casebook. 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 Casting42 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 and Casting42 can do together
From Casebook to Casting42
When New Case in Casebook
then Create Contact in Casting42
When New Intake Report in Casebook
then Add File to Talent in Casting42
From Casting42 to Casebook
When New Casting in Casting42
then Create a Note in Casebook
When New Contact in Casting42
then Add a Person to a Case in Casebook
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 Casting42
Triggers and actions 9 triggers · 29 actions
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.
Trigger
New CastingTriggers when a casting has been created in your Casting42 Database.
Trigger
New ContactTriggers when a contact has been added to your Casting42 database.
Trigger
New TalentTriggers when a new talent is added in Casting42. Casting42 only shares talents whose "Allow API response" setting is turned on, so talents without it never trigger this.
Trigger
Updated CastingTriggers when the data of a casting has been updated.
Trigger
Updated ContactTriggers when the data of a contact has been updated in your Casting42 database.
Trigger
Updated TalentTriggers when a talent is updated in Casting42. Casting42 only shares talents whose "Allow API response" setting is turned on, so talents without it never trigger this.
Action
Add File to TalentUploads a file such as a resume or PDF document to a talent's profile.
Action
Add Mediafile to TalentUploads a video or audio media file to a talent's profile in Casting42.
Action
Add Talent to GroupAdds one or more talents to an existing Casting42 group.
Action
Create CastingCreates a new casting project in Casting42 and returns it along with its talent sign-up link.
Action
Create ContactCreates a new contact in Casting42 with name, email, company, phone, language and address.
Action
Create GroupCreates a new group in Casting42 for organizing talents.
Action
Create or Update CandidateAdds a talent to a casting as a candidate, or updates the candidate's tags if the talent is already in that casting.
Action
Create TalentCreates a new talent profile in your Casting42 database and returns the created talent.
Action
Find CastingFinds a casting by its tag and returns the full casting record.
Action
Get ContactReturns a single Casting42 contact identified by its tag.
Action
Get GroupReturns a Casting42 group and its talents by the group's tag.
Action
Get TalentReturns a single talent record, including custom fields and skills, by its tag.
Action
Update CastingUpdates an existing casting in Casting42, such as its name, description, dates, locations and sharing options. Fields left blank are not changed.
Action
Update ContactUpdates an existing contact in Casting42. Only the fields you fill in are changed.
Action
Update TalentUpdates an existing talent in Casting42, identified by its tag. Fields left blank keep their current values.
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 Casting42
ActiveCampaign to Casting42ActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to Casting42Organize anything with Airtable, a modern database created for everyone.
Asana to Casting42Asana is a collaborative information manager for workspace.
Brevo to Casting42Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Calendly to Casting42Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...
Capsule CRM to Casting42Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...
Questions
Casebook and Casting42, 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 Casting42 when something happens in Casebook?
Any of Casting42's 15 actions, including Create Casting, Create Contact, Create Group and Create or Update Candidate. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Casting42 to Casebook?
Yes. When something happens in Casting42, your agent can act in Casebook too. This page covers both directions: Casting42's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or Casting42?
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 Casting42 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.