Integration
Connect Casebook and CMS Max
When New Case fires in Casebook, your agent runs Create Blog Post in CMS Max, or New Form Submission in CMS Max 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 CMS Max 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 CMS Max can do together
From Casebook to CMS Max
When New Case in Casebook
then Create Blog Post in CMS Max
From CMS Max to 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 CMS Max
Triggers and actions 7 triggers · 90 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.
- New Form Submission
Triggers when a new form submission is created in CMS Max.
- New Order
Triggers when a new order is created in CMS Max.
- New Product
Triggers when a new product is created in CMS Max.
- New User
Triggers when a new user is created in CMS Max.
- Add Variant Option
Add a new option to a variant.
- Archive Blog Post
Archive (soft delete) a blog.
- Archive Event
Archive (soft delete) an event and its occurrences.
- Archive Page
Archive (soft delete) a page.
- Archive Product
Archive (soft delete) a product.
- Count Orders
Get the count of all orders for the tenant.
- Count Products
Get total count of products with optional filtering.
- Create Blog Post
Create a new blog.
- Create Category
Create a new category.
- Create Coupon
Create a new coupon.
- Create Event Category
Create an event category.
- Create Event Location
Create an event venue.
- Create Gift Card
Create a gift card.
- Create Page
Create a new page.
- Create Product
Create a new product.
- Create User
Create a new user.
- Create Variant
Create a new variant.
- Delete Brand
Delete a brand (soft delete).
- Delete Category
Delete a category (soft delete).
- Delete File
Delete a file.
- Delete Image
Delete an image.
- Delete Product Variation
Delete a product variation.
- Delete Redirect
Delete a redirect.
- Delete User
Delete a user.
- Delete Variant
Delete a variant.
- Delete Variant Option
Delete a variant option.
- Get Blog Post
Get a single blog by ID.
- Get Brand
Get a single brand by ID.
- Get Category
Get a single category by ID.
- Get Form
Get a single form by ID.
- Get Form Submission
Get a single form submission by ID.
- Get Page
Get a single page by ID.
- Get Product
Get a single product by ID.
- Get Product Variation
Get a single product variation.
- Get Redirect
Get a single redirect.
- Get User
Get a single user.
- Get Variant
Get a single variant by ID.
- List Blog Posts
Get paginated list of blogs with optional filtering.
- List Brands
Get paginated list of brands with optional filtering.
- List Categories
Get paginated list of categories with optional filtering.
- List Event Categories
Get paginated list of event categories.
- List Event Locations
Get paginated list of event venues.
- List Events
Get paginated list of events with optional filtering.
- List Forms
Get paginated list of forms.
- List Form Submissions
Get paginated list of form submissions.
- List Fulfillment Methods
Get list of available fulfillment methods.
- List GTIN Types
Get list of available GTIN types.
- List Orders
Get paginated list of orders with optional filtering.
- List Pages
Get paginated list of pages with optional filtering.
- List Product Option Configurations
List a product's option configurations and their prices.
- List Products
Get paginated list of products with optional filtering.
- List Product Variations
List all variations for a specific product.
- List Redirects
List redirects, newest first.
- List Users
List all users.
- List Variants
List all variants with their options.
- Unarchive Blog Post
Unarchive (restore) a soft deleted blog.
- Unarchive Brand
Unarchive (restore) a soft deleted brand.
- Unarchive Category
Unarchive (restore) a soft deleted category.
- Unarchive Event
Unarchive (restore) a soft deleted event.
- Unarchive Page
Unarchive (restore) a soft deleted page.
- Unarchive Product
Unarchive (restore) a soft deleted product.
- Update Blog Post
Update an existing blog.
- Update Brand
Update an existing brand.
- Update Category
Update an existing category.
- Update Coupon
Update a coupon, including its applicability criteria.
- Update Order Status
Update an order's status.
- Update Page
Update an existing page.
- Update Product Option Configuration Prices
Change the prices of a product's option configurations.
- Update Product Variation
Update a product variation.
- Update Redirect
Change where a redirect points.
- Update User
Update a user.
- Update Variant
Update an existing variant.
- Update Variant Option
Update a variant option.
- Upload File
Upload a file.
- Upload Image
Store a new image.
- Upload Image From URL
Store a new image from a URL.
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
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Questions
Casebook and CMS Max, 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 CMS Max when something happens in Casebook?
Any of CMS Max's 76 actions, including Create Blog Post, Create Category, Create Coupon and Create Event Category. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from CMS Max to Casebook?
Yes. When something happens in CMS Max, your agent can act in Casebook too. This page covers both directions: CMS Max's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or CMS Max?
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 CMS Max 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.