Integration
Connect Casebook and CodeQR - Link and QR Analytics
When New Case fires in Casebook, your agent runs Add tag in CodeQR - Link and QR Analytics, or New Link in CodeQR - Link and QR Analytics 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 CodeQR - Link and QR Analytics 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 CodeQR - Link and QR Analytics can do together
From Casebook to CodeQR - Link and QR Analytics
When New Case in Casebook
then Add tag in CodeQR - Link and QR Analytics
When New Intake Report in Casebook
then Create a Link in CodeQR - Link and QR Analytics
From CodeQR - Link and QR Analytics to Casebook
When New Link in CodeQR - Link and QR Analytics
then Create a Note in Casebook
When New Link in CodeQR - Link and QR Analytics
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 CodeQR - Link and QR Analytics
Triggers and actions 4 triggers · 24 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 LinkTriggers when a new link is created.
Action
Add tagCreate a new tag in the workspace.
Action
Create a LinkCreates a new short link.
Action
Create a QR CodeCreates a new QR Code.
Action
Delete LinkDeletes a short link.
Action
Delete QR CodeDeletes a QR Code Action
Action
Retrieve a QR CodeRetrieves the info for a QR Code.
Action
Retrieve LinkRetrieve the info for a link.
Action
Update linkUpdate a link in the workspace.
Action
Update QR codeUpdate a QR Code.
Action
Update tagUpdate a tag.
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 CodeQR - Link and QR Analytics, 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 CodeQR - Link and QR Analytics when something happens in Casebook?
Any of CodeQR - Link and QR Analytics's 10 actions, including Create a Link, Create a QR Code, Update link and Update QR code. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from CodeQR - Link and QR Analytics to Casebook?
Yes. When something happens in CodeQR - Link and QR Analytics, your agent can act in Casebook too. This page covers both directions: CodeQR - Link and QR Analytics's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or CodeQR - Link and QR Analytics?
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 CodeQR - Link and QR Analytics 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.