Integration
Connect Casebook to Connectif
When New Case fires in Casebook, your agent runs Add contact field in Connectif. 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 Connectif 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 Connectif
When New Case in Casebook
then Add contact field in Connectif
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 Connectif
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 contact field
Creates a new custom contact field in the Connectif store and returns the created field.
- Add custom event
Records a custom event against a contact in Connectif, using the fields defined on the chosen custom event type. Returns the new activity id and the contact it was recorded on.
- Add export
Starts a bulk export of contacts or activities from the Connectif store and returns the id of the new export.
- Add import
Starts a bulk import of contacts, products or coupons into Connectif from a CSV file, and returns the new import with its status.
- Add purchase
Creates a purchase for an existing contact in Connectif, with the products bought, totals and purchase date. Returns the created purchase.
- Create or Modify a Contact
Creates a contact with the given email address, or updates that contact if it already exists, and returns the contact's details.
- Delete contact
Deletes a contact from your Connectif store, identified by their email address.
- Delete product
Deletes a product from Connectif using the identifier your store assigned to it.
- Delete purchase
Deletes a purchase from Connectif using the purchase identifier your store sent when the purchase was created.
- Get contact
Returns a Connectif contact by email address, including system fields and the account's custom contact fields.
- Get export
Returns an export's details, including its status, progress and, once it has finished, a link to download the file.
- Get import
Returns one import by its identifier, including its status, counts of succeeded and failed elements, options and error report link.
- Get product
Returns a product from your Connectif catalog, looked up by its identifier in your store. An error occurs if the product is not found.
- Get purchase
Returns a purchase, including its products, using the identifier your store gave it. An error occurs if the purchase is not found.
- Get store
Returns the details of the Connectif store your account is connected to, including its name, alias and organization.
- Get workflow
Returns a workflow by its ID, including its name, description, tags, folder, status and activity dates.
- List contact fields
Returns the contact fields defined in the store, including each field's type, default value and allowed options. Can be limited to custom fields or built-in fields.
- List coupon sets
Returns the coupon sets in the Connectif account, optionally narrowed to those whose name contains the given text.
- List exports
Returns the exports in the Connectif account, with each export's type, status, progress and download link.
- List imports
Returns the imports in the Connectif account, each with its type, status, record counts, options and dates.
- List workflows
Returns the workflows in the Connectif account, optionally narrowed by status or by specific workflows.
- Update product
Updates a product in the Connectif catalog by its store identifier, and creates the product if that identifier does not exist yet. Returns the resulting product.
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 Connectif, 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 Connectif when something happens in Casebook?
Any of Connectif's 22 actions, including Create or Modify a Contact, Update product, Add contact field and Add custom event. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Connectif to Casebook?
Connectif has no triggers in the catalog today, so automations start in Casebook. If you need the other direction, ask: your agent reads Connectif's API documentation and adds it.
Do I have to build a connector for Casebook or Connectif?
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 Connectif 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.