Integration
Connect Casebook and Credly
When New Case fires in Casebook, your agent runs Issue Badge in Credly, or New issued badge in Credly 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 Credly 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 Credly can do together
From Casebook to Credly
When New Case in Casebook
then Issue Badge in Credly
From Credly 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 Credly
Triggers and actions 4 triggers · 32 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 issued badge
Triggers when a new badge is issued by your Credly organization.
- Add badge template
Creates a new badge template in your Credly organization and returns its id.
- Add employee
Adds an employee to your Credly Workforce organization and returns the new employee record.
- Delete badge template
Deletes a badge template from the Credly organization.
- Delete employee
Deletes an employee from your Credly Workforce organization.
- Get badge template
Returns a single badge template from your Credly organization, including its description, skills, criteria, state and visibility.
- Get employee
Returns a single employee in your Credly organization, looked up by email address, Credly id or your own external id.
- Get issued badge
Returns the details of a single issued badge, including its recipient, state, badge template and evidence.
- Get organization
Returns the details of the Credly organization this account is connected to.
- Issue Badge
Issues a new badge from one of your badge templates to a recipient by email.
- List badge templates
Returns the badge templates of your Credly organization, optionally filtered by name, state, skills, dates and more.
- List employees
Returns the employees in your Credly organization, optionally filtered by name or email, connection status or badge level.
- List endorsements
Returns the endorsements your organization holds on a badge template, including their competencies, credits and validity dates.
- List issued badges
Returns the badges your Credly organization has issued, with optional filters by recipient, badge template, state and dates, and a choice of sort order.
- List organizations
Returns the Credly organizations visible to the connected account.
- Replace issued badge
Replaces an issued badge with a new badge, optionally changing its template, recipient details, dates and evidence. Returns the new replacement badge.
- Revoke issued badge
Revokes an issued badge, removing it from the earner's wallet and public profile, and returns the updated badge.
- Update badge template
Updates an existing badge template in your Credly organization. Only the values you fill in are changed.
- Update employee
Updates an existing employee in your Credly organization, identified by email or your own employee ID. Fields left blank are not changed.
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 Credly, 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 Credly when something happens in Casebook?
Any of Credly's 18 actions, including Update badge template, Update employee, Add badge template and Add employee. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Credly to Casebook?
Yes. When something happens in Credly, your agent can act in Casebook too. This page covers both directions: Credly's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or Credly?
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 Credly 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.