Integration
Connect Casebook and Cvent
When New Case fires in Casebook, your agent runs Create a New Cvent Contact in Cvent, or Trigger on New And/Or Updated Attendees in Cvent 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 Cvent 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 Cvent can do together
From Casebook to Cvent
When New Case in Casebook
then Create a New Cvent Contact in Cvent
From Cvent 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 Cvent
Triggers and actions 7 triggers · 28 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.
- Trigger on New And/Or Updated Attendees
Triggers when an attendee is registered or an existing attendee record is updated in Cvent.
- Trigger on New And/Or Updated Contacts
Triggers when a Cvent contact is created or updated.
- Trigger on New And/Or Updated Events
Triggers when an event is created or updated in your Cvent account.
- Trigger on New Attendee Activities
Triggers when an attendee performs a new activity (such as registering, checking in or attending a session) in a Cvent event.
- Create a New Cvent Attendee
Adds an existing Cvent contact to an event as an attendee, either inviting them or registering them directly.
- Create a New Cvent Contact
Creates a new contact in your Cvent address book.
- Delete contact
Deletes a contact from your Cvent address book.
- Find a Contact
Finds Cvent contacts by email address and returns the matching contact.
- Find an Attendee
Finds Cvent event attendees by email address, optionally within one event.
- Find an Event
Finds Cvent events whose title matches the one you supply and returns the first match.
- Get attendee
Returns a single Cvent attendee by its id, including contact, event and registration details.
- Get contact
Returns a single Cvent contact by its id.
- Get event
Returns a single Cvent event by its id, including its full details.
- List events
Returns the events in your Cvent account, optionally filtered.
- List sessions
Returns the event sessions in your Cvent account, optionally filtered.
- List speakers
Returns the speakers in your Cvent account, optionally filtered by event or modification date.
- Update a Cvent Contact
Updates an existing contact in Cvent's address book.
- Update attendee
Updates an existing attendee's registration details in a Cvent event.
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 Cvent, 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 Cvent when something happens in Casebook?
Any of Cvent's 14 actions, including Create a New Cvent Attendee, Create a New Cvent Contact, Update a Cvent Contact and Update attendee. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Cvent to Casebook?
Yes. When something happens in Cvent, your agent can act in Casebook too. This page covers both directions: Cvent's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or Cvent?
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 Cvent 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.