Integration
Connect Casebook and Direct Mail
When New Case fires in Casebook, your agent runs Add or Update Contact in Direct Mail, or New Contact in Direct Mail 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 Direct Mail 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 Direct Mail can do together
From Casebook to Direct Mail
When New Case in Casebook
then Add or Update Contact in Direct Mail
From Direct Mail 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 Direct Mail
Triggers and actions 6 triggers · 23 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 Contact
Triggers when a new contact is added to a Direct Mail address group.
- Sent Campaign
Triggers when an email campaign is sent from a Direct Mail project (a new campaign report appears).
- Updated Contact
Triggers when a contact in a Direct Mail address group is added or changes, including being unsubscribed or hard bounced.
- Add or Update Contact
Adds a contact to a Direct Mail address group; Direct Mail merges it with an existing contact that has the same email address.
- Delete Contact
Removes the contact with the given email address from a Direct Mail address group.
- Find Contact
Finds a contact in a Direct Mail address group by email address.
- Get report
Returns a campaign report from a Direct Mail project, including its delivery statistics and links to recipients, opens and clicks.
- List address groups
Returns every address group (mailing list) in a Direct Mail project, with its name, UUID, blacklist flag and address count.
- List projects
Returns every Direct Mail project your API key has been granted access to.
- List reports
Returns the campaign reports in a Direct Mail project, with send date, status and open, click, bounce and unsubscribe counts.
- Unsubscribe Contact
Marks the contact with the given email address as unsubscribed in a Direct Mail address group.
- Update Contact
Updates the contact with the given email address in a Direct Mail address group.
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
More from Casebook
Casebook to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Casebook to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Casebook to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Casebook to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Casebook to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Casebook to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Direct Mail
ActiveCampaign to Direct MailActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to Direct MailOrganize anything with Airtable, a modern database created for everyone.
Asana to Direct MailAsana is a collaborative information manager for workspace.
ClickUp to Direct MailClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Brevo to Direct MailBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Calendly to Direct MailCalendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...
Questions
Casebook and Direct Mail, 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 Direct Mail when something happens in Casebook?
Any of Direct Mail's 9 actions, including Update Contact, Add or Update Contact, Find Contact and Get report. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Direct Mail to Casebook?
Yes. When something happens in Direct Mail, your agent can act in Casebook too. This page covers both directions: Direct Mail's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or Direct Mail?
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 Direct Mail 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.