Integration
Connect Casebook and Egnyte
When New Case fires in Casebook, your agent runs Add comment in Egnyte, or New File in Folder in Egnyte 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 Egnyte 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 Egnyte can do together
From Casebook to Egnyte
When New Case in Casebook
then Add comment in Egnyte
From Egnyte 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 Egnyte
Triggers and actions 5 triggers · 30 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.
- List Folders
Triggers when a new subfolder appears inside the Egnyte folder you choose.
- New File in Folder
Triggers when a new file is added to the chosen Egnyte folder.
- Add comment
Adds a comment to a file or folder in Egnyte.
- Add link
Creates a shareable link to a file or folder in Egnyte, with optional access, expiry and email settings.
- Add user
Creates a new user in your Egnyte domain.
- Copy file or folder
Copies a file or folder in Egnyte to a destination path, optionally renaming it.
- Create Folder
Creates a new folder at the given path in Egnyte.
- Delete file or folder
Deletes a file or folder in Egnyte by its path, or a single version of a file. Returns the path of the parent folder.
- Delete link
Deletes an Egnyte shared link so it can no longer be used.
- Download File
Downloads the contents of a file stored in Egnyte, optionally a specific earlier version.
- Find files by keyword
Searches Egnyte files and folders by keyword across names, content, comments and metadata, and returns the matching items.
- Get file or folder
Returns the details of a file or folder at a given path, optionally including the folder's contents, permissions, locks and custom metadata.
- Get user
Returns the details of one Egnyte user, including name, email, role, status and group memberships.
- List groups
Returns the custom groups in your Egnyte domain, optionally filtered by group name, with each group's members.
- List users
Returns the users in your Egnyte domain, optionally narrowed by a filter on username, email or external id.
- Move file or folder
Moves a file or folder in Egnyte to a new location, optionally renaming it.
- Update user
Updates an existing Egnyte user's details such as name, email, status, role, user type and language. Only the values you fill in are changed.
- Upload File
Uploads a file to a path in Egnyte, creating it or overwriting an existing file at that path (up to 100 MB).
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 Egnyte, 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 Egnyte when something happens in Casebook?
Any of Egnyte's 16 actions, including Create Folder, Update user, Upload File and Add comment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Egnyte to Casebook?
Yes. When something happens in Egnyte, your agent can act in Casebook too. This page covers both directions: Egnyte's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or Egnyte?
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 Egnyte 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.