Integration
Connect Casebook and eSputnik
When New Case fires in Casebook, your agent runs Add contact to segment in eSputnik, or New Contact in eSputnik 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 eSputnik 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 eSputnik can do together
From Casebook to eSputnik
When New Case in Casebook
then Add contact to segment in eSputnik
From eSputnik 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 eSputnik
Triggers and actions 5 triggers · 29 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
Triggered when a new contact is created in eSputnik, optionally limited to contacts matching the details you enter.
- New Contact in Segment
Triggers when a contact is added to the eSputnik segment you choose.
- Add contact to segment
Adds one or more contacts to a static segment in eSputnik, identified by contact IDs or external customer IDs.
- Add emails to unsubscribed list
Adds one or more email addresses to the eSputnik list of unsubscribed contacts.
- Add orders
Adds or updates up to 1000 orders in eSputnik, each linked to a contact, and fails if any order is rejected.
- Add/Update Contact
Adds a new contact or updates the existing matching contact, including its channels, address and additional fields, and returns the contact's ID.
- Delete contact
Deletes a contact by its eSputnik contact ID, optionally erasing all of the contact's data permanently.
- Delete contact from segment
Removes one or more contacts from a static segment, identified by their eSputnik contact IDs or external customer IDs.
- Find contacts
Returns up to 500 contacts that match the specified external ID, email address, phone number, first name or last name.
- Get contact
Returns an eSputnik contact by ID, including its channels, address, segments and additional field values. An error occurs if the contact is not found.
- List segments
Returns the contact segments in the eSputnik account, optionally narrowed by name, with each segment's id, name and type.
- Send Email
Sends an email message to one or more recipients. A new contact is created for any address that does not already exist in eSputnik.
- Send Event
Sends a backend event for a contact to eSputnik, where it can start workflows and supply dynamic content for messages.
- Send SMS
Sends an SMS message to a list of phone numbers or to a segment. Returns the queueing result and message ID for each recipient.
- Send Viber message
Sends a Viber message to a list of phone numbers or to a segment, and returns the queueing result for each recipient. A new contact is created for a phone number that does not exist yet.
- Subscribe Contact
Subscribes a contact through a double opt-in flow, creating an unconfirmed contact if none exists or updating the existing one, and returns the contact's ID and email subscription status.
- Update contact
Updates an existing eSputnik contact's details, channels, address and additional fields by contact ID. Updating a deleted contact restores it.
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 eSputnik, 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 eSputnik when something happens in Casebook?
Any of eSputnik's 15 actions, including Send Email, Send Event, Send SMS and Send Viber message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from eSputnik to Casebook?
Yes. When something happens in eSputnik, your agent can act in Casebook too. This page covers both directions: eSputnik's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or eSputnik?
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 eSputnik 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.