Integration
Connect Casebook to FareHarbor
When New Case fires in Casebook, your agent runs Update Customer Custom Field Value in FareHarbor. 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 FareHarbor 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 can start in FareHarbor
When New Case in Casebook
then Update Customer Custom Field Value in FareHarbor
When New Intake Report in Casebook
then Resend Confirmation Email in FareHarbor
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 FareHarbor
Triggers and actions 3 triggers · 39 actions
Trigger
New CaseTriggers when a new case is created in Casebook.
Trigger
New Intake ReportTriggers when a new intake report is created in Casebook.
Trigger
New PersonTriggers when a new person is created in Casebook.
Action
Add a Person to a CaseAdds a person to a Casebook case.
Action
Create a CaseCreates a new case in Casebook with a name, description and case type.
Action
Create an Intake ReportCreates a new intake report in Casebook with a name, narrative and report type.
Action
Create a NoteCreates a note in Casebook, optionally attached to a person, case or other record.
Action
Create a PersonCreates a new person in Casebook with their name and basic demographics.
Action
Create a ProviderCreates a new provider in Casebook with a name and contact details.
Action
Delete a PersonDeletes a person in Casebook. The record is hidden from view, not permanently purged.
Action
Find PeopleFinds Casebook people by first name, last name or date of birth and returns the first match.
Action
Get a CaseReturns one Casebook case by ID, including its name and description.
Action
Get an Intake ReportReturns one Casebook intake report by ID, including its name, narrative and when it was reported.
Action
Get a PersonReturns one Casebook person by ID, including name, date of birth and other demographics.
Action
Get a ProviderReturns one Casebook provider by ID, including its name, email and phone number.
Action
Update a CaseUpdates a Casebook case's name, description or goals. Only the fields you fill in are changed.
Action
Update a PersonUpdates a Casebook person's name or demographics. Only the fields you fill in are changed.
Action
Add BookingAdds a new booking on a FareHarbor availability for a party of customers.
Action
Cancel BookingCancels a FareHarbor booking by UUID and returns the cancelled booking.
Action
Check In BookingSets the check-in status of a FareHarbor booking, for the whole party or one customer.
Action
Check In by QR CodeChecks in a FareHarbor booking, or one customer on it, using the QR code from their ticket.
Action
Get AvailabilityFetches one availability (scheduled time slot) by ID, with its ticket options, prices and custom fields. An error occurs if it is not found.
Action
Get BookingFetches a FareHarbor booking by UUID, with its contact, customers, status and price. An error occurs if the booking is not found.
Action
Get CompanyFetches one FareHarbor company's details, including contact information and location. An error occurs if the company is not found.
Action
Get ItemFetches one item (tour or activity) of a FareHarbor company by ID. An error occurs if the item is not found.
Action
List AgentsReturns the booking agents of a FareHarbor affiliate company.
Action
List Availabilities by DateReturns the availabilities (scheduled time slots) of one item on a single date.
Action
List Availability BookingsReturns the bookings made on one availability.
Action
List Availability LodgingsReturns the lodgings available for one availability, including whether pickup is offered from each.
Action
List Bookings by Create DateReturns the bookings a FareHarbor company received on a given date.
Action
List Checkin StatusesReturns the check-in statuses a FareHarbor company uses, such as checked in or no show.
Action
List CompaniesReturns every FareHarbor company you have permission to book for, with each company's name, shortname and currency.
Action
List Crew MembersReturns the crew members assigned to one availability.
Action
List DesksReturns the booking desks of a FareHarbor affiliate company.
Action
List ItemsReturns the bookable items (tours and activities) a FareHarbor company offers.
Action
List LodgingsReturns the lodgings (hotels and pickup locations) a FareHarbor company has set up.
Action
List RolesReturns the crew roles a FareHarbor company has defined, such as captain or guide.
Action
List UsersReturns the staff users of a FareHarbor company.
Action
Resend Confirmation EmailResends the booking confirmation emails for a customer's bookings with activities in a date range.
Action
Update Booking NoteReplaces the note on an existing FareHarbor booking.
Action
Update Crew MemberUpdates the role or note of a crew member assigned to a FareHarbor availability.
Action
Update Customer Custom Field ValueUpdates one customer's answer to a custom field on a FareHarbor booking.
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 FareHarbor
HubSpot to FareHarborHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to FareHarborSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to FareHarborSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to FareHarborGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to FareHarborGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to FareHarborGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Casebook and FareHarbor, 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 FareHarbor when something happens in Casebook?
Any of FareHarbor's 25 actions, including Update Booking Note, Update Crew Member, Update Customer Custom Field Value and Add Booking. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from FareHarbor to Casebook?
FareHarbor has no triggers in the catalog today, so automations start in Casebook. If you need the other direction, ask: your agent reads FareHarbor's API documentation and adds it.
Do I have to build a connector for Casebook or FareHarbor?
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 FareHarbor 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.