Integration
Connect Casebook and FreeScout
When New Case fires in Casebook, your agent runs Create Customer in FreeScout, or Conversation Created in FreeScout 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 FreeScout 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 FreeScout can do together
From Casebook to FreeScout
When New Case in Casebook
then Create Customer in FreeScout
From FreeScout 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 FreeScout
Triggers and actions 6 triggers · 39 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.
- Conversation Created
Triggers when a new conversation is created in FreeScout.
- New Customer
Triggers when a new customer is created in FreeScout.
- New or Updated Conversation
Triggers when a FreeScout conversation is created or updated.
- Create Customer
Creates a FreeScout customer. If a customer with the email already exists, none is created.
- Create Thread
Adds a customer reply, agent reply or internal note to a FreeScout conversation.
- Create Timelog
Logs a finished time entry of the given duration on a FreeScout conversation (Time Tracking module).
- Create User
Creates a regular FreeScout user (no invitation email; no mailbox access by default).
- Delete Conversation
Deletes a FreeScout conversation permanently.
- Delete User
Deletes a FreeScout user.
- Get Conversation
Returns one FreeScout conversation by ID, with its threads and tags.
- Get Current User
Returns the FreeScout user who owns the API key (works only with a per-user API key).
- Get Customer
Returns one FreeScout customer by ID, with their name, company, emails and phones.
- Get Report
Returns metrics and chart data for a FreeScout report (conversations, productivity, satisfaction or time); requires the Reports module.
- Get User
Returns one FreeScout user by ID.
- List Conversations
Returns FreeScout conversations matching the filters you give, newest first.
- List Conversation Timelogs
Returns the time-tracking entries logged on a FreeScout conversation (Time Tracking module).
- List Customers
Returns FreeScout customers matching the filters you give, such as email or name.
- List Mailbox Custom Fields
Returns the custom fields defined for a FreeScout mailbox.
- List Mailboxes
Returns the FreeScout mailboxes, optionally only those a given user can access.
- List Mailbox Folders
Returns the folders of a FreeScout mailbox with their conversation counts.
- List Tags
Returns FreeScout tags, optionally only the tags on one conversation.
- List Timelogs
Returns FreeScout time-tracking entries, optionally filtered by conversation, user and date range.
- List Users
Returns FreeScout users, optionally looked up by email.
- Update Conversation
Changes a FreeScout conversation's status, assignee, mailbox, customer or subject.
- Update Conversation Custom Fields
Sets one custom field value on a FreeScout conversation. For a dropdown field, pass the option's ID.
- Update Conversation Tags
Replaces all tags on a FreeScout conversation with the list you give; missing tags are created, and an empty list removes all tags.
- Update Customer
Updates a FreeScout customer's name, contact details, company or notes.
- Update Customer Fields
Sets one customer field value on a FreeScout customer (Customer Fields module).
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 FreeScout
ActiveCampaign to FreeScoutActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to FreeScoutOrganize anything with Airtable, a modern database created for everyone.
Asana to FreeScoutAsana is a collaborative information manager for workspace.
ClickUp to FreeScoutClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to FreeScoutDiscord is an all-in-one voice and text chat for gamers.
Brevo to FreeScoutBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Questions
Casebook and FreeScout, 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 FreeScout when something happens in Casebook?
Any of FreeScout's 25 actions, including Create Customer, Create Thread, Create Timelog and Create User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from FreeScout to Casebook?
Yes. When something happens in FreeScout, your agent can act in Casebook too. This page covers both directions: FreeScout's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or FreeScout?
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 FreeScout 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.