Integration
Connect Casebook and Getsitecontrol
When New Case fires in Casebook, your agent runs Add contact field in Getsitecontrol, or New Contact in Getsitecontrol 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 Getsitecontrol 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 Getsitecontrol can do together
From Casebook to Getsitecontrol
When New Case in Casebook
then Add contact field in Getsitecontrol
From Getsitecontrol 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 Getsitecontrol
Triggers and actions 5 triggers · 40 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 contact is added to a site.
- New Submission
Triggers when a visitor submits a Getsitecontrol form.
- Add contact field
Creates a custom contact field on a Getsitecontrol site and returns it, including the id contacts use for its values.
- Add segment
Creates a contact segment from a name and a set of conditions, and returns the new segment.
- Create Tag
Creates a contact tag.
- Delete contact field
Deletes a custom contact field from a Getsitecontrol site. Contacts keep their stored values for the field.
- Delete segment
Deletes a contact segment that no automation, broadcast or other segment uses. The contacts in it are not affected.
- Delete Tag
Deletes a contact tag.
- Find Contacts
Finds contacts by email, text search, status, tag or segment.
- Get broadcast
Returns one e-mail broadcast with its status, sender, audience, schedule, A/B test settings and folder.
- Get Contact
Returns one contact.
- Get Form Response
Returns one form response.
- Get segment
Returns one contact segment with its name, conditions and folder.
- Get Site
Returns one Getsitecontrol site.
- Get Tag
Returns one tag on a Getsitecontrol site by its ID, with its name and creation date.
- List broadcasts
Returns the e-mail broadcasts (campaigns) of a Getsitecontrol site, with status, subject, sender, audience, schedule and folder.
- List Contact Fields
Returns the custom contact fields defined on a site.
- List folders
Returns every folder of one kind (widgets, segments, broadcasts or automations) on a site, with how many live items each folder holds.
- List Form Responses
Returns form responses submitted on a site, optionally for one widget or a date range.
- List Segments
Returns the contact segments on a site.
- List Sites
Returns the Getsitecontrol sites your API key can access.
- List Tags
Returns the contact tags on a site.
- List Widgets
Returns the widgets (popups, forms and bars) on a site.
- Run email automation for contact
Starts an email automation (with a manual or webhook trigger) for one contact, either an existing contact or one created or updated by email.
- Update contact field
Renames a custom contact field on a Getsitecontrol site. The field's id and the values contacts hold in it stay the same.
- Update segment
Renames a segment or replaces its conditions, and returns the updated segment.
- Update Tag
Renames a tag on a Getsitecontrol site. Contacts that carry the tag keep it.
- Update widgets
Updates up to 100 widgets at once: turns them on or off, renames them, moves them to a folder, or changes notification e-mails, reCAPTCHA and the e-mail quality filter. Returns the result for each widget.
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
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Questions
Casebook and Getsitecontrol, 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 Getsitecontrol when something happens in Casebook?
Any of Getsitecontrol's 26 actions, including Create Tag, Update contact field, Update segment and Update Tag. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Getsitecontrol to Casebook?
Yes. When something happens in Getsitecontrol, your agent can act in Casebook too. This page covers both directions: Getsitecontrol's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or Getsitecontrol?
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 Getsitecontrol 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.