Integration
Connect Casebook to Helious
When New Case fires in Casebook, your agent runs Get Helious post in Helious. 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 Helious 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 Helious
When New Case in Casebook
then Get Helious post in Helious
When New Intake Report in Casebook
then Get economic calendar in Helious
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 Helious
Triggers and actions 3 triggers · 27 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
Get economic calendarReturn the forward economic calendar of upcoming releases.
Action
Get economic seriesReturn one economic series with its full print history.
Action
Get employment measuresReturn every US employment measure with all four measurement windows worked out.
Action
Get Fed rate oddsReturn Fed rate cut and hike odds.
Action
Get FOMC roster and speakersReturn the FOMC roster and upcoming Fed speaker schedule.
Action
Get Helious postReturn one Helious post with its full analysis.
Action
Get inflation measuresReturn every US inflation measure with all four measurement windows worked out.
Action
Get mega-cap earningsReturn mega-cap earnings dates and EPS estimates.
Action
Get Strait of Hormuz transitsReturn Strait of Hormuz vessel transits per day.
Action
Get Treasury curveReturn the whole Treasury curve from 3-month bill to 30-year bond in one call.
Action
Get Treasury ratesReturn Treasury yields, spreads and the current curve regime.
Action
List economic seriesList all tracked economic series.
Action
List Helious postsList the posts Helious publishes along with their scores.
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 Helious, 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 Helious when something happens in Casebook?
Any of Helious's 13 actions, including Get economic calendar, Get economic series, Get employment measures and Get Fed rate odds. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Helious to Casebook?
Helious has no triggers in the catalog today, so automations start in Casebook. If you need the other direction, ask: your agent reads Helious's API documentation and adds it.
Do I have to build a connector for Casebook or Helious?
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 Helious 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.