Integration
Connect Casebook and Hyros
When New Case fires in Casebook, your agent runs Create Lead in Hyros, or New Call in Hyros 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 Hyros 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 Hyros can do together
From Casebook to Hyros
When New Case in Casebook
then Create Lead in Hyros
From Hyros 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 Hyros
Triggers and actions 8 triggers · 47 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 Call
Triggers when a new call is recorded in HYROS.
- New Lead
Triggers when a new lead is created in HYROS.
- New Sale
Triggers when a new sale is recorded in HYROS.
- New Sale Attributed
Triggers when a new sale is recorded and attributed in Hyros.
- New Subscription
Triggers when a new subscription is recorded in HYROS.
- Create Call
Records a call for a lead.
- Create Cart
Creates a cart for a lead.
- Create Click
Records a tracked click for a lead, for attribution.
- Create Custom Cost
Adds a custom cost, such as a recurring fee, to the sources it applies to.
- Create Lead
Creates a lead in HYROS, or updates it if it already exists, and applies tags and a stage.
- Create Order
Creates an order with one or more items for a lead, which records the sale in HYROS.
- Create Product
Creates a product, so sales tagged with it are tracked.
- Create Source
Creates a traffic source.
- Create Subscription
Creates a subscription for a lead.
- Delete Call
Deletes a call.
- Delete Sale
Deletes a sale.
- Find Lead Clicks
Returns the tracked clicks of a lead.
- Find Leads
Finds leads by ID, email or creation date.
- Find Sales
Finds sales by ID, email, lead, product tag or date.
- Find Subscriptions
Finds subscriptions by ID, email, lead, product tag, status or date.
- Get Ad Accounts Attribution Report
Returns sales, revenue, cost and other attribution figures per ad account.
- Get Ads Attribution Report
Returns sales, revenue, cost and other attribution figures per ad, ad set or campaign.
- Get Lead Journey
Returns the attribution journey of one or more leads: their sales and the sources that led to them.
- Get User Info
Returns the profile of the account the API key belongs to.
- List Ads
Returns the ads HYROS tracks for an ad platform.
- List Domains
Returns the domains configured in the account.
- List Keywords
Returns the keywords of a Google ad group.
- List Lead Stages
Returns the lead stages in the account.
- List Sources
Returns the traffic sources in the account.
- List Tags
Returns every tag in the account.
- Refund Order
Refunds an order and updates the income of its lead.
- Retrieve Calls
Finds calls by ID, email, lead, product tag, qualification or date.
- Update Call
Updates the name, state or qualification of calls.
- Update Cart
Updates a cart and the lead it belongs to.
- Update Lead
Updates a lead, found by its ID, email or phone, including its tags and stage.
- Update Order
Updates the items and totals of an order.
- Update Sale
Marks sales as refunded or recurring.
- Update Subscription
Updates the status, dates or name of subscriptions.
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 Hyros, 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 Hyros when something happens in Casebook?
Any of Hyros's 33 actions, including Create Call, Create Cart, Create Click and Create Custom Cost. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Hyros to Casebook?
Yes. When something happens in Hyros, your agent can act in Casebook too. This page covers both directions: Hyros's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or Hyros?
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 Hyros 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.