Integration
Connect Casebook and Kajabi
When New Case fires in Casebook, your agent runs Add Tag to Contact in Kajabi, or New Blog Post in Kajabi 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 Kajabi to do together?
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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 Kajabi can do together
From Casebook to Kajabi
When New Case in Casebook
then Add Tag to Contact in Kajabi
From Kajabi 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 Kajabi
Triggers and actions 8 triggers · 56 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 Blog Post
Triggers when a new blog post is created on your Kajabi site.
- New Contact
Triggers when a new contact is added to your Kajabi site.
- New Customer
Triggers when a new customer is added to your Kajabi site.
- Tag Added
Triggers when a tag is added to a Kajabi contact, optionally only for one chosen tag.
- Tag Removed
Triggers when a tag is removed from a contact in Kajabi.
- Add Tag to Contact
Adds a tag to a Kajabi contact and returns the contact's updated list of tags.
- Create Contact
Creates a contact on a Kajabi site with name, email, phone, address and custom field values.
- Create Contact Note
Creates a note on a Kajabi contact.
- Create Form Submission
Submits a Kajabi opt-in form for a person, creating a form submission and running the form's configured tags, offers, sequences and automations.
- Deactivate Purchase
Deactivates a Kajabi purchase, removing the customer's access. Does not cancel an associated subscription.
- Delete Contact
Permanently deletes a contact from your Kajabi site. Contacts with active Kajabi Payments subscriptions cannot be deleted.
- Delete Contact Note
Deletes a note from a contact in Kajabi.
- Find Contact
Finds contacts by name or email (fuzzy search), optionally narrowed by site, tag, offer or field contents. Returns the matching contacts and the first match.
- Get Blog Post
Returns the details of a Kajabi blog post, including its title, content, URL, slug and publish date.
- Get Contact
Returns a Kajabi contact by id, including its attributes, custom fields and optionally its related offers and customer.
- Get Contact Note
Returns a single contact note by its id, including the note text, timestamps and the contact it belongs to.
- Get Course
Returns a Kajabi course's details, optionally with its modules, lessons, media and offers.
- Get Customer
Returns a customer's details, optionally with their contact, offers and products.
- Get Form Submission
Returns a single form submission, including the submitter's name, email, address, phone numbers and any custom field values collected by the form.
- Get Offer
Returns an offer's details, including its title, price, payment type and checkout URL, optionally with its linked products.
- Get Order
Returns a single Kajabi order, including its totals, currency and fulfillment time, with optional related order items, customer and site.
- Get Product
Returns the details of a Kajabi product, including its title, type, publish status and member count.
- Get Purchase
Returns the details of a Kajabi purchase of an offer, including amount, payment type, status and its related offer, customer and transactions.
- Get Transaction
Returns a single Kajabi payment transaction, including its amount, status, currency and type, optionally with the related customer and purchases.
- Grant Access to an Offer
Grants a Kajabi contact access to an offer and its products, creating a customer record for the contact if needed. Optionally skips the customer welcome email.
- Grant Offer to Customer
Grants a Kajabi offer, and the products it includes, to an existing customer. Returns the customer's offers after the grant.
- List Blog Posts
Returns the blog posts on your Kajabi account, optionally filtered by site or title and sorted.
- List Contact Notes
Returns contact notes, optionally only those for one contact or site, newest first by default.
- List Contacts
Returns contacts from your Kajabi account, optionally narrowed to a site and filtered by search text, tags, offers, products, forms, email activity and more.
- List Contact's Offers
Returns the offers a Kajabi contact has been granted access to, as a list of offer ids.
- List Contact's Tags
Returns the tags currently applied to a contact.
- List Contact Tags
Returns the contact tags (not archived) in your Kajabi account, optionally limited to one site or to tags whose name contains some text.
- List Courses
Returns the courses in your Kajabi account, optionally filtered by site, title, description or publish status.
- List Customers
Returns the customers on your Kajabi site, optionally filtered by search text, tags, offers, products, forms, email activity and more.
- List Custom Fields
Returns the contact custom fields defined in your Kajabi account, with each field's title, handle, type and whether it is required.
- List Forms
Returns the opt-in forms on your Kajabi sites, optionally filtered by site or title.
- List Form Submissions
Returns form submissions from your Kajabi sites, optionally filtered by site or form.
- List Offers
Returns the non-archived offers on your Kajabi sites that can be granted to a contact, optionally filtered by site, title or description.
- List Orders
Returns the orders on your Kajabi account, optionally filtered by site, customer, order number or fulfillment status.
- List Products
Returns the products (not archived) on your Kajabi account, optionally filtered by site, title, description or status.
- List Purchases
Returns the offer purchases on your Kajabi account, optionally filtered by site, customer, coupon code, referrer or active/deactivated status.
- Reactivate Purchase
Reactivates a deactivated purchase so the customer regains access. Does not reactivate any subscription.
- Remove Tag from Contact
Removes a tag from a Kajabi contact and returns the tags still on the contact.
- Revoke Access to an Offer
Revokes a contact's access to an offer, deactivating the offer's product memberships.
- Revoke Offer from Customer
Revokes a customer's access to an offer, deactivating its product memberships. Returns the offers the customer still has.
- Update Contact
Updates an existing Kajabi contact's name, email, phone, address, subscription status or custom field values. Fields left blank are not changed.
- Update Contact Note
Updates the text of an existing note on a Kajabi contact.
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
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Questions
Casebook and Kajabi, 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 Kajabi when something happens in Casebook?
Any of Kajabi's 42 actions, including Create Contact, Create Contact Note, Create Form Submission and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Kajabi to Casebook?
Yes. When something happens in Kajabi, your agent can act in Casebook too. This page covers both directions: Kajabi's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or Kajabi?
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 Kajabi 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.