Integration
Connect Casebook and Loyverse
When New Case fires in Casebook, your agent runs Create or Update Single Customer in Loyverse, or Customer Update in Loyverse 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 Loyverse 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 Loyverse can do together
From Casebook to Loyverse
When New Case in Casebook
then Create or Update Single Customer in Loyverse
From Loyverse 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 Loyverse
Triggers and actions 7 triggers · 59 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.
- Customer Update
Triggers when a customer is updated.
- Inventory Update
Triggers when a stock updates.
- Items Update
Triggers when an item is updated.
- Receipts Update
Triggers when a receipt gets created or updated.
- Create or Update Category
Creates or Updates a single category.
- Create or Update Discount
Creates or Updates a single discount.
- Create or Update Modifier
Creates or Updates a modifier.
- Create or Update POS Device
Creates or Updates a single POS device.
- Create or Update Receipts
Creates a receipt
- Create or Update Single Customer
Creates or Updates a Single Customer.
- Create or Update Single Item
- Create or Update Supplier
Creates or Updates a single supplier.
- Create or Update Tax
Creates or Updates a tax.
- Create Refund Receipt
Creates a refund receipt. When using the refund API you should take into account these notes: - At the moment refund API allows creating a refund only for sales receipts which are paid by a single payment. For any attempt to make a refund for a sales receipt that has more than one payment Loyverse API will respond with an error. - Refund API doesn't support a refund of receipts paid by integrated payments using Loyverse POS app (e.g. iZettle, Sumup, etc.). For this purpose please use Loyverse POS app. - If a refund is created successfully, it will cause a restock of items specified in a refund receipt.
- Delete Singe Item
Deletes a single item.
- Delete Single Category
Deletes a single category.
- Delete Single Customer
Deletes a single customer.
- Delete Single Discount
Deletes a single discount.
- Delete Single Modifier
Deletes a single Modifier.
- Delete Single POS Device
Deletes a single POS Device.
- Delete Single Supplier
Deletes a single supplier.
- Delete Single Tax
Deletes a single tax.
- Delete Single Variant
Deletes a single variant.
- Get List of Categories
Get list of all categories.
- Get List of Customers
Get list of Customers
- Get List of Discounts
Returns discounts, most recently created first.
- Get List of Employees
Gets a list of employees.
- Get List of Items
Get list of items
- Get List of Payment Types
Get list of Payment Types
- Get List of POS Devices
The list of pos devices is sorted by created_at property in descending order. The most recent pos devices appear first
- Get List of Stores
Get list of stores
- Get List of Suppliers
Gets a list of suppliers.
- Get List of Taxes
Get list of taxes
- Get List of Variants
Get lists of item variants.
- Get Merchant Information
Returns the business profile of the connected Loyverse merchant account.
- Get Single Category
Get Single Category.
- Get Single Customer
Get Single Customer
- Get Single Discount
Gets a single discount.
- Get Single Employee
Gets a single employee.
- Get Single Item
Get single item
- Get Single Modifier
Gets a single modifier.
- Get Single Payment Type
Fetches a payment type by ID. An error occurs if the payment type is not found.
- Get Single POS Device
Fetches a POS device by ID. An error occurs if the POS device is not found.
- Get Single Receipt
Get a single Receipt.
- Get Single Store
Get Single Store
- Get Single Supplier
Fetches a supplier by ID. An error occurs if the supplier is not found.
- Get Single Tax
Gets a single tax.
- Get Single Variant
Gets single item variant.
- Update Inventory Levels for Items
Batch updates Inventory Levels for Item Variants.
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 Loyverse, 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 Loyverse when something happens in Casebook?
Any of Loyverse's 45 actions, including Create or Update Category, Create or Update Discount, Create or Update Modifier and Create or Update POS Device. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Loyverse to Casebook?
Yes. When something happens in Loyverse, your agent can act in Casebook too. This page covers both directions: Loyverse's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or Loyverse?
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 Loyverse 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.