Integration
Connect Casebook and OfficeRnD
When New Case fires in Casebook, your agent runs Add ticket in OfficeRnD, or New Booking in OfficeRnD 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 OfficeRnD 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 OfficeRnD can do together
From Casebook to OfficeRnD
When New Case in Casebook
then Add ticket in OfficeRnD
From OfficeRnD 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 OfficeRnD
Triggers and actions 13 triggers · 45 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 Booking
Triggers when a new booking is added.
- New Company
Triggers when a new company is added.
- New Contract
Triggers when a new contract is added.
- New Event
Triggers when a new event is added.
- New Invoice
Triggers when a new invoice is added.
- New Member/Member Status Updated
Triggers when a new member is added or a member's status changes.
- New Membership
Triggers when a new membership is added.
- New Opportunity
Triggers when a new opportunity is added.
- New Post
Triggers when a new community post is added.
- New Visitor Check-In
Triggers when a visitor checks in.
- Add ticket
Creates a new help-desk ticket in OfficeRnD on behalf of a member.
- Add ticket comment
Adds a comment to an existing OfficeRnD ticket on behalf of a member.
- Add visit
Records a new visit by a visitor at one of your locations, optionally hosted by a member.
- Check in member
Checks a member in to a location in OfficeRnD, returning the new check-in.
- Create Booking
Creates a booking of a room, desk or other resource.
- Create Company
Creates a new company at a location.
- Create Event
Creates a community event at a location.
- Create Member
Creates a new member at a location.
- Create Membership
Creates a membership on a plan for a member or company.
- Create One-Off Fee
Creates a one-off fee for a member or company.
- Create Opportunity
Creates a sales opportunity for a member or company.
- Create Post
Publishes a community post to one or more locations.
- Create Visitor
Registers a new visitor.
- Delete member
Deletes a member from your OfficeRnD organization and returns the deleted member's details.
- Find Booking
Finds a booking by ID or reference and returns the first match.
- Find Company
Finds a company by ID, name or email and returns the first match.
- Find Location
Finds a location by ID or name and returns the first match.
- Find Member
Finds a member by ID, name or email and returns the first match.
- Find opportunities
Returns the opportunities that match the filters you give — by opportunity, company, member, or created/modified date.
- Find payments
Finds invoices, credit notes and overpayments matching filters such as member, company, number, status or date range.
- Find plans
Finds billing plans by name, code, ID, location or date, returning the matching plans.
- Find resources
Finds rooms, desks and other space resources by name, ID, location or type.
- Find tickets
Returns support tickets matching the filters you give, such as status, company, member or location.
- Find visitors
Finds visitors in your OfficeRnD organization by ID, name, email or visitor type, returning up to 50 matches.
- Terminate contract
Terminates a signed contract in OfficeRnD as of the given date. Only signed contracts that are not already terminated or expired can be terminated.
- Update Booking
Updates the time, resource or details of an existing booking.
- Update company
Updates an existing company in OfficeRnD, such as its name, contact details, address, billing details or custom properties.
- Update event
Updates the title or venue of an existing community event in OfficeRnD.
- Update membership
Updates an existing membership's price, start date, end date or custom properties.
- Update opportunity
Updates an existing opportunity's name, start date, status or custom properties in OfficeRnD.
- Update ticket
Updates an existing support ticket's subject, message, severity, priority or status.
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 OfficeRnD, 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 OfficeRnD when something happens in Casebook?
Any of OfficeRnD's 31 actions, including Create Booking, Create Company, Create Event and Create Member. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from OfficeRnD to Casebook?
Yes. When something happens in OfficeRnD, your agent can act in Casebook too. This page covers both directions: OfficeRnD's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or OfficeRnD?
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 OfficeRnD 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.