Integration
Connect Casebook to Optimizely
When New Case fires in Casebook, your agent runs Add page in Optimizely. 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 Optimizely 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 Optimizely
When New Case in Casebook
then Add page in Optimizely
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 Optimizely
Triggers and actions 3 triggers · 40 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.
- Add attribute
Creates a new attribute in an Optimizely project, which can be used to target audiences.
- Add audience
Adds a new audience to an Optimizely project and returns the id of the audience that was created.
- Add campaign
Creates a new personalization campaign in an Optimizely project and returns its id.
- Add experiment
Creates a new experiment in an Optimizely project and returns its id.
- Add feature
Creates a new feature flag in an Optimizely project. Works only with legacy Full Stack projects, and returns the id of the new feature.
- Add page
Creates a new page in an Optimizely project, defining the URL where experiments and campaigns can run and when it activates. Returns the created page.
- Add project
Creates a new Optimizely project in your account and returns the created project.
- Delete experiment
Archives an Optimizely experiment by its ID. Optimizely keeps archived experiments rather than permanently removing them.
- Get audience
Returns a single Optimizely audience by its ID, including its name, targeting conditions and status. An error occurs if the audience is not found.
- Get campaign
Returns a single Optimizely campaign by its ID, including its status, metrics, targeting and custom field values.
- Get experiment
Returns a single experiment by its ID, including its status, variations, metrics and targeting. Fails if the experiment is not found.
- Get experiment results
Returns the results of an Optimizely experiment, including metric performance per variation, reach and statistical significance, optionally limited to a time range or visitor segment.
- Get feature
Returns a single feature by its ID, including its variables and its rollout rules in each environment. Works only with legacy Full Stack projects.
- Get project
Returns all the properties of a single Optimizely project, including its platform, status and web snippet settings.
- List attributes
Returns all attributes in an Optimizely project, including their keys, names and archived status.
- List audiences
Returns the audiences in an Optimizely project, optionally filtered by archived or journey status.
- List campaigns
Returns all campaigns in an Optimizely project, optionally narrowed by journey or archived status.
- List environments
Returns all of the environments that have been created in an Optimizely project.
- List events
Returns all events in an Optimizely project, including pageview events and, optionally, classic goals.
- List experiments
Returns all experiments in an Optimizely project or campaign.
- List features
Returns all features created in an Optimizely project, including their variables and per-environment rollout rules.
- List pages
Returns the pages defined in an Optimizely project, optionally including single-use pages generated for campaign URL targeting.
- List projects
Returns all the projects in your Optimizely account, with their settings and status.
- Update campaign
Updates an existing Optimizely campaign's details, targeting and metrics, and can publish, start, pause, resume or unarchive it. Returns the updated campaign.
- Update experiment
Updates an Optimizely experiment's settings, such as its name, audiences, metrics, variations and schedule, and can optionally publish, start, pause, resume or unarchive it. Returns the updated experiment.
- Update feature
Updates an existing feature's name, key, description, variables, environment rollout rules or archived state, and returns the updated feature.
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 Optimizely, 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 Optimizely when something happens in Casebook?
Any of Optimizely's 26 actions, including Update campaign, Update experiment, Update feature and Add attribute. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Optimizely to Casebook?
Optimizely has no triggers in the catalog today, so automations start in Casebook. If you need the other direction, ask: your agent reads Optimizely's API documentation and adds it.
Do I have to build a connector for Casebook or Optimizely?
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 Optimizely 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.