Integration
Connect Casebook and PaintScout
When New Case fires in Casebook, your agent runs Add deal in PaintScout, or Contact Created in PaintScout 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 PaintScout 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 PaintScout can do together
From Casebook to PaintScout
When New Case in Casebook
then Add deal in PaintScout
From PaintScout 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 PaintScout
Triggers and actions 8 triggers · 39 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.
- Contact Created
Triggers when a new contact is created in PaintScout.
- Invoice Sent
Triggers when an invoice is sent to a customer, including when an invoice is re-sent.
- Invoice Status Changed
Triggers when an invoice's status changes, delivering the invoice with its new status.
- Quote Status Changed
Triggers when a quote's status changes, for example when it is sent, accepted or declined.
- Quote Tag Added
Triggers when a tag is added to a quote, optionally only for one specific tag.
- Add company
Creates a new company in PaintScout with its name, contact details, address, lead source, owner and tags.
- Add deal
Creates a new deal in PaintScout, with its contact, job address, pipeline stage and value.
- Add event
Creates a scheduled event (such as a consultation or production job) on a PaintScout deal.
- Add invoice item
Adds a line item to an existing PaintScout invoice, with its name, price, hours, quantity, notes, files and materials.
- Add note
Adds a note to a PaintScout contact, deal or company and returns the new note.
- Add quote item
Adds a line item to an existing PaintScout quote, with its price, hours, quantity, notes, files and materials.
- Add task
Creates a task in PaintScout, optionally linked to a deal and assigned to a user.
- Create Contact
Creates a new contact in PaintScout with names, email, phone numbers, address, lead source, owner, note and tags.
- Create Invoice
Creates a new invoice in PaintScout, optionally with its contact, job address, line items, discount and tax, and returns the created invoice.
- Create Quote
Creates a new quote in PaintScout for a contact, with its job address, notes, pricing adjustments and tags.
- Find companies
Returns the companies that match a search filter, such as a name, email or city.
- Find Contact
Returns up to 100 contacts that match the search you specify, such as an email address, name or company.
- Find deals
Returns the deals that match a search filter, such as a deal name, pipeline, stage or lead source.
- Find Invoice
Returns the invoices that match a search, such as a status, invoice number, contact name or date range.
- Find Quote
Returns the quotes that match a search filter, such as a quote number, status or contact name.
- Get contact
Returns a single PaintScout contact by its ID, including name, company, email, phone, address, lead source, owner and tags.
- Get deal
Returns a single PaintScout deal by its ID, including its contact, job address, pipeline stage, value, tags, linked quotes and invoices, and job costing.
- Get invoice
Returns a single PaintScout invoice with its contact, line items, payments, taxes, discounts and totals. Can optionally return the work-order view, which includes per-item material costs.
- Get quote
Returns a single PaintScout quote by its ID, including contact, job address, totals, tax, discount, payments, tags and customer-view links.
- Update company
Updates an existing PaintScout company's name, contact details, address, lead source, owner or tags. Fields left blank are not changed.
- Update Contact
Updates an existing PaintScout contact's name, contact details, address, lead source, owner, note and tags. Fields left blank keep their current values.
- Update deal
Updates an existing deal in PaintScout — its name, contact, job address, pipeline and stage, lead source, owner, tags and job costing. Fields left blank are not changed.
- Update invoice
Updates an existing PaintScout invoice — its status, contact, line items, notes, terms, discount, tax and other details. Fields left blank are not changed.
- Update Quote
Updates an existing PaintScout quote, such as its status, contact, job address, notes, discount or tags, and returns the updated quote.
- Update task
Updates an existing task in PaintScout, such as its title, owner, notes, start time or completion 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 PaintScout, 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 PaintScout when something happens in Casebook?
Any of PaintScout's 25 actions, including Create Contact, Create Invoice, Create Quote and Update company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PaintScout to Casebook?
Yes. When something happens in PaintScout, your agent can act in Casebook too. This page covers both directions: PaintScout's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or PaintScout?
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 PaintScout 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.