Integration
Connect Casebook and Publer
When New Case fires in Casebook, your agent runs Create Post in Publer, or New Draft in Publer 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 Publer 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 Publer can do together
From Casebook to Publer
When New Case in Casebook
then Create Post in Publer
From Publer 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 Publer
Triggers and actions 19 triggers · 28 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.
- Account Connected/Disconnected
Triggers when a social media account is newly connected to the selected Publer workspace.
- Member Performance Spike
Triggers when a workspace member's posting activity or engagement metrics change for the chosen date range.
- New Draft
Triggers when a new draft post is saved in your Publer workspace.
- New Media Uploaded
Triggers when a new media item is added to your Publer media library.
- Post Approved
Triggers when a scheduled post is approved in your Publer workspace.
- Post Created
Triggers when a new post is created in your Publer workspace, optionally limited to a post state, account, type, member or search text.
- Post Failed
Triggers when a Publer post fails to publish.
- Post Pending Approval
Triggers when a scheduled post is waiting for approval in the Publer workspace.
- Post Performance Threshold
Triggers when a published post's performance metric (such as reach, likes or engagement) reaches the threshold you set.
- Post Published
Triggers when a post is published to one of your connected social accounts.
- Post Scheduled
Triggers when a post is scheduled in your Publer workspace.
- Post Status Updated
Triggers when a post's status changes, for example from scheduled to published or failed.
- Top Competitor Posts
Triggers when a new post by one of your tracked competitors appears in Publer's competitor post insights, with its performance analytics.
- Top Hashtags Identified
Triggers when a hashtag newly enters the top-ranked hashtags (top 10 by the chosen metric) for a Publer social account.
- Top Posts of Week
Triggers for each of your top-performing posts published in the last 7 days, ranked by engagement (or another metric you choose).
- Workspace Created
Triggers when a new workspace becomes accessible to the connected Publer user.
- Auto Schedule Post
Creates a post and lets Publer automatically pick the best time to publish it within a date window you choose.
- Create Post
Creates a social media post in Publer for one or more connected accounts, either scheduled for a specific time or saved as a draft.
- Export Analytics Report
Starts a CSV or PDF export of your Publer analytics for the workspace or a single account, and returns the job id used to retrieve the finished file.
- Export Competitor Benchmark
Returns benchmark analytics for your competitor accounts — followers, growth, engagement, reach and posting mix — for a date range.
- Export Member Leaderboard
Returns each workspace member's posting activity and engagement totals for a date range, for building leaderboards and performance reviews.
- Find Analytics by Date Range
Returns published posts with their performance analytics (reach, engagement, likes, comments and more) for a social account within a date range.
- Find Media
Searches the Publer media library by name or caption, type, usage status, source or folder and returns the matching media items.
- Find Post
Finds posts whose content contains the text you give, optionally narrowed by state, post type, date range, account or team member.
- Generate Competitors Top Posts
Returns competitors' posts for a social account within a date range, with their performance analytics, sortable by engagement, reach and other metrics.
- Generate Top Hashtags
Returns your top-performing hashtags for a social account, with post counts, reach, engagement totals, recent posts and a hashtag performance score.
- Generate Top Posts
Returns your top-performing published posts for a social account over a date range, ranked by a metric such as engagement or reach.
- Schedule Recurring Post
Creates a post that Publer publishes repeatedly on a daily, weekly, monthly or yearly schedule until an optional end date.
- Schedule Recycling Post
Schedules a post that Publer automatically re-shares on a regular cadence, such as every 2 weeks up to 3 times.
- Upload Media
Uploads a photo, video or PDF file to Publer and returns the new media item's ID for use in posts.
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 Publer, 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 Publer when something happens in Casebook?
Any of Publer's 14 actions, including Create Post, Upload Media, Auto Schedule Post and Export Analytics Report. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Publer to Casebook?
Yes. When something happens in Publer, your agent can act in Casebook too. This page covers both directions: Publer's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or Publer?
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 Publer 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.