Integration
Connect Casebook to Razorpay
When New Case fires in Casebook, your agent runs Add customer in Razorpay. 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 Razorpay 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 Razorpay
When New Case in Casebook
then Add customer in Razorpay
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 Razorpay
Triggers and actions 3 triggers · 42 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 customer
Creates a customer in Razorpay with a name, contact details and optional notes.
- Add invoice
Creates a Razorpay invoice for an existing customer or new customer details, with the line items to bill, and returns the invoice with its payment link.
- Add order
Creates a Razorpay order for a given amount and currency, which a customer payment can then be made against.
- Add payment link
Creates a Razorpay payment link for an amount, optionally tied to a customer, and returns its shareable short URL.
- Add plan
Creates a subscription plan in Razorpay with a billing period, interval and item price.
- Add refund
Creates a refund for a captured Razorpay payment, for the full amount or a partial amount.
- Add subscription
Creates a Razorpay subscription for a plan, optionally with add-ons, an offer and customer notification details.
- Capture payment
Captures an authorized payment, changing its status from authorized to captured.
- Get customer
Returns a Razorpay customer's details by customer ID.
- Get invoice
Returns the full details of a Razorpay invoice by its ID, including customer details, line items, amounts and payment status.
- Get order
Returns the details of a Razorpay order by its ID, including amount, amount paid, status and notes.
- Get payment
Returns the details of a Razorpay payment by its ID, including amount, status, method and notes.
- Get payment link
Returns the details of a payment link (standard or UPI), including its amount, status, customer and payments.
- Get plan
Returns the details of a subscription plan, including its billing period, interval and item pricing.
- Get refund
Returns a single refund by its ID, including amount, status, payment and notes.
- Get settlement
Returns the details of a single settlement, including amount, fees, tax, status and bank reference.
- Get subscription
Returns a Razorpay subscription by its ID, including its plan, status, billing cycle counts and notes.
- List customers
Returns the customers in your Razorpay account (up to 100).
- List invoices
Returns the invoices in your Razorpay account, optionally narrowed to one customer, payment, receipt number or subscription.
- List orders
Returns the orders in your Razorpay account, optionally filtered by receipt, authorization state or creation date range.
- List payment links
Returns the Standard and UPI Payment Links in your Razorpay account, optionally filtered by payment ID or reference ID.
- List payments
Returns the payments on your Razorpay account, optionally limited to a creation date range.
- List plans
Returns the subscription plans in your Razorpay account, optionally limited to a creation date range.
- List refunds
Returns the refunds on your Razorpay account, optionally limited to a creation date range.
- List settlements
Returns the settlements made to your bank account, optionally limited to a date range (up to 100 most recent).
- List subscriptions
Returns the subscriptions in your Razorpay account, optionally filtered by plan and creation date.
- Update customer
Updates an existing customer's name, email or phone number.
- Update payment
Updates the notes on a Razorpay payment and returns the updated payment.
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 Razorpay, 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 Razorpay when something happens in Casebook?
Any of Razorpay's 28 actions, including Update customer, Update payment, Add customer and Add invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Razorpay to Casebook?
Razorpay has no triggers in the catalog today, so automations start in Casebook. If you need the other direction, ask: your agent reads Razorpay's API documentation and adds it.
Do I have to build a connector for Casebook or Razorpay?
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 Razorpay 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.