Integration
Connect Casebook to Recruit CRM
When New Case fires in Casebook, your agent runs Add Candidate in Recruit CRM. 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 Recruit CRM 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Recruit CRM
When New Case in Casebook
then Add Candidate in Recruit CRM
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 Recruit CRM
Triggers and actions 3 triggers · 75 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 Candidate
Add a new Candidate.
- Add Hotlist
Add a new hotlist.
- Add Job
Add a new job.
- Add to Hotlist
Adds new record to a hotlist.
- Apply Candidate to Job
Applies a candidate to a job.
- Assign Candidate
Assign a candidate to a job.
- Delete Call Log
Deletes a call log by ID.
- Delete Candidate
Deletes a candidate by slug.
- Delete Company
Deletes a company by slug.
- Delete Contact
Deletes a contact by slug.
- Delete Deal
Deletes a deal by slug.
- Delete Hotlist
Deletes a hotlist by ID.
- Delete Invoice
Deletes an invoice by ID.
- Delete Job
Deletes a job by slug.
- Delete Meeting
Deletes a meeting by ID.
- Delete Note
Deletes a note by ID.
- Delete Placement
Deletes a placement by ID.
- Delete Task
Deletes a task by ID.
- Enroll Candidate in Sequence
Enroll Candidate in Sequence
- Enroll Contact in Sequence
Enroll Contact in Sequence
- Find Call Logs
Finds a call log based on related entity, call date and call updated date.
- Find Candidates
Finds a candidates based on first name, last name, email, Linkedin profile, contact number, state, country, candidate created date, candidate updated date, owner id, owner name and owner email.
- Find Companies
Finds a company based on company name, company created date, company updated date owner id, owner name and owner email.
- Find Contacts
Finds a contact based on first name, last name, email, Linkedin , contact number, companyslug, contact created date, contact updated date, owner id, owner name, owner email.
- Find Deals
Finds a deal based on deal name, deal stage, company name, company slug, contact name, contact slug, candidate name, candidate slug, job name, job slug, owner name, deal closing date, deal added date, deal updated date, owner id and owner email.
- Find Enrollment Details
Finds an enrollment based on enrollment ID, sequence ID, prospect slug, enrollment status
- Find Hotlists
Finds a hotlist based on related entity, hotlist name and hotlist shared status.
- Find Invoices
Finds invoices by issue date, due date, invoice ID, status, created by, and associated entity slugs (contact, candidate, job, deal, company).
- Find Jobs
Finds a job based on job title, company name, job created date, job updated date, owner id, owner name and owner email.
- Find Meetings
Finds a meeting based on meeting title, related entity, meeting date, meeting created date, meeting updated date, owner id, owner name and owner email.
- Find Notes
Finds a note based on related entity, note added date and note updated date.
- Find Placements
Find placements by Placement ID, candidate, company, job, deal, contact, created date range, or created by user.
- Find Tasks
Finds a task based on task title, related entity, task date, task created date, task updated date, owner id, owner name and owner email.
- Get Call Log
Returns one call log by ID.
- Get Candidate
Returns one candidate by slug.
- Get Company
Returns one company by slug.
- Get Contact
Returns one contact by slug.
- Get Deal
Returns one deal by slug.
- Get Hotlist
Returns one hotlist by ID.
- Get Invoice by ID
Gets a single invoice by ID.
- Get Job
Returns one job by slug.
- Get Meeting
Returns one meeting by ID.
- Get Note
Returns one note by ID.
- Get Placement
Returns one placement by ID.
- Get Task
Returns one task by ID.
- List Users
Returns all users in the Recruit CRM account.
- Mark Candidates as Available
Mark Candidates as Available
- Mark Companies as Available
Mark Companies as Available
- Mark Contacts as Available
Mark Contacts as Available
- Pitch Candidate to Contact
Pitches a candidate to a contact.
- Remove from Hotlist
Removes records from a hotlist.
- Unassign Candidate
unassign a candidate from the job.
- Unenroll Candidate From Sequence
Unenroll Candidate From Sequence
- Unenroll Contact From Sequence
Unenroll Contact From Sequence
- Update Candidate
Updates a candidate.
- Update Candidate Visibility
Update the candidate's visibility in a job.
- Update Hotlist
Updates a hotlist.
- Update Job
Updates a job.
- Update Pitch Stage
Updates the pitch stage of a candidate pitched to a contact.
- Update Placement
Updates an existing placement.
- Upload File to Files Section
Uploads file to file section of an entity
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 Recruit CRM, 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 Recruit CRM when something happens in Casebook?
Any of Recruit CRM's 61 actions, including Update Candidate, Update Candidate Visibility, Update Hotlist and Update Job. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Recruit CRM to Casebook?
Recruit CRM has no triggers in the catalog today, so automations start in Casebook. If you need the other direction, ask: your agent reads Recruit CRM's API documentation and adds it.
Do I have to build a connector for Casebook or Recruit CRM?
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 Recruit CRM 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.