Integration
Connect Casebook and Recruiterflow
When New Case fires in Casebook, your agent runs Add contact in Recruiterflow, or Deal Stage Changed in Recruiterflow 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 Recruiterflow 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 Recruiterflow can do together
From Casebook to Recruiterflow
When New Case in Casebook
then Add contact in Recruiterflow
From Recruiterflow 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 Recruiterflow
Triggers and actions 9 triggers · 34 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.
- Deal Stage Changed
Triggers when a deal moves to a new pipeline stage in Recruiterflow.
- New Candidate Created
Triggers when a new candidate is added to Recruiterflow.
- New Contact Created
Triggers when a new contact is added in Recruiterflow.
- New Deal Created
Triggers when a new deal is created in Recruiterflow.
- Placement Record Created
Triggers when a new placement record is created in Recruiterflow.
- Placement Record Updated
Triggers when a placement record is created or edited in Recruiterflow.
- Add call
Logs a call in Recruiterflow against candidates, clients, contacts, deals or jobs.
- Add candidate note
Adds a note to a candidate record in Recruiterflow.
- Add candidate to job
Adds a candidate to a job's pipeline, under the Sourced stage by default or as Applied.
- Add contact
Creates a contact in Recruiterflow and returns the new contact's id.
- Add deal
Creates a new deal in Recruiterflow with its amount, stage, owner, linked contacts and custom field values.
- Find candidates by criteria
Finds candidates matching a set of search filters (for example last activity, tags or stage), returning the matching candidate records.
- Get candidate
Returns a candidate's full profile, including contact details, jobs, files, notes and custom fields.
- Get client
Returns a client company's full details, including contacts, open and closed jobs, notes and custom fields.
- Get contact
Returns a contact's full record, including company, notes and custom fields.
- Get deal
Returns the details of a single Recruiterflow deal, including its pipeline stage, owner, client company, amount and custom fields.
- List candidates
Returns all candidates in the Recruiterflow account, optionally with their files and notes.
- List contacts
Returns the contacts in your Recruiterflow account with their details and custom fields.
- List jobs
Returns the jobs in your Recruiterflow account, optionally only open ones, with their details and custom fields.
- List users
Returns all users in the Recruiterflow account, with their names, emails and roles.
- Update candidate
Updates an existing candidate in Recruiterflow. Any field you fill in replaces that field's current value; fields left blank are not changed.
- Update candidate stage
Moves a candidate to a stage in a job's pipeline in Recruiterflow.
- Update client
Updates an existing client company in Recruiterflow, including its details, location, tags and custom fields.
- Update contact
Updates an existing contact in Recruiterflow. Only the fields you fill in are changed; a filled-in field replaces its existing value.
- Update deal
Updates an existing Recruiterflow deal's name, amount, stage, dates, owner, linked contacts and custom fields.
- Update job
Updates an existing job in Recruiterflow, such as its title, status, openings, salary range, locations, hiring team or custom fields.
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 Recruiterflow, 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 Recruiterflow when something happens in Casebook?
Any of Recruiterflow's 20 actions, including Update candidate, Update candidate stage, Update client and Update contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Recruiterflow to Casebook?
Yes. When something happens in Recruiterflow, your agent can act in Casebook too. This page covers both directions: Recruiterflow's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or Recruiterflow?
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 Recruiterflow 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.