Integration
Connect Casebook and Smartsheet
When New Case fires in Casebook, your agent runs Add row in Smartsheet, or New row in Smartsheet 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 Smartsheet 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 Smartsheet can do together
From Casebook to Smartsheet
When New Case in Casebook
then Add row in Smartsheet
From Smartsheet 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 Smartsheet
Triggers and actions 6 triggers · 40 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.
- New row
Triggered when a new row is added to the specified sheet. Polls rows modified since the last check and emits new ones.
- New sheet
Triggered when a new sheet is created. Polls the list of sheets and emits newly seen ones.
- Updated row
Triggered when any row is updated in the specified sheet. Polls rows modified since the last check and emits updated ones.
- Add column
/sheets/{sheetId}/columns - add columns to a sheet.
- Add comment
/sheets/{sheetId}/discussions/{discussionId}/comments - add a comment to a discussion.
- Add discussion
Starts a new discussion on a sheet with a first comment, and returns the discussion.
- Add folder
/folders/{folderId}/folders or /home/folders - create a folder.
- Add home folder
Creates a folder at the top level of your Sheets home and returns it.
- Add row
Adds a new row to the specified sheet. Provide cells as an array of {columnId, value}. Set location to Top or Bottom.
- Add row attachment
/sheets/{sheetId}/rows/{rowId}/attachments - attach file or URL to a row.
- Add sheet
/sheets - create a sheet with columns.
- Copy row to another sheet
Copies a row from one sheet to another sheet. The placement of the cells in the destination sheet is determined by Smartsheet's logic.
- Copy sheet
/sheets/{sheetId}/copy - copy a sheet to a folder/workspace.
- Delete row
Deletes a row from a sheet given its Row ID.
- Delete row if deal does not exist in ActiveCampaign (Cisco)
Compares deals from ActiveCampaign with the Smartsheet 'ActiveCampaign Deal ID' column. Deletes rows whose deal ID is not present in the supplied list of existing ActiveCampaign deal IDs. Built from intent against Smartsheet API 2.0.
- Find rows
Searches for rows in a specified sheet containing the specified value (in any column). Returns zero or more row IDs. Use the 'Get row' action within a Loop to fetch each row's contents.
- Find rows by column value
Searches for rows in a specified sheet having the specified value in a specified column. Zero, one, or multiple row IDs may be returned.
- Find sheets by keyword
Returns the sheets that match the specified keyword.
- Find single row
Searches for a single row in a specified sheet matching the specified value (in any column). If zero or multiple rows are found, an error occurs.
- Find single row by column value
Searches for a single row in a specified sheet having the specified value in a specified column. If zero or multiple rows are found, an error occurs.
- Get discussion
Returns a sheet discussion with its title and comments.
- Get folder
Returns a folder with the folders and sheets directly inside it.
- Get row
Returns the column data for the specified row. An error occurs if the row is not found.
- Get sheet
Fetches a sheet by ID, including its columns and rows. An error occurs if the sheet is not found.
- List row attachments
Returns the attachments on a row of a Smartsheet sheet, such as files and links, with their names, types and addresses.
- Move row to another sheet
Moves a row from one sheet to another sheet. The placement of the cells in the destination sheet is determined by Smartsheet's logic.
- Two-way sync add or update a row
Creates or updates a row in a sheet. For use only with two-way sync triggers. If a Row ID is supplied the row is updated; otherwise a new row is added.
- Update row
Updates a row in a specified sheet. Provide the Row ID and cells as an array of {columnId, value}.
- Update sheet
/sheets/{sheetId} - update sheet properties (name, project settings).
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 Smartsheet, 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 Smartsheet when something happens in Casebook?
Any of Smartsheet's 26 actions, including Update row, Update sheet, Add column and Add comment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Smartsheet to Casebook?
Yes. When something happens in Smartsheet, your agent can act in Casebook too. This page covers both directions: Smartsheet's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or Smartsheet?
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 Smartsheet 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.