Integration
Connect Casebook and Smartsheet via API Token
When New Case fires in Casebook, your agent runs Add rows in Smartsheet via API Token, or New favorite in Smartsheet via API Token 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 via API Token to do together?
Ask the assistant
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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 via API Token can do together
From Casebook to Smartsheet via API Token
When New Case in Casebook
then Add rows in Smartsheet via API Token
From Smartsheet via API Token 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 via API Token
Triggers and actions 12 triggers · 108 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.
- List contacts
List contacts
- List dashboards
List dashboards
- List org groups
List org groups
- List reports
List reports
- List sheets
List sheets
- List workspaces
List workspaces
- New favorite
Triggers when a new item is added to your favorites.
- New row
Polling trigger: fires when a new row is added to the specified sheet. Each row carries a stable id for deduplication.
- New search result
Triggers when a new item matches your search query.
- Add columns
Add columns
- Add favorites
Add favorites
- Add image to cell
Add image to cell
- Add rows
Add one or more rows to a sheet. Provide an array of row objects with cells.
- Add summary fields
Add summary fields
- Attach file or URL to comment
Attach file or URL to comment
- Attach file or URL to row
Attach file or URL to row
- Attach file or URL to sheet
Attach file or URL to sheet
- Attach new version
Attach new version
- Copy folder
Copy folder
- Copy rows to another sheet
Copy rows to another sheet
- Copy sheet
Copy sheet
- Copy workspace
Copy workspace
- Create a comment
Create a comment
- Create a discussion on a row
Create a discussion on a row
- Create an update request
Create an update request
- Create cross-sheet references
Create cross-sheet references
- Create discussion
Create discussion
- Create folder
Create a folder in the user's Home.
- Create folder in workspace
Create folder in workspace
- Create proof
Create proof
- Create proof discussion
Create proof discussion
- Create proof request
Create proof request
- Create sheet
Creates a new sheet with the given name and columns in the user's home "Sheets" area. To create a sheet inside a specific folder or workspace, use Create sheet in folder or Create sheet in workspace.
- Create sheet in folder
Create sheet in folder
- Create sheet in workspace
Create sheet in workspace
- Create workspace
Create workspace
- Delete a comment
Delete a comment
- Delete a discussion
Delete a discussion
- Delete an update request
Delete an update request
- Delete attachment
Delete attachment
- Delete column
Delete column
- Delete favorites
Removes one or more objects of a given type from the user's Smartsheet favorites. Accepts a single object ID or a comma-separated list.
- Delete folder
Delete folder
- Delete report
Delete report
- Delete rows
Delete rows
- Delete sent update request
Delete sent update request
- Delete sheet
Delete a sheet by id.
- Delete summary fields
Delete summary fields
- Delete workspace
Delete workspace
- Edit a comment
Edit a comment
- Get a comment
Get a comment
- Get an update request
Get an update request
- Get attachment
Get attachment
- Get column
Get column
- Get contact
Get contact
- Get cross-sheet reference
Get cross-sheet reference
- Get discussion
Get discussion
- Get folder metadata
Get folder metadata
- Get proof
Get proof
- Get report
Get report
- Get row
Get a single row from a sheet by row id.
- Get sent update request
Get sent update request
- Get sheet
Get a sheet by id, including its rows and columns.
- Get sheet summary
Get sheet summary
- Get summary fields
Get summary fields
- Get user
Get user
- Get workspace
Retrieves a Smartsheet workspace by ID, including its sheets, folders, reports, sights, templates, permalink, and access level.
- Is favorite
Is favorite
- List attachments
List attachments
- List columns
List all columns of a sheet.
- List contents
List contents
- List cross-sheet references
List cross-sheet references
- List discussion attachments
List discussion attachments
- List discussions
List discussions
- List discussions with a row
List discussions with a row
- List folder children
List folder children
- List folders
List the folders in the user's Home.
- List proof attachments
List proof attachments
- List proofs
List proofs
- List row attachments
List row attachments
- List sheet rows
Convenience read: returns the rows of a sheet (the full sheet object with rows and columns).
- List sheets
List all sheets the user has access to.
- Lists sent update requests
Lists sent update requests
- List update requests
List update requests
- List workspace children
List workspace children
- List workspaces
List all workspaces the user has access to.
- Move folder
Move folder
- Move rows to another sheet
Move rows to another sheet
- Move sheet
Move sheet
- Search
Search across all sheets the user can access for the given text.
- Search sheet
Search a specific sheet for the given text.
- Send report via email
Send report via email
- Send rows via email
Send rows via email
- Send sheet via email
Send sheet via email
- Sort rows in sheet
Sort rows in sheet
- Update an update request
Update an update request
- Update column
Update column
- Update folder
Update folder
- Update proof status
Update proof status
- Update rows
Update one or more existing rows in a sheet. Provide an array of row objects each with an id and cells.
- Update sheet
Update sheet
- Update summary fields
Update summary fields
- Update workspace
Update workspace
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 via API Token, 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 via API Token when something happens in Casebook?
Any of Smartsheet via API Token's 94 actions, including Create a comment, Create a discussion on a row, Create an update request and Create cross-sheet references. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Smartsheet via API Token to Casebook?
Yes. When something happens in Smartsheet via API Token, your agent can act in Casebook too. This page covers both directions: Smartsheet via API Token's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or Smartsheet via API Token?
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 via API Token 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.