Integration
Connect Casebook to Superchat
When New Case fires in Casebook, your agent runs Add contact list in Superchat. 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 Superchat 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 Superchat
When New Case in Casebook
then Add contact list in Superchat
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 Superchat
Triggers and actions 3 triggers · 46 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 contact list
Creates a new contact list in your Superchat workspace.
- Add Contact to Contact List
Adds a Superchat contact to one of your contact lists and returns the contact list it was added to.
- Add conversation export
Starts an export job for a Superchat conversation covering the chosen time range, and returns the export with its status and download link once ready.
- Add label
Creates a new conversation label in your Superchat workspace.
- Create Contact
Creates a new contact in your Superchat workspace with a name, gender, email addresses or phone numbers, and custom attribute values.
- Create Note
Creates an internal note on a Superchat conversation, optionally with attached files.
- Delete contact
Deletes a contact from your Superchat workspace.
- Find a Contact
Finds contacts whose email address, phone number, Instagram or WhatsApp username, or a custom attribute exactly matches the value you give, and returns the first match plus the full list.
- Find a File
Finds a file in your Superchat workspace by its ID and returns its name, type and a temporary download link.
- Get contact
Returns a single Superchat contact by its ID, including its handles (email, phone, social usernames) and custom attribute values.
- Get conversation
Returns a single conversation, including its status, channel, inbox, labels, assigned users and contacts.
- Get file
Returns a single file in your Superchat workspace, including its name, type and a temporary download link.
- Get message
Returns a single message by its ID, including its content, sender, recipients, direction and delivery status.
- List channels
Returns the message channels (WhatsApp, SMS, email, Instagram, Messenger, Telegram, live chat) in your Superchat workspace, optionally only those in one inbox.
- List contact lists
Returns all contact lists in your Superchat workspace.
- List contacts
Returns all contacts in your Superchat workspace, newest first, with their handles and custom attribute values.
- List conversation messages
Returns the messages in a Superchat conversation, optionally filtered by direction and creation date.
- List conversations
Returns the conversations in the Superchat workspace, each with its status, channel, inbox, labels, assigned users and contacts.
- List custom attributes
Returns all custom contact attributes defined in the Superchat workspace, with their names, types and select options.
- List inboxes
Returns all inboxes in the Superchat workspace, including each inbox's name, timezone and users.
- List labels
Returns all conversation labels in your Superchat workspace.
- List notes
Returns all notes in a Superchat conversation, including each note's author, content and attached files.
- Remove contact from contact list
Removes a contact from one of your Superchat contact lists.
- Send Email
Sends an email from one of your Superchat email channels to a new or existing contact, with a subject, a plain-text and/or HTML body and optional file attachments.
- Send Message
Sends a text, media, template, quick-reply or list message to a contact on a Superchat channel such as WhatsApp, SMS, Instagram, Facebook Messenger or Telegram. A new contact is created if the recipient is not yet known.
- Send WhatsApp Template
Sends an approved WhatsApp template message from a Superchat WhatsApp channel to a new or existing contact, filling in the template's variables.
- Update Contact
Updates an existing Superchat contact's name, gender, email addresses and phone numbers, and custom attribute values. Fields left blank keep their current values.
- Update Conversation Assignees
Replaces the users assigned to a Superchat conversation and returns the updated conversation.
- Update Conversation Inbox
Moves a Superchat conversation into a different inbox and returns the updated conversation.
- Update Conversation Labels
Replaces the labels on a Superchat conversation with the labels you choose, and returns the updated conversation.
- Update Conversation Status
Changes the status of a Superchat conversation to open, done, spam, archived or snoozed, optionally setting when a snooze ends. Returns the updated conversation.
- Upload File
Uploads a file (document, image, audio or video) to your Superchat workspace so it can be attached to messages. Returns the new file's id, name, type and a temporary download link.
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
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Questions
Casebook and Superchat, 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 Superchat when something happens in Casebook?
Any of Superchat's 32 actions, including Create Contact, Create Note, Send Email and Send Message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Superchat to Casebook?
Superchat has no triggers in the catalog today, so automations start in Casebook. If you need the other direction, ask: your agent reads Superchat's API documentation and adds it.
Do I have to build a connector for Casebook or Superchat?
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 Superchat 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.