Integration
Connect Casebook and Text Request
When New Case fires in Casebook, your agent runs Add group message in Text Request, or New Contact in Text Request 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 Text Request 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 Text Request can do together
From Casebook to Text Request
When New Case in Casebook
then Add group message in Text Request
From Text Request 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 Text Request
Triggers and actions 5 triggers · 37 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 Contact
Triggers when a new contact is added to a dashboard.
- New Message
Triggers when a text message is sent or received on a dashboard.
- Add custom field
Creates a new custom field on a Text Request dashboard, which can then be set on contacts.
- Add group message
Sends a group text message to selected groups and/or phone numbers from a dashboard, immediately, at a scheduled time, or on a recurring schedule.
- Add keyword
Creates a new keyword on a Text Request dashboard, with an optional automatic reply sent when a contact texts it.
- Add payment
Sends a payment request text to a contact for the given amount and returns the new payment.
- Add user
Creates a new user in your Text Request account with the given name, email and password, optionally granting administrator rights or dashboard permissions.
- Create Group
Creates a contact group on a dashboard.
- Create Tag
Creates a contact tag on a dashboard.
- Delete Contact
Deletes a contact from a dashboard by their phone number.
- Delete group
Deletes a group from a dashboard. Contacts in the group are kept.
- Delete tag
Deletes a contact tag from a Text Request dashboard. Contacts that carried the tag are not deleted.
- Find Contacts
Finds contacts on a dashboard by name, phone number, tag or group.
- Get Contact
Returns one contact on a dashboard by their phone number, including name, tags, groups, custom fields and message counts.
- Get dashboard
Returns a dashboard (texting line) with its name, phone number and time zone.
- List custom fields
Returns all custom fields defined for a Text Request dashboard (texting line), with each field's id and name.
- List Dashboards
Returns every dashboard (texting phone line) in your Text Request account, with its ID, name and phone number.
- List Groups
Returns all contact groups on a dashboard.
- List keywords
Returns all keywords on a Text Request dashboard, with their auto-response, linked group and subscriber count.
- List messages
Returns the text messages sent and received on a Text Request dashboard, optionally filtered by date range.
- List scheduled messages
Returns the pending scheduled one-to-one messages for a dashboard, optionally filtered by send time or to recurring messages only.
- List tags
Returns all contact tags defined on a Text Request dashboard, with each tag's name and color.
- List users
Returns the users in your Text Request account, optionally filtered by email or external user ID.
- Send Message
Sends a text message from a dashboard to a contact's phone number, now or at a scheduled time.
- Update group
Renames a group on a Text Request dashboard and updates its notes.
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 Text Request, 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 Text Request when something happens in Casebook?
Any of Text Request's 23 actions, including Create Group, Create Tag, Send Message and Update group. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Text Request to Casebook?
Yes. When something happens in Text Request, your agent can act in Casebook too. This page covers both directions: Text Request's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or Text Request?
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 Text Request 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.