Integration
Connect Casebook and TidyHQ
When New Case fires in Casebook, your agent runs Add Contact Note in TidyHQ, or Contact Added to Group in TidyHQ 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 TidyHQ 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 TidyHQ can do together
From Casebook to TidyHQ
When New Case in Casebook
then Add Contact Note in TidyHQ
From TidyHQ 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 TidyHQ
Triggers and actions 13 triggers · 33 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.
- Contact Activated
Triggers when a contact has been activated (after new membership, or reactivated e.g. restored from trash).
- Contact Added to Group
Triggers when a contact has been added to a group.
- Contact Created
Triggers when a new contact has been created for the first time.
- Contact Deactivated
Triggers when a contact has been deleted.
- Contact Removed From Group
Triggers when a contact has been removed from a group.
- Event Deleted
Triggers when an event is deleted.
- Event Ticket Created
Triggers when an event ticket is created.
- Event Ticket Deleted
Triggers when an event ticket is deleted.
- Event Ticket Updated
Triggers when an event ticket is updated.
- Event Updated
Triggers when an event is updated.
- Add Contact Note
Adds a note to a TidyHQ contact.
- Add Contact To Group
Adds an existing TidyHQ contact to one of your groups.
- Add Event Ticket
Creates a new ticket type on a TidyHQ event.
- Add invoice
Creates a new invoice in TidyHQ with your own line items, optionally addressed to a contact.
- Create Contact
Creates a new contact in your TidyHQ organisation.
- Delete Contact
Deletes a contact from your TidyHQ organisation.
- Delete Contact Note
Deletes a note from a TidyHQ contact.
- Delete Event
Deletes an event from your TidyHQ organisation.
- Delete Event Ticket
Deletes a ticket type from a TidyHQ event.
- Find Contact
Finds contacts in your TidyHQ organisation whose details match the search text.
- Get contact
Returns a single TidyHQ contact by its id, including its custom field values.
- Get event
Returns a single TidyHQ event by its ID, with all of its details.
- List contacts
Returns the contacts in your TidyHQ organisation, optionally narrowed by search text.
- List event tickets
Returns the ticket types available on a TidyHQ event.
- List groups
Returns the contact groups in your TidyHQ organisation.
- Remove Contact From Group
Removes a contact from a TidyHQ group.
- Update Contact
Updates an existing TidyHQ contact's details. Only the fields you fill in are changed.
- Update Event
Updates an existing TidyHQ event's name, times, location or description.
- Update Event Ticket
Updates a ticket type on a TidyHQ event, such as its name, price, quantity or sales window. Fields left blank are not changed.
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
More from Casebook
Casebook to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Casebook to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Casebook to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Casebook to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Casebook to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Casebook to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into TidyHQ
Questions
Casebook and TidyHQ, 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 TidyHQ when something happens in Casebook?
Any of TidyHQ's 19 actions, including Create Contact, Update Contact, Update Event and Update Event Ticket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TidyHQ to Casebook?
Yes. When something happens in TidyHQ, your agent can act in Casebook too. This page covers both directions: TidyHQ's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or TidyHQ?
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 TidyHQ 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.