Integration
Connect Casebook and timelink
When New Case fires in Casebook, your agent runs Create Client in timelink, or New Time Entry in timelink 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 timelink 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 timelink can do together
From Casebook to timelink
When New Case in Casebook
then Create Client in timelink
From timelink 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 timelink
Triggers and actions 6 triggers · 38 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.
- Deleted Time Entry
Triggers when a time entry is deleted.
- New Time Entry
Triggers when a new time entry is created.
- Updated Time Entry
Triggers when a time entry is updated.
- Create Client
Creates a new client in timelink.
- Create Project
Creates a new project in timelink, optionally assigned to a client.
- Create Service
Creates a new service (a type of work you track time against) in timelink.
- Create Time Entry
Creates a time entry for a user in timelink, optionally linked to a client, project and service.
- Delete client
Deletes a client in timelink.
- Delete project
Deletes a project in timelink.
- Delete service
Deletes a service in timelink.
- Delete time entry
Deletes a time entry from timelink.
- Find Client
Finds clients whose details match the search text, optionally filtered by active status or ids.
- Find Project
Searches projects by name or other text and returns the matching projects, optionally narrowed to one client or to active/inactive projects.
- Find Service
Searches your timelink services by text, for example part of the service name, and returns the matching services.
- Find Time Entry
Searches time entries by text and optional filters such as date range, client, project, service, user and billing status, returning the matching entries.
- Get client
Returns a single client by its ID.
- Get project
Returns a single timelink project by its ID, including its client, color, acronym and active/billable flags.
- Get service
Returns a single service (activity type) by its ID, including name, color, acronym and billable/active status.
- Get time entry
Returns a single time entry by its ID, including its client, project, service, description, billing flags and start/end times.
- Get user
Returns a single timelink user by ID, including name, email, active status, timezone and language.
- List clients
Returns the clients in your timelink account, optionally filtered by search text or active status.
- List services
Returns the services (billable activities) in your timelink account, optionally filtered by text, active status or specific ids.
- List users
Returns the users in your timelink company, optionally filtered by search text, active status or specific user ids.
- Update Client
Updates an existing client in timelink. Only the fields you fill in are changed.
- Update Project
Updates an existing project's name, client, color, billing and other details. Only the fields you fill in are changed.
- Update Service
Updates an existing service in timelink, such as its name, color, billable or active status.
- Update Time Entry
Updates an existing time entry in timelink, changing only the details you fill in, such as its times, description, client, project or service.
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 timelink, 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 timelink when something happens in Casebook?
Any of timelink's 24 actions, including Create Client, Create Project, Create Service and Create Time Entry. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from timelink to Casebook?
Yes. When something happens in timelink, your agent can act in Casebook too. This page covers both directions: timelink's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or timelink?
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 timelink 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.