Integration
Connect Casebook and TRYTN
When New Case fires in Casebook, your agent runs Add payment in TRYTN, or New Merchandise Item in TRYTN 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 TRYTN 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 TRYTN can do together
From Casebook to TRYTN
When New Case in Casebook
then Add payment in TRYTN
From TRYTN 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 TRYTN
Triggers and actions 7 triggers · 62 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 Merchandise Item
Triggers when a merchandise item is purchased.
- New Scheduled Item
Triggers when a scheduled item (a booking for a dated activity) is purchased.
- New Transaction
Triggers when a new transaction (payment) is made in your TRYTN business.
- New Unscheduled Item
Triggers when an unscheduled item (an item with no fixed date) is purchased.
- Add add-on
Creates a new add-on for your TRYTN business, or updates the existing add-on with the same ID.
- Add affiliate
Creates a new affiliate in your TRYTN business, or updates the affiliate if one with the same ID already exists.
- Add asset
Creates a new asset (such as equipment or a resource with limited quantity) in your TRYTN business, or updates the asset if one with the same ID already exists.
- Add booking
Creates a new booking for an activity occurrence and timeslot, or updates an existing booking with the same ID.
- Add cart
Creates a new cart in TRYTN, or updates an existing cart with the same ID.
- Add payment
Creates a payment record for an existing TRYTN cart, with buyer details and optional charge amount.
- Add policy
Creates a cancellation policy in your TRYTN business, or updates the policy with the same ID if it already exists.
- Add promotion
Creates a promotion (discount code) for your TRYTN business, or updates it if a promotion with that ID already exists.
- Add tax rate
Creates a tax rate or fee for the business, or updates it if the ID already exists.
- Add voucher campaign
Creates a voucher campaign in TRYTN, or updates it if a campaign with the same ID already exists.
- Check in participant
Checks in participants for a booking on a specific activity occurrence and timeslot.
- Delete Add-On
Deletes a add-on from your TRYTN business.
- Delete Affiliate
Deletes a affiliate from your TRYTN business.
- Delete Asset
Deletes a asset from your TRYTN business.
- Delete Category
Deletes a category from your TRYTN business.
- Delete Policy
Deletes a policy from your TRYTN business.
- Delete Product
Deletes a product from your TRYTN business.
- Delete Promotion
Deletes a promotion from your TRYTN business.
- Delete Question
Deletes a question from your TRYTN business.
- Delete Tax Rate
Deletes a tax rate from your TRYTN business.
- Delete Voucher Campaign
Deletes a voucher campaign from your TRYTN business.
- Find carts
Searches for carts in TRYTN by text, source, item presence or last-updated date range.
- Get Activity Product
Returns one activity product by its ID.
- Get Add-On
Returns one add-on from your TRYTN business by its ID.
- Get Affiliate
Returns one affiliate from your TRYTN business by its ID.
- Get Asset
Returns one asset from your TRYTN business by its ID.
- Get Cart
Returns one shopping cart by its ID.
- Get Category
Returns one category from your TRYTN business by its ID.
- Get Merchandise Product
Returns one merchandise product by its ID.
- Get Payment
Returns one payment (transaction) by its ID.
- Get Policy
Returns one policy from your TRYTN business by its ID.
- Get Promotion
Returns one promotion from your TRYTN business by its ID.
- Get Question
Returns one question from your TRYTN business by its ID.
- Get Tax Rate
Returns one tax rate from your TRYTN business by its ID.
- Get Unscheduled Product
Returns one unscheduled product by its ID.
- Get Voucher Campaign
Returns one voucher campaign from your TRYTN business by its ID.
- List Activity Products
Returns all activity products in your TRYTN business.
- List Add-Ons
Returns all add-ons in your TRYTN business.
- List Affiliates
Returns all affiliates in your TRYTN business.
- List Assets
Returns all assets in your TRYTN business.
- List Categories
Returns all categories in your TRYTN business.
- List Merchandise Products
Returns all merchandise products in your TRYTN business.
- List Policies
Returns all policies in your TRYTN business.
- List Promotions
Returns all promotions in your TRYTN business.
- List Questions
Returns all questions in your TRYTN business.
- List Tax Rates
Returns all tax rates in your TRYTN business.
- List Unscheduled Products
Returns all unscheduled products in your TRYTN business.
- List Voucher Campaigns
Returns all voucher campaigns in your TRYTN business.
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 TRYTN, 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 TRYTN when something happens in Casebook?
Any of TRYTN's 48 actions, including Add add-on, Add affiliate, Add asset and Add booking. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TRYTN to Casebook?
Yes. When something happens in TRYTN, your agent can act in Casebook too. This page covers both directions: TRYTN's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or TRYTN?
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 TRYTN 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.