Integration
Connect Casebook and VBOUT
When New Case fires in Casebook, your agent runs Add contact in VBOUT, or New Contact in VBOUT 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 VBOUT 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 VBOUT can do together
From Casebook to VBOUT
When New Case in Casebook
then Add contact in VBOUT
From VBOUT 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 VBOUT
Triggers and actions 5 triggers · 32 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 VBOUT email list.
- New Contact Property Change
Triggers when any property of a contact in a VBOUT email list changes, or a contact is added.
- Add contact
Creates a contact in a VBOUT email list, with optional IP address and list custom field values.
- Add Contact to List
Adds a contact to one of your VBOUT email lists.
- Add Custom Event to a Contact
Records a custom activity on a VBOUT contact's timeline.
- Add Tag to Contact
Adds a tag to a VBOUT contact, found by email address.
- Create Email List
Creates a new email list in VBOUT.
- Create Email Marketing Campaign
Creates an email campaign in VBOUT addressed to one of your lists.
- Create Social Media Message
Posts a message to one of your connected social media channels through VBOUT.
- Get email campaign
Returns an email campaign's details, including subject, sender and content, by its ID.
- Get email list
Returns the settings of one VBOUT email list, including its name, sender details, confirmation messages and the list's custom fields.
- List contacts
Returns the contacts in a VBOUT email list.
- List email campaigns
Returns the email campaigns in your VBOUT account, optionally filtered by status (sent, scheduled, draft, automation) or date range.
- List email lists
Returns all email lists in the VBOUT account, with each list's name, sender settings and creation date.
- Move contact
Moves a VBOUT contact from one email list to another.
- Remove Tag From Contact
Removes a tag from a VBOUT contact, found by email address.
- Unsubscribe Contact
Unsubscribes a VBOUT contact by setting its status to inactive.
- Update Contact
Updates an existing VBOUT contact's email, status or IP address.
- Update email campaign
Updates an existing VBOUT email marketing campaign's name, subject, content, sender and recipients.
- Update email list
Updates an existing VBOUT email list's name, sender details, notification settings and subscription messages.
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 VBOUT, 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 VBOUT when something happens in Casebook?
Any of VBOUT's 18 actions, including Create Email List, Create Email Marketing Campaign, Create Social Media Message and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from VBOUT to Casebook?
Yes. When something happens in VBOUT, your agent can act in Casebook too. This page covers both directions: VBOUT's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or VBOUT?
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 VBOUT 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.