Integration
Connect Casebook and Webmecanik Pipeline
When New Case fires in Casebook, your agent runs Update contact in Webmecanik Pipeline, or New Company in Webmecanik Pipeline 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 Webmecanik Pipeline 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 Webmecanik Pipeline can do together
From Casebook to Webmecanik Pipeline
When New Case in Casebook
then Update contact in Webmecanik Pipeline
From Webmecanik Pipeline 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 Webmecanik Pipeline
Triggers and actions 9 triggers · 35 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 Company
Triggers when a new company is added in Webmecanik Pipeline.
- New Contact
Triggers when a new contact is added in Webmecanik Pipeline.
- New Opportunity
Triggers when a new opportunity is created in Webmecanik Pipeline.
- Updated Company
Triggers when a company is updated in Webmecanik Pipeline.
- Updated Contact
Triggers when a contact is created or updated in Webmecanik Pipeline.
- Updated Opportunity
Triggers when an opportunity is created or updated in Webmecanik Pipeline.
- Create Activity
Creates an activity (call, email, appointment, note or custom) on a contact or opportunity in Webmecanik Pipeline.
- Delete activity
Deletes an activity from Webmecanik Pipeline.
- Delete company
Deletes a company from Webmecanik Pipeline.
- Delete contact
Deletes a contact from Webmecanik Pipeline.
- Delete opportunity
Deletes an opportunity from Webmecanik Pipeline.
- Get company
Returns one company by its slug, including its tags and custom fields.
- Get contact
Returns one contact by its slug, including tags, companies, addresses and custom fields.
- Get opportunity
Returns one opportunity by its slug, including its pipeline, status, tags and custom fields.
- List companies
Returns all companies in your Webmecanik Pipeline account, including their custom fields.
- List contacts
Returns the contacts in your Webmecanik Pipeline account, optionally filtered by email, first name, last name or phone number.
- List opportunities
Returns the opportunities in your Webmecanik Pipeline account, optionally only those of one pipeline.
- List pipelines
Returns all sales pipelines visible to the connected Webmecanik Pipeline user.
- List statuses
Returns the statuses (pipeline stages) in Webmecanik Pipeline, optionally limited to one pipeline.
- List users
Returns all users in the Webmecanik Pipeline organization, with their name, email and role.
- Update activity
Updates an existing activity (call, email, note, appointment) attached to a contact or opportunity.
- Update company
Updates an existing company in Webmecanik Pipeline, changing only the fields you fill in.
- Update contact
Updates an existing contact in Webmecanik Pipeline, including its custom field values, and returns the updated contact.
- Update opportunity
Updates an existing opportunity in Webmecanik Pipeline, changing only the values you supply.
- Update or Create Company
Creates a company, or updates the existing one when a duplicate is found.
- Update or Create Contact
Creates a contact, or updates the existing contact with the same email address.
- Update or Create Opportunity
Updates an existing opportunity when a slug is given, otherwise creates a new opportunity, and returns the resulting record.
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
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Questions
Casebook and Webmecanik Pipeline, 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 Webmecanik Pipeline when something happens in Casebook?
Any of Webmecanik Pipeline's 21 actions, including Create Activity, Update activity, Update company and Update contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Webmecanik Pipeline to Casebook?
Yes. When something happens in Webmecanik Pipeline, your agent can act in Casebook too. This page covers both directions: Webmecanik Pipeline's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or Webmecanik Pipeline?
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 Webmecanik Pipeline 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.