App

Casebook integrations

Connect Casebook to any other app, or use it from your AI client over MCP. Casebook is a platform for human and social services.

Connects with a tokencasebook.net

3 triggers 14 actions

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 to automate with Casebook?

Ask the assistant

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

One 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.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide

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

Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide

Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide

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

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

Popular

Casebook with the apps people pair it with most

Pair it

Connect Casebook with another app

What your agent can do with Casebook

Triggers and actions 3 triggers · 14 actions

Trigger
New Case
Triggers when a new case is created in Casebook.
Trigger
New Intake Report
Triggers when a new intake report is created in Casebook.
Trigger
New Person
Triggers when a new person is created in Casebook.
Action
Add a Person to a Case
Adds a person to a Casebook case.
Action
Create a Case
Creates a new case in Casebook with a name, description and case type.
Action
Create an Intake Report
Creates a new intake report in Casebook with a name, narrative and report type.
Action
Create a Note
Creates a note in Casebook, optionally attached to a person, case or other record.
Action
Create a Person
Creates a new person in Casebook with their name and basic demographics.
Action
Create a Provider
Creates a new provider in Casebook with a name and contact details.
Action
Delete a Person
Deletes a person in Casebook. The record is hidden from view, not permanently purged.
Action
Find People
Finds Casebook people by first name, last name or date of birth and returns the first match.
Action
Get a Case
Returns one Casebook case by ID, including its name and description.
Action
Get an Intake Report
Returns one Casebook intake report by ID, including its name, narrative and when it was reported.
Action
Get a Person
Returns one Casebook person by ID, including name, date of birth and other demographics.
Action
Get a Provider
Returns one Casebook provider by ID, including its name, email and phone number.
Action
Update a Case
Updates a Casebook case's name, description or goals. Only the fields you fill in are changed.
Action
Update a Person
Updates a Casebook person's name or demographics. Only the fields you fill in are changed.

Reviews

What our customers say

Questions

Casebook, answered

Is there a Casebook MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Casebook. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Casebook actions on demand, or have APIANT build, test and run automations that use Casebook. Nothing to install.

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 Casebook?

Any of Casebook's 14 actions, including Create a Case, Create an Intake Report, Create a Note and Create a Person. Your agent maps the data both ways and tests every scenario before it ships.

Can I use Casebook directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Casebook two ways. Ask it to do something in Casebook 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 on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the Casebook API?

No. APIANT connects to the Casebook API for you, with a token. Describe what you want in plain language and your agent builds it on the Casebook triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Casebook API documentation and adds it.

Which apps can Casebook connect to?

Any app in the catalog; the list on this page pairs Casebook with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.