--- title: "Casebook integrations and MCP server - APIANT.ai" description: "Connect Casebook to any other app, or use it from your AI client over MCP. Casebook is a platform for human and social services." canonical: "https://apiant.ai/connections/casebook" --- # 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 token [casebook.net](https://casebook.net/) **3** triggers **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Casebook? 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 (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Popular ## Casebook with the apps people pair it with most - [ **Casebook to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/casebook-to-hubspot) - [ **Casebook to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/casebook-to-salesforce) - [ **Casebook to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/casebook-to-slack) - [ **Casebook to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/casebook-to-google-sheets) - [ **Casebook to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/casebook-to-gmail) - [ **Casebook to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/casebook-to-google-calendar) - [ **Casebook to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/casebook-to-google-drive) - [ **Casebook to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/casebook-to-mailchimp) Pair it ## Connect Casebook with another app - [ **Casebook to HubSpot**](https://apiant.ai/connect/casebook-to-hubspot) - [ **Casebook to Salesforce**](https://apiant.ai/connect/casebook-to-salesforce) - [ **Casebook to Slack**](https://apiant.ai/connect/casebook-to-slack) - [ **Casebook to Google Sheets**](https://apiant.ai/connect/casebook-to-google-sheets) - [ **Casebook to Gmail**](https://apiant.ai/connect/casebook-to-gmail) - [ **Casebook to Google Calendar**](https://apiant.ai/connect/casebook-to-google-calendar) - [ **Casebook to Google Drive**](https://apiant.ai/connect/casebook-to-google-drive) - [ **Casebook to Mailchimp**](https://apiant.ai/connect/casebook-to-mailchimp) - [ **Casebook to Stripe**](https://apiant.ai/connect/casebook-to-stripe) - [ **Casebook to Shopify**](https://apiant.ai/connect/casebook-to-shopify) - [ **Casebook to QuickBooks Online**](https://apiant.ai/connect/casebook-to-quickbooks-online) - [ **Casebook to Pipedrive**](https://apiant.ai/connect/casebook-to-pipedrive) - [ **ActiveCampaign to Casebook**](https://apiant.ai/connect/activecampaign-to-casebook) - [ **Casebook to Notion**](https://apiant.ai/connect/casebook-to-notion) - [ **Airtable to Casebook**](https://apiant.ai/connect/airtable-to-casebook) - [ **Casebook to Trello**](https://apiant.ai/connect/casebook-to-trello) - [ **Asana to Casebook**](https://apiant.ai/connect/asana-to-casebook) - [ **Casebook to JIRA**](https://apiant.ai/connect/casebook-to-jira) - [ **Casebook to ClickUp**](https://apiant.ai/connect/casebook-to-clickup) - [ **Casebook to Zoom**](https://apiant.ai/connect/casebook-to-zoom) - [ **Casebook to Discord**](https://apiant.ai/connect/casebook-to-discord) - [ **Casebook to Twilio**](https://apiant.ai/connect/casebook-to-twilio) - [ **Casebook to SendGrid**](https://apiant.ai/connect/casebook-to-sendgrid) - [ **Casebook to Outlook**](https://apiant.ai/connect/casebook-to-outlook) - [ **Casebook to Intercom**](https://apiant.ai/connect/casebook-to-intercom) - [ **Casebook to Freshdesk**](https://apiant.ai/connect/casebook-to-freshdesk) - [ **Casebook to Klaviyo**](https://apiant.ai/connect/casebook-to-klaviyo) - [ **Brevo to Casebook**](https://apiant.ai/connect/brevo-to-casebook) - [ **Casebook to Typeform**](https://apiant.ai/connect/casebook-to-typeform) - [ **Casebook to JotForm**](https://apiant.ai/connect/casebook-to-jotform) - [ **Calendly to Casebook**](https://apiant.ai/connect/calendly-to-casebook) - [ **Casebook to PandaDoc**](https://apiant.ai/connect/casebook-to-pandadoc) - [ **Casebook to Webflow**](https://apiant.ai/connect/casebook-to-webflow) - [ **Casebook to Wix**](https://apiant.ai/connect/casebook-to-wix) - [ **Casebook to LinkedIn**](https://apiant.ai/connect/casebook-to-linkedin) - [ **Casebook to Facebook**](https://apiant.ai/connect/casebook-to-facebook) - [ **Casebook to Instagram**](https://apiant.ai/connect/casebook-to-instagram) - [ **Casebook to OpenAI**](https://apiant.ai/connect/casebook-to-openai) - [ **Casebook to Anthropic**](https://apiant.ai/connect/casebook-to-anthropic) - [ **Casebook to OneDrive**](https://apiant.ai/connect/casebook-to-onedrive) - [ **Casebook to Google Docs**](https://apiant.ai/connect/casebook-to-google-docs) - [ **Casebook to Ontraport**](https://apiant.ai/connect/casebook-to-ontraport) - [ **Casebook to Freshworks CRM**](https://apiant.ai/connect/casebook-to-freshworks-crm) - [ **Casebook to GoHighLevel**](https://apiant.ai/connect/casebook-to-gohighlevel) - [ **Capsule CRM to Casebook**](https://apiant.ai/connect/capsule-crm-to-casebook) - [ **Casebook to Copper**](https://apiant.ai/connect/casebook-to-copper) - [ **Casebook to Streak**](https://apiant.ai/connect/casebook-to-streak) - [ **Casebook to NetHunt CRM**](https://apiant.ai/connect/casebook-to-nethunt-crm) - [ **Casebook to MINDBODY**](https://apiant.ai/connect/casebook-to-mindbody) - [ **Casebook to Supabase**](https://apiant.ai/connect/casebook-to-supabase) - [ **Casebook to PostgreSQL**](https://apiant.ai/connect/casebook-to-postgresql) - [ **Casebook to MySQL**](https://apiant.ai/connect/casebook-to-mysql) - [ **Casebook to Vercel**](https://apiant.ai/connect/casebook-to-vercel) - [ **Casebook to ElevenLabs**](https://apiant.ai/connect/casebook-to-elevenlabs) - [ **Casebook to PagerDuty**](https://apiant.ai/connect/casebook-to-pagerduty) - [ **Casebook to Pushover**](https://apiant.ai/connect/casebook-to-pushover) - [ **Casebook to Gravity Forms**](https://apiant.ai/connect/casebook-to-gravity-forms) - [ **Casebook to HubSpot Enterprise**](https://apiant.ai/connect/casebook-to-hubspot-enterprise) - [ **Casebook to Google Forms**](https://apiant.ai/connect/casebook-to-google-forms) - [ **Casebook to Facebook Lead Ads**](https://apiant.ai/connect/casebook-to-facebook-lead-ads) 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.