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Connect your AI assistant to Casebook

Get AI-powered caseload summaries for supervisor check-ins and coverage handoffs.

Overview

This pilot introduces a read-only Model Context Protocol (MCP) connection between your AI assistant and Casebook. Supervisors and backup staff can ask their AI assistant for quick situational overviews of a worker's caseload or an individual case, reducing the time spent navigating multiple areas of Casebook under time pressure.

Example prompt: "Give me a high-level overview of Jamie's caseload right now."

Screenshot 2026-04-06 at 10.57.31 AM

Who this is for

This pilot is designed for two primary scenarios:

  • Supervisors who need fast situational awareness before check-ins
  • Backup or coverage staff who need to quickly understand an unfamiliar caseload

What's included in this pilot

 
What it can do What it cannot do
✅ Read case records and caseload data ❌ Create, update, or delete any records
✅ Generate AI summaries for coverage and check-ins ❌ Perform bulk actions of any kind
✅ Operate within its own defined role-based permissions ❌ Access data beyond your Casebook permissions

How to request access

The MCP pilot is currently in alpha. Access is granted on a request basis using the form below. Once approved, you'll receive setup instructions via email.

Early access request form
 
Submit your information to join the waitlist. Access is reviewed and granted by the Casebook team.
 

Frequently asked questions

Does this change my permissions in Casebook?

The MCP connection has its own set of permissions, think of it as a separate account that's been granted specific access to Casebook. This is different from what you personally can see and do in Casebook. So even if your account has access to certain records, the MCP connection only sees what it's been given permission to see, not more.

Which AI assistants are supported?

For now, this alpha is Claude-only. Setup instructions will walk you through connecting Claude once your access is approved.

Can the AI make changes to Casebook on my behalf?

No. This pilot is strictly read-only. No create, update, delete, or bulk operations are available through the MCP connection.

What feedback is expected from pilot participants?

Participants may be asked to share feedback on summary accuracy, access patterns, and overall usefulness for supervisor and coverage workflows.