--- title: "Connect Balabook and Brandfolder - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"Create Asset\" in Brandfolder." canonical: "https://apiant.ai/connect/balabook-to-brandfolder" --- # Connect Balabook and Brandfolder When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Create Asset** in [Brandfolder](https://apiant.ai/connections/brandfolder), or **New Brandfolder** in Brandfolder to **Add invoice payment** in Balabook. Describe the whole flow and it is built, tested on every scenario and kept running. Balabook **2** triggers Balabook **26** actions Brandfolder **3** triggers Brandfolder **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Balabook and Brandfolder to do together? 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) Example flows ## What Balabook and Brandfolder can do together ### From Balabook to Brandfolder - When **New Invoices** in Balabook then **Create Asset** in Brandfolder - When **New Journal Entries** in Balabook then **Create Brandfolder** in Brandfolder ### From Brandfolder to Balabook - When **New Brandfolder** in Brandfolder then **Add invoice payment** in Balabook - When **New Collection** in Brandfolder then **Create Invoice** in Balabook 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 Balabook and Brandfolder ## Triggers and actions 5 triggers · 44 actions - Trigger **New Invoices** Triggers when a new invoice is created. - Trigger **New Journal Entries** Triggers when a new journal entry is created. - Action **Add bill** Create a bill. - Action **Add credit note** Create a credit note. - Action **Add invoice payment** Record a payment on an invoice. - Action **Add journal entry** Create a journal entry. - Action **Create Account** Creates a new account in your company. - Action **Create Estimate** Creates a new draft estimate in your company. - Action **Create Expense** Creates a new draft expense in your company. - Action **Create Invoice** Creates a new draft invoice in your company. - Action **Create Partner** Creates the partner for the company. - Action **Create Transaction** Creates a new draft transaction in your company. - Action **Delete invoice** Delete an invoice. - Action **Get account** Get an account with amounts. - Action **Get credit note** Returns one credit note with partner, line items, totals and status. - Action **Get invoice** Get an invoice by id. - Action **Get partner** Get a partner by id. - Action **List accounts** List accounts. - Action **List bills** List bills. - Action **List estimates** List estimates. - Action **List invoices** List invoices. - Action **List journal entries** List journal entries. - Action **List transactions** List transactions. - Action **Update account** Update an account. - Action **Update estimate** Update an estimate. - Action **Update expense** Update an expense. - Action **Update invoice** Update an invoice. - Action **Update partner** Update a partner. - Trigger **New Brandfolder** Triggers when a new Brandfolder becomes accessible to the connected user. - Trigger **New Collection** Triggers when a new collection becomes accessible to the connected Brandfolder user. - Trigger **New Section** Triggers when a new section is added to a Brandfolder. - Action **Create Asset** Creates an asset in a Brandfolder section, optionally with file attachments imported from public URLs. - Action **Create Brandfolder** Creates a new Brandfolder in the chosen organization. - Action **Create Custom Field** Creates a controlled custom field key in a Brandfolder, optionally restricting its allowed values. - Action **Create Section** Creates a new section in a Brandfolder to organize assets. - Action **Create Tag** Adds one or more tags to a Brandfolder asset and returns all of the asset's tags. - Action **Delete asset** Deletes an asset from Brandfolder. - Action **Delete collection** Deletes a collection from Brandfolder. - Action **Get asset** Returns a single Brandfolder asset by its id, optionally with its related attachments, tags, collections, section and custom fields. - Action **Get Brandfolder** Returns a single Brandfolder by its id, including its name, privacy, slug and tagline. - Action **Get collection** Returns a Brandfolder collection's details, optionally with its asset count and related records. - Action **List assets** Returns the assets in a Brandfolder, optionally narrowed by a search query and expanded with related records such as tags, collections or attachments. - Action **List Brandfolders** Returns all Brandfolders the connected user can access, optionally filtered by a search query. - Action **List collections** Returns every collection your Brandfolder account can access, across all Brandfolders. - Action **List sections** Returns the sections in a Brandfolder, with each section's name, default asset type and position. - Action **List tags** Returns the tags on assets in a Brandfolder. - Action **Update Asset** Updates an existing Brandfolder asset's name, description, thumbnail, approval, availability dates, and can add new attachments. - Action **Update attachment** Updates an attachment's file name or replaces its file from a URL, and returns the updated attachment. - Action **Update Brandfolder** Updates the name, privacy, slug or tagline of a Brandfolder. ## Each app on its own - [ **Balabook** Balabook is an accounting software for business owners and accounting firms to help improve the financial...](https://apiant.ai/connections/balabook) - [ **Brandfolder** Store, share, and showcase your assets in one place with Brandfolder, the world's most powerfully simple...](https://apiant.ai/connections/brandfolder) Reviews ## What our customers say ## More from Balabook - [ **Balabook to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/balabook-to-hubspot) - [ **Balabook to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/balabook-to-salesforce) - [ **Balabook to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/balabook-to-slack) - [ **Balabook to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/balabook-to-google-sheets) - [ **Balabook to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/balabook-to-gmail) - [ **Balabook to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/balabook-to-google-calendar) ## More into Brandfolder - [ **ActiveCampaign to Brandfolder** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-brandfolder) - [ **Airtable to Brandfolder** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-brandfolder) - [ **Asana to Brandfolder** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-brandfolder) - [ **2Chat to Brandfolder** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-brandfolder) - [ **3Scribe to Brandfolder** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-brandfolder) - [ **5pm to Brandfolder** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-brandfolder) Questions ## Balabook and Brandfolder, answered ### ### What can start an automation from Balabook? Any of Balabook's 2 triggers in the catalog, including New Invoices and New Journal Entries. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Brandfolder when something happens in Balabook? Any of Brandfolder's 18 actions, including Create Asset, Create Brandfolder, Create Custom Field and Create Section. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Brandfolder to Balabook? Yes. When something happens in Brandfolder, your agent can act in Balabook too. This page covers both directions: Brandfolder's triggers and Balabook's actions are listed here as well. ### ### Do I have to build a connector for Balabook or Brandfolder? 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 Balabook and Brandfolder 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.