--- title: "Connect Balabook and BugHerd - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"Add a Comment to a Task\" in BugHerd." canonical: "https://apiant.ai/connect/balabook-to-bugherd" --- # Connect Balabook and BugHerd When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Add a Comment to a Task** in [BugHerd](https://apiant.ai/connections/bugherd), or **Comment Created** in BugHerd 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 BugHerd **4** triggers BugHerd **16** 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 BugHerd 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 BugHerd can do together ### From Balabook to BugHerd - When **New Invoices** in Balabook then **Add a Comment to a Task** in BugHerd - When **New Journal Entries** in Balabook then **Add an Attachment to a Task** in BugHerd ### From BugHerd to Balabook - When **Comment Created** in BugHerd then **Add invoice payment** in Balabook - When **Project Created** in BugHerd 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 BugHerd ## Triggers and actions 6 triggers · 42 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 **Comment Created** Triggers when a comment is created - Trigger **Project Created** Triggers when a project is created. - Trigger **Task Created** Triggers only when a task is created - Trigger **Task Created or Updated** Triggers when a task is created or updated. - Action **Add a Comment to a Task** Adds a Comment to a Task - Action **Add an Attachment to a Task** Adds an Attachment to a Task - Action **Create a New Task** Creates a New Task. - Action **Create a Project** Creates a Project. - Action **Delete Attachment** Permanently deletes an attachment from a BugHerd task. - Action **Delete Project** Permanently deletes a BugHerd project and all of its associated data. - Action **Delete Task** Delete a task from a project. - Action **Find Task by External Id** Returns the tasks in a BugHerd project whose external ID matches the one you supply. - Action **Get Project** Retrieve a single project by id. - Action **Get Task** Returns full details for a single task within a BugHerd project. - Action **List Attachments** Return all attachments on a task. - Action **List Comments** Returns all comments on a BugHerd task. - Action **List Projects** Lists all projects in your BugHerd organization, including both active and inactive projects. - Action **List Tasks** Return all tasks in a project. - Action **Update a Task** Updates one or more fields on an existing BugHerd task. Only the fields you fill in are changed. - Action **Update Project** Updates a BugHerd project's settings. Only the fields you fill in are changed. ## 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) - [ **BugHerd** A visual feedback tool for websites. It's like using sticky-notes to pin client feedback and track bugs...](https://apiant.ai/connections/bugherd) 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 BugHerd - [ **Mailchimp to BugHerd** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-bugherd) - [ **ActiveCampaign to BugHerd** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-bugherd) - [ **Airtable to BugHerd** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-bugherd) - [ **Asana to BugHerd** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-bugherd) - [ **Brevo to BugHerd** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-bugherd) - [ **2Chat to BugHerd** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-bugherd) Questions ## Balabook and BugHerd, 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 BugHerd when something happens in Balabook? Any of BugHerd's 16 actions, including Create a New Task, Create a Project, Update a Task and Update Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from BugHerd to Balabook? Yes. When something happens in BugHerd, your agent can act in Balabook too. This page covers both directions: BugHerd's triggers and Balabook's actions are listed here as well. ### ### Do I have to build a connector for Balabook or BugHerd? 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 BugHerd 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.