Integration
Connect Balabook and CATS
When New Invoices fires in Balabook, your agent runs Create a Contact in CATS, or Candidate Updated in CATS to Add invoice payment in Balabook. Describe the whole flow and it is built, tested on every scenario and kept running.
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 Balabook and CATS to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Balabook and CATS can do together
From Balabook to CATS
When New Invoices in Balabook
then Create a Contact in CATS
From CATS to 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 CATS
Triggers and actions 16 triggers · 48 actions
- New Invoices
Triggers when a new invoice is created.
- New Journal Entries
Triggers when a new journal entry is created.
- Add bill
Create a bill.
- Add credit note
Create a credit note.
- Add invoice payment
Record a payment on an invoice.
- Add journal entry
Create a journal entry.
- Create Account
Creates a new account in your company.
- Create Estimate
Creates a new draft estimate in your company.
- Create Expense
Creates a new draft expense in your company.
- Create Invoice
Creates a new draft invoice in your company.
- Create Partner
Creates the partner for the company.
- Create Transaction
Creates a new draft transaction in your company.
- Delete invoice
Delete an invoice.
- Get account
Get an account with amounts.
- Get credit note
Returns one credit note with partner, line items, totals and status.
- Get invoice
Get an invoice by id.
- Get partner
Get a partner by id.
- List accounts
List accounts.
- List bills
List bills.
- List estimates
List estimates.
- List invoices
List invoices.
- List journal entries
List journal entries.
- List transactions
List transactions.
- Update account
Update an account.
- Update estimate
Update an estimate.
- Update expense
Update an expense.
- Update invoice
Update an invoice.
- Update partner
Update a partner.
- Candidate Updated
Triggers when a candidate is updated in CATS.
- Company Status Changed
Triggers when a company's status is changed in CATS.
- Company Updated
Triggers when a company is updated in CATS.
- Contact Status Changed
Triggers when a contact's status changes in CATS.
- Contact Updated
Triggers when a contact is updated in CATS.
- Custom Trigger
Triggers when the CATS event you choose fires (any record type: candidate, company, contact, job, pipeline, activity or user).
- Job Status Changed
Triggers when a job's status changes in CATS, returning the job with its previous and new status ids.
- New Activity
Triggers when a new activity (call, email, meeting, note) is logged in CATS.
- New Candidate
Triggers when a new candidate is created in CATS.
- New Company
Triggers when a new company is created in CATS.
- New Contact
Triggers when a new contact is created in CATS.
- New Job
Triggers when a new job order is created in CATS.
- New Pipeline
Triggers when a candidate is added to a job's pipeline in CATS.
- Pipeline Updated
Triggers when a pipeline (a candidate's placement on a job) is updated in CATS.
- Add Candidate to Pipeline
Adds a candidate to a job's pipeline in CATS and returns the new pipeline record's id.
- Change Company Status
Changes the status of a company in CATS, optionally choosing which status-change triggers fire.
- Change Contact Status
Changes the status of a contact in CATS, optionally choosing which status triggers fire.
- Change Job Status
Changes the status of a job in CATS, optionally choosing which status triggers fire.
- Create a Candidate
Creates a new candidate record in CATS with contact details, address, pay, skills and custom field values.
- Create a Company
Creates a new company record in CATS and returns its ID.
- Create a Contact
Creates a contact in CATS linked to a company and owner, and returns the new contact's ID.
- Create a Job
Creates a new job order in CATS and returns its ID.
- Create a Task
Creates a task in CATS, optionally linked to a candidate, contact, company or job and assigned to a user.
- Find a Candidate
Searches CATS candidates by a keyword such as a name or email and returns the matching candidate records.
- Find a Company
Searches CATS companies by text and returns the matching companies.
- Find a Contact
Searches CATS contacts by text and returns the matching contacts.
- Find a Job
Searches CATS jobs by text and returns the matching jobs.
- Find a User
Finds CATS users whose email, username or name matches the search term.
- Get Activity
Returns a single CATS activity (call, email, meeting, note) by its ID, including the record it is logged against.
- Get Pipeline
Returns a single pipeline — a candidate's placement on a job — including its status, workflow and rating.
- Get Task
Returns a single CATS task by its ID, including its description, priority, due date, assignee, completion state and the record it concerns.
- Log Candidate Activity
Logs an activity (call, email, meeting or other) against a candidate in CATS.
- Update Candidate
Updates an existing candidate in CATS, including name, contact details, pay, availability and custom field values.
- Update Company
Updates an existing company in CATS, including its name, owner, contact details, address and custom field values.
- Update Contact
Updates an existing contact in CATS, including name, owner, company, title, contact details, address and custom field values.
- Update Pipeline
Updates the rating of a candidate's pipeline record on a job in CATS.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Balabook and CATS, 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 CATS when something happens in Balabook?
Any of CATS's 22 actions, including Create a Candidate, Create a Company, Create a Contact and Create a Job. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from CATS to Balabook?
Yes. When something happens in CATS, your agent can act in Balabook too. This page covers both directions: CATS's triggers and Balabook's actions are listed here as well.
Do I have to build a connector for Balabook or CATS?
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 CATS 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.