--- title: "Connect Balabook and Clearstream - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"Add Tag to Subscriber\" in Clearstream." canonical: "https://apiant.ai/connect/balabook-to-clearstream" --- # Connect Balabook and Clearstream When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Add Tag to Subscriber** in [Clearstream](https://apiant.ai/connections/clearstream), or **New Incoming Text** in Clearstream 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 Clearstream **2** triggers Clearstream **10** 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 Clearstream 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 Clearstream can do together ### From Balabook to Clearstream - When **New Invoices** in Balabook then **Add Tag to Subscriber** in Clearstream - When **New Journal Entries** in Balabook then **Create List** in Clearstream ### From Clearstream to Balabook - When **New Incoming Text** in Clearstream then **Add invoice payment** in Balabook - When **New Subscriber** in Clearstream 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 Clearstream ## Triggers and actions 4 triggers · 36 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 Incoming Text** Triggers when a new incoming text is received in your Clearstream account. - Trigger **New Subscriber** Triggers when a new subscriber is added to your Clearstream account. - Action **Add Tag to Subscriber** Adds a tag to a subscriber in your Clearstream account. - Action **Create List** Creates a new subscriber list in your Clearstream account. - Action **Create Tag** Creates a new tag in your Clearstream account. - Action **Get Subscriber** Returns one Clearstream subscriber, looked up by mobile number, with their lists and tags. - Action **List Lists** Returns the subscriber lists in your Clearstream account, optionally filtered by name or locked status. - Action **List Tags** Returns the tags in your Clearstream account, optionally filtered by name. - Action **Opt-Out Subscriber** Opts a subscriber out of your Clearstream account so they no longer receive texts. - Action **Remove Subscriber From List** Removes a subscriber from one of your Clearstream lists. The subscriber stays opted in to your account. - Action **Send Text to Number** Sends a one-to-one text message to a single mobile number from your Clearstream account. - Action **Update Subscriber** Updates an existing Clearstream subscriber's name, email, lists or tags. ## 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) - [ **Clearstream** Clearstream is a two-way SMS communication tool for churches and non-profits.](https://apiant.ai/connections/clearstream) Reviews ## What our customers say ## More from Balabook - [ **Balabook to touchSMS** touchSMS is a simple app to send and receive SMS from any application.](https://apiant.ai/connect/balabook-to-touchsms) - [ **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) ## More into Clearstream - [ **ActiveCampaign to Clearstream** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-clearstream) - [ **Airtable to Clearstream** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-clearstream) - [ **Asana to Clearstream** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-clearstream) - [ **Brevo to Clearstream** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-clearstream) - [ **Calendly to Clearstream** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-clearstream) - [ **Capsule CRM to Clearstream** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-clearstream) Questions ## Balabook and Clearstream, 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 Clearstream when something happens in Balabook? Any of Clearstream's 10 actions, including Create List, Create Tag, Send Text to Number and Update Subscriber. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Clearstream to Balabook? Yes. When something happens in Clearstream, your agent can act in Balabook too. This page covers both directions: Clearstream's triggers and Balabook's actions are listed here as well. ### ### Do I have to build a connector for Balabook or Clearstream? 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 Clearstream 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.