Integration
Connect Balabook and Econodata
When New Invoices fires in Balabook, your agent runs Count Companies in Econodata, or New Company in Saved Search in Econodata 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 Econodata 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Econodata can do together
From Balabook to Econodata
When New Invoices in Balabook
then Count Companies in Econodata
When New Journal Entries in Balabook
then Count Companies by Saved Search in Econodata
From Econodata to Balabook
When New Company in Saved Search in Econodata
then Add invoice payment in Balabook
When New Company in Saved Search in Econodata
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 Econodata
Triggers and actions 3 triggers · 38 actions
Trigger
New InvoicesTriggers when a new invoice is created.
Trigger
New Journal EntriesTriggers when a new journal entry is created.
Action
Add billCreate a bill.
Action
Add credit noteCreate a credit note.
Action
Add invoice paymentRecord a payment on an invoice.
Action
Add journal entryCreate a journal entry.
Action
Create AccountCreates a new account in your company.
Action
Create EstimateCreates a new draft estimate in your company.
Action
Create ExpenseCreates a new draft expense in your company.
Action
Create InvoiceCreates a new draft invoice in your company.
Action
Create PartnerCreates the partner for the company.
Action
Create TransactionCreates a new draft transaction in your company.
Action
Delete invoiceDelete an invoice.
Action
Get accountGet an account with amounts.
Action
Get credit noteReturns one credit note with partner, line items, totals and status.
Action
Get invoiceGet an invoice by id.
Action
Get partnerGet a partner by id.
Action
List accountsList accounts.
Action
List billsList bills.
Action
List estimatesList estimates.
Action
List invoicesList invoices.
Action
List journal entriesList journal entries.
Action
List transactionsList transactions.
Action
Update accountUpdate an account.
Action
Update estimateUpdate an estimate.
Action
Update expenseUpdate an expense.
Action
Update invoiceUpdate an invoice.
Action
Update partnerUpdate a partner.
Trigger
New Company in Saved SearchTriggers when a new company appears in one of your shared Econodata saved searches.
Action
Count CompaniesReturns how many companies match a set of segmentation filters (status, state, city, CNAE, size, revenue, keywords and more), without returning the companies themselves.
Action
Count Companies by Saved SearchCounts how many companies are in one of the account's saved searches.
Action
Find CompanyFinds one company by CNPJ, CNPJ root, website or email and returns its record.
Action
Get Account BalanceReturns how many Econodata tokens the account has left.
Action
Get Economic GroupLists companies linked to a company through shared partners (its economic group), one page at a time.
Action
Get Tag Job StatusReturns the progress of a queued tag job: its status and how many companies were processed or failed.
Action
List Company PeopleLists a company's decision makers or employees, one page at a time.
Action
List Saved SearchesLists the saved searches shared in the Econodata account.
Action
Lookup Companies by CNPJReturns the company records for a list of up to 100 CNPJs, plus any CNPJs that could not be found.
Action
Match CompanyFinds the companies that best match loose details such as a name, state, website, phone or email, ranked by confidence.
Action
Search CompaniesSearches Brazilian companies matching segmentation filters (state, city, CNAE, size, revenue, keywords and more) and returns one page of results.
Action
Search Companies by Saved SearchReturns one page of companies from one of the account's saved searches, with a cursor for the next page.
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 Econodata, 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 Econodata when something happens in Balabook?
Any of Econodata's 12 actions, including Count Companies, Count Companies by Saved Search, Find Company and Get Account Balance. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Econodata to Balabook?
Yes. When something happens in Econodata, your agent can act in Balabook too. This page covers both directions: Econodata's triggers and Balabook's actions are listed here as well.
Do I have to build a connector for Balabook or Econodata?
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 Econodata 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.