--- title: "Connect Balabook and Hex - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"Create Project\" in Hex, or \"New Project Run\" in Hex to \"Add invoice payment\" in Balabook." canonical: "https://apiant.ai/connect/balabook-to-hex" --- # Connect Balabook and Hex When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Create Project** in [Hex](https://apiant.ai/connections/hex), or **New Project Run** in Hex 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 Hex **4** triggers Hex **22** 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 Hex 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 Hex can do together ### From Balabook to Hex - When **New Invoices** in Balabook then **Create Project** in Hex - When **New Journal Entries** in Balabook then **Update Project Status** in Hex ### From Hex to Balabook - When **New Project Run** in Hex then **Add invoice payment** in Balabook - When **List Groups** in Hex 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 Hex ## Triggers and actions 6 triggers · 48 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 **List Groups** Triggers when a group is found in your Hex workspace. - Trigger **List Projects** Triggers when a project is found in your Hex workspace. - Trigger **List Users** Triggers when a user is found in your Hex workspace. - Trigger **New Project Run** Triggers when a new API-triggered run appears for a Hex project. - Action **Add Collection** Create a new collection. - Action **Create Embed URL** Creates a presigned URL to embed a published Hex project. - Action **Create Group** Creates a new group in your Hex workspace. - Action **Create Project** Creates a new Hex project. - Action **Deactivate User** Deactivate a workspace user. - Action **Delete Cell** Delete a cell. - Action **Delete Group** Delete a group. - Action **Get Cell** Fetch a single cell by id. - Action **Get Cell Output** Fetch a cell's output value. - Action **Get Collection** Fetch a single collection by id. - Action **Get Data Connection** Fetch a single data connection by id. - Action **Get Group** Fetch a single group by id. - Action **Get Project** Retrieves metadata about a specific Hex project. - Action **Get Project Runs** Retrieves the run history for a Hex project, optionally filtered by status. - Action **Get Run Status** Retrieves the status of a Hex project run, automatically waiting until the run reaches a final state (completed, errored, killed, or unable to allocate a kernel). - Action **List Cells** List cells within a project. - Action **List Collections** List collections (folders) in the workspace. - Action **List Data Connections** List configured data connections in the workspace. - Action **Share Project With Groups** Shares a Hex project with one or more groups at a specified access level. - Action **Update Cell** Edit a cell's contents. - Action **Update Collection** Edit a collection's name/contents. - Action **Update Project Status** Updates the status of a Hex project (or removes it). ## 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) - [ **Hex** Hex is a data science and analytics platform for building collaborative data projects and notebooks](https://apiant.ai/connections/hex) 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 Hex - [ **Acadle to Hex** Plug and Play in 2 hours, Train your employees, partners and customers at scale and with zero tech skills !](https://apiant.ai/connect/acadle-to-hex) - [ **Accredible Certificates to Hex** Easily create and manage digital certificates & open badges for your events or courses.](https://apiant.ai/connect/accredible-certificates-to-hex) - [ **AccuLynx to Hex** AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their...](https://apiant.ai/connect/acculynx-to-hex) - [ **actiTIME to Hex** actiTIME is a time tracking & scope management tool.](https://apiant.ai/connect/actitime-to-hex) - [ **ActiveCampaign Postmark to Hex** Postmark is specifically built to deliver your app's emails to the inbox, fast.](https://apiant.ai/connect/activecampaign-postmark-to-hex) - [ **ActiveCollab to Hex** ActiveCollab is a powerful yet simple workspace for task, project, team, client and billing management –...](https://apiant.ai/connect/activecollab-to-hex) Questions ## Balabook and Hex, 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 Hex when something happens in Balabook? Any of Hex's 22 actions, including Create Embed URL, Create Group, Create Project and Update Cell. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Hex to Balabook? Yes. When something happens in Hex, your agent can act in Balabook too. This page covers both directions: Hex's triggers and Balabook's actions are listed here as well. ### ### Do I have to build a connector for Balabook or Hex? 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 Hex 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.