Integration
Connect Balabook and Holded
When New Invoices fires in Balabook, your agent runs Create Purchase Invoice in Holded, or New Contact in Holded 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 Holded 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 Holded can do together
From Balabook to Holded
When New Invoices in Balabook
then Create Purchase Invoice in Holded
When New Journal Entries in Balabook
then Create Purchase Order in Holded
From Holded to Balabook
When New Contact in Holded
then Add invoice payment in Balabook
When New Deal in Holded
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 Holded
Triggers and actions 8 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 ContactTriggers when a new contact is created in Holded.
Trigger
New DealTriggers when a new deal (lead) is created in a Holded CRM funnel.
Trigger
New Purchase InvoiceTriggers when a new purchase invoice is created in Holded.
Trigger
New Sales InvoiceTriggers when a new sales invoice is created in Holded.
Trigger
New Sales OrderTriggers when a new sales order is created in Holded.
Trigger
New Sales ReceiptTriggers when a new sales receipt is created in Holded.
Action
Create PaymentRecords a standalone payment in Holded.
Action
Create ProductCreates a product in Holded.
Action
Create Purchase InvoiceCreates a purchase invoice in Holded with its line items.
Action
Create Purchase OrderCreates a purchase order in Holded with its line items.
Action
Create QuoteCreates a quote (estimate) in Holded with its line items.
Action
Create Sales InvoiceCreates a sales invoice in Holded with its line items.
Action
Create Sales OrderCreates a sales order in Holded with its line items.
Action
Create Sales ReceiptCreates a sales receipt in Holded with its line items.
Action
Find ContactFinds Holded contacts by phone, mobile or custom reference ID.
Action
Mark Credit Note as PaidRecords a payment on a credit note, marking it paid.
Action
Send InvoiceEmails a sales invoice to the given addresses.
Action
Send Sales ReceiptEmails a sales receipt to the given addresses.
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
Reviews
What our customers say
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Questions
Balabook and Holded, 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 Holded when something happens in Balabook?
Any of Holded's 12 actions, including Create Payment, Create Product, Create Purchase Invoice and Create Purchase Order. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Holded to Balabook?
Yes. When something happens in Holded, your agent can act in Balabook too. This page covers both directions: Holded's triggers and Balabook's actions are listed here as well.
Do I have to build a connector for Balabook or Holded?
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 Holded 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.