--- title: "Connect Balabook and Intervals - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"Add invoice\" in Intervals, or \"New client\" in Intervals to \"Add invoice payment\" in Balabook." canonical: "https://apiant.ai/connect/balabook-to-intervals" --- # Connect Balabook and Intervals When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Add invoice** in [Intervals](https://apiant.ai/connections/intervals), or **New client** in Intervals 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 Intervals **6** triggers Intervals **38** 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 Intervals 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 Intervals can do together ### From Balabook to Intervals - When **New Invoices** in Balabook then **Add invoice** in Intervals - When **New Journal Entries** in Balabook then **Add task** in Intervals ### From Intervals to Balabook - When **New client** in Intervals then **Add invoice payment** in Balabook - When **New invoice** in Intervals 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 Intervals ## Triggers and actions 8 triggers · 64 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 client** Polling trigger: fires when a new client is created in Intervals. - Trigger **New invoice** Polling trigger: fires when a new invoice is created in Intervals. - Trigger **New milestone** Polling trigger: fires when a new milestone is created in Intervals. - Trigger **New person** Polling trigger: fires when a new person is added in Intervals. - Trigger **New project** Polling trigger: fires when a new project is created in Intervals. - Trigger **New task** Polling trigger: fires when a new task is created in Intervals. - Action **Add client** Create a new client. - Action **Add expense** Create a new expense. - Action **Add invoice** Create a new invoice. - Action **Add milestone** Create a new milestone. - Action **Add person** Create a new person (team member). - Action **Add project** Create a new project. - Action **Add task** Create a new task. - Action **Add time entry** Log a new time entry against a task. - Action **Add timer** Start a new timer for a task. - Action **Delete client** Delete a client. - Action **Delete expense** Delete an expense. - Action **Delete invoice** Delete an invoice. - Action **Delete milestone** Delete a milestone. - Action **Delete person** Delete a person. - Action **Delete project** Delete a project. - Action **Delete task** Delete a task. - Action **Delete time entry** Delete a logged time entry. - Action **Delete timer** Delete a timer. - Action **Get client** Retrieve a single client by id. - Action **Get expense** Retrieve a single expense by id. - Action **Get invoice** Retrieve a single invoice by id. - Action **Get milestone** Retrieve a single milestone by id. - Action **Get person** Retrieve a single person by id. - Action **Get project** Retrieve a single project by id. - Action **Get task** Retrieve a single task by id. - Action **Get time entry** Retrieve a single logged time entry by id. - Action **Get timer** Retrieve a single timer by id. - Action **List milestones** Retrieve all milestones in the Intervals account. - Action **List tasks** Retrieve all tasks in the Intervals account. - Action **Update client** Update an existing client's details. - Action **Update expense** Update an existing expense. - Action **Update invoice** Update an existing invoice. - Action **Update milestone** Update an existing milestone. - Action **Update person** Update an existing person's details. - Action **Update project** Update an existing project's details. - Action **Update task** Update an existing task's details. - Action **Update time entry** Update an existing logged time entry. - Action **Update timer** Update a timer (e.g. stop or adjust 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) - [ **Intervals** Intervals is cloud-based time tracking and task management with powerful reporting.](https://apiant.ai/connections/intervals) 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 Intervals - [ **HubSpot to Intervals** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-intervals) - [ **Google Sheets to Intervals** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-intervals) - [ **Gmail to Intervals** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-intervals) - [ **Google Calendar to Intervals** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-intervals) - [ **QuickBooks Online to Intervals** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-intervals) - [ **ActiveCampaign to Intervals** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-intervals) Questions ## Balabook and Intervals, 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 Intervals when something happens in Balabook? Any of Intervals's 38 actions, including Update client, Update expense, Update invoice and Update milestone. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Intervals to Balabook? Yes. When something happens in Intervals, your agent can act in Balabook too. This page covers both directions: Intervals's triggers and Balabook's actions are listed here as well. ### ### Do I have to build a connector for Balabook or Intervals? 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 Intervals 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.