---
title: "Connect Balabook and OpsGenie - APIANT.ai"
description: "When \"New Invoices\" fires in Balabook, your agent runs \"Add note to alert\" in OpsGenie, or \"New alert\" in OpsGenie to \"Add invoice payment\" in Balabook."
canonical: "https://apiant.ai/connect/balabook-to-opsgenie"
---

# Connect Balabook and OpsGenie

When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Add note to alert** in [OpsGenie](https://apiant.ai/connections/opsgenie), or **New alert** in OpsGenie 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 OpsGenie **1** trigger OpsGenie **14** 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 OpsGenie 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 OpsGenie can do together

### From Balabook to OpsGenie

- When **New Invoices** in Balabook then **Add note to alert** in OpsGenie
- When **New Journal Entries** in Balabook then **Create Alert** in OpsGenie

### From OpsGenie to Balabook

- When **New alert** in OpsGenie then **Add invoice payment** in Balabook
- When **New alert** in OpsGenie 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 OpsGenie

## Triggers and actions 3 triggers · 40 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 alert**

Triggers when a new alert is created in OpsGenie, optionally limited to alerts matching a search query.

- Action

**Acknowledge alert**

Acknowledges an OpsGenie alert, optionally adding a note. The request is processed asynchronously and returns a request id.

- Action

**Add note to alert**

Adds a note to an existing OpsGenie alert. The note is processed asynchronously; the returned request id can be used to check its status.

- Action

**Assign alert**

Assigns an OpsGenie alert to a user as its owner.

- Action

**Close alert**

Closes an OpsGenie alert identified by its id, tiny id or alias. Closing is processed asynchronously and returns a request id.

- Action

**Close incident**

Closes an OpsGenie incident, optionally adding a note.

- Action

**Create Alert**

Creates a new alert in OpsGenie with a message, optional priority, responders, tags and custom details.

- Action

**Delete alert**

Deletes an OpsGenie alert by its id, tiny id or alias. The deletion is processed asynchronously and returns a request id.

- Action

**Get alert**

Returns a single OpsGenie alert, looked up by its id, tiny id or alias.

- Action

**Get incident**

Returns an OpsGenie incident by its id or tiny id, including its message, status, priority, responders, tags and custom properties.

- Action

**List alerts**

Returns alerts in your OpsGenie account, optionally filtered by a search query or a saved search, and sorted by the field you choose.

- Action

**List incidents**

Returns incidents matching a search query, sorted as requested.

- Action

**List schedules**

Returns all on-call schedules in the OpsGenie account, optionally with their rotations.

- Action

**List teams**

Returns all teams in the OpsGenie account, with each team's id, name and description.

- Action

**List users**

Returns the users in your Opsgenie account, optionally filtered by a search query and sorted.

## 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)
- [ **OpsGenie** OpsGenie extends IT Operations Management to mobile devices.](https://apiant.ai/connections/opsgenie)

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 OpsGenie

- [ **HubSpot to OpsGenie** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-opsgenie)
- [ **Google Sheets to OpsGenie** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-opsgenie)
- [ **Gmail to OpsGenie** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-opsgenie)
- [ **Google Calendar to OpsGenie** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-opsgenie)
- [ **Google Drive to OpsGenie** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-opsgenie)
- [ **Mailchimp to OpsGenie** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-opsgenie)

Questions

## Balabook and OpsGenie, 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 OpsGenie when something happens in Balabook?

Any of OpsGenie's 14 actions, including Create Alert, Acknowledge alert, Add note to alert and Assign alert. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from OpsGenie to Balabook?

Yes. When something happens in OpsGenie, your agent can act in Balabook too. This page covers both directions: OpsGenie's triggers and Balabook's actions are listed here as well.

###

### Do I have to build a connector for Balabook or OpsGenie?

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 OpsGenie 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.
