Integration
Connect Balabook and PassEngine
When New Invoices fires in Balabook, your agent runs Send pass email in PassEngine, or New Client in PassEngine 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 PassEngine 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 PassEngine can do together
From Balabook to PassEngine
When New Invoices in Balabook
then Send pass email in PassEngine
When New Journal Entries in Balabook
then Create Client in PassEngine
From PassEngine to Balabook
When New Client in PassEngine
then Add invoice payment in Balabook
When New Pass in PassEngine
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 PassEngine
Triggers and actions 6 triggers · 37 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 ClientTriggers when a new client is created.
Trigger
New PassTriggers when a new pass is created in PassEngine.
Trigger
Pass ScannedTriggers each time a pass is successfully scanned, with the pass code, scan result, location and the operator who scanned it.
Trigger
Pass Status ChangedTriggers when a pass status changes (active, used, expired, revoked).
Action
Activate PassReactivates a pass, setting its status back to active and notifying wallet apps.
Action
Create ClientCreates a client (customer) in PassEngine with a name and optional email, phone and internal notes.
Action
Create PassCreates a new single-use or multi-use pass, optionally attached to a client and emailed to a recipient. Returns the new pass with its code and public link.
Action
Get clientReturns a single client (customer) by ID, including their name, email, phone and notes.
Action
Get passReturns a pass by its ID, including its custom fields, attached client, recent email deliveries and public URL.
Action
List clientsReturns the clients in your PassEngine account, optionally filtered by name, email or phone.
Action
List passesReturns the passes in your PassEngine account, optionally filtered by name/code text or status.
Action
Revoke PassRevokes a pass so it can no longer be scanned, and notifies wallet apps of the change.
Action
Scan PassScans (redeems) a pass by its code, validating its status, validity dates and usage limits, and records the scan. Returns whether the scan succeeded and, if not, why.
Action
Send pass emailEmails an existing pass to a recipient. Returns the queued email delivery with its status.
Action
Update PassUpdates an existing pass's label, note, status, scan limit, validity dates or custom fields. Changing the status notifies subscribers that the pass status changed.
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
More from Balabook
Balabook to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Balabook to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Balabook to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Balabook to Google SheetsGoogle Sheets
Balabook to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Balabook to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into PassEngine
HubSpot to PassEngineHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to PassEngineGoogle Sheets
Gmail to PassEngineGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PassEngineGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to PassEngineGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PassEngineMailchimp marketing automation and email platform.
Questions
Balabook and PassEngine, 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 PassEngine when something happens in Balabook?
Any of PassEngine's 11 actions, including Create Client, Create Pass, Send pass email and Update Pass. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PassEngine to Balabook?
Yes. When something happens in PassEngine, your agent can act in Balabook too. This page covers both directions: PassEngine's triggers and Balabook's actions are listed here as well.
Do I have to build a connector for Balabook or PassEngine?
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 PassEngine 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.