Integration
Connect Balabook and Salescaptain
When New Invoices fires in Balabook, your agent runs Add Tag to Contact in Salescaptain, or New Contact in Salescaptain 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 Salescaptain 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Salescaptain can do together
From Balabook to Salescaptain
When New Invoices in Balabook
then Add Tag to Contact in Salescaptain
From Salescaptain to 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 Salescaptain
Triggers and actions 3 triggers · 49 actions
- New Invoices
Triggers when a new invoice is created.
- New Journal Entries
Triggers when a new journal entry is created.
- Add bill
Create a bill.
- Add credit note
Create a credit note.
- Add invoice payment
Record a payment on an invoice.
- Add journal entry
Create a journal entry.
- Create Account
Creates a new account in your company.
- Create Estimate
Creates a new draft estimate in your company.
- Create Expense
Creates a new draft expense in your company.
- Create Invoice
Creates a new draft invoice in your company.
- Create Partner
Creates the partner for the company.
- Create Transaction
Creates a new draft transaction in your company.
- Delete invoice
Delete an invoice.
- Get account
Get an account with amounts.
- Get credit note
Returns one credit note with partner, line items, totals and status.
- Get invoice
Get an invoice by id.
- Get partner
Get a partner by id.
- List accounts
List accounts.
- List bills
List bills.
- List estimates
List estimates.
- List invoices
List invoices.
- List journal entries
List journal entries.
- List transactions
List transactions.
- Update account
Update an account.
- Update estimate
Update an estimate.
- Update expense
Update an expense.
- Update invoice
Update an invoice.
- Update partner
Update a partner.
- New Contact
Triggers when a contact is created in a company.
- Add Tag to Contact
Assigns an existing tag to a contact.
- Create Contact
Creates a contact in a company. Give a phone or an email.
- Create Tag
Creates a tag in a company.
- Delete Contact
Permanently deletes a contact.
- Delete Tag
Permanently deletes a tag.
- Get Account
Returns one user account by its ID.
- Get Call Analytics
Returns inbound and outbound call analytics per account for one or more companies.
- Get Company
Returns one company by its ID.
- Get Contact
Returns one contact by its ID.
- Get Conversation
Returns one conversation by its ID.
- Get Conversation Profile
Returns one conversation profile by its ID.
- Get Custom Field
Returns one custom field definition by its ID.
- List Accounts
Returns the user accounts in a company.
- List Companies
Returns the companies the API token has access to.
- List Contacts
Returns a page of contacts for a company, optionally filtered by a search term.
- List Conversation Profiles
Returns the conversation profiles (phone lines, inboxes) of a company.
- List Conversations
Returns a page of conversations for a company.
- List Custom Fields
Returns the contact custom field definitions of a company.
- List SMS Templates
Returns the active SMS templates of a company, grouped by type.
- List Tags
Returns the tags of a company.
- Remove Tag from Contact
Removes a tag from a contact.
- Send Message
Sends an outbound message in a conversation.
- Update Contact
Updates a contact's name, phone or email.
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 Salescaptain, 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 Salescaptain when something happens in Balabook?
Any of Salescaptain's 23 actions, including Create Contact, Create Tag, Send Message and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salescaptain to Balabook?
Yes. When something happens in Salescaptain, your agent can act in Balabook too. This page covers both directions: Salescaptain's triggers and Balabook's actions are listed here as well.
Do I have to build a connector for Balabook or Salescaptain?
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 Salescaptain 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.