--- title: "Connect Balabook to Tavily - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"Create research task\" in Tavily." canonical: "https://apiant.ai/connect/balabook-to-tavily" --- # Connect Balabook to Tavily When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Create research task** in [Tavily](https://apiant.ai/connections/tavily). Describe the whole flow and it is built, tested on every scenario and kept running. Balabook **2** triggers Balabook **26** actions Tavily **7** 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 Tavily 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 can start in Tavily - When **New Invoices** in Balabook then **Create research task** in Tavily - When **New Journal Entries** in Balabook then **Get research task status** in Tavily 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 Tavily ## Triggers and actions 2 triggers · 33 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. - Action **Crawl** Crawls a website starting from one address and returns the content of the pages it finds. - Action **Create research task** Starts a Tavily research task for a question you supply and returns its ID and status. Use the ID with Get research task status to collect the finished report. - Action **Extract** Reads one or more web pages and returns their content as markdown or plain text, plus any addresses that could not be read. - Action **Get research task status** Checks a Tavily research task by its ID and returns its current status, and the finished report with its sources once the task is complete. - Action **Get usage** Returns how many Tavily credits have been used this billing cycle, for both the API key and the account, along with the plan limits and a breakdown per feature. - Action **Map** Maps a website starting from an address you supply and returns the list of pages found, without pulling their content. - Action **Search** Searches the web for a query you supply and returns ranked results with titles, addresses and snippets, plus an optional written answer. ## 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) - [ **Tavily** Tavily AI is a web research tool optimized for LLMs and RAG, offering access to real-time, reliable online...](https://apiant.ai/connections/tavily) Reviews ## What our customers say ## More from Balabook - [ **Balabook to touchSMS** touchSMS is a simple app to send and receive SMS from any application.](https://apiant.ai/connect/balabook-to-touchsms) - [ **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) ## More into Tavily - [ **CRUSH to Tavily** CRUSH is an AI powered second brain helping you collect a thought, organize it and take action.](https://apiant.ai/connect/crush-to-tavily) - [ **HubSpot to Tavily** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tavily) - [ **Salesforce to Tavily** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tavily) - [ **Slack to Tavily** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tavily) - [ **Google Sheets to Tavily** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-tavily) - [ **Gmail to Tavily** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tavily) Questions ## Balabook and Tavily, 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 Tavily when something happens in Balabook? Any of Tavily's 7 actions, including Create research task, Crawl, Extract and Get research task status. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Tavily to Balabook? Tavily has no triggers in the catalog today, so automations start in Balabook. If you need the other direction, ask: your agent reads Tavily's API documentation and adds it. ### ### Do I have to build a connector for Balabook or Tavily? 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 Tavily 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.