Integration
Connect Balabook and The Value Builder System™
When New Invoices fires in Balabook, your agent runs Create Contact From Email in The Value Builder System™, or New Activity Feed in The Value Builder System™ 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 The Value Builder System™ 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 The Value Builder System™ can do together
From Balabook to The Value Builder System™
When New Invoices in Balabook
then Create Contact From Email in The Value Builder System™
From The Value Builder System™ 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 The Value Builder System™
Triggers and actions 9 triggers · 40 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.
- Clicked Email by Contact
Triggers when a contact clicks a link in an email.
- New Activity Feed
Triggers when a new entry is added to the Value Builder activity feed.
- New Contact
Triggers when a new contact is added to Value Builder.
- Open/Click Contact Email
Triggers when a contact opens or clicks an email.
- Opened Email by Contact
Triggers when a contact opens an email.
- Sent Email to Contact
Triggers when an email is sent to a contact.
- Unsubscribe Contact From Nurture Cycle
Triggers when a contact unsubscribes from the Nurture Cycle.
- Activate Contact Nurture Cycle
Activates the Nurture Cycle for a contact.
- Create Contact From Email
Creates a new contact from an email address, name, company and country.
- Create Tag
Creates a tag.
- Deactivate Contact Nurture Cycle
Deactivates the Nurture Cycle for a contact.
- Find Contact From Email
Searches contacts by email address or name and returns the first match plus all matches.
- Find Tags
Searches tags by name, or returns all tags.
- Get Activity
Returns one activity feed entry by its ID.
- Get Contact
Returns one contact by its ID.
- List Advisors
Returns the advisors contacts can be assigned to.
- List Contact Tags
Returns the tags on a contact.
- Remove Tags from Contact
Removes one or more tags from a contact.
- Replace Contact Tags
Replaces all of a contact's tags with the list you supply.
- Tag Contact
Adds one or more tags to a contact.
- Update Contact From Email
Updates the fields you supply on an existing contact; fields left blank are unchanged.
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 The Value Builder System™, 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 The Value Builder System™ when something happens in Balabook?
Any of The Value Builder System™'s 14 actions, including Create Contact From Email, Create Tag, Update Contact From Email and Activate Contact Nurture Cycle. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from The Value Builder System™ to Balabook?
Yes. When something happens in The Value Builder System™, your agent can act in Balabook too. This page covers both directions: The Value Builder System™'s triggers and Balabook's actions are listed here as well.
Do I have to build a connector for Balabook or The Value Builder System™?
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 The Value Builder System™ 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.