--- title: "Connect Balabook to Twenty - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"Add task\" in Twenty. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/balabook-to-twenty" --- # Connect Balabook to Twenty When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Add task** in [Twenty](https://apiant.ai/connections/twenty). Describe the whole flow and it is built, tested on every scenario and kept running. Balabook **2** triggers Balabook **26** actions Twenty **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 Twenty 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 Twenty - When **New Invoices** in Balabook then **Add task** in Twenty - When **New Journal Entries** in Balabook then **Add note** in Twenty 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 Twenty ## Triggers and actions 2 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. - Action **Add company** Create a company. - Action **Add note** Create a note. - Action **Add opportunity** Create an opportunity. - Action **Add person** Create a person record. - Action **Add task** Create a task. - Action **Create, Update or Delete Record** Create, Update or Delete a Record in Twenty. - Action **Delete person** Delete a person by id. - Action **Find companies by criteria** Search companies with filter param. - Action **Find people by criteria** Search people with filter param. - Action **Get opportunity** Retrieve one opportunity by id, returning all its fields including custom fields. - Action **Get person** Get a person by id. - Action **Update company** Update a company by id. - Action **Update opportunity** Update an opportunity by id. - Action **Update person** Update a person by id. ## 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) - [ **Twenty** Twenty is a modern Open-Source CRM platform.](https://apiant.ai/connections/twenty) 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](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 Twenty - [ **Google Drive to Twenty** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-twenty) - [ **Outlook to Twenty** Outlook is Microsoft's email and calendaring platform integrating contacts and scheduling, enabling users to...](https://apiant.ai/connect/outlook-to-twenty) - [ **PandaDoc to Twenty** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connect/pandadoc-to-twenty) - [ **Google Ads to Twenty** Google Ads is Google's online advertising platform for search, display, video and shopping campaigns.](https://apiant.ai/connect/google-ads-to-twenty) - [ **Google Contacts to Twenty** Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you...](https://apiant.ai/connect/google-contacts-to-twenty) - [ **Telnyx to Twenty** Telnyx is a full-featured global communications platform with an SMS API built for reliable...](https://apiant.ai/connect/telnyx-to-twenty) Questions ## Balabook and Twenty, 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 Twenty when something happens in Balabook? Any of Twenty's 14 actions, including Create, Update or Delete Record, Update company, Update opportunity and Update person. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Twenty to Balabook? Twenty has no triggers in the catalog today, so automations start in Balabook. If you need the other direction, ask: your agent reads Twenty's API documentation and adds it. ### ### Do I have to build a connector for Balabook or Twenty? 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 Twenty 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.