--- title: "Connect Balabook to You.com - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"Get research task status\" in You.com." canonical: "https://apiant.ai/connect/balabook-to-you-com" --- # Connect Balabook to You.com When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Get research task status** in [You.com](https://apiant.ai/connections/you-com). Describe the whole flow and it is built, tested on every scenario and kept running. Balabook **2** triggers Balabook **26** actions You.com **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 You.com 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 You.com - When **New Invoices** in Balabook then **Get research task status** in You.com - When **New Journal Entries** in Balabook then **Send Query** in You.com 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 You.com ## 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 **Extract contents** Fetches the clean HTML and/or Markdown content (and optional page metadata) of one or more web pages. - Action **Get account balance** Returns the remaining credit balance for the billing entity tied to the API key (the shared organization pool for organization members, otherwise the individual account). - Action **Get answer** Returns a synthesized natural-language answer to a question, with inline citations and the web results used to generate it. - Action **Get research task status** Retrieves the current status of a background research task and, once it has completed, its full research result. - Action **Research finance topic** Ask a financial question and get a cited answer researched from You.com's finance-optimized index (earnings reports, SEC filings, analyst coverage, market data and financial news). - Action **Research topic** Researches a question with You.com's Research API: runs multiple web searches, reads the sources and returns a well-cited answer. - Action **Send Query** Runs a You.com web search and returns LLM-ready web, news and knowledge results for the query. ## 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) - [ **You.com** You.com is an intelligent search platform that delivers accurate, AI-generated responses to help you find...](https://apiant.ai/connections/you-com) 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 You.com - [ **Gallabox to You.com** Gallabox is no-code conversation workspace for business to grow sales](https://apiant.ai/connect/gallabox-to-you-com) - [ **HubSpot to You.com** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-you-com) - [ **Salesforce to You.com** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-you-com) - [ **Slack to You.com** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-you-com) - [ **Google Sheets to You.com** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-you-com) - [ **Gmail to You.com** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-you-com) Questions ## Balabook and You.com, 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 You.com when something happens in Balabook? Any of You.com's 7 actions, including Send Query, Extract contents, Get account balance and Get answer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from You.com to Balabook? You.com has no triggers in the catalog today, so automations start in Balabook. If you need the other direction, ask: your agent reads You.com's API documentation and adds it. ### ### Do I have to build a connector for Balabook or You.com? 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 You.com 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.