--- title: "Balabook integrations and MCP server - APIANT.ai" description: "Connect Balabook to any other app, or use it from your AI client over MCP." canonical: "https://apiant.ai/connections/balabook" --- # Balabook integrations Connect Balabook to any other app, or use it from your AI client over MCP. Balabook is an accounting software for business owners and accounting firms to help improve the financial management of their respective companies and clients. Connects with an API key [balabook.com](https://balabook.com/) **2** triggers **26** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Balabook? 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) Popular ## Balabook with the apps people pair it with most - [ **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) - [ **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) - [ **Balabook to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/balabook-to-google-drive) - [ **Balabook to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/balabook-to-mailchimp) Pair it ## Connect Balabook with another app - [ **Balabook to HubSpot**](https://apiant.ai/connect/balabook-to-hubspot) - [ **Balabook to Salesforce**](https://apiant.ai/connect/balabook-to-salesforce) - [ **Balabook to Slack**](https://apiant.ai/connect/balabook-to-slack) - [ **Balabook to Google Sheets**](https://apiant.ai/connect/balabook-to-google-sheets) - [ **Balabook to Gmail**](https://apiant.ai/connect/balabook-to-gmail) - [ **Balabook to Google Calendar**](https://apiant.ai/connect/balabook-to-google-calendar) - [ **Balabook to Google Drive**](https://apiant.ai/connect/balabook-to-google-drive) - [ **Balabook to Mailchimp**](https://apiant.ai/connect/balabook-to-mailchimp) - [ **Balabook to Stripe**](https://apiant.ai/connect/balabook-to-stripe) - [ **Balabook to Shopify**](https://apiant.ai/connect/balabook-to-shopify) - [ **Balabook to QuickBooks Online**](https://apiant.ai/connect/balabook-to-quickbooks-online) - [ **Balabook to Pipedrive**](https://apiant.ai/connect/balabook-to-pipedrive) - [ **ActiveCampaign to Balabook**](https://apiant.ai/connect/activecampaign-to-balabook) - [ **Balabook to Notion**](https://apiant.ai/connect/balabook-to-notion) - [ **Airtable to Balabook**](https://apiant.ai/connect/airtable-to-balabook) - [ **Balabook to Trello**](https://apiant.ai/connect/balabook-to-trello) - [ **Asana to Balabook**](https://apiant.ai/connect/asana-to-balabook) - [ **Balabook to JIRA**](https://apiant.ai/connect/balabook-to-jira) - [ **Balabook to ClickUp**](https://apiant.ai/connect/balabook-to-clickup) - [ **Balabook to Zoom**](https://apiant.ai/connect/balabook-to-zoom) - [ **Balabook to Discord**](https://apiant.ai/connect/balabook-to-discord) - [ **Balabook to Twilio**](https://apiant.ai/connect/balabook-to-twilio) - [ **Balabook to SendGrid**](https://apiant.ai/connect/balabook-to-sendgrid) - [ **Balabook to Outlook**](https://apiant.ai/connect/balabook-to-outlook) - [ **Balabook to Intercom**](https://apiant.ai/connect/balabook-to-intercom) - [ **Balabook to Freshdesk**](https://apiant.ai/connect/balabook-to-freshdesk) - [ **Balabook to Klaviyo**](https://apiant.ai/connect/balabook-to-klaviyo) - [ **Balabook to Brevo**](https://apiant.ai/connect/balabook-to-brevo) - [ **Balabook to Typeform**](https://apiant.ai/connect/balabook-to-typeform) - [ **Balabook to JotForm**](https://apiant.ai/connect/balabook-to-jotform) - [ **Balabook to Calendly**](https://apiant.ai/connect/balabook-to-calendly) - [ **Balabook to PandaDoc**](https://apiant.ai/connect/balabook-to-pandadoc) - [ **Balabook to Webflow**](https://apiant.ai/connect/balabook-to-webflow) - [ **Balabook to Wix**](https://apiant.ai/connect/balabook-to-wix) - [ **Balabook to LinkedIn**](https://apiant.ai/connect/balabook-to-linkedin) - [ **Balabook to Facebook**](https://apiant.ai/connect/balabook-to-facebook) - [ **Balabook to Instagram**](https://apiant.ai/connect/balabook-to-instagram) - [ **Balabook to OpenAI**](https://apiant.ai/connect/balabook-to-openai) - [ **Balabook to Anthropic**](https://apiant.ai/connect/balabook-to-anthropic) - [ **Balabook to OneDrive**](https://apiant.ai/connect/balabook-to-onedrive) - [ **Balabook to Google Docs**](https://apiant.ai/connect/balabook-to-google-docs) - [ **Balabook to Ontraport**](https://apiant.ai/connect/balabook-to-ontraport) - [ **Balabook to Freshworks CRM**](https://apiant.ai/connect/balabook-to-freshworks-crm) - [ **Balabook to GoHighLevel**](https://apiant.ai/connect/balabook-to-gohighlevel) - [ **Balabook to Capsule CRM**](https://apiant.ai/connect/balabook-to-capsule-crm) - [ **Balabook to Copper**](https://apiant.ai/connect/balabook-to-copper) - [ **Balabook to Streak**](https://apiant.ai/connect/balabook-to-streak) - [ **Balabook to NetHunt CRM**](https://apiant.ai/connect/balabook-to-nethunt-crm) - [ **Balabook to MINDBODY**](https://apiant.ai/connect/balabook-to-mindbody) - [ **Balabook to Supabase**](https://apiant.ai/connect/balabook-to-supabase) - [ **Balabook to PostgreSQL**](https://apiant.ai/connect/balabook-to-postgresql) - [ **Balabook to MySQL**](https://apiant.ai/connect/balabook-to-mysql) - [ **Balabook to Vercel**](https://apiant.ai/connect/balabook-to-vercel) - [ **Balabook to ElevenLabs**](https://apiant.ai/connect/balabook-to-elevenlabs) - [ **Balabook to PagerDuty**](https://apiant.ai/connect/balabook-to-pagerduty) - [ **Balabook to Pushover**](https://apiant.ai/connect/balabook-to-pushover) - [ **Balabook to Gravity Forms**](https://apiant.ai/connect/balabook-to-gravity-forms) - [ **Balabook to HubSpot Enterprise**](https://apiant.ai/connect/balabook-to-hubspot-enterprise) - [ **Balabook to Google Forms**](https://apiant.ai/connect/balabook-to-google-forms) - [ **Balabook to Facebook Lead Ads**](https://apiant.ai/connect/balabook-to-facebook-lead-ads) What your agent can do with Balabook ## Triggers and actions 2 triggers · 26 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. Reviews ## What our customers say Questions ## Balabook, answered ### ### Is there a Balabook MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Balabook. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Balabook actions on demand, or have APIANT build, test and run automations that use Balabook. Nothing to install. ### ### 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 Balabook? Any of Balabook's 26 actions, including Create Account, Create Estimate, Create Expense and Create Invoice. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use Balabook directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Balabook two ways. Ask it to do something in Balabook 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 on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Balabook API? No. APIANT connects to the Balabook API for you, with your Balabook API key. Describe what you want in plain language and your agent builds it on the Balabook triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Balabook API documentation and adds it. ### ### Which apps can Balabook connect to? Any app in the catalog; the list on this page pairs Balabook with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector. ### ### 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.