Integration
Connect Aimfox and Pennylane
When Campaign Created fires in Aimfox, your agent runs Create Company Customer V2 in Pennylane, or New Billing Subscription V2 in Pennylane to Add Note to Lead in Aimfox. 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 Aimfox and Pennylane to do together?
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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)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 Aimfox and Pennylane can do together
From Aimfox to Pennylane
When Campaign Created in Aimfox
then Create Company Customer V2 in Pennylane
From Pennylane to Aimfox
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 Aimfox and Pennylane
Triggers and actions 9 triggers · 56 actions
- Account Connected
Triggers when a new LinkedIn account is connected to your Aimfox workspace.
- Campaign Created
Triggers when a new campaign is created in your Aimfox workspace.
- New Connection
Triggers when a campaign target becomes a lead, for example by accepting your connection request.
- New Reply
Triggers when a new message arrives in one of your workspace's LinkedIn conversations.
- Add Company to Blacklist
Adds a LinkedIn company to your workspace blacklist by its company page URL.
- Add Note to Lead
Adds a note to a lead.
- Add Profile to Blacklist
Adds a LinkedIn profile to your workspace blacklist so no campaign targets it.
- Find Account Limits
Returns a LinkedIn account's daily Connect and InMail limits and its warm-up settings.
- Find Blacklisted Companies
Returns one page of the LinkedIn companies on your workspace blacklist.
- Find Blacklisted Profiles
Searches the LinkedIn profiles on your workspace blacklist and returns one page of matches.
- Find Campaign
Returns one Aimfox campaign with its state, schedule and settings.
- Find Campaign Custom Variables
Returns the custom variables set for every target in a campaign.
- Find Campaign Custom Variables for a Target
Returns the custom variables set for one target in a campaign.
- Find Campaigns
Returns the campaigns in your Aimfox workspace, optionally only inbound or outbound ones.
- Find Conversation Messages
Returns the messages in one LinkedIn conversation.
- Find Conversations
Returns the LinkedIn conversations in your workspace, newest first, optionally only unread ones.
- Find Interactions
Returns counts of outreach activity (connections sent and accepted, messages, InMails, replies, views) grouped by hour or day over a time range.
- Find Lead
Returns everything Aimfox holds about one lead.
- Find Lead Conversation
Returns the conversation URN for an account's conversation with a lead.
- Pause Campaign
Pauses an active Aimfox campaign.
- Read a Conversation
Marks a LinkedIn conversation as read.
- Remove Profile From Campaign
Removes a LinkedIn profile from an Aimfox campaign.
- Resume Campaign
Starts or resumes a paused Aimfox campaign.
- Send Message to Conversation
Sends a message into an existing LinkedIn conversation.
- Start Conversation
Starts a LinkedIn conversation with a member from one of your accounts and sends the first message; reuses an existing conversation if there is one.
- New Billing Subscription V2
Triggers when a new billing subscription is created in Pennylane.
- New Customer Invoice V2
Triggers when a new customer invoice or credit note is created in Pennylane.
- New Customer V2
Triggers when a new customer (company or individual) is created in Pennylane.
- New Product V2
Triggers when a new product is created in Pennylane.
- New Quote V2
Triggers when a new quote is created in Pennylane.
- Add ledger entry
Creates a ledger entry (journal entry) in Pennylane with balanced debit and credit lines.
- Add supplier
Creates a supplier in Pennylane and returns the new supplier record.
- Create Company Customer V2
Creates a company customer in Pennylane with its billing address, contact and invoicing details, and returns the new customer.
- Create Customer Invoice V2
Creates a draft or finalized customer invoice (or credit note) in Pennylane for an existing customer.
- Create Individual Customer V2
Creates an individual (person) customer in Pennylane with their name, billing address and invoicing preferences.
- Create Product V2
Creates a product in Pennylane with its label, price before tax and VAT rate, and returns the created product.
- Create Quote V2
Creates a quote for a customer in Pennylane, with its line items, dates and optional discount.
- Finalize customer invoice
Finalizes a draft customer invoice or credit note in Pennylane, assigning its number and locking it from further edits.
- Get Billing Subscription V2
Returns one billing subscription, including its schedule, status, customer and invoice settings.
- Get supplier
Returns a single supplier from Pennylane by its id, including contact, address, payment terms and ledger account.
- Get supplier invoice
Returns a single supplier invoice from Pennylane by its ID, including amounts, dates, supplier, and payment status.
- Get transaction
Returns a single bank transaction by its id, including amount, currency, date, bank account, categories and linked customer or supplier.
- List bank accounts
Returns the company's bank accounts with their currency, balance, journal and ledger account.
- List billing subscriptions
Returns the billing subscriptions in the Pennylane company, optionally filtered by status, customer or start date.
- List categories
Returns the analytical categories defined in the Pennylane company, optionally filtered by group, label or code.
- List customer invoices
Returns customer invoices and credit notes, optionally filtered and sorted.
- List customers
Returns a list of company and individual customers in Pennylane, optionally filtered and sorted.
- List ledger accounts
Returns the company's ledger accounts (chart of accounts), up to 1000 per call, optionally filtered by number, id or enabled status.
- List ledger entries
Returns the ledger entries of your Pennylane company, optionally filtered by id, date or journal and sorted by id or date.
- List products
Returns the products in the Pennylane company, optionally filtered by label, reference or id.
- List quotes
Returns the quotes in your Pennylane company, optionally filtered by customer or status.
- List supplier invoices
Returns the supplier invoices in your Pennylane company, optionally filtered and sorted.
- List suppliers
Returns the suppliers in your Pennylane company, optionally filtered and sorted.
- List transactions
Returns the bank transactions in your Pennylane company, optionally filtered by bank account, journal, date or id.
- Retrieve Customer V2
Returns one customer (company or individual) by its Pennylane id, including contact details, addresses and billing settings.
- Retrieve Invoice V2
Returns one customer invoice or credit note, including its amounts, status, customer and links to its lines and payments.
- Retrieve Product V2
Returns one Pennylane product by its id, including price, VAT rate, unit, ledger account and custom field values.
- Retrieve Quote V2
Returns a single quote by its ID, including amounts, status, customer and dates.
- Update Billing Subscription V2
Updates a billing subscription in Pennylane: stop or resume it, change its invoicing mode, payment terms, schedule, customer or invoice content.
- Update Company Customer V2
Updates an existing company customer in Pennylane and returns the updated customer.
- Update customer invoice
Updates a customer invoice in Pennylane. Draft invoices accept all fields; finalized invoices accept only label, external reference, transaction reference, invoice line imputation/performance dates and installments.
- Update Individual Customer V2
Updates an individual (person) customer in Pennylane and returns the updated customer.
- Update Product V2
Updates an existing product in Pennylane, such as its label, price, VAT rate or custom fields.
- Update Quote V2
Updates an existing quote in Pennylane — its dates, customer, texts, discount, language and invoice lines — and returns the updated quote.
- Update supplier
Updates an existing supplier in Pennylane and returns the updated supplier.
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
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Questions
Aimfox and Pennylane, answered
What can start an automation from Aimfox?
Any of Aimfox's 4 triggers in the catalog, including Campaign Created, New Connection, New Reply and Account Connected. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pennylane when something happens in Aimfox?
Any of Pennylane's 35 actions, including Create Company Customer V2, Create Customer Invoice V2, Create Individual Customer V2 and Create Product V2. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pennylane to Aimfox?
Yes. When something happens in Pennylane, your agent can act in Aimfox too. This page covers both directions: Pennylane's triggers and Aimfox's actions are listed here as well.
Do I have to build a connector for Aimfox or Pennylane?
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 Aimfox and Pennylane 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.