--- title: "Connect Axonaut and Pennylane - APIANT.ai" description: "When \"New Axonaut User\" fires in Axonaut, your agent runs \"Create Company Customer V2\" in Pennylane." canonical: "https://apiant.ai/connect/axonaut-to-pennylane" --- # Connect Axonaut and Pennylane When **New Axonaut User** fires in [Axonaut](https://apiant.ai/connections/axonaut), your agent runs **Create Company Customer V2** in [Pennylane](https://apiant.ai/connections/pennylane), or **New Billing Subscription V2** in Pennylane to **Create Invoice** in Axonaut. Describe the whole flow and it is built, tested on every scenario and kept running. Axonaut **13** triggers Axonaut **17** actions Pennylane **5** triggers Pennylane **35** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Axonaut and Pennylane 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 Axonaut and Pennylane can do together ### From Axonaut to Pennylane - When **New Axonaut User** in Axonaut then **Create Company Customer V2** in Pennylane - When **New Closed Ticket** in Axonaut then **Create Customer Invoice V2** in Pennylane ### From Pennylane to Axonaut - When **New Billing Subscription V2** in Pennylane then **Create Invoice** in Axonaut - When **New Customer Invoice V2** in Pennylane then **Create Event** in Axonaut 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 Axonaut and Pennylane ## Triggers and actions 18 triggers · 52 actions - Trigger **New Axonaut User** Triggers when a new user is added to the Axonaut account. - Trigger **New Closed Ticket** Triggers when a support ticket is closed in Axonaut, optionally only for one company. - Trigger **New Company** Triggers when a new company is created in Axonaut, optionally limited to customers, prospects or suppliers, or to a city or name. - Trigger **New Contract** Triggers when a new order (contract) is created in Axonaut. - Trigger **New Employee** Triggered when a new employee (a contact at a company) is created in Axonaut. - Trigger **New Expense** Triggered when a new expense is created in Axonaut. - Trigger **New Invoice** Triggers when a new invoice is created in Axonaut. - Trigger **New Opportunity** Triggered when a new opportunity is created in Axonaut. - Trigger **New Product** Triggered when a new product is created in Axonaut. - Trigger **New Project** Triggers when a new project is created in Axonaut. - Trigger **New Quotation** Triggered when a new quotation is created. - Trigger **New Task** Triggers when a new task is created in Axonaut. - Trigger **New Ticket** Triggered when a new ticket is created. - Action **Create Employee** Creates an employee (contact person) on a company in Axonaut. - Action **Create Event** Creates an event (meeting, email, phone call, mail, text message or note) in Axonaut, optionally linked to a company, contact and opportunity. - Action **Create Expense** Creates an expense in Axonaut, optionally linked to a supplier, project or workforce. - Action **Create Invoice** Creates an invoice in Axonaut for a company, with its product lines, dates, discounts, deposit and payment options. - Action **Create Opportunity** Creates a sales opportunity for a company in Axonaut, optionally placing it in a pipeline step and linking contacts. - Action **Create Product** Creates a product or service in your Axonaut catalog, with its price, tax rate, stock and other details. - Action **Create Quotation** Creates a quotation (quote) for a customer company in Axonaut, with its product lines, discount and terms. - Action **Create Supplier** Creates a new supplier in Axonaut with its address, VAT and SIRET numbers, categories and custom fields. - Action **Create Ticket** Creates a support ticket in Axonaut, optionally linked to a company, contacts, a project and an assigned team member. - Action **Find Company** Finds companies in Axonaut whose name contains the text you give, optionally narrowed by internal id, type, SIRET, city or zip code. - Action **Find Contract** Finds Axonaut orders (contracts) by their id, optionally narrowed by last-update date, and returns the matching orders. - Action **Find Expense** Finds Axonaut expenses whose title or number contains the text you enter, optionally narrowed by date and payment status. - Action **Find Product** Finds products in Axonaut by name, product code or internal reference. - Action **Find Quotation** Finds quotations in Axonaut whose number matches the one you supply, optionally narrowed by status, company and date. - Action **Find Supplier** Returns the suppliers whose name contains the text you specify, searching the first five pages of your Axonaut suppliers. - Action **Search Company** Returns the companies whose name contains the search text, optionally narrowed by type, location, SIRET, internal id, status or custom field values. - Action **Search Employee** Returns the employees (company contacts) matching an email, first name, last name, phone number or custom field value. - Trigger **New Billing Subscription V2** Triggers when a new billing subscription is created in Pennylane. - Trigger **New Customer Invoice V2** Triggers when a new customer invoice or credit note is created in Pennylane. - Trigger **New Customer V2** Triggers when a new customer (company or individual) is created in Pennylane. - Trigger **New Product V2** Triggers when a new product is created in Pennylane. - Trigger **New Quote V2** Triggers when a new quote is created in Pennylane. - Action **Add ledger entry** Creates a ledger entry (journal entry) in Pennylane with balanced debit and credit lines. - Action **Add supplier** Creates a supplier in Pennylane and returns the new supplier record. - Action **Create Company Customer V2** Creates a company customer in Pennylane with its billing address, contact and invoicing details, and returns the new customer. - Action **Create Customer Invoice V2** Creates a draft or finalized customer invoice (or credit note) in Pennylane for an existing customer. - Action **Create Individual Customer V2** Creates an individual (person) customer in Pennylane with their name, billing address and invoicing preferences. - Action **Create Product V2** Creates a product in Pennylane with its label, price before tax and VAT rate, and returns the created product. - Action **Create Quote V2** Creates a quote for a customer in Pennylane, with its line items, dates and optional discount. - Action **Finalize customer invoice** Finalizes a draft customer invoice or credit note in Pennylane, assigning its number and locking it from further edits. - Action **Get Billing Subscription V2** Returns one billing subscription, including its schedule, status, customer and invoice settings. - Action **Get supplier** Returns a single supplier from Pennylane by its id, including contact, address, payment terms and ledger account. - Action **Get supplier invoice** Returns a single supplier invoice from Pennylane by its ID, including amounts, dates, supplier, and payment status. - Action **Get transaction** Returns a single bank transaction by its id, including amount, currency, date, bank account, categories and linked customer or supplier. - Action **List bank accounts** Returns the company's bank accounts with their currency, balance, journal and ledger account. - Action **List billing subscriptions** Returns the billing subscriptions in the Pennylane company, optionally filtered by status, customer or start date. - Action **List categories** Returns the analytical categories defined in the Pennylane company, optionally filtered by group, label or code. - Action **List customer invoices** Returns customer invoices and credit notes, optionally filtered and sorted. - Action **List customers** Returns a list of company and individual customers in Pennylane, optionally filtered and sorted. - Action **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. - Action **List ledger entries** Returns the ledger entries of your Pennylane company, optionally filtered by id, date or journal and sorted by id or date. - Action **List products** Returns the products in the Pennylane company, optionally filtered by label, reference or id. - Action **List quotes** Returns the quotes in your Pennylane company, optionally filtered by customer or status. - Action **List supplier invoices** Returns the supplier invoices in your Pennylane company, optionally filtered and sorted. - Action **List suppliers** Returns the suppliers in your Pennylane company, optionally filtered and sorted. - Action **List transactions** Returns the bank transactions in your Pennylane company, optionally filtered by bank account, journal, date or id. - Action **Retrieve Customer V2** Returns one customer (company or individual) by its Pennylane id, including contact details, addresses and billing settings. - Action **Retrieve Invoice V2** Returns one customer invoice or credit note, including its amounts, status, customer and links to its lines and payments. - Action **Retrieve Product V2** Returns one Pennylane product by its id, including price, VAT rate, unit, ledger account and custom field values. - Action **Retrieve Quote V2** Returns a single quote by its ID, including amounts, status, customer and dates. - Action **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. - Action **Update Company Customer V2** Updates an existing company customer in Pennylane and returns the updated customer. - Action **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. - Action **Update Individual Customer V2** Updates an individual (person) customer in Pennylane and returns the updated customer. - Action **Update Product V2** Updates an existing product in Pennylane, such as its label, price, VAT rate or custom fields. - Action **Update Quote V2** Updates an existing quote in Pennylane — its dates, customer, texts, discount, language and invoice lines — and returns the updated quote. - Action **Update supplier** Updates an existing supplier in Pennylane and returns the updated supplier. ## Each app on its own - [ **Axonaut** Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing...](https://apiant.ai/connections/axonaut) - [ **Pennylane** Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate...](https://apiant.ai/connections/pennylane) Reviews ## What our customers say ## More from Axonaut - [ **Axonaut to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/axonaut-to-hubspot) - [ **Axonaut to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/axonaut-to-salesforce) - [ **Axonaut to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/axonaut-to-slack) - [ **Axonaut to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/axonaut-to-google-sheets) - [ **Axonaut to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/axonaut-to-gmail) - [ **Axonaut to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/axonaut-to-google-calendar) ## More into Pennylane - [ **HubSpot to Pennylane** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pennylane) - [ **Google Sheets to Pennylane** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-pennylane) - [ **Gmail to Pennylane** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pennylane) - [ **Google Calendar to Pennylane** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pennylane) - [ **Google Drive to Pennylane** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-pennylane) - [ **Mailchimp to Pennylane** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pennylane) Questions ## Axonaut and Pennylane, answered ### ### What can start an automation from Axonaut? Any of Axonaut's 13 triggers in the catalog, including New Axonaut User, New Closed Ticket, New Company and New Contract. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pennylane when something happens in Axonaut? 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 Axonaut? Yes. When something happens in Pennylane, your agent can act in Axonaut too. This page covers both directions: Pennylane's triggers and Axonaut's actions are listed here as well. ### ### Do I have to build a connector for Axonaut 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 Axonaut 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.