Integration
Connect Clockwork Recruiting and Pennylane
When New Candidacy fires in Clockwork Recruiting, your agent runs Create Company Customer V2 in Pennylane, or New Billing Subscription V2 in Pennylane to Create Person Website in Clockwork Recruiting. 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 Clockwork Recruiting and Pennylane to do together?
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Claude Code
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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.
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Setup guide (opens in a new tab)Zed
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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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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Setup guide (opens in a new tab)Example flows
What Clockwork Recruiting and Pennylane can do together
From Clockwork Recruiting to Pennylane
When New Candidacy in Clockwork Recruiting
then Create Company Customer V2 in Pennylane
From Pennylane to Clockwork Recruiting
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 Clockwork Recruiting and Pennylane
Triggers and actions 11 triggers · 86 actions
- Candidate Status Change
Triggers when a candidate's status changes on the chosen project.
- New Candidacy
Triggers when a new candidate is added to the chosen project.
- New Person Record
Triggers when a new person record is added to your Clockwork firm.
- Updated Candidacy
Triggers when any candidacy on the chosen project is updated.
- Updated Person Record
Triggers when a person record in your Clockwork firm is updated.
- Updated Person With Verbosity
Triggers when a person record is updated, returning the person with their preferred email, phone, LinkedIn, address, primary position and tags.
- Create Person Website
Create Person Website
- Delete a Candidate
Return status message
- Delete a Person
Delete Person.
- Delete a Person Address
Delete Address.
- Delete a Person Attachment
Delete attachment.
- Delete a Person Compensation
Delete Compensation.
- Delete a Person Email
Delete EmailAddress.
- Delete a Person Linkedin
Delete LinkedinUrl.
- Delete a Person Note
Delete Note.
- Delete Person Education
Delete Education.
- Delete Person Phone Number
Delete Phone Number.
- Delete Person Position
Delete Position.
- Delete Person Website
Delete Web Site.
- Find a Candidate
Returns a single candidacy and the associated metadata.
- Find a Company
Returns a single company and the associated metadata.
- Find a Person
Returns a single person and the associated metadata.
- Find a Person Address
Returns a single address and the associated metadata.
- Find a Person Attachment
Returns a single attachment.
- Find a Person Compensation
Returns a single compensation and the associated metadata.
- Find a Person Email
Returns a single email address and the associated metadata.
- Find a Person Note
Returns a single note and the associated metadata.
- Find a Project
Returns a single project and the associated metadata.
- Find a Project Admin
Returns the project settings
- Find a Project Client
Returns a single client and the associated metadata.
- Find a Project User
Returns a single user and the associated metadata.
- Find a School
Returns a single school and the associated metadata.
- Find a Tag
Returns a single tag and the associated metadata.
- Find Person Education
Returns a single education and the associated metadata.
- Find Person Linkedin
Returns a single linkedin_url and the associated metadata.
- Find Person Phone Number
Returns a single phone_number and the associated metadata.
- Find Person Position
Returns a single position and the associated metadata.
- Find Person Website
Returns a single web site and the associated metadata.
- Get All Companies
Returns paginated companies data. Optionally filter the list by `name`, `do_not_contact`, and/or `associated_to_project`. Filters can be combined; omitting all of them returns every company.
- Get All People
Returns the list of all People of a Firm
- Get All Schools
Returns paginated schools data
- Get All Tags
Returns the tags defined in your Clockwork firm.
- People Search
Returns the list of all People of a Firm
- Update a Candidate
Return updated candidate
- Update a Company
Returns a single company and the associated metadata.
- Update a Person Education
Returns a single education and the associated metadata.
- Update a Tag
Returns a single tag and the associated metadata.
- Update Person
Returns a single person and the associated metadata.
- Update Person Address
Returns a single address and the associated metadata.
- Update Person Compensation
Returns a single compensation and the associated metadata.
- Update Person Email
Returns a single email address and the associated metadata.
- Update Person Linkedin
Returns a single linkedin_url and the associated metadata.
- Update Person Note
Returns a single note and the associated metadata.
- Update Person Phone Number
Returns a single phone_number and the associated metadata.
- Update Person Position
Returns a single position and the associated metadata.
- Update Person Website
Returns a single web site and the associated metadata.
- Update School
Returns a single school and the associated metadata.
- 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
Clockwork Recruiting and Pennylane, answered
What can start an automation from Clockwork Recruiting?
Any of Clockwork Recruiting's 6 triggers in the catalog, including New Candidacy, New Person Record, Updated Candidacy and Updated Person Record. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pennylane when something happens in Clockwork Recruiting?
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 Clockwork Recruiting?
Yes. When something happens in Pennylane, your agent can act in Clockwork Recruiting too. This page covers both directions: Pennylane's triggers and Clockwork Recruiting's actions are listed here as well.
Do I have to build a connector for Clockwork Recruiting 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 Clockwork Recruiting 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.