Integration
Connect Gmail and Pennylane
When New Gmail Message fires in Gmail, your agent runs Create Company Customer V2 in Pennylane, or New Billing Subscription V2 in Pennylane to Add Label To Email in Gmail. 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 Gmail 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 Gmail and Pennylane can do together
From Gmail to Pennylane
When New Gmail Message in Gmail
then Create Company Customer V2 in Pennylane
When Email Sent in Gmail
then Create Customer Invoice V2 in Pennylane
From Pennylane to Gmail
When New Billing Subscription V2 in Pennylane
then Add Label To Email in Gmail
When New Customer Invoice V2 in Pennylane
then Create Email Draft in Gmail
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 Gmail and Pennylane
Triggers and actions 7 triggers · 75 actions
Trigger
Email SentFires when an email is sent from the mailbox (optionally filtered by query).
Trigger
New Gmail MessageFires when a new email arrives (optionally filtered by query/labels).
Action
Add Label To EmailAdds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Action
Batch Delete MessagesTool to permanently delete multiple Gmail messages in bulk, bypassing Trash with no recovery possible. Use when you need to efficiently remove large numbers of emails (e.g., retention enforcement, mailbox hygiene). Use GMAIL_MOVE_TO_TRASH instead when reversibility may be needed. Always obtain explicit user confirmation and verify a sample of message IDs before executing. High-volume calls may trigger 429 rateLimitExceeded or 403 userRateLimitExceeded errors; apply exponential backoff.
Action
Batch Modify MessagesModify labels on multiple Gmail messages in one efficient API call. Supports up to 1,000 messages per request for bulk operations like archiving, marking as read/unread, or applying custom labels. High-volume calls may return 429 rateLimitExceeded or 403 userRateLimitExceeded; apply exponential backoff.
Action
Create Email DraftCreates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Action
Create LabelCreates a new label with a unique name in the specified user's gmail account.
Action
Delete DraftPermanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Action
Delete LabelPermanently DELETES a user-created Gmail label from the account (not from a message). WARNING: This action DELETES the label definition itself, removing it from all messages. System labels (INBOX, SENT, UNREAD, etc.) cannot be deleted. To add/remove labels from specific messages, use GMAIL_ADD_LABEL_TO_EMAIL action instead.
Action
Delete MessagePermanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Action
Delete ThreadTool to immediately and permanently delete a specified thread and all its messages. This operation cannot be undone. Use threads.trash instead for reversible deletion.
Action
Fetch EmailsFetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Action
Fetch Message By Message IdFetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Action
Fetch Message By Thread IdRetrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Action
Forward MessageForward an existing Gmail message to specified recipients, preserving original body and attachments. Verify recipients and content before forwarding to avoid unintended exposure. Bulk forwarding may trigger 429/5xx rate limits; keep concurrency to 5–10 and apply backoff. Messages near Gmail's size limits may fail; reconstruct a smaller draft if needed.
Action
Get AttachmentRetrieves a specific attachment by id from a message in a user's gmail mailbox, requiring valid message and attachment ids.
Action
Get ContactsFetches contacts (connections) for the authenticated google account, allowing selection of specific data fields and pagination.
Action
Get DraftRetrieves a single Gmail draft by its ID. Use this to fetch and inspect draft content before sending via GMAIL_SEND_DRAFT. The format parameter controls the level of detail returned.
Action
Get FilterTool to retrieve a specific Gmail filter by its ID. Use when you need to inspect the criteria and actions of an existing filter.
Action
Get LabelGets details for a specified Gmail label. Use this to retrieve label information including name, type, visibility settings, message/thread counts, and color.
Action
Get PeopleRetrieves either a specific person's details (using `resource name`) or lists 'other contacts' (if `other contacts` is true), with `person fields` specifying the data to return.
Action
Get ProfileRetrieves key gmail profile information (email address, message/thread totals, history id) for a user.
Action
Import MessageTool to import a message into the user's mailbox with standard email delivery scanning and classification. Use when you need to add an existing email to a Gmail account without sending it through SMTP. This method doesn't perform SPF checks, so it might not work for some spam messages.
Action
Insert MessageTool to insert a message into the user's mailbox similar to IMAP APPEND. Use when you need to add an email directly to a mailbox bypassing most scanning and classification. This does not send a message.
Action
List DraftsRetrieves a paginated list of email drafts from a user's gmail account. use verbose=true to get full draft details including subject, body, sender, and timestamp.
Action
List HistoryTool to list Gmail mailbox change history since a known startHistoryId. Use for incremental mailbox syncs. Persist the latest historyId as a checkpoint across sessions; without it, incremental sync is unreliable. An empty history list in the response is valid and means no new changes occurred.
Action
List LabelsRetrieves a list of all system and user-created labels for the specified gmail account.
Action
List Smime InfoLists S/MIME configs for the specified send-as alias. Use when you need to retrieve all S/MIME certificate configurations associated with a specific send-as email address.
Action
List ThreadsRetrieves a list of email threads from a gmail account, identified by `user id` (email address or 'me'), supporting filtering and pagination.
Action
Modify Thread LabelsAdds or removes specified existing label ids from a gmail thread, affecting all its messages; ensure the thread id is valid.
Action
Move Thread To TrashMoves the specified thread to the trash. Any messages that belong to the thread are also moved to the trash.
Action
Move To TrashMoves an existing, non-deleted email message to the trash for the specified user.
Action
Patch LabelPatches the specified label.
Action
Remove LabelPermanently deletes a specific, existing user-created gmail label by its id for a user; cannot delete system labels.
Action
Reply To ThreadSends a reply within a specific gmail thread using the original thread's subject, requiring a valid `thread id` and correctly formatted email addresses. supports attachments via the `attachment` parameter with valid `s3key`, `mimetype`, and `name`.
Action
Search PeopleSearches contacts by matching the query against names, nicknames, emails, phone numbers, and organizations, optionally including 'other contacts'.
Action
Send DraftSends the specified, existing draft to the recipients in the to, cc, and bcc headers.
Action
Send EmailSends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment.
Action
Settings Send As GetTool to retrieve a specific send-as alias configuration for a Gmail user. Use when you need to get details about a send-as email address including display name, signature, SMTP settings, and verification status. Fails with HTTP 404 if the specified address is not a member of the send-as collection.
Action
Untrash MessageTool to remove a message from trash in Gmail. Use when you need to restore a previously trashed email message.
Action
Untrash ThreadTool to remove a thread from trash in Gmail. Use when you need to restore a deleted thread and its messages.
Action
Update DraftUpdates (replaces) an existing Gmail draft's content in-place by draft ID. This action replaces the entire draft content with the new message - it does not patch individual fields. All fields are optional; if not provided, you should provide complete draft content to avoid data loss.
Action
Update LabelTool to update the properties of an existing Gmail label. Use when you need to modify label name, visibility settings, or color.
Trigger
New Billing Subscription V2Triggers when a new billing subscription is created in Pennylane.
Trigger
New Customer Invoice V2Triggers when a new customer invoice or credit note is created in Pennylane.
Trigger
New Customer V2Triggers when a new customer (company or individual) is created in Pennylane.
Trigger
New Product V2Triggers when a new product is created in Pennylane.
Trigger
New Quote V2Triggers when a new quote is created in Pennylane.
Action
Add supplierCreates a supplier in Pennylane and returns the new supplier record.
Action
Create Company Customer V2Creates a company customer in Pennylane with its billing address, contact and invoicing details, and returns the new customer.
Action
Create Customer Invoice V2Creates a draft or finalized customer invoice (or credit note) in Pennylane for an existing customer.
Action
Create Individual Customer V2Creates an individual (person) customer in Pennylane with their name, billing address and invoicing preferences.
Action
Create Product V2Creates a product in Pennylane with its label, price before tax and VAT rate, and returns the created product.
Action
Create Quote V2Creates a quote for a customer in Pennylane, with its line items, dates and optional discount.
Action
Finalize customer invoiceFinalizes a draft customer invoice or credit note in Pennylane, assigning its number and locking it from further edits.
Action
Get Billing Subscription V2Returns one billing subscription, including its schedule, status, customer and invoice settings.
Action
Get supplierReturns a single supplier from Pennylane by its id, including contact, address, payment terms and ledger account.
Action
Get supplier invoiceReturns a single supplier invoice from Pennylane by its ID, including amounts, dates, supplier, and payment status.
Action
Get transactionReturns a single bank transaction by its id, including amount, currency, date, bank account, categories and linked customer or supplier.
Action
List bank accountsReturns the company's bank accounts with their currency, balance, journal and ledger account.
Action
List billing subscriptionsReturns the billing subscriptions in the Pennylane company, optionally filtered by status, customer or start date.
Action
List categoriesReturns the analytical categories defined in the Pennylane company, optionally filtered by group, label or code.
Action
List customer invoicesReturns customer invoices and credit notes, optionally filtered and sorted.
Action
List customersReturns a list of company and individual customers in Pennylane, optionally filtered and sorted.
Action
List ledger accountsReturns the company's ledger accounts (chart of accounts), up to 1000 per call, optionally filtered by number, id or enabled status.
Action
List ledger entriesReturns the ledger entries of your Pennylane company, optionally filtered by id, date or journal and sorted by id or date.
Action
List productsReturns the products in the Pennylane company, optionally filtered by label, reference or id.
Action
List quotesReturns the quotes in your Pennylane company, optionally filtered by customer or status.
Action
List supplier invoicesReturns the supplier invoices in your Pennylane company, optionally filtered and sorted.
Action
List suppliersReturns the suppliers in your Pennylane company, optionally filtered and sorted.
Action
List transactionsReturns the bank transactions in your Pennylane company, optionally filtered by bank account, journal, date or id.
Action
Retrieve Customer V2Returns one customer (company or individual) by its Pennylane id, including contact details, addresses and billing settings.
Action
Retrieve Invoice V2Returns one customer invoice or credit note, including its amounts, status, customer and links to its lines and payments.
Action
Retrieve Product V2Returns one Pennylane product by its id, including price, VAT rate, unit, ledger account and custom field values.
Action
Retrieve Quote V2Returns a single quote by its ID, including amounts, status, customer and dates.
Action
Update Billing Subscription V2Updates a billing subscription in Pennylane: stop or resume it, change its invoicing mode, payment terms, schedule, customer or invoice content.
Action
Update Company Customer V2Updates an existing company customer in Pennylane and returns the updated customer.
Action
Update customer invoiceUpdates 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 V2Updates an individual (person) customer in Pennylane and returns the updated customer.
Action
Update Product V2Updates an existing product in Pennylane, such as its label, price, VAT rate or custom fields.
Action
Update Quote V2Updates an existing quote in Pennylane — its dates, customer, texts, discount, language and invoice lines — and returns the updated quote.
Action
Update supplierUpdates 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
Gmail and Pennylane, answered
What can start an automation from Gmail?
Any of Gmail's 2 triggers in the catalog, including New Gmail Message and Email Sent. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pennylane when something happens in Gmail?
Any of Pennylane's 34 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 Gmail?
Yes. When something happens in Pennylane, your agent can act in Gmail too. This page covers both directions: Pennylane's triggers and Gmail's actions are listed here as well.
Do I have to build a connector for Gmail 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 Gmail 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.