--- title: "Connect Grist and Pennylane - APIANT.ai" description: "When \"New or Updated Record\" fires in Grist, your agent runs \"Create Company Customer V2\" in Pennylane." canonical: "https://apiant.ai/connect/grist-to-pennylane" --- # Connect Grist and Pennylane When **New or Updated Record** fires in [Grist](https://apiant.ai/connections/grist), your agent runs **Create Company Customer V2** in [Pennylane](https://apiant.ai/connections/pennylane), or **New Billing Subscription V2** in Pennylane to **Create or Update Record** in Grist. Describe the whole flow and it is built, tested on every scenario and kept running. Grist **4** triggers Grist **21** actions Pennylane **5** triggers Pennylane **34** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Grist 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 Grist and Pennylane can do together ### From Grist to Pennylane - When **New or Updated Record** in Grist then **Create Company Customer V2** in Pennylane - When **New Record** in Grist then **Create Customer Invoice V2** in Pennylane ### From Pennylane to Grist - When **New Billing Subscription V2** in Pennylane then **Create or Update Record** in Grist - When **New Customer Invoice V2** in Pennylane then **Create Record** in Grist 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 Grist and Pennylane ## Triggers and actions 9 triggers · 55 actions - Trigger **New or Updated Record** Triggered when a row in a Grist table is created or updated. - Trigger **New or Updated Record (Instant)** Triggers when a Record is updated, or a new Record is added. - Trigger **New Record** Triggered when a new row is added to a Grist table. - Trigger **New Record (Instant)** Triggers when a new Record is created - Action **Add Column** Adds a column to a table in a Grist document. - Action **Add Table** Creates a new table in a Grist document, optionally with a starting set of columns. - Action **Create Document** Creates a new document in a Grist workspace and returns its document ID. - Action **Create or Update Record** Adds a row to a Grist table, or updates the existing row when the match column already holds the match value. Returns the row ID. - Action **Create Record** Adds a new row to a Grist table and returns its row ID. - Action **Create Workspace** Creates a new workspace in a Grist organization and returns its ID. - Action **Delete Document** Deletes a Grist document permanently. - Action **Delete Records** Deletes one or more rows from a Grist table by row ID. - Action **Delete Workspace** Deletes a Grist workspace along with every document inside it. - Action **Find Record** Searches a Grist table for a row whose column holds a given value and returns that row's ID and column values. - Action **Get Document** Returns the details of one Grist document — its name, web address, workspace, and organization. - Action **Get Org** Returns the details of one Grist organization (team site) — its name, subdomain, owner, and your access level. - Action **Get Workspace** Returns the details of one Grist workspace, including the documents it contains. - Action **List Columns** Returns the columns of a Grist table, with each column's ID, label, and type. - Action **List Orgs** Returns every Grist organization (team site) this connection can reach. - Action **List Tables** Returns the tables in a Grist document. - Action **List Workspaces** Returns the workspaces in a Grist organization, each with the documents it contains. - Action **Run SQL Query** Runs a read-only SELECT statement against a Grist document and returns the rows. - Action **Update Document** Renames a Grist document or changes whether it is pinned. Anything left blank stays as it is. - Action **Update Record** Changes the column values of one row in a Grist table. Columns left blank keep their current values. - Action **Update Workspace** Renames a Grist workspace. - 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 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 - [ **Grist** Grist combines the flexibility of a spreadsheet with the robustness of a database to organize your data...](https://apiant.ai/connections/grist) - [ **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 Grist - [ **Grist to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/grist-to-gmail) - [ **Grist to Clickhouse** Column-oriented database for real-time analytical SQL queries at petabyte scale.](https://apiant.ai/connect/grist-to-clickhouse) - [ **Grist to Mistral AI** Mistral AI is a platform for building, customizing, and deploying advanced AI models and agents for...](https://apiant.ai/connect/grist-to-mistral-ai) - [ **Grist to OpusClip** OpusClip is a AI video tool that turns long videos into viral shorts with captions and transcripts.](https://apiant.ai/connect/grist-to-opusclip) - [ **Grist to Postman** Postman is a platform for building and testing APIs.](https://apiant.ai/connect/grist-to-postman) - [ **Grist to RuneScape** The RuneScape Wiki API exposes data for RuneScape and Old School RuneScape.](https://apiant.ai/connect/grist-to-runescape) ## 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](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 ## Grist and Pennylane, answered ### ### What can start an automation from Grist? Any of Grist's 4 triggers in the catalog, including New or Updated Record, New or Updated Record (Instant), New Record and New Record (Instant). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pennylane when something happens in Grist? 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 Grist? Yes. When something happens in Pennylane, your agent can act in Grist too. This page covers both directions: Pennylane's triggers and Grist's actions are listed here as well. ### ### Do I have to build a connector for Grist 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 Grist 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.