Integration
Connect Ortto and Pennylane
When Fields Updated fires in Ortto, your agent runs Create Company Customer V2 in Pennylane, or New Billing Subscription V2 in Pennylane to Update Audience Subscription in Ortto. 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 Ortto and Pennylane to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
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 Ortto and Pennylane can do together
From Ortto to Pennylane
When Fields Updated in Ortto
then Create Company Customer V2 in Pennylane
From Pennylane to Ortto
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 Ortto and Pennylane
Triggers and actions 9 triggers · 44 actions
- Fields Updated
Triggers when the specified field(s) of a record have been updated in your Ortto account.
- New Activity Occurred
Triggers when a new Ortto activity occurs.
- New Record Created
Triggers when a new record (contact or organization) has been added to your Ortto account.
- Tag Added/Removed
Triggers when a tag has beed added to, or removed from, a record.
- Add Custom Field
Create a new custom field on the person or organization schema in Ortto.
- Create Record
Create a new record (person, organization), or update an existing record in your Ortto account.
- Delete Record
Archive, restore, or permanently delete a person or organization record in Ortto.
- Get Record
Fetches one or more people, or one or more accounts, by their Ortto ids, returning whichever fields you ask for.
- List Activities
Retrieve the activity feed for a given contact in Ortto.
- Opt Out From SMS
Opt out a person from all SMS communications.
- Search or Create Records
Search your Ortto data for a record based on the provided field or optionally create one if none is found.
- Tag/Untag Records
Adds or removes tags on a person or an account in Ortto, matching the record by email address or account name.
- Unsubscribe a Person
Unsubscribe a person from all emails.
- Update Audience Subscription
Subscribe or unsubscribe a person to/from an Ortto audience.
- 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 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
Reviews
What our customers say
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Questions
Ortto and Pennylane, answered
What can start an automation from Ortto?
Any of Ortto's 4 triggers in the catalog, including Fields Updated, New Activity Occurred, New Record Created and Tag Added/Removed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pennylane when something happens in Ortto?
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 Ortto?
Yes. When something happens in Pennylane, your agent can act in Ortto too. This page covers both directions: Pennylane's triggers and Ortto's actions are listed here as well.
Do I have to build a connector for Ortto 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 Ortto 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.