Integration
Connect Pendo to Pro-Ledger
When Account in Report fires in Pendo, your agent runs List accounts in Pro-Ledger. 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 Pendo and Pro-Ledger 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Pendo can start in Pro-Ledger
When Account in Report in Pendo
then List accounts in Pro-Ledger
When Visitor in Report in Pendo
then Create a Record in Pro-Ledger
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 Pendo and Pro-Ledger
Triggers and actions 2 triggers · 21 actions
Trigger
Account in ReportTriggers when a new account appears in the results of a chosen Pendo account report.
Trigger
Visitor in ReportTriggers when a new visitor appears in the results of a selected Pendo visitor report.
Action
Add Visitor to SegmentAdds a single visitor to a Pendo segment. Only segments created through the Pendo API can be changed this way.
Action
Change Guide StateChanges a Pendo guide's state to public, staged, disabled or draft.
Action
Create FeedbackCreates a new feedback request in Pendo Listen for an account, with title, importance and the apps it applies to.
Action
Get AccountReturns a Pendo account by its account ID, including its agent, custom and automatic metadata.
Action
Get Survey ResponsesReturns the individual responses to a Pendo Sentiment survey over a date range, plus the survey's summary score and sentiment counts.
Action
Get VisitorReturns a Pendo visitor by its visitor ID, including linked account IDs and all agent, automatic and custom metadata.
Action
List FeaturesReturns the features tagged in your Pendo subscription, optionally limited to specific feature IDs or one application.
Action
List GuidesReturns the guides in your Pendo subscription, optionally limited to specific guides or one application.
Action
List PagesReturns the pages tagged in your Pendo subscription, optionally limited to specific page IDs or one application.
Action
List ReportsReturns every public report in your Pendo subscription, including each report's id, name, type and definition.
Action
List SegmentsReturns all shared (Everyone) segments in your Pendo subscription, optionally only those created through the API.
Action
List Track TypesReturns the track event types defined in your Pendo subscription, or a single track type by its ID.
Action
Remove Visitor from SegmentRemoves a single visitor from a Pendo segment. Works only on segments that were created through the API.
Action
Send Track EventRecords a track event (a named action a visitor performed, with optional properties) in Pendo.
Action
Create a RecordCreate a new Record in the system
Action
List accountsLists accounts.
Action
List categoriesLists categories.
Action
List classesLists classes.
Action
List income categoriesLists income categories.
Action
List subcategoriesLists subcategories.
Action
List tax collectionsLists tax collection options.
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
More from Pendo
Pendo to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Pendo to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Pendo to StripeStripe is a payment processing platform for online businesses.
Pendo to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Pendo to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Pendo to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Pro-Ledger
HubSpot to Pro-LedgerHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Pro-LedgerSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Pro-LedgerSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Pro-LedgerGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Pro-LedgerGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Pro-LedgerGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Pendo and Pro-Ledger, answered
What can start an automation from Pendo?
Any of Pendo's 2 triggers in the catalog, including Account in Report and Visitor in Report. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pro-Ledger when something happens in Pendo?
Any of Pro-Ledger's 7 actions, including Create a Record, List accounts, List categories and List classes. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pro-Ledger to Pendo?
Pro-Ledger has no triggers in the catalog today, so automations start in Pendo. If you need the other direction, ask: your agent reads Pro-Ledger's API documentation and adds it.
Do I have to build a connector for Pendo or Pro-Ledger?
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 Pendo and Pro-Ledger 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.