Integration
Connect Pennylane to CyCAT
When New Billing Subscription V2 fires in Pennylane, your agent runs Find items by query in CyCAT. 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 Pennylane and CyCAT 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 Pennylane can start in CyCAT
When New Billing Subscription V2 in Pennylane
then Find items by query in CyCAT
When New Customer Invoice V2 in Pennylane
then Get item in CyCAT
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 Pennylane and CyCAT
Triggers and actions 5 triggers · 45 actions
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.
Action
Add proposalSubmit a proposed new catalog entry/relationship to CyCAT for review.
Action
Find items by querySearch the CyCAT catalog for items matching a search string.
Action
Find UUID by namespace IDFind the CyCAT UUID corresponding to a given namespace + namespace-local ID.
Action
Generate UUIDGenerate a new CyCAT-compliant UUID for registering a new item.
Action
Get childGet the child item of a CyCAT item by UUID.
Action
Get itemLook up a CyCAT catalog item by its UUID.
Action
Get namespace idGet the CyCAT namespace ID for a given namespace name.
Action
Get parentGet the parent item of a CyCAT item by UUID.
Action
List namespacesList all known namespaces in CyCAT.
Action
List project itemsList CyCAT items belonging to projects within a start/end range.
Action
List publisher itemsList CyCAT items belonging to publishers within a start/end range.
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 Pennylane
Pennylane to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Pennylane to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Pennylane to StripeStripe is a payment processing platform for online businesses.
Pennylane to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Pennylane to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Pennylane to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into CyCAT
HubSpot to CyCATHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to CyCATSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to CyCATSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to CyCATGoogle Sheets
Gmail to CyCATGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to CyCATGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Pennylane and CyCAT, answered
What can start an automation from Pennylane?
Any of Pennylane's 5 triggers in the catalog, including New Billing Subscription V2, New Customer Invoice V2, New Customer V2 and New Product V2. Describe the moment in plain language and your agent picks the right one.
What can your agent do in CyCAT when something happens in Pennylane?
Any of CyCAT's 11 actions, including Add proposal, Find items by query, Find UUID by namespace ID and Generate UUID. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from CyCAT to Pennylane?
CyCAT has no triggers in the catalog today, so automations start in Pennylane. If you need the other direction, ask: your agent reads CyCAT's API documentation and adds it.
Do I have to build a connector for Pennylane or CyCAT?
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 Pennylane and CyCAT 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.