Integration
Connect Pennylane to Joblogic
When New Billing Subscription V2 fires in Pennylane, your agent runs Create Invoice in Joblogic. 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 Joblogic 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)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 Pennylane can start in Joblogic
When New Billing Subscription V2 in Pennylane
then Create Invoice in Joblogic
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 Joblogic
Triggers and actions 5 triggers · 136 actions
- 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 ledger entry
Creates a ledger entry (journal entry) in Pennylane with balanced debit and credit lines.
- 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.
- Approve Quote
Approves a Quote in Joblogic.
- Assign Contacts to Job
Assign Contacts to Job in Joblogic.
- Assign Contacts to Quote
Assign Contacts to Quote in Joblogic.
- Cancel Quote
Cancels a Quote in Joblogic.
- Complete Subcontractor PO Line Item
Marks delivery complete on a Subcontractor PO Line Item in Joblogic.
- Complete Supplier PO Line Item
Marks delivery complete on a Supplier PO Line Item in Joblogic.
- Create Invoice
Creates a Invoice in Joblogic.
- Create Invoice Credit
Creates a Invoice Credit in Joblogic.
- Delete Area
Deletes a Area from Joblogic.
- Delete Asset
Deletes a Asset from Joblogic.
- Delete Contact
Deletes a Contact from Joblogic.
- Delete Customer
Deletes a Customer from Joblogic.
- Delete Invoice
Deletes a Invoice from Joblogic.
- Delete Invoice Line
Deletes a Invoice Line from Joblogic.
- Delete Job
Deletes a Job from Joblogic.
- Delete Part
Deletes a Part from Joblogic.
- Delete Quote
Deletes a Quote from Joblogic.
- Delete Site
Deletes a Site from Joblogic.
- Delete Subcontractor
Deletes a Subcontractor from Joblogic.
- Delete Subcontractor PO
Deletes a Subcontractor PO from Joblogic.
- Delete Subcontractor PO Invoice
Deletes a Subcontractor PO Invoice from Joblogic.
- Delete Subcontractor PO Invoice Line Item
Deletes a Subcontractor PO Invoice Line Item from Joblogic.
- Delete Subcontractor PO Line Item
Deletes a Subcontractor PO Line Item from Joblogic.
- Delete Supplier
Deletes a Supplier from Joblogic.
- Delete Supplier PO
Deletes a Supplier PO from Joblogic.
- Delete Supplier PO Invoice
Deletes a Supplier PO Invoice from Joblogic.
- Delete Supplier PO Line Item
Deletes a Supplier PO Line Item from Joblogic.
- Get Area
Returns a Area from Joblogic.
- Get Asset by Auto Id
Returns a Asset by Auto Id from Joblogic.
- Get Asset by Unique Id
Returns a Asset by Unique Id from Joblogic.
- Get Contact
Returns a Contact from Joblogic.
- Get Contact by Entity
Returns a Contact by Entity from Joblogic.
- Get Credit
Returns a Credit from Joblogic.
- Get Customer by Auto Id
Returns a Customer by Auto Id from Joblogic.
- Get Customer by Unique Id
Returns a Customer by Unique Id from Joblogic.
- Get Engineer
Returns a Engineer from Joblogic.
- Get Invoice
Returns a Invoice from Joblogic.
- Get Invoice Payment
Returns a Invoice Payment from Joblogic.
- Get Job by Auto Id
Returns a Job by Auto Id from Joblogic.
- Get Job by Unique Id
Returns a Job by Unique Id from Joblogic.
- Get Part by Auto Id
Returns a Part by Auto Id from Joblogic.
- Get Part by Unique Id
Returns a Part by Unique Id from Joblogic.
- Get Payment by Invoice
Returns a Payment by Invoice from Joblogic.
- Get Quote
Returns a Quote from Joblogic.
- Get Site by Auto Id
Returns a Site by Auto Id from Joblogic.
- Get Site by Unique Id
Returns a Site by Unique Id from Joblogic.
- Get Subcontractor
Returns a Subcontractor from Joblogic.
- Get Subcontractor PO
Returns a Subcontractor PO from Joblogic.
- Get Subcontractor PO Invoices
Returns a Subcontractor PO Invoices from Joblogic.
- Get Subcontractor PO Line Item
Returns a Subcontractor PO Line Item from Joblogic.
- Get Supplier
Returns a Supplier from Joblogic.
- Get Supplier Invoices by PO
Returns a Supplier Invoices by PO from Joblogic.
- Get Supplier PO
Returns a Supplier PO from Joblogic.
- Get Supplier PO Line
Returns a Supplier PO Line from Joblogic.
- Get Task
Returns a Task from Joblogic.
- Get Visit by Auto Id
Returns a Visit by Auto Id from Joblogic.
- Get Visit by Job
Returns a Visit by Job from Joblogic.
- Reject Quote
Rejects a Quote in Joblogic.
- Revert Quote
Reverts a Quote in Joblogic.
- Search Contact
Searches Joblogic Contact records and returns the matching page.
- Search Customer
Searches Joblogic Customer records and returns the matching page.
- Search Site
Searches Joblogic Site records and returns the matching page.
- Search Subcontractor
Searches Joblogic Subcontractor records and returns the matching page.
- Search Subcontractor PO
Searches Joblogic Subcontractor PO records and returns the matching page.
- Search Supplier PO
Searches Joblogic Supplier PO records and returns the matching page.
- Search Task
Searches Joblogic Task records and returns the matching page.
- UpdateAll Asset
Replaces every field on a Asset in Joblogic.
- UpdateAll Contact
Replaces every field on a Contact in Joblogic.
- UpdateAll Customer
Replaces every field on a Customer in Joblogic.
- UpdateAll Invoice
Replaces every field on a Invoice in Joblogic.
- UpdateAll Invoice Line
Replaces every field on a Invoice Line in Joblogic.
- UpdateAll Invoice Payment
Replaces every field on a Invoice Payment in Joblogic.
- UpdateAll Job
Replaces every field on a Job in Joblogic.
- UpdateAll Part
Replaces every field on a Part in Joblogic.
- UpdateAll Quote
Replaces every field on a Quote in Joblogic.
- UpdateAll Site
Replaces every field on a Site in Joblogic.
- UpdateAll Subcontractor
Replaces every field on a Subcontractor in Joblogic.
- UpdateAll Subcontractor PO
Replaces every field on a Subcontractor PO in Joblogic.
- UpdateAll Subcontractor PO Invoice
Replaces every field on a Subcontractor PO Invoice in Joblogic.
- UpdateAll Subcontractor PO Invoice Line Item
Replaces every field on a Subcontractor PO Invoice Line Item in Joblogic.
- UpdateAll Subcontractor PO Line Item
Replaces every field on a Subcontractor PO Line Item in Joblogic.
- UpdateAll Supplier
Replaces every field on a Supplier in Joblogic.
- UpdateAll Supplier PO
Replaces every field on a Supplier PO in Joblogic.
- UpdateAll Supplier PO Invoice
Replaces every field on a Supplier PO Invoice in Joblogic.
- UpdateAll Supplier PO Line Item
Replaces every field on a Supplier PO Line Item in Joblogic.
- Update Area
Updates the fields you supply on a Area in Joblogic.
- Update Asset
Updates the fields you supply on a Asset in Joblogic.
- Update Contact
Updates the fields you supply on a Contact in Joblogic.
- Update Customer
Updates the fields you supply on a Customer in Joblogic.
- Update Invoice
Updates the fields you supply on a Invoice in Joblogic.
- Update Invoice Payment
Updates the fields you supply on a Invoice Payment in Joblogic.
- Update Job
Updates the fields you supply on a Job in Joblogic.
- Update Part
Updates the fields you supply on a Part in Joblogic.
- Update Quote
Updates the fields you supply on a Quote in Joblogic.
- Update Site
Updates the fields you supply on a Site in Joblogic.
- Update Subcontractor
Updates the fields you supply on a Subcontractor in Joblogic.
- Update Subcontractor PO
Updates the fields you supply on a Subcontractor PO in Joblogic.
- Update Subcontractor PO Line Item
Updates the fields you supply on a Subcontractor PO Line Item in Joblogic.
- Update Supplier
Updates the fields you supply on a Supplier in Joblogic.
- Update Supplier PO
Updates the fields you supply on a Supplier PO in Joblogic.
- Update Supplier PO Line Item
Updates the fields you supply on a Supplier PO Line Item in Joblogic.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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Questions
Pennylane and Joblogic, 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 Joblogic when something happens in Pennylane?
Any of Joblogic's 101 actions, including Create Invoice, Create Invoice Credit, Update Area and Update Asset. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Joblogic to Pennylane?
Joblogic has no triggers in the catalog today, so automations start in Pennylane. If you need the other direction, ask: your agent reads Joblogic's API documentation and adds it.
Do I have to build a connector for Pennylane or Joblogic?
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 Joblogic 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.