--- title: "Connect Pennylane to Manatal - APIANT.ai" description: "When \"New Billing Subscription V2\" fires in Pennylane, your agent runs \"Create Contact\" in Manatal." canonical: "https://apiant.ai/connect/pennylane-to-manatal" --- # Connect Pennylane to Manatal When **New Billing Subscription V2** fires in [Pennylane](https://apiant.ai/connections/pennylane), your agent runs **Create Contact** in [Manatal](https://apiant.ai/connections/manatal). Describe the whole flow and it is built, tested on every scenario and kept running. Pennylane **5** triggers Pennylane **35** actions Manatal **66** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Pennylane and Manatal 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 Pennylane can start in Manatal - When **New Billing Subscription V2** in Pennylane then **Create Contact** in Manatal - When **New Customer Invoice V2** in Pennylane then **Create Contact Attachment** in Manatal 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 Manatal ## Triggers and actions 5 triggers · 101 actions - 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 ledger entry** Creates a ledger entry (journal entry) in Pennylane with balanced debit and credit lines. - 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. - Action **Create a Candidate** Creates a new candidate in Manatal and returns the created candidate record. - Action **Create a Job** Creates a new job in Manatal, assigned to an organization. - Action **Create Candidate Attachment** Adds an attachment to a candidate in Manatal from a file URL, and returns the attachment that was created. - Action **Create Candidate Note** Adds a note to a candidate in Manatal and returns the created note. - Action **Create Candidate Resume** Uploads a resume file to a candidate in Manatal from a file link. - Action **Create Candidate Social Media** Adds a social media profile to a candidate and returns the created profile. - Action **Create Contact** Creates a contact in Manatal, linked to an organization. - Action **Create Contact Attachment** Adds a file attachment to a contact, using a link to the file, and returns the new attachment. - Action **Create Contact Note** Adds a note to a contact in Manatal. - Action **Create Job Attachment** Adds a file attachment to a job, given a link to the file, and returns the created attachment. - Action **Create Job Note** Creates a note on a job in Manatal and returns the new note. - Action **Create Match** Adds a candidate to a job in Manatal, creating a match between them. - Action **Create Match Attachment** Adds an attachment, given by a link to the file, to a match between a candidate and a job, and returns the created attachment. - Action **Create Match Note** Adds a note to a match, the link between a candidate and a job, and returns the created note. - Action **Create Organization** Creates a new organization (client company) in Manatal. - Action **Create Organization Attachment** Adds a file attachment, given by a link to the file, to an organization in Manatal and returns the created attachment. - Action **Create Organization Note** Creates a note on an organization in Manatal. - Action **Get Candidate** Returns a candidate by id, including their contact details, source, skills, tags, industries and custom field values. - Action **Get Candidate Attachment** Returns one attachment on a candidate, including its name, description and file link. - Action **Get Candidate Note** Returns a single note on a candidate, including its text, author and creation time. - Action **Get Candidate Social Media** Returns one social media profile saved on a candidate, including its network, web address, username and enrichment state. An error occurs if the profile is not found. - Action **Get Contact** Returns a contact by its id, including the organization it belongs to and its custom field values. - Action **Get Contact Attachment** Returns one attachment on a contact, including its name, description and a link to the file. - Action **Get Contact Note** Returns a single note on a contact, including its text, the user who wrote it and when it was created. - Action **Get Job** Returns a job by its id, including its position, status, salary, location and custom field values. - Action **Get Job Attachment** Returns a single attachment on a job, including its name, description and a link to the file. - Action **Get Job Note** Returns a single note on a job, including its text, author and creation time. An error occurs if the note is not found. - Action **Get Match** Returns a match (a candidate's link to a job) by its id, including its pipeline stage, key dates and custom field values. - Action **Get Match Attachment** Returns a single attachment on a match (a candidate's application to a job), including its name, description and file link. - Action **Get Match Note** Returns one note on a match, including its text, author and creation time. - Action **Get Organization** Returns a single organization by its id, including its custom field values. - Action **Get Organization Attachment** Returns one attachment on an organization, including its name, description and a link to the file. - Action **Get Organization Note** Returns one note on an organization, including its text, author and creation time. - Action **Retrieve Candidate Matches List** Returns every job match for a candidate, including each match's job, pipeline stage and key dates. - Action **Retrieve Job Matches List** Returns every candidate match for a job, including each match's pipeline stage and key dates. - Action **Search Candidate Attachments** Returns a candidate's attachments, optionally narrowed to those whose name contains the text you enter. - Action **Search Candidate Notes** Returns a candidate's notes, optionally only those whose text contains the words you enter. - Action **Search Candidate Resume** Returns the resumes on file for a candidate, each with its ID, file link and creation time. - Action **Search Candidate Social Media** Returns a candidate's social media profiles, optionally limited to one social network. - Action **Search Contact Attachments** Returns a contact's attachments, optionally narrowed to those whose name contains the text you enter. - Action **Search Contact Notes** Returns the notes on a contact, optionally only those containing the text you specify. - Action **Search Contacts** Searches your Manatal contacts by name, email, phone, organization or created/updated dates and returns the matching contacts. - Action **Search Job Attachments** Returns the attachments on a job, optionally narrowed to those whose name contains the text you provide. - Action **Search Job Notes** Returns the notes on a job, optionally only those whose text contains the words you specify. - Action **Search Jobs** Returns the jobs that match the search criteria you provide, such as position name, organization, status, location or date ranges. - Action **Search Match Attachments** Returns the attachments on a match (a candidate in a job pipeline), optionally only those whose name contains the text you give. - Action **Search Matches** Returns the matches (candidates linked to jobs) in your Manatal account that meet the filters you set, such as external id, pipeline stage, or hire, submit, interview, offer, drop, create and update dates. - Action **Search Match Notes** Returns the notes on a match, optionally narrowed to those containing the text you specify. - Action **Search Organization Attachments** Returns the attachments on a Manatal organization, optionally narrowed to those whose name contains the text you provide. - Action **Search Organization Notes** Returns the notes on a Manatal organization, optionally only those whose text contains the words you give. - Action **Search Organizations** Searches organizations by name, owner, address, website, external ID or date ranges and returns the matching organizations. - Action **Update Candidate** Updates an existing candidate by id, changing only the details you fill in, and returns the updated candidate. - Action **Update Candidate Attachment** Updates an existing attachment on a candidate, such as its name, file link or description. - Action **Update Candidate Note** Updates the text of an existing note on a candidate and returns the updated note. - Action **Update Contact** Updates an existing contact in Manatal. Only the fields you fill in are changed. - Action **Update Contact Attachment** Updates the name, file link, description or creator of an attachment on a contact and returns the updated attachment. - Action **Update Contact Note** Updates the text of an existing note on a contact and returns the updated note. - Action **Update Job** Updates an existing job in Manatal. Only the fields you fill in are changed. - Action **Update Job Attachment** Updates the name, file link, description or creator of an attachment on a job, and returns the updated attachment. - Action **Update Job Note** Updates the text of an existing note on a job and returns the updated note. - Action **Update Match** Updates an existing match (a candidate's application to a job) in Manatal, such as its owner, pipeline stage, status or key dates. - Action **Update Match Attachment** Updates the name, file link, description or creator of an attachment on a match. - Action **Update Match Note** Updates the text of an existing note on a match and returns the updated note. - Action **Update Organization** Updates an existing organization in Manatal, changing only the details you provide. - Action **Update Organization Attachment** Updates the name, file link, description or creator of an attachment on a Manatal organization and returns the updated attachment. - Action **Update Organization Note** Updates the text of an existing note on an organization in Manatal. ## Each app on its own - [ **Pennylane** Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate...](https://apiant.ai/connections/pennylane) - [ **Manatal** Manatal is a recruitment software designed for HR, Talent Acquisition, recruiting and headhunting teams.](https://apiant.ai/connections/manatal) Reviews ## What our customers say ## More from Pennylane - [ **Pennylane to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pennylane-to-salesforce) - [ **Pennylane to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/pennylane-to-slack) - [ **Pennylane to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pennylane-to-stripe) - [ **Pennylane to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pennylane-to-shopify) - [ **Pennylane to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/pennylane-to-quickbooks-online) - [ **Pennylane to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pennylane-to-pipedrive) ## More into Manatal - [ **HubSpot to Manatal** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-manatal) - [ **Salesforce to Manatal** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-manatal) - [ **Slack to Manatal** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-manatal) - [ **Google Sheets to Manatal** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-manatal) - [ **Gmail to Manatal** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-manatal) - [ **Google Calendar to Manatal** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-manatal) Questions ## Pennylane and Manatal, 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 Manatal when something happens in Pennylane? Any of Manatal's 66 actions, including Create a Candidate, Create a Job, Create Candidate Attachment and Create Candidate Note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Manatal to Pennylane? Manatal has no triggers in the catalog today, so automations start in Pennylane. If you need the other direction, ask: your agent reads Manatal's API documentation and adds it. ### ### Do I have to build a connector for Pennylane or Manatal? 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 Manatal 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.