--- title: "Connect Pennylane to Retell AI - APIANT.ai" description: "When \"New Billing Subscription V2\" fires in Pennylane, your agent runs \"Add Agent\" in Retell AI." canonical: "https://apiant.ai/connect/pennylane-to-retell-ai" --- # Connect Pennylane to Retell AI When **New Billing Subscription V2** fires in [Pennylane](https://apiant.ai/connections/pennylane), your agent runs **Add Agent** in [Retell AI](https://apiant.ai/connections/retell-ai). Describe the whole flow and it is built, tested on every scenario and kept running. Pennylane **5** triggers Pennylane **34** actions Retell AI **27** 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 Retell AI 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 Retell AI - When **New Billing Subscription V2** in Pennylane then **Add Agent** in Retell AI - When **New Customer Invoice V2** in Pennylane then **Create Knowledge Base** in Retell AI 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 Retell AI ## Triggers and actions 5 triggers · 61 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 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 **Add Agent** Create a new Retell AI voice agent attached to a response engine (Retell LLM, custom LLM, or conversation flow) and a voice. - Action **Create Knowledge Base** Create a new Retell AI knowledge base from texts, URLs and/or a file. - Action **Create Retell LLM** Create a new Retell LLM Response Engine that can be attached to an agent. This is used to generate response output for the agent. - Action **Delete Agent** Deletes an existing Retell AI agent, including all of its versions. - Action **Delete Knowledge Base** Delete an existing knowledge base. - Action **Delete Phone Number** Delete a phone number from your Retell AI account. - Action **Delete Retell LLM** Delete a Retell LLM response engine. - Action **Get a Call** Retrieves the full details of a Retell AI call (phone or web): status, transcript, recording links, post-call analysis, cost and latency. - Action **Get an Agent** Retrieve the full configuration of a Retell AI voice agent. - Action **Get a Phone Number** Retrieve the details of one phone number in your Retell AI account, including its bound agents, nickname and webhook settings. - Action **Get a Retell LLM** Retrieve the details of a Retell LLM response engine, including its prompt, model, tools and states. - Action **Get a Voice** Retrieve the details of a single Retell AI voice: its name, provider, accent, gender, age and a preview audio link. - Action **Get Concurrency** Gets your Retell AI organization's current number of ongoing calls and its concurrency limits. - Action **Get Knowledge Base** Retrieve the details of a knowledge base, including its processing status and sources. - Action **Import Phone Number** Import a phone number from your own telephony provider (for example a Twilio elastic SIP trunk) into Retell AI and optionally bind agents to it. - Action **List Agents** Lists the voice and chat agents in the Retell AI account, optionally filtered by channel or by a name/id search. - Action **List Calls** List calls in the Retell AI account, newest first by default, optionally filtered by agent, status, direction, numbers, time range and more. Returns up to 1000 calls; transcripts and recording URLs are not included (use Get a Call for those). - Action **List Knowledge Bases** List all knowledge bases in the Retell AI account. - Action **List Phone Numbers** Lists the phone numbers in your Retell AI account (up to 1000). - Action **List Retell LLMs** Lists the Retell LLM response engines in the account. - Action **List Voices** List all voices available to the Retell AI account. - Action **Make a Phone Call** Start a new outbound phone call from one of your Retell numbers, handled by a Retell voice agent. - Action **Register Phone Call** Register a phone call placed through your own (custom) telephony, so Retell issues a call id your telephony can connect the audio to. - Action **Update Agent** Updates an existing Retell AI voice agent's latest draft version. Only the fields you fill in are changed. - Action **Update Call** Update the metadata, data storage setting or custom attributes of an existing Retell AI call. - Action **Update Phone Number** Updates the agents, nickname, webhooks, country restrictions, SIP trunk and fallback settings of a phone number in Retell AI. Only the fields you fill in are changed. - Action **Update Retell LLM** Update an existing Retell LLM response engine's configuration (prompt, model, etc). ## 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) - [ **Retell AI** Retell AI is a conversation intelligence platform that turns customer calls into actionable insights.](https://apiant.ai/connections/retell-ai) 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 Retell AI - [ **HubSpot to Retell AI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-retell-ai) - [ **Salesforce to Retell AI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-retell-ai) - [ **Slack to Retell AI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-retell-ai) - [ **Google Sheets to Retell AI** Google Sheets](https://apiant.ai/connect/google-sheets-to-retell-ai) - [ **Gmail to Retell AI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-retell-ai) - [ **Google Calendar to Retell AI** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-retell-ai) Questions ## Pennylane and Retell AI, 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 Retell AI when something happens in Pennylane? Any of Retell AI's 27 actions, including Create Knowledge Base, Create Retell LLM, Update Agent and Update Call. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Retell AI to Pennylane? Retell AI has no triggers in the catalog today, so automations start in Pennylane. If you need the other direction, ask: your agent reads Retell AI's API documentation and adds it. ### ### Do I have to build a connector for Pennylane or Retell AI? 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 Retell AI 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.