Integration
Connect Pennylane and Slack
When New Billing Subscription V2 fires in Pennylane, your agent runs Send Direct Message in Slack, or New Channel in Slack to Create Company Customer V2 in Pennylane. 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 Slack 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 and Slack can do together
From Pennylane to Slack
When New Billing Subscription V2 in Pennylane
then Send Direct Message in Slack
From Slack to Pennylane
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 Slack
Triggers and actions 20 triggers · 94 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 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.
- New Channel
Triggers when a new channel is created in the workspace.
- New Channel (instant)
Triggers when a new channel is created (Slack event channel_created).
- New Channel Member
Triggers when a member joins a chosen channel (Slack event member_joined_channel).
- New File (instant)
Triggers when a new file is uploaded to the workspace (Slack event file_created).
- New Mention (instant)
Triggers when a username or keyword is mentioned in a channel. Events API message events with keyword filter.
- New Message Posted to Channel
Triggers when a message is posted to a chosen channel (Slack event message.channels).
- New Message Posted to Private Channel
Triggers when a message is posted to a chosen private channel or group DM (Slack events message.groups, message.mpim).
- New Pinned Item
Triggers when an item is pinned in a channel.
- New Public Message Posted Anywhere
Triggers when a message is posted to any public channel (Slack event message.channels).
- New Reaction Added
Triggers when an emoji reaction is added to a message (Slack event reaction_added).
- New Saved Message
Triggers when a message or file is saved (starred) (Slack event star_added).
- New Team Custom Emoji
Triggers when a custom emoji is added to the workspace (Slack event emoji_changed).
- New Thread Reply
Triggers when a new reply is added to a message thread.
- New User
Triggers when a new user joins the workspace. Polling; deduped by user id.
- New User (instant)
Triggers when a new user joins the workspace (Slack event team_join).
- Add Bookmark
Add a bookmark to a channel.
- Add Reaction
Add an emoji reaction to a message.
- Add Star
Save a message or file by starring it.
- Archive Channel
Archive a channel.
- Complete Reminder
Mark a reminder as complete.
- Create Canvas
Create a standalone canvas document.
- Create Channel
Create a new public or private channel.
- Create Channel Canvas
Create a canvas attached to a channel.
- Create Reminder
Create a reminder for a user at a specified time.
- Delete Canvas
Delete a canvas.
- Delete File
Delete a file from the workspace.
- Delete Message
Delete a message from a channel by timestamp.
- Delete Reminder
Delete a reminder.
- Delete Scheduled Message
Cancel a scheduled message before it is sent.
- Edit Bookmark
Edit an existing channel bookmark.
- Edit Canvas
Edit the content of a canvas.
- Find Channel by Name
List channels filtered to locate a channel by name (client filters the returned list).
- Find User by Email
Look up a Slack user by their email address.
- Get Channel Messages
Fetch the message history of a channel.
- Get File Info
Get information about a file.
- Get Message Permalink
Get a permanent link to a specific message.
- Get Message Reactions
Get the emoji reactions on a message.
- Get Team Info
Get information about the workspace.
- Get Thread Replies
Get the replies in a message thread.
- Get User Info
Get profile information for a Slack user by ID.
- Get User Presence
Get a user's current presence status.
- Get User Profile
Get a user's profile fields.
- Invite User to Channel
Invite one or more users to a channel (comma-separated user IDs).
- Join Channel
Join a public channel.
- Leave Channel
Leave a channel.
- List Bookmarks
List the bookmarks in a channel.
- List Channel Members
List the members of a channel.
- List Channels
List channels in the workspace (public and private).
- List Custom Emojis
List the workspace's custom emojis.
- List Files
List files in the workspace, optionally filtered by channel or user.
- List Pinned Items
List the items pinned in a channel.
- List Scheduled Messages
List messages scheduled to be sent later.
- List User Groups
List the workspace's user groups.
- List Users
List all users in the workspace.
- List User's Channels
List the channels a user is a member of.
- Mark Channel Read
Set the read cursor position in a channel.
- Pin Message
Pin a message to a channel.
- Remove Bookmark
Remove a bookmark from a channel.
- Remove Reaction
Remove an emoji reaction from a message.
- Remove Star
Remove a star from a message or file.
- Remove User from Channel
Remove a member from a channel.
- Rename Channel
Rename a channel.
- Schedule Message
Schedule a message to be sent to a channel at a future Unix time.
- Search Files
Search files across the workspace.
- Search Messages
Search messages across the workspace.
- Send Direct Message
Open a DM with a user and post a message to it.
- Send Ephemeral Message
Send a message in a channel that is visible only to one user.
- Send Message
Post a message to a channel, private group, or DM.
- Set Channel Purpose
Set the purpose (description) for a channel.
- Set Channel Topic
Set the topic for a channel.
- Set User Presence
Set the authenticated user's presence status.
- Unarchive Channel
Restore an archived channel.
- Unpin Message
Remove a pinned message from a channel.
- Update Message
Update an existing message in a channel by timestamp.
- Upload File
Upload a file and share it to one or more channels.
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
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Questions
Pennylane and Slack, 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 Slack when something happens in Pennylane?
Any of Slack's 60 actions, including Create Canvas, Create Channel, Create Channel Canvas and Create Reminder. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Slack to Pennylane?
Yes. When something happens in Slack, your agent can act in Pennylane too. This page covers both directions: Slack's triggers and Pennylane's actions are listed here as well.
Do I have to build a connector for Pennylane or Slack?
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 Slack 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.