--- title: "Connect Pennylane and SureCart - APIANT.ai" description: "When \"New Billing Subscription V2\" fires in Pennylane, your agent runs \"Add Customer\" in SureCart." canonical: "https://apiant.ai/connect/pennylane-to-surecart" --- # Connect Pennylane and SureCart When **New Billing Subscription V2** fires in [Pennylane](https://apiant.ai/connections/pennylane), your agent runs **Add Customer** in [SureCart](https://apiant.ai/connections/surecart), or **Affiliation Request Created** in SureCart to **Create Company Customer V2** in Pennylane. Describe the whole flow and it is built, tested on every scenario and kept running. Pennylane **5** triggers Pennylane **34** actions SureCart **44** triggers SureCart **47** 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 SureCart 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 and SureCart can do together ### From Pennylane to SureCart - When **New Billing Subscription V2** in Pennylane then **Add Customer** in SureCart - When **New Customer Invoice V2** in Pennylane then **Update Customer** in SureCart ### From SureCart to Pennylane - When **Affiliation Request Created** in SureCart then **Create Company Customer V2** in Pennylane - When **Customer Created** in SureCart then **Create Customer Invoice V2** in 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 SureCart ## Triggers and actions 49 triggers · 81 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. - Trigger **Affiliation Request Approved** Triggers when a affiliation request is approved. - Trigger **Affiliation Request Created** Triggers when a affiliation request is created. - Trigger **Affiliation Request Denied** Triggers when a new affiliation request is denied. - Trigger **Cancellation Act Created** Triggers when a cancellation act is created. - Trigger **Cancellation Act Updated** Triggers when a cancellation act is updated. - Trigger **Customer Created** Triggers when a customer is created. - Trigger **Customer Updated** Triggers when a customer is updated. - Trigger **Fulfillment Created** Triggers when a fulfillment is created. - Trigger **Fulfillment Deleted** Triggers when a fulfillment is deleted. - Trigger **Fulfillment Updated** Triggers when a fulfillment is updated. - Trigger **Order Created** Triggers when a order is created. - Trigger **Order Delivered** Triggers when a order is delivered. - Trigger **Order Fulfilled** Triggers when a order is fulfilled. - Trigger **Order Paid** Triggers when a order is paid. - Trigger **Order Partially Fulfilled** Triggers when a order is partially fulfilled. - Trigger **Order Partially Shipped** Triggers when a order is partially shipped. - Trigger **Order Payment Failed** Triggers when a order payment fails. - Trigger **Order Processing** Triggers when a order becomes processing. - Trigger **Order Shipped** Triggers when a order is shipped. - Trigger **Order Unfulfilled** Triggers when a order is unfulfilled. - Trigger **Order Voided** Triggers when a order is voided. - Trigger **Payout Completed** Triggers when a payout is completed. - Trigger **Purchase Created** Triggers when a purchase is created. - Trigger **Purchase Invoked** Triggers when a purchase is invoked. - Trigger **Purchase Revoked** Triggers when a purchase is revoked. - Trigger **Purchase Updated** Triggers when a purchase is updated. - Trigger **Referral Approved** Triggers when a referral is approved. - Trigger **Referral Created** Triggers when a referral is created. - Trigger **Refund Created** Triggers when a refund is created. - Trigger **Refund Succeeded** Triggers when a refund succeeds. - Trigger **Return Request Completed** Triggers when a return request is completed. - Trigger **Return Request Created** Triggers when a return request is created. - Trigger **Return Request Deleted** Triggers when a return request is deleted. - Trigger **Return Request Opened** Triggers when a return request is opened. - Trigger **Return Request Updated** Triggers when a return request is updated. - Trigger **Subscription Active** Triggers when a subscription becomes active. - Trigger **Subscription Canceled** Triggers when a subscription is canceled. - Trigger **Subscription Completed** Triggers when a subscription is completed. - Trigger **Subscription Created** Triggers when a subscription is created. - Trigger **Subscription Past Due** Triggers when a subscription becomes past due. - Trigger **Subscription Renewed** Triggers when a subscription is renewed. - Trigger **Subscription Set to Cancel** Triggers when a subscription is set to cancel. - Trigger **Subscription Trialing** Triggers when a subscription becomes trialing. - Trigger **Subscription Updated** Triggers when a subscription is updated. - Action **Add Affiliation Request** Creates a pending affiliate application in your SureCart store. - Action **Add Customer** Creates a customer in your SureCart store. - Action **Add Payout** Creates a payout for an affiliate covering their approved, unpaid referral commissions up to an end date. - Action **Approve Affiliation Request** Approves a pending affiliate application, turning the applicant into an affiliate. - Action **Approve Referral** Approves a referral that is under review. - Action **Cancel Checkout** Cancels a checkout; its associated order and invoice are voided. - Action **Cancel Subscription** Cancels a subscription, either immediately or at the end of the current billing period. - Action **Complete Payout** Marks a processing affiliate payout as completed (paid). - Action **Complete Return Request** Marks an open return request as completed. - Action **Complete Subscription** Completes a fixed-length (finite) subscription immediately. - Action **Delete Fulfillment** Deletes a fulfillment, returning its order items to unfulfilled. - Action **Delete Return Request** Deletes a return request. - Action **Deny Affiliation Request** Denies a pending affiliate application. - Action **Finalize Checkout** Finalizes a draft checkout so it can be paid. - Action **Find Affiliation** Find an existing affiliation by ID. - Action **Find Affiliation Request** Find an existing affiliation request by ID. - Action **Find Cancellation Act** Find an existing cancellation act by ID. - Action **Find Checkout** Find an existing checkout by ID. - Action **Find Click** Find an existing click by ID. - Action **Find Coupon** Find an existing coupon by ID. - Action **Find Customer** Find an existing customer by ID. - Action **Find Fulfillment** Find an existing fulfillment by ID. - Action **Find Fulfillment Item** Find an existing fulfillment item by ID. - Action **Find Line Item** Find an existing line item by ID. - Action **Find Order** Find an existing order by ID. - Action **Find Payment Intent** Find an existing payment intent by ID. - Action **Find Payment Method** Find an existing payment method by ID. - Action **Find Payout** Find an existing payout by ID. - Action **Find Payout Group** Find an existing payout group by ID. - Action **Find Price** Find an existing price by ID. - Action **Find Product** Find an existing product by ID. - Action **Find Promotion** Find an existing promotion by ID. - Action **Find Purchase** Find an existing purchase by ID. - Action **Find Referral** Find an existing referral by ID. - Action **Find Referral Item** Find an existing referral item by ID. - Action **Find Refund** Find an existing refund by ID. - Action **Find Return Item** Find an existing return item by ID. - Action **Find Return Request** Find an existing return request by ID. - Action **Find Subscription** Find an existing subscription by ID. - Action **Find Tracking** Find an existing tracking by ID. - Action **Invoke Purchase** Re-activates a revoked purchase, restoring the customer's access to the product. - Action **Manually Pay Checkout** Marks a finalized checkout as paid outside SureCart, creating its paid order. - Action **Open Return Request** Re-opens a completed return request. - Action **Preserve Subscription** Records that a customer who started to cancel a subscription chose to keep it. - Action **Revoke Purchase** Revokes a customer's purchase, removing their access to the product. - Action **Update Customer** Updates an existing customer's name, email or phone in your SureCart store. - Action **Update Purchase** Schedules when a customer's purchase will be automatically revoked. ## 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) - [ **SureCart** The new way to sell on WordPress. A simple yet powerful e-commerce platform designed to grow your business...](https://apiant.ai/connections/surecart) 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 SureCart - [ **HubSpot to SureCart** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-surecart) - [ **Salesforce to SureCart** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-surecart) - [ **Google Sheets to SureCart** Google Sheets](https://apiant.ai/connect/google-sheets-to-surecart) - [ **Gmail to SureCart** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-surecart) - [ **Google Calendar to SureCart** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-surecart) - [ **Google Drive to SureCart** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-surecart) Questions ## Pennylane and SureCart, 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 SureCart when something happens in Pennylane? Any of SureCart's 47 actions, including Update Customer, Update Purchase, Add Affiliation Request and Add Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SureCart to Pennylane? Yes. When something happens in SureCart, your agent can act in Pennylane too. This page covers both directions: SureCart's triggers and Pennylane's actions are listed here as well. ### ### Do I have to build a connector for Pennylane or SureCart? 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 SureCart 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.