--- title: "Connect Pennylane and Timesheet - APIANT.ai" description: "When \"New Billing Subscription V2\" fires in Pennylane, your agent runs \"Create Task\" in Timesheet." canonical: "https://apiant.ai/connect/pennylane-to-timesheet" --- # Connect Pennylane and Timesheet When **New Billing Subscription V2** fires in [Pennylane](https://apiant.ai/connections/pennylane), your agent runs **Create Task** in [Timesheet](https://apiant.ai/connections/timesheet), or **New Absence** in Timesheet 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 Timesheet **7** triggers Timesheet **53** 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 Timesheet 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 Timesheet can do together ### From Pennylane to Timesheet - When **New Billing Subscription V2** in Pennylane then **Create Task** in Timesheet - When **New Customer Invoice V2** in Pennylane then **Create Note** in Timesheet ### From Timesheet to Pennylane - When **New Absence** in Timesheet then **Create Company Customer V2** in Pennylane - When **New Project** in Timesheet 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 Timesheet ## Triggers and actions 12 triggers · 87 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 **New Absence** Triggered when a new absence is requested or recorded in the chosen Timesheet organization. - Trigger **New Project** Triggered when a new project is created in Timesheet. - Trigger **New Rate** Triggered when a new pay rate is created in Timesheet. - Trigger **New Tag** Triggered when a new tag is created in Timesheet. - Trigger **New Task** Triggered when a new tracked time entry is recorded in Timesheet. - Trigger **New Team** Triggered when a new team is created in Timesheet. - Trigger **New Todo** Triggered when a new to-do is created in Timesheet. - Action **Approve Absence** Approves a pending absence request in a Timesheet organization. Returns the updated absence, including its new status and who approved it. - Action **Create Expense** Creates an expense on a Timesheet task, with an amount, date and optional receipt. Returns the new expense with its ID. - Action **Create Note** Creates a note on a Timesheet task, with text and an optional attachment. Returns the new note with its ID. - Action **Create Organization** Creates a new organization (team workspace) in Timesheet. Returns the new organization with its ID. - Action **Create Project** Creates a new project in Timesheet, optionally with a client, default billing rate and team. Returns the new project with its ID. - Action **Create Rate** Creates a pay rate in Timesheet, such as an overtime multiplier or a bonus amount. Returns the new rate with its ID. - Action **Create Reminder** Creates a reminder in Timesheet on a one-off or recurring schedule. Returns the new reminder with its ID and next fire time. - Action **Create Tag** Creates a tag in Timesheet that can be applied to time entries. Returns the new tag with its ID. - Action **Create Task** Creates a time entry (task) on a Timesheet project, with start and end times and optional tags, rate and mileage. Returns the new entry with its ID and duration. - Action **Create Team** Creates a team inside a Timesheet organization. Returns the new team with its ID. - Action **Create Todo** Creates a to-do on a Timesheet project, with an optional due date, assignees and time estimate. Returns the new to-do with its ID. - Action **Delete Expense** Deletes an expense from Timesheet. Returns confirmation that the expense was removed. - Action **Delete Note** Deletes a note from Timesheet. Returns confirmation that the note was removed. - Action **Delete Organization** Deletes an organization from Timesheet. Returns confirmation that the organization was removed. - Action **Delete Project** Deletes a project from Timesheet. Returns confirmation that the project was removed. - Action **Delete Rate** Deletes a pay rate from Timesheet. Returns confirmation that the rate was removed. - Action **Delete Reminder** Deletes a reminder from Timesheet. Returns confirmation that the reminder was removed. - Action **Delete Tag** Deletes a tag from Timesheet. Returns confirmation that the tag was removed. - Action **Delete Task** Deletes a time entry from Timesheet. Returns confirmation that the entry was removed. - Action **Delete Team** Deletes a team from Timesheet. Returns confirmation that the team was removed. - Action **Delete Todo** Deletes a to-do from Timesheet. Returns confirmation that the to-do was removed. - Action **Find Absence** Searches absences in a Timesheet organization by member, contract, type, status or date range, and returns the first match plus the full list of matches. - Action **Find Expense** Searches Timesheet expenses by text, time entry, organization or date range, and returns the first match plus the full list of matches. - Action **Find Note** Searches Timesheet notes by text, time entry, organization or date range, and returns the first match plus the full list of matches. - Action **Find Organization** Looks up a Timesheet organization by name and returns its ID and details. Timesheet has no organization search endpoint, so this reads your organizations and matches the name, ignoring upper/lower case. - Action **Find Project** Searches Timesheet projects by name, team or status, and returns the first match plus the full list of matches. - Action **Find Rate** Searches Timesheet pay rates by name, team, project or status, and returns the first match plus the full list of matches. - Action **Find Reminder** Looks up a Timesheet reminder by name and returns its ID and schedule. Timesheet has no reminder search endpoint, so this reads your reminders and matches the name, ignoring upper/lower case. - Action **Find Tag** Searches Timesheet tags by name, team, project or status, and returns the first match plus the full list of matches. - Action **Find Task** Searches Timesheet time entries by text, project, to-do, team or date range, and returns the first match plus the full list of matches. - Action **Find Team** Searches Timesheet teams by name or organization, and returns the first match plus the full list of matches. - Action **Find Todo** Searches Timesheet to-dos by title, project, status or assignee, and returns the first match plus the full list of matches. - Action **Get Current Timer** Returns the state of your current Timesheet timer — whether it is running, paused or stopped, and the time entry it is tracking. - Action **Get Project** Returns one Timesheet project by ID, including its client, settings and tracked totals. - Action **Get Rate** Returns one Timesheet pay rate by ID, including its multiplier and extra amount. - Action **Get Tag** Returns a single tag by its ID, including its name, colour, archived state, owning team and total tracked time. - Action **Get Task** Returns a single tracked time entry by its ID, including its description, start and end times, duration, billing flags, project, rate, member and tags. - Action **Get Team** Returns a single team by its ID, including its name, description, colour, owning organization, and project and member counts. - Action **Pause Timer** Pauses the running timer, starting a break. Returns the timer with its new paused state. - Action **Resume Timer** Resumes a paused timer, ending the current break. Returns the timer with its new running state. - Action **Send Report** Generates a timesheet report for the chosen period and emails it to the given address. - Action **Start Timer** Starts the timer on a project, creating a running time entry. Returns the timer and the entry it is tracking. - Action **Stop Timer** Stops the running timer and closes out the time entry it was tracking. - Action **Update Expense** Updates an existing expense's description, date, amount, refund status or attached receipt. Fields left blank keep their current values. - Action **Update Note** Updates an existing note's text, date or attachment. Fields left blank keep their current values. - Action **Update Organization** Updates an organization's name, description, image, colour or AI chat setting. Fields left blank keep their current values. - Action **Update Project** Updates an existing project's name, client, office, colour, billing defaults, salary or archived state. Fields left blank keep their current values. - Action **Update Rate** Updates an existing pay rate's name, multiplier, extra amount, enabled or archived state. Fields left blank keep their current values. - Action **Update Reminder** Updates an existing reminder's title, prompt, message template or schedule. Fields left blank keep their current values. - Action **Update Tag** Updates an existing tag's name, colour or archived state. Fields left blank keep their current values. - Action **Update Task** Updates an existing tracked time entry's project, description, times, billing flags, rate or tags. Fields left blank keep their current values. - Action **Update Team** Updates an existing team's name, description, image, colour or salary visibility. Fields left blank keep their current values. - Action **Update Todo** Updates an existing to-do's title, details, status, due date, assignees or time estimate. Fields left blank keep their current values. ## 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) - [ **Timesheet** Timesheet is a mobile Time Tracker which allows you the recording of your working hours with a simple push...](https://apiant.ai/connections/timesheet) 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 Timesheet - [ **Teamleader Focus to Timesheet** Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool...](https://apiant.ai/connect/teamleader-focus-to-timesheet) - [ **HubSpot to Timesheet** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-timesheet) - [ **Salesforce to Timesheet** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-timesheet) - [ **Slack to Timesheet** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-timesheet) - [ **Gmail to Timesheet** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-timesheet) - [ **Google Calendar to Timesheet** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-timesheet) Questions ## Pennylane and Timesheet, 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 Timesheet when something happens in Pennylane? Any of Timesheet's 53 actions, including Create Expense, Create Note, Create Organization and Create Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Timesheet to Pennylane? Yes. When something happens in Timesheet, your agent can act in Pennylane too. This page covers both directions: Timesheet's triggers and Pennylane's actions are listed here as well. ### ### Do I have to build a connector for Pennylane or Timesheet? 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 Timesheet 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.