--- title: "Connect Pennylane and UpKeep - APIANT.ai" description: "When \"New Billing Subscription V2\" fires in Pennylane, your agent runs \"Create Purchase Order\" in UpKeep." canonical: "https://apiant.ai/connect/pennylane-to-upkeep" --- # Connect Pennylane and UpKeep When **New Billing Subscription V2** fires in [Pennylane](https://apiant.ai/connections/pennylane), your agent runs **Create Purchase Order** in [UpKeep](https://apiant.ai/connections/upkeep), or **New Purchase Order** in UpKeep 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 UpKeep **2** triggers UpKeep **31** 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 UpKeep 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 UpKeep can do together ### From Pennylane to UpKeep - When **New Billing Subscription V2** in Pennylane then **Create Purchase Order** in UpKeep - When **New Customer Invoice V2** in Pennylane then **Create Work Order** in UpKeep ### From UpKeep to Pennylane - When **New Purchase Order** in UpKeep then **Create Company Customer V2** in Pennylane - When **New Work Order** in UpKeep 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 UpKeep ## Triggers and actions 7 triggers · 65 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 Purchase Order** Triggers when a new purchase order is created. - Trigger **New Work Order** Triggers when a new work order is created. - Action **Add Asset** Create a new asset. - Action **Add Location** Creates a new location in UpKeep. - Action **Add User** Creates a new user in your UpKeep account. - Action **Add Vendor** Create a new vendor. - Action **Create Purchase Order** Creates a purchase order in UpKeep. - Action **Create Work Order** Creates new work order. - Action **Delete Purchase Order** Deletes a specific purchase order in UpKeep. - Action **Delete Work Order** Deletes a specific work order in UpKeep. - Action **Find Asset** Finds assets matching the given name, barcode, serial number, location, status, category or other criteria. Returns the first match plus the list of all matches on the first page of results. - Action **Find Location** Returns the locations whose name matches the name you supply, optionally narrowed by parent location, creator, hierarchy level, custom field and created/updated dates. - Action **Find Part** Finds parts in UpKeep by name. - Action **Find Vendor** Returns the vendors whose business name matches the one supplied, with the first match broken out. - Action **Get Asset** Gets a specific UpKeep asset by its ID, including its custom field values. - Action **Get Location** Gets a specific UpKeep location by its ID. - Action **Get Part** Gets a specific part from the UpKeep inventory by its ID. - Action **Get Purchase Order** Gets a specific purchase order by its ID. - Action **Get User** Gets a specific UpKeep user by ID. - Action **Get Vendor** Gets a specific vendor by its ID. - Action **Get Work Order** Retrieve a single work order by ID. - Action **List Assets** Lists the assets in your UpKeep account, optionally filtered by name, barcode, serial number, location, status, category, assigned or creating user, downtime status, one custom field, and created/updated time ranges. - Action **List Locations** Lists the locations in your UpKeep account, optionally filtered by name, creator, parent location, hierarchy level, custom field or created/updated date. - Action **List Purchase Orders** Lists purchase orders in the UpKeep account, optionally filtered by status. - Action **List Vendors** List/page all vendors. - Action **List Work Orders** List/page all work orders with filters. - Action **Update Asset** Updates the fields you supply on an existing UpKeep asset. Fields left blank are not changed. - Action **Update Location** Updates an existing location in UpKeep. Only the fields you fill in are changed. - Action **Update Part** Updates an existing part in UpKeep. Only the fields you fill in are changed. - Action **Update Purchase Order** Updates an existing purchase order in UpKeep. Only the fields you fill in are changed. - Action **Update User** Updates an existing UpKeep user. Only the fields you fill in are changed; blank fields are left as they are. - Action **Update Vendor** Update fields on an existing vendor. - Action **Update Work Order** Update fields on an existing work order. ## 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) - [ **UpKeep** UpKeep is a maintenance management application for facility management teams.](https://apiant.ai/connections/upkeep) 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 UpKeep - [ **HubSpot to UpKeep** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-upkeep) - [ **Salesforce to UpKeep** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-upkeep) - [ **Slack to UpKeep** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-upkeep) - [ **Google Sheets to UpKeep** Google Sheets](https://apiant.ai/connect/google-sheets-to-upkeep) - [ **Gmail to UpKeep** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-upkeep) - [ **Google Calendar to UpKeep** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-upkeep) Questions ## Pennylane and UpKeep, 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 UpKeep when something happens in Pennylane? Any of UpKeep's 31 actions, including Create Purchase Order, Create Work Order, Update Asset and Update Location. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from UpKeep to Pennylane? Yes. When something happens in UpKeep, your agent can act in Pennylane too. This page covers both directions: UpKeep's triggers and Pennylane's actions are listed here as well. ### ### Do I have to build a connector for Pennylane or UpKeep? 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 UpKeep 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.