App

Pennylane integrations

Connect Pennylane to any other app, or use it from your AI client over MCP. Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.

Connects with an API keypennylane.tech

5 triggers 34 actions

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 to automate with Pennylane?

Ask the assistant

Connect your AI client

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

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

Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide

Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide

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

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

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What your agent can do with Pennylane

Triggers and actions 5 triggers · 34 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.

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Questions

Pennylane, answered

Is there a Pennylane MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Pennylane. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Pennylane actions on demand, or have APIANT build, test and run automations that use Pennylane. Nothing to install.

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 Pennylane?

Any of Pennylane's 34 actions, including Create Company Customer V2, Create Customer Invoice V2, Create Individual Customer V2 and Create Product V2. Your agent maps the data both ways and tests every scenario before it ships.

Can I use Pennylane directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Pennylane two ways. Ask it to do something in Pennylane 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 on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the Pennylane API?

No. APIANT connects to the Pennylane API for you, with your Pennylane API key. Describe what you want in plain language and your agent builds it on the Pennylane triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Pennylane API documentation and adds it.

Which apps can Pennylane connect to?

Any app in the catalog; the list on this page pairs Pennylane with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.