Pennylane - Atako

Let your agents manage customers, suppliers, invoices, products and categories on your Pennylane account.

Connection

Authentication: API key (Company API token).

Pennylane → Settings → Connectivity → Developers → Generate an API Token. Choose a name, select the required scopes (customers:readonly, suppliers:readonly, customer_invoices:readonly, supplier_invoices:readonly, products:readonly, categories:readonly; add :all for write actions), and copy the token.See Pennylane’s documentation.

Read actions (13)

Action	Description
`get_category`	Retrieve a category by ID.
`get_customer`	Retrieve a customer by ID.
`get_customer_invoice`	Retrieve a customer invoice or credit note by ID.
`get_product`	Retrieve a product by ID.
`get_profile`	Retrieve the current user profile and company info. No specific scope required.
`get_supplier`	Retrieve a supplier by ID.
`get_supplier_invoice`	Retrieve a supplier invoice by ID.
`list_categories`	List analytical categories. Supports cursor-based pagination.
`list_customer_invoices`	List customer invoices and credit notes. Supports cursor-based pagination. Use the filter query param (JSON array of {field, operator, value}) for filtering.
`list_customers`	List company and individual customers. Supports cursor-based pagination.
`list_products`	List products. Supports cursor-based pagination.
`list_supplier_invoices`	List supplier invoices. Supports cursor-based pagination. Use the filter query param (JSON array of {field, operator, value}) for filtering.
`list_suppliers`	List suppliers. Supports cursor-based pagination.

Write actions (1)

Action	Description
`create_customer`	Create a company customer. Arguments: name (string, required — company name), billing_address (object with address, postal_code, city, country_alpha2 — all strings, required), delivery_address (object, optional), emails (array of strings, optional), phone (string, optional), vat_number (string, optional), reg_no (string, optional), recipient (string, optional — invoicing contact name), reference (string, optional), notes (string, optional), billing_iban (string, optional), payment_conditions (enum string: upon_receipt\|custom\|7_days\|15_days\|30_days\|30_days_end_of_month\|45_days\|45_days_end_of_month\|60_days, optional), billing_language (enum string: fr_FR\|en_GB\|de_DE\|es_ES, optional), external_reference (string, optional).

Permissions

Every action above must be explicitly granted to an agent before it can be used. See Permissions for the grant model and Security for how credentials are protected.