Create bank account in Pennylane
Accounting API · write, waits for approval · 100% field coverage
Your agent can create bank account in Pennylane through Apideck's Accounting API, the same call it makes for every Accounting app. It changes data in the customer's Pennylane account, so it stops with the exact request until a person approves it. Apideck adds the customer's Pennylane credentials, so no token ever reaches the agent.
The call
POST https://unify.apideck.com/accounting/bank-accounts
Headers: x-apideck-service-id: pennylane, plus your app id and the customer's consumer id. Apideck MCP tool: accounting-bank-accounts-add. Agent operation id: unified.accounting.bankAccountsAdd.
Body fields
| Field | Type | Description |
|---|---|---|
| display_id | string | Display ID for the bank account |
| name | string | The name of the bank account |
| account_number | string | The bank account number |
| account_type | string | The type of bank account |
| ledger_account | object | |
| bank_name | string | The name of the bank or financial institution |
| currency | string | Indicates the associated currency for an amount of money. Values correspond to [ISO 4217](https://en.wikipedia.org/wiki/ |
| balance | number | The current balance of the bank account |
| available_balance | number | The available balance (considering pending transactions and overdraft) |
| overdraft_limit | number | The overdraft limit for the account |
| routing_number | string | Bank routing number (US) |
| iban | string | International Bank Account Number |
| bic | string | Bank Identifier Code / SWIFT Code |
| bsb_number | string | Bank State Branch number (Australia/New Zealand) |
| branch_identifier | string | Bank branch identifier |
| bank_code | string | Bank code assigned by central bank |
| country | string | Country code according to ISO 3166-1 alpha-2. |
| status | string | The status of the bank account |
| description | string | Description or notes about the bank account |
| custom_fields | array |
More for bank accounts in Pennylane
Create bank account in other Accounting apps
The same call works for each of these; only the service id changes.
AlegraFreeAgentMicrosoft Dynamics 365 Business CentralRilletSage Business Cloud AccountingSage IntacctSpirisVisma eAccounting