Pennylane MCP Server

Replace analytical categories on a Pennylane customer, supplier, invoice, or bank transaction. Set resource to the entity type and pass categories_jso...

Create a customer invoice from an existing Pennylane quote. The invoice inherits quote customer and line data.

Delete a draft Pennylane customer invoice or draft credit note. Finalized invoices cannot be deleted.

Start or poll Pennylane async exports (fec, general_ledger, analytical_general_ledger). Omit id and pass period_start/period_end to start a job (retur...

Finalize a draft customer invoice or credit note. Finalized documents cannot be edited through upsert.

List or fetch Pennylane bank accounts linked for reconciliation.

List or fetch Pennylane bank establishment reference rows for account setup.

List or fetch Pennylane recurring billing subscriptions that generate customer invoices.

List or fetch Pennylane accounting categories. Omit id for cursor-paginated lists; pass id for one category. Use filter on supported fields when narro...

List or fetch categories belonging to one Pennylane category group. Pass parent_id from a category group list or fetch (omit id on that read to list g...

List or fetch Pennylane category groups used to organize reporting categories.

Incremental change feed for Pennylane sync. Set resource to the entity family (customers, customer_invoices, supplier_invoices, products, quotes, supp...

List invoice lines on a Pennylane commercial document.

List or fetch Pennylane commercial documents (proposals, delivery notes, etc.).

List bank transactions matched to a Pennylane customer invoice.

List analytical categories assigned to a Pennylane customer.

List contacts linked to a Pennylane customer.

List invoice lines on a Pennylane customer invoice or credit note.

List payments recorded against a Pennylane customer invoice.

List or fetch Pennylane customer invoices and credit notes. Large accounts need cursor pagination — keep limit modest and filter by customer_id or dat...

List Pennylane customer invoice PDF templates available for new invoices.

List or fetch Pennylane customers (company and individual). Filter on customer_id, external_reference, name, or emails when known.

List or fetch Pennylane company fiscal years.

List or fetch Pennylane GoCardless payment mandates.

List or fetch Pennylane accounting journals.

List or fetch Pennylane chart-of-accounts rows. Large charts paginate by cursor — do not assume a single page holds the full COA.

List or fetch Pennylane ledger entries including drafts. Filter by date when scanning closed periods.

List or fetch Pennylane ledger entry lines across entries. Filter by date or ledger account when scanning GL detail.

List ledger entry lines belonging to one Pennylane ledger entry.

List Pennylane Partner Dematerialization Platform (PA) registration rows for e-invoicing onboarding status.

List or fetch Pennylane product catalog rows referenced on invoices and quotes.

Read the connected Pennylane company and API user: legal company name, registration identifiers, base currency, fiscal-year settings, and the user tie...

List or fetch Pennylane purchase requests and linked purchase orders.

List or fetch Pennylane sales quotes.

List or fetch Pennylane SEPA direct debit mandates.

List bank transactions matched to a Pennylane supplier invoice.

List invoice lines on a Pennylane supplier invoice.

List payments recorded against a Pennylane supplier invoice.

List or fetch Pennylane supplier (purchase) invoices. Use filter on supplier_id or date — AP volume can span thousands of pages.

List or fetch Pennylane suppliers for purchase invoices and AP workflows.

List customer and supplier invoices matched to a bank transaction.

List or fetch Pennylane bank transactions. Use filter on bank_account_id or date before paginating large feeds.

Fetch Pennylane trial balance for a date range. Requires period_start and period_end. Paginates with cursor and limit.

Create a customer invoice from an uploaded PDF or e-invoice file already stored in Pennylane. Requires file_attachment_id from the file upload step. P...

Import a supplier invoice with an attached file via JSON body. Use body_json for the full import payload including file_attachment_id.

Mark a customer invoice as paid without automatic bank reconciliation.

Match one bank transaction to a finalized customer invoice. Call once per transaction; repeat to match multiple payments.

Match one bank transaction to a supplier invoice. Call once per transaction; repeat to match multiple payments.

Deliver a finalized or imported customer invoice to a recipient by email through Pennylane. If Pennylane reports the PDF is still generating, wait a f...

Deliver a Pennylane quote to a recipient by email through Pennylane. If Pennylane reports the PDF is still generating, wait a few minutes and call aga...

Remove a bank transaction match from a finalized customer invoice.

Remove a bank transaction match from a supplier invoice.

Change a Pennylane quote lifecycle status. Pass status (pending, accepted, denied, invoiced, or expired) or body_json with {"status": "accepted"}. Sta...

Upload a file to Pennylane file_attachments (PDF/images, max 100MB). Returns file_attachment_id for customer_invoices/import and supplier_invoices/imp...

Create a Pennylane bank account.

Create or update a Pennylane recurring billing subscription. Use body_json for invoice line sections when needed.

Create or update a Pennylane category. Omit id to create; pass id to update. Use body_json when typed fields are not enough.

Create or update a Pennylane customer. Set customer_type to company or individual. Omit id to create.

Create or update a Pennylane customer invoice or credit note. Omit id to create a draft or finalized invoice. Pass invoice_lines via body_json for ful...

Create or update a Pennylane accounting journal.

Create or update a Pennylane ledger account.

Create or update a Pennylane ledger entry. Pass journal_id, date, and ledger_entry_lines via body_json for full control.

Create or update a Pennylane product. Monetary amounts are decimal strings. Use body_json for invoice-line fields not listed here.

Create or update a Pennylane sales quote. Use body_json for quote line sections and appendices when needed.

Create or update a Pennylane supplier. Omit id to create; pass id to update.

Update an existing Pennylane supplier invoice by id. To import a new invoice from a file, use the supplier invoice import action with body_json.

Create or update a Pennylane bank transaction. Amount fields are decimal strings.

Mark a supplier invoice accounting as complete (Complete state).