Financial

Pennylane MCP Server

Connect your account, then chat with AI to run tools.

Pennylane provides an API for managing financial operations, including accounting, invoicing, and financial reporting, allowing businesses to automate and streamline their accounting processes.

Managed
9 tools
Agent guide included

Opens MCPBundles Studio with this server selected. After sign-in, chat and run tools from the same thread.

Browse all tools

AI Skill
SKILL.md

Domain knowledge for Pennylane — workflow patterns, data models, and gotchas for your AI agent.

Pennylane

Pennylane provides an API for managing financial operations, including accounting, invoicing, and financial reporting, allowing businesses to automate and streamline their accounting processes.

Data Model

  • Customers, Suppliers — parties.
  • Customer Invoices, Customer Estimates, Supplier Invoices — billing.
  • Products, Categories, Category Groups, Plan Items — catalog and config.

Tools in this Server (9)

Pennylane List Categories

Fetch a detailed list of categories to manage your business’s accounting structure efficiently. Suitable for categorizing transactions or revising fin...

Pennylane List Category Groups

Access a list of category groups to organize financial accounts and transactions systematically. Use this tool for structuring your accounting process...

Pennylane List Customer Estimates

Retrieve a list of customer estimates to plan workflows and project revenues. Use this for forecasting or refining proposal strategies. It returns det...

Pennylane List Customer Invoices

Retrieve a list of customer invoices to monitor sales and revenue streams. Ideal for managing billing cycles or tracking outstanding payments. Returns...

Pennylane List Customers

Access a list of your customers to manage relationships and business strategies effectively. Use this tool to profile customer data for marketing or s...

Pennylane List Plan Items

Fetch a list of plan items to oversee resources and financial planning within your business. Utilize this when reviewing budget allocations or plannin...

Pennylane List Products

Retrieve a catalog of all products to manage inventory and product offerings efficiently. Use this when analyzing sales patterns or planning for new s...

Pennylane List Supplier Invoices

Retrieve a list of supplier invoices to keep track of your business expenses and vendor interactions. Use this when you need to analyze or audit payme...

Pennylane List Suppliers

Get a full list of all your suppliers to manage and update supplier information effectively. Ideal for auditing supplier interactions or ensuring data...

Frequently Asked Questions

What is the Pennylane MCP server?

Pennylane provides an API for managing financial operations, including accounting, invoicing, and financial reporting, allowing businesses to automate and streamline their accounting processes. It provides 9 tools that AI agents can use through the Model Context Protocol (MCP).

How do I connect Pennylane to my AI agent?

Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/pennylane. Authentication is handled automatically.

How many tools does Pennylane provide?

Pennylane provides 9 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.

What authentication does Pennylane require?

Pennylane uses API Key. Pennylane requires credentials. Connect via MCPBundles and authentication is handled automatically.

Setup Instructions

Connect Pennylane to any MCP client in minutes

MCP URL
https://mcp.mcpbundles.com/bundle/pennylane

One-click install:

The link prefills the Add custom connector dialog — you still review the values and click Add, then Connect to complete OAuth.

Or add manually

  1. Open claude.ai → Settings → Connectors.
  2. Click the + button and choose Add custom connector.
  3. Set Name to Pennylane and paste the MCP URL into Remote MCP server URL.
  4. Click Add. Pennylane will appear under Not connected — select it and click Connect to complete OAuth.
Name: Pennylane
Remote MCP server URL: https://mcp.mcpbundles.com/bundle/pennylane
Authentication: OAuth

Custom connectors at claude.ai require a paid Claude plan (Pro, Max, Team, or Enterprise).

Ready to use Pennylane?

Sign in to connect your credentials and start running tools from the chat.

Pennylane MCP Server & Skill — 9 Tools