Connect your AI to Pennylane

What your AI can do with Pennylane

Once connected, these tools appear automatically in your AI assistant:

• list_customer_invoicesread-only

  List the company's customer (sales) invoices, most recent first. Paginated with a cursor.

• get_customer_invoiceread-only

  Get the details of a single customer (sales) invoice by its id.

• list_supplier_invoicesread-only

  List the company's supplier (purchase) invoices, most recent first. Paginated with a cursor.

• get_supplier_invoiceread-only

  Get the details of a single supplier (purchase) invoice by its id.

• list_customersread-only

  List the company's customers (the sales directory). Paginated with a cursor.

• list_suppliersread-only

  List the company's suppliers (the purchase directory). Paginated with a cursor.

• list_journalsread-only

  List the accounting journals (sales, purchases, bank, etc.).

• list_ledger_accountsread-only

  List the chart of accounts (ledger accounts) with their numbers and labels.

• list_ledger_entriesread-only

  List general-ledger entries (accounting entries), most recent first. Paginated with a cursor.

• get_ledger_entryread-only

  Get one general-ledger entry by its id.

• get_trial_balanceread-only

  Get the trial balance (balance générale) for a period: each account with its debit, credit and balance.

• list_fiscal_yearsread-only

  List the company's fiscal years (accounting periods).

• list_bank_accountsread-only

  List the company's bank accounts.

• list_transactionsread-only

  List bank transactions, most recent first. Paginated with a cursor.

• get_transactionread-only

  Get one bank transaction by its id, including the invoices matched to it.

• list_invoice_paymentsread-only

  List the payments recorded against a customer or supplier invoice (its settlement history).

• list_billing_subscriptionsread-only

  List recurring billing subscriptions (abonnements) invoiced to customers.

• match_transactionwrite · needs approval

  Reconcile a bank transaction with an invoice: match the given transaction to a customer or supplier invoice. Writes to Pennylane, so it goes through the confirmation guardrail when enabled.

Example prompts

Just ask your AI in plain language — it picks the right Pennylane tool:

• “List the company's customer (sales) invoices, most recent first. Paginated with a cursor — from Pennylane, in plain language.”
• “Get the details of a single customer (sales) invoice by its id — from Pennylane, in plain language.”
• “List the company's supplier (purchase) invoices, most recent first. Paginated with a cursor — from Pennylane, in plain language.”
• “Get the details of a single supplier (purchase) invoice by its id — from Pennylane, in plain language.”

How it works

1. Create your Proxoria account and add your MCP endpoint to Claude or ChatGPT.
2. Connect Pennylane with a secure OAuth connection — each user connects their own account, credentials encrypted at rest.
3. Your AI instantly gets the Pennylane tools. Write actions wait for your approval in the dashboard before anything changes.

Frequently asked questions

Does Pennylane have an official MCP server?

You don't need one. Proxoria exposes Pennylane to your AI through the Model Context Protocol, so you can use it from Claude, ChatGPT, Mistral or any MCP-compatible client — no official Pennylane MCP server required.

What can my AI do with Pennylane through Proxoria?

It gets 18 tools: list_customer_invoices, get_customer_invoice, list_supplier_invoices, get_supplier_invoice, list_customers, list_suppliers, list_journals, list_ledger_accounts, list_ledger_entries, get_ledger_entry, get_trial_balance, list_fiscal_years, list_bank_accounts, list_transactions, get_transaction, list_invoice_payments, list_billing_subscriptions, match_transaction. For example, list the company's customer (sales) invoices, most recent first. paginated with a cursor.

Is the Pennylane connector read-only?

No — it can also make changes. Write actions go through Proxoria's confirmation guardrail by default: your AI proposes them, and you approve each one from your dashboard before anything is written to Pennylane.

How do I connect Pennylane to my AI?

Create a Proxoria account, connect Pennylane with a secure OAuth connection, and add your Proxoria MCP endpoint to Claude or ChatGPT. Your AI instantly gains the Pennylane tools.