Connect your AI to Pennylane (Firm)

What your AI can do with Pennylane (Firm)

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

• list_companiesread-only

  List the client companies in the firm's portfolio, with their id and name. Use an id here as the company_id for the other tools. Paginated with a cursor.

• list_customersread-only

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

• list_suppliersread-only

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

• get_trial_balanceread-only

  Get a client company's trial balance (balance générale) for a period: each account with its debit, credit and balance.

• list_ledger_entriesread-only

  List a client company's general-ledger entries (accounting entries). Paginated with a cursor.

• list_fiscal_yearsread-only

  List a client company's fiscal years (accounting periods).

• list_bank_accountsread-only

  List a client company's bank accounts.

• list_transactionsread-only

  List a client company's bank transactions. Paginated with a cursor.

• list_categoriesread-only

  List a client company's analytical categories.

• list_category_groupsread-only

  List a client company's analytical category groups.

Example prompts

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

• “List the client companies in the firm's portfolio, with their id and name. Use an id here as the company_id for the other tools. Paginated with a cursor — from Pennylane (Firm), in plain language.”
• “List a client company's customers (the sales directory). Paginated with a cursor — from Pennylane (Firm), in plain language.”
• “List a client company's suppliers (the purchase directory). Paginated with a cursor — from Pennylane (Firm), in plain language.”
• “Get a client company's trial balance (balance générale) for a period: each account with its debit, credit and balance — from Pennylane (Firm), in plain language.”

How it works

1. Create your Proxoria account and add your MCP endpoint to Claude or ChatGPT.
2. Connect Pennylane (Firm) with a secure OAuth connection — each user connects their own account, credentials encrypted at rest.
3. Your AI instantly gets the Pennylane (Firm) tools. This connector is read-only, so it never changes your data.

Frequently asked questions

Does Pennylane (Firm) have an official MCP server?

You don't need one. Proxoria exposes Pennylane (Firm) 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 (Firm) MCP server required.

What can my AI do with Pennylane (Firm) through Proxoria?

It gets 10 tools: list_companies, list_customers, list_suppliers, get_trial_balance, list_ledger_entries, list_fiscal_years, list_bank_accounts, list_transactions, list_categories, list_category_groups. For example, list the client companies in the firm's portfolio, with their id and name. use an id here as the company_id for the other tools. paginated with a cursor.

Is the Pennylane (Firm) connector read-only?

Yes. The Pennylane (Firm) connector only reads data — it never modifies anything in your Pennylane (Firm) account.

How do I connect Pennylane (Firm) to my AI?

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