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Connect Pennylane to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Automate your bookkeeping and CRM workflows directly from your AI client.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 13 capabilities

We ship only the actions that matter.

Capability set01 / 04

01-04

4 capabilities in this set.

Part of 13 available through Pennylane.

  1. 01

    List suppliers

    This capability pulls a complete list of all registered suppliers from your Pennylane account.

  2. 02

    List customer invoices

    Use this to retrieve all issued customer invoices currently in the system.

  3. 03

    List estimates

    This capability fetches every estimate you have sent to clients.

  4. 04

    List products

    Get a full list of all products and services currently in your accounting catalog.

Capability set02 / 04

05-07

3 capabilities in this set.

Part of 13 available through Pennylane.

  1. 05

    Create customer

    This capability adds a brand new customer profile directly into Pennylane.

  2. 06

    Get customer invoice details

    Use this to pull specific line items, VAT, and total amounts for a single customer invoice.

  3. 07

    Get estimate details

    This capability retrieves the specific breakdown, VAT, and validity period of a single estimate.

Capability set03 / 04

08-10

3 capabilities in this set.

Part of 13 available through Pennylane.

  1. 08

    Get supplier details

    Get the full profile and specific information for a single supplier.

  2. 09

    List customers

    This capability returns a list of all customers registered in your Pennylane database.

  3. 10

    List supplier invoices

    Retrieve all purchase invoices from your suppliers.

Capability set04 / 04

11-13

3 capabilities in this set.

Part of 13 available through Pennylane.

  1. 11

    Get customer details

    This capability provides the complete profile and data for a specific customer.

  2. 12

    Create product

    Use this to add a new product or service to your official accounting catalog.

  3. 13

    List categories

    This capability lists all the accounting categories within your chart of accounts.

Real work

What teams actually run

01

Automated Sales Updates

A sales admin asks the agent to check if a specific estimate has been accepted to trigger the next step in a workflow.

02

Rapid Vendor Audits

An accountant asks the agent to list all supplier invoices to find missing documentation for a specific month.

03

Product Catalog Expansion

A manager tells the agent to add a new service to the catalog so it is immediately available for invoicing.

04

Customer Data Retrieval

A support agent asks for the full details of a customer to verify billing information during a call.

Automate a task

Put Pennylane to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Pennylane works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Pennylane to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

993ms average. Fast in production.

Pennylane is checked daily against the live service.

Daily averagePeak 1244ms
Oct 3Today
Fastest day
786ms
Slowest day
1244ms
14-day trend
Slowing+6%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 13 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Pennylane, so you can see the experience inside your AI.

It does not authenticate your account with Pennylane. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Pennylane Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_9aUIbQSDoXaHNqv1oj4LedrKh5yq2jywEJskUPlF/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Pennylane capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "pennylane-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_9aUIbQSDoXaHNqv1oj4LedrKh5yq2jywEJskUPlF/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Pennylane in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Pennylane owners hand off.

This MCP is built for professionals managing French business finances through Pennylane.

  • 01

    French Accounting Teams

    They use the agent to check for missing vendor receipts and track financial metrics without using the web dashboard.

  • 02

    B2B Sales Admins

    They use the agent to pull estimate data and validate accepted orders automatically.

  • 03

    ERP Integrators

    They use the agent to sync invoice lists and financial data across different platforms.

FAQ

Questions Pennylane owners ask.

  • 01

    How do I connect my Pennylane account?

    You connect via Vinkius by providing your Pennylane Bearer API Token. Once connected, the capabilities are immediately available to your AI client.

  • 02

    Can I create new customers using this MCP?

    Yes, you can use the create_customer capability to add new client profiles directly to Pennylane through your agent.

  • 03

    Does this work with French accounting standards?

    Yes, the MCP is designed to interact with the Pennylane API, which follows formal French accounting structures and compliance.

  • 04

    Which AI clients can use this Pennylane MCP?

    Any MCP-compatible client like Claude, Cursor, or Windsurf can use this connector.

  • 05

    Can I see the specific VAT amounts on invoices?

    Yes, the get_customer_invoice_details capability allows your agent to retrieve specific line items, including VAT and total amounts.

  • 06

    Can I natively issue payments automatically through bounding API calls on Invoices?

    Explicit boundaries mapped here focus solely on abstract tracking limits parsing creation/retrieval properties. Executing hard external payouts asynchronously requires separate decoupled limits and is prohibited deliberately for financial safety.

  • 07

    How do estimates structural data distinguish explicit targets returning statuses?

    Yes. Upon passing explicit bounds invoking list_estimates, the JSON array returns specific limits resolving internal document parameters perfectly natively—including accepted, invoiced, or natively refused semantic values natively attached.

  • 08

    Where strictly do I generate and manage this API key securely mapping bounds?

    Navigate standard arrays visually tracing your native Pennylane setup, isolate the explicitly defined 'Parameters > API' log routing explicitly, generating a long-lived generic Bearer structurally starting with pl_. Insert gracefully below.

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