• SYNC
  • AUDIT
  • REVIEW
  • CLEAN

How to update product catalogs with your AI

Connect Pennylane to your agent to manage your service lists through chat. Once connected, you can add new items or audit what you already have without opening the Pennylane dashboard.

Ask AI about this page

Short answer

How can I add new products to my Pennylane catalog using AI?

Tell your agent to create a new product, and it will add the entry directly to your Pennylane account. You can also ask it to show you your current list to ensure everything is accurate. This keeps your accounting catalog up to date through simple conversation.

Catalog management outcomes

Where your updates land.

What happens when you give your agent a command.

SYNC

Instant catalog updates

Your agent adds new service lines to Pennylane immediately. You don't have to navigate through multiple menus to save a new item.

AUDIT

Current list visibility

The agent pulls your existing product list so you can see exactly what is currently active in your accounting setup.

REVIEW

Human verification needed

You should check the final entries in Pennylane to ensure the pricing and descriptions match your specific business needs.

CLEAN

Data consistency

By using the same agent for all updates, you maintain a consistent way of adding services without manual entry errors.

The workflow

What your AI does when the request arrives.

The agent handles the data entry and retrieval tasks in Pennylane.

  1. Check existing items

    The agent looks at your current Pennylane catalog to see what services are already listed.

    list_products

  2. Create new entries

    When you describe a new service, the agent builds the product entry in your account.

    create_product

  3. Verify details

    The agent compares your request against the existing catalog to prevent duplicate entries.

    list_products

  4. Confirm completion

    The agent tells you once the new product is live in your Pennylane list.

    create_product

Try it

Copy these to start.

Use these prompts to trigger catalog actions.

Starting points

Swap out the service names and prices with your actual business data.

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"
    }
  }
}
Copy into chat04

  • Show me all the products currently in my Pennylane catalog.

  • Add a new service called 'Consulting Fee' priced at 150 to my catalog.

  • List my products so I can check for any missing service lines.

  • Create a new product for 'Monthly Maintenance' at 500 in Pennylane.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Pennylane once, then ask.

Log in to Pennylane through the secure connection window. Once linked, your agent has the tools it needs to manage your catalog.

Connect Pennylane to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete products from my catalog?

    No. The agent can only list and create products.

  • 02

    Will the AI change my existing product prices?

    No. The agent does not have a tool to modify or update existing products.

  • 03

    Do I need to stay in the chat to finish the update?

    No. Once the agent executes the command, the product is added to Pennylane immediately.

  • 04

    Can I see a list of what I've added recently?

    Yes. You can ask the agent to list your products to see the most recent additions.

  • 05

    Does the AI handle the actual accounting entries?

    No. The agent only manages the product and service catalog in Pennylane.

  • More questions about Pennylane? The Connector page answers them. See everything the Pennylane Connector can do

Connect Pennylane to Claude, Cursor, ChatGPT & more