MCP Integration

Connect Penni to Claude Desktop, Cursor, or any MCP-compatible AI tool. Your API key gives direct access to your QuickBooks data.

Your MCP API Key

No key found

Treat this like a password. It grants full read/write access to your QBO account.

MCP Endpoint URL

https://app.penni.so/api/mcp

Setup Instructions

Open Claude Desktop → Settings → Developer → Edit Config → paste into claude_desktop_config.json:

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Available Tools (10)

get_bank_balance

Current bank account balances from QBO

Free

get_profit_and_loss

P&L report for any date range

Free

get_open_invoices

All unpaid invoices

Free

get_overdue_invoices

Past-due invoices with days overdue

Free

query_quickbooks

Raw QBO SQL-like query

Free

create_expense

Log an expense in QBO

Paid

create_invoice

Create & send an invoice from QBO

Paid

categorize_transactions

Auto-categorize uncategorized transactions

Paid

scan_email_receipts

Scan email for receipts

Paid

get_cash_flow_forecast

30/60/90-day cash flow projection

Paid