Pennylane MCP tools
Pennylane has 14 operations on the Cotlet MCP server, in pennylane_read and pennylane_write. Your agent picks one in `operation`; the tool carries each operation's input schema. Open an operation for its schema and an example call.
- MCP server
- https://cotlet.dev/mcp/v1
- MCP tools
- pennylane_read, pennylane_write
- Connects with
- Your own Pennylane user, with access to invoicing, bank transactions and categories
- Integration page
- Pennylane
Read (7)
Return data and change nothing in the account.
| Operation | Description |
|---|---|
| list | Customers in your Pennylane account with name, type and email, optionally filtered by name. |
| list | Customer invoices with number, customer, amounts, status and due date, newest first. |
| get | One customer invoice with its lines, payments and matched bank transactions. |
| list | Supplier invoices with number, supplier, amounts and due date, newest first. |
| list | Suppliers in your Pennylane account with name and ID, optionally filtered by name. |
| list | Bank transactions with date, label, amount, categories and matched invoices, newest first. |
| list | Categories you use to analyse transactions and invoices, with their group and direction. |
Write (7)
Change the account. Calls marked Confirm wait for the user to approve them.
| Operation | Description |
|---|---|
| create | Add a company or individual customer to your Pennylane customer list. |
| create | Create an invoice for a customer, as a draft by default. |
| finalize | Turn a draft invoice into a final one with an invoice number. |
| send | Email a customer invoice to the customer or to the addresses you give. |
| import | Upload a supplier invoice PDF with its date, due date and amounts. |
| categorise | Set the categories of a bank transaction, with a weight for each. |
| match | Link a bank transaction to a customer invoice as its payment. |