All Providers/Financial Services/Pennylane

Pennylane

Pennylane provides an API for managing financial operations, including accounting, invoicing, and financial reporting, allowing businesses to automate and streamline their accounting processes.

This Pennylane MCP server is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.

Financial Services

FIELDS

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Tools From This Provider (9)

Pennylane List Categories

Fetch a detailed list of categories to manage your business’s accounting structure efficiently. Suitable for categorizing transactions or revising financial statements. Returns category details,...

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Pennylane List Category Groups

Access a list of category groups to organize financial accounts and transactions systematically. Use this tool for structuring your accounting processes or financial reports. It provides details...

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Pennylane List Customer Estimates

Retrieve a list of customer estimates to plan workflows and project revenues. Use this for forecasting or refining proposal strategies. It returns details about each estimate, such as amounts and...

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Pennylane List Customer Invoices

Retrieve a list of customer invoices to monitor sales and revenue streams. Ideal for managing billing cycles or tracking outstanding payments. Returns detailed invoice data, including due dates and...

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Pennylane List Customers

Access a list of your customers to manage relationships and business strategies effectively. Use this tool to profile customer data for marketing or support purposes. It returns comprehensive...

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Pennylane List Plan Items

Fetch a list of plan items to oversee resources and financial planning within your business. Utilize this when reviewing budget allocations or planning future expenditures. It returns each plan...

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Pennylane List Products

Retrieve a catalog of all products to manage inventory and product offerings efficiently. Use this when analyzing sales patterns or planning for new stock. Returns comprehensive product data such as...

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Pennylane List Supplier Invoices

Retrieve a list of supplier invoices to keep track of your business expenses and vendor interactions. Use this when you need to analyze or audit payment histories with suppliers. Includes invoice...

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Pennylane List Suppliers

Get a comprehensive list of all your suppliers to manage and update supplier information effectively. Ideal for auditing supplier interactions or ensuring data accuracy. It returns detailed supplier...

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