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Penni

Penni

Local
github.com/CWhittemore1010AI & Agents0Updated 28w ago
Repository

About Penni

Penni is an MCP server for small businesses that lets Claude Desktop and Cursor handle QuickBooks bookkeeping through conversation. It provides account and invoice information, with expense and invoice creation available on the paid plan.

Key features

  1. 01QuickBooks balance and P&L reports
  2. 02Open and overdue invoice lookup
  3. 03Expense creation in QuickBooks
  4. 04Invoice creation and sending
  5. 05Bookkeeping Q&A

Use cases

  1. 01Check balances and monthly P&L
  2. 02Review unpaid customer invoices
  3. 03Record a business expense
  4. 04Create and send a customer invoice

MCP support

Penni exposes QuickBooks bookkeeping capabilities to MCP-compatible clients such as Claude Desktop and Cursor. Users can query financial information and, on the paid plan, create expenses and invoices.

#bookkeeping#quickbooks#accounting#finance#ai

Configuration

Local server config is the same for every client. Copy it into your client’s MCP config file.

mcp.json · Universal config
{
  "mcpServers": {
    "penni": {
      "command": "npx",
      "args": [
        "-y",
        "penni-mcp"
      ]
    }
  }
}
Run commandnpx -y penni-mcp

Local servers need a runtime on your machine (e.g. Node.js 18+). Config file locations differ by client; see your client’s docs.

Packages
npmpenni-mcp1.0.1

Tools

No tool list yet

Local servers expose tools only once running on your machine, and the maintainer has not provided a tool list.

Details

From the project README

penni-mcp

Penni — AI bookkeeper for small businesses. Connect your QuickBooks and manage your books through Claude Desktop or Cursor.

Quick Start

npx penni-mcp

On first run, you'll be prompted for your API key. Get yours at app.penni.so/dashboard/mcp.

Claude Desktop Setup

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "penni": {
      "command": "npx",
      "args": ["penni-mcp"]
    }
  }
}

Config file location:

  • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
  • Windows: %APPDATA%\Claude\claude_desktop_config.json

Then restart Claude Desktop and ask: "What's my bank balance?"

Cursor Setup

Settings → MCP → Add Server:

  • Name: penni
  • Command: npx penni-mcp

What You Can Do

Free (connect QBO and go)
  • "What's my bank balance?" — real-time balances from QuickBooks
  • "Show me my P&L for this month" — Profit & Loss report
  • "Who owes me money?" — open and overdue invoices
Paid ($149/mo at penni.so)
  • "Create a $500 expense for AWS under Software" — post expenses to QBO
  • "Invoice Acme Corp $2,000 for consulting, due May 1st" — create and send invoices
  • "Ask Penni: what's my biggest expense category?" — AI-powered bookkeeping Q&A

How It Works

Penni connects to your QuickBooks Online account through a secure API. Your data lives in YOUR QuickBooks — not on our servers. If you stop using Penni, your books are exactly where they've always been.

API Key

You can also set your API key via environment variable:

PENNI_API_KEY=your_key_here npx penni-mcp

Or pass it as a flag:

npx penni-mcp --key your_key_here

The key is saved to ~/.penni/config.json after first run.

Links

License

MIT

Comments

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