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io.github.CWhittemore1010/penni-mcp

AI bookkeeper. Connect QuickBooks to Claude Desktop.

Open source Open in the app JSON README (API)

About

AI bookkeeper. Connect QuickBooks to Claude Desktop.

Details

Kind
MCP servers
Topic
Finance & crypto
Publisher
cwhittemore1010
Origin
official
Category
ferramentas
Transport
local
Version
1.0.1
Last push
2026-04-18T00:40:35Z
Repository state
ativo
Language
JavaScript
Added
2026-08-29 03:01:47
Updated
2026-08-29 03:01:47
Origin id
io.github.CWhittemore1010/penni-mcp

README

# penni-mcp

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

## Quick Start

```bash
npx penni-mcp
```

On first run, you'll be prompted for your API key. Get yours at [app.penni.so/dashboard/mcp](https://app.penni.so/dashboard/mcp).

## Claude Desktop Setup

Add to your `claude_desktop_config.json`:

```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](https://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:

```bash
PENNI_API_KEY=your_key_here npx penni-mcp
```

Or pass it as a flag:

```bash
npx penni-mcp --key your_key_here
```

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

## Links

- **Website:** [penni.so](https://penni.so)
- **Dashboard:** [app.penni.so](https://app.penni.so)
- **Support:** support@penni.so

## License

MIT

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