penni-mcp
Provides integration with QuickBooks Online, enabling AI agents to access financial data, generate reports, create invoices and expenses, and manage bookkeeping tasks through the QuickBooks platform.
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@penni-mcpwhat's my profit and loss for last quarter?"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
penni-mcp
Penni — AI bookkeeper for small businesses. Connect your QuickBooks and manage your books through Claude Desktop or Cursor.
Quick Start
npx penni-mcpOn 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.jsonWindows:
%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-mcpOr pass it as a flag:
npx penni-mcp --key your_key_hereThe key is saved to ~/.penni/config.json after first run.
Links
Website: penni.so
Dashboard: app.penni.so
Support: support@penni.so
License
MIT
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