penni-mcp
AI bookkeeper for small businesses that connects to QuickBooks Online. Enables users to query financial data like bank balances, P\&L reports, and invoices through natural language in Claude Desktop or Cursor.
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
- Website: penni.so
- Dashboard: app.penni.so
- Support: support@penni.so
License
MIT
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