penni-mcp

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.

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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

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