Penni Mcp

io.github.CWhittemore1010Published by GitHub account CWhittemore1010v1.0.1Updated Oct 24, 2026

AI bookkeeper. Connect QuickBooks to Claude Desktop.

VerifiedSTDIODesktop onlyFinanceBusiness & Commerce

Overview

AI-generated overview

AI bookkeeper MCP server that connects an assistant to QuickBooks Online to check balances, run reports, and post expenses or invoices.

What you can do
  • Read QuickBooks balances, such as real-time bank balances
  • Pull financial reports, including Profit & Loss for a period
  • Review receivables: open and overdue invoices
  • Post expenses to QuickBooks with amount, vendor and category
  • Create and send invoices to customers
  • Ask bookkeeping questions such as the biggest expense category
When to use it
Useful for small-business owners who keep their books in QuickBooks Online and want to ask about balances, reports and unpaid invoices, or create expenses and invoices, from Claude Desktop or Cursor instead of the QuickBooks interface.
Requirements
Runs locally via npx, so Node.js is needed. Requires a Penni API key, prompted on first run or supplied through the PENNI_API_KEY environment variable or a --key flag, and it is saved to a config file in the home directory. Requires a connected QuickBooks Online account. Paid features need a $149/mo Penni subscription.
Before you install
The server can write to your accounting data: posting expenses and creating and sending invoices affect real books and customers. Paid features require a subscription at $149/mo. The API key is stored on disk in a config file, so protect that file. Data is routed through Penni's API to your QuickBooks account.

Installation

In SourceWeft

  1. Open Penni Mcp in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Desktop only via STDIO. STDIO servers start a local process, so they need the SourceWeft desktop host.

Other MCP clients

Follow the launch instructions in the repository.

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.

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)

  • "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

License

MIT

Source: README.md at commit 70d2b8e

Tools

0
SourceWeft has not started this package in its sandbox yet, so its tools are not known.

Version history

1
  1. v1.0.1LatestSep 16, 2026

Score

40% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 days25 pts

    Keep the endpoint answering the MCP handshake; SourceWeft probes it every 30 days.

  • Auth declared10 pts

    Declare the credential headers in the registry entry, or keep the endpoint answering the probe so its auth can be classified.

  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts

    Declare a license in the repository or the registry entry.