PennyPilot MCP

io.github.holco-appsPublished by GitHub account holco-appsv1.0.0Updated Oct 24, 2026

Open-core, local, read-only MCP server for Pennylane Company API v2. Auditable READ_ONLY_GUARD.

The publisher's own server: QuickBooks Connector by Meridian

Overview

AI-generated overview

Read-only MCP connector that lets an assistant query Pennylane accounting data in natural language, with an audit trail on each answer.

What you can do
PennyPilot exposes 45 tools for the Pennylane Company API v2, of which 41 are strictly read-only and 4 have non-destructive side effects such as generating an export file or sending feedback to the publisher. Examples include company P&L, trial balance, unpaid customer invoices, meeting briefs, FEC export and revision triage. Each response carries an audit trail of facts, calculations, assumptions, limits and official sources. No tool creates, modifies, deletes, matches or posts an accounting entry.
When to use it
Useful for accountants and their teams who want to interrogate Pennylane client files from an AI assistant without changing the books. Suited to lookups, analysis and preparation of working documents where traceability of the answer matters.
Requirements
Runs as a local process on the user's machine (desktop only, stdio transport, distributed as an mcpb package). Connects to the Pennylane Company API v2 and requires a Pennylane token, which the publisher states is encrypted at rest and never sent to the model. Authentication is declared as none in the manifest, while the README describes OAuth 2.0 with Authorization Code, PKCE and Dynamic Client Registration. Network access is required.
Before you install
The server reads accounting data, which is sensitive and covered by professional secrecy. Four tools have side effects: generating an export file and sending feedback to the publisher. The README states accounting data is read on the fly with no cache, indexing or retention, and that the Pennylane token is never transmitted to the model. The server implementation is proprietary; only the tool catalogue and documentation are published under MIT.

Installation

In SourceWeft

  1. Open PennyPilot 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

PennyPilot, connecteur MCP pour Pennylane

PennyPilot est un connecteur MCP édité par HOLCO qui permet aux experts-comptables et à leurs équipes d'interroger en langage naturel leurs dossiers Pennylane depuis un assistant IA (Claude, ChatGPT, Le Chat).

Ce dépôt publie, par transparence, le catalogue public des outils et la documentation du connecteur. L'implémentation du serveur reste propriétaire. Le contenu de ce dépôt (catalogue et documentation) est sous licence MIT ; la licence ne couvre pas le serveur.

Principe

  • Lecture de votre comptabilité, sans modification. Aucun outil ne crée, modifie, supprime, lettre ou poste une écriture comptable.
  • 45 outils au total : 41 strictement en lecture, 4 à effet de bord technique non destructif (génération d'un fichier d'export, envoi d'un retour à l'éditeur). Le détail par outil est dans tools-catalog.json, via l'annotation readOnlyHint.
  • Audit trail systématique sur chaque réponse : faits, calculs, hypothèses, limites, sources officielles. De quoi vérifier et citer.
  • Confidentialité : le jeton Pennylane est chiffré au repos et n'est jamais transmis au modèle. Les données comptables sont lues à la volée, sans cache ni indexation, sans rétention.

Catalogue des outils

Le fichier tools-catalog.json liste les 45 outils tels qu'exposés par le serveur (tools/list) : name, title, description, inputSchema (JSON Schema) et annotations (readOnlyHint, destructiveHint, etc.).

Exemples : get_company_pnl, get_trial_balance, find_unpaid_customer_invoices, prepare_rdv_brief, generate_fec_export, generate_revision_triage, generate_charte_ia_cabinet.

Se connecter

  • Endpoint MCP : https://apps.holco.co/mcp/pennylane/mcp/v1
  • Authentification : OAuth 2.0 (Authorization Code + PKCE), Dynamic Client Registration.
  • Guides d'installation : Claude · ChatGPT · Le Chat

Conformité

Support

Contact : support via la page produit, ou [email protected].


© HOLCO. PennyPilot et son serveur sont propriétaires. Ce dépôt est publié à des fins de transparence (catalogue d'outils et documentation).

Source: README.md at commit 0bd40df

Tools

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

Version history

1
  1. v1.0.0LatestSep 16, 2026

Score

50% 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

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