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Connect Pennylane to Microsoft Copilot via MCP

Pennylane — French accounting and finance for SMBs and their accountants: customer and supplier invoices, customers, suppliers, products, ledger entries and bank transactions. REST API v2, bearer token.

HCBy HelpCode teamUpdated 5 min read Open-source on GitHub
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Pennylane

Pennylane

Pennylane — French accounting and finance for SMBs and their accountants: customer and supplier invoices, customers, suppliers, products, ledger entries and bank transactions. REST API v2, bearer token.

tools

10

Region

FR

Category

Accounting

Authentication

Bearer Token

Required env vars

PENNYLANE_API_TOKEN
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    Open source · AGPL-3.0
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

Skip the install. Get this working in under 2 minutes.

Start a free trial on cloud.anythingmcp.com, add the Pennylane in one click, then point your AI client (Claude, ChatGPT, Copilot or Cursor) at the generated MCP endpoint. No Docker, no git clone, zero engineering experience required.

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Summary

Pennylane — French accounting and finance for SMBs and their accountants: customer and supplier invoices, customers, suppliers, products, ledger entries and bank transactions. REST API v2, bearer token.

Try asking

Example prompts for Pennylane

Click any prompt to copy it. Paste into Claude, ChatGPT, Cursor, Gemini, Copilot or OpenClaw to run it against this connector.

Pennylane · live via MCP
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Claude is AI and can make mistakes. Please double-check responses.

💡 No install? Use cloud.anythingmcp.com directly. Sign in, click Connectors → Pennylane, paste your credentials, mint an MCP API key — done. No Docker, no git clone, no local server.

Pennylane + Microsoft Copilot

Pennylane — French accounting and finance for SMBs and their accountants: customer and supplier invoices, customers, suppliers, products, ledger entries and bank transactions. REST API v2, bearer token.

Prerequisites

See the full setup instructions baked into the connector (visible in the in-app store when you select the connector). The required environment variables for this connector are:

PENNYLANE_API_TOKEN

Step 1 — Get credentials

Getting a token

  1. Sign in to Pennylane and open Paramètres → Intégrations → API (Settings → Integrations → API).
  2. Create a personal access token and put it in PENNYLANE_API_TOKEN. The token is scoped to one company (entreprise); an accountant handling several clients needs one connector per client.

This adapter targets API v2 at https://app.pennylane.com/api/external/v2. Pennylane's v1 is still served but is being wound down, and its pagination and field names differ — if you find a v1 example online, it will not work here.

…(continued in the in-app connector instructions)

Step 2 — Install the adapter

curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d

Step 3 — Add the connector in Microsoft Copilot

Your server URL: in AnythingMCP, open MCP Servers → the server this connector is on, and copy its URL (https://cloud.anythingmcp.com/mcp/…). Use it wherever this guide shows YOUR_SERVER_ID.

Microsoft Copilot uses MCP servers through agents built in Copilot Studio: you add AnythingMCP to an agent as a tool, then publish the agent to Microsoft 365 Copilot and Teams. Copilot Studio connects from Microsoft's cloud over Streamable HTTP, which AnythingMCP supports.

  1. In Copilot Studio, open your agent (or create one), go to Tools and choose Add a tool → New tool → Model Context Protocol.
  2. Enter a Server name (for example AnythingMCP), a Server description that says what the connector does, and the Server URL https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID. Copilot Studio uses the description to decide when to call the server.
  3. Under authentication, choose API key, set Type to Header and the header name to X-API-Key, then select Create.
  4. In Add tool, choose Create a new connection, paste an MCP API key from AnythingMCP (MCP Servers → your server → API keys) and select Add to agent.
  5. Try it in the agent's Test pane: ask for something that needs the Pennylane tools.
  6. Select Publish, then Channels → Microsoft 365 and Microsoft Teams, keep Make agent available in Microsoft Copilot selected and choose Add channel. See agent in Teams installs it for you; in Microsoft 365 Copilot, type @ and pick the agent.

Prefer per-user sign-in? Choose OAuth 2.0 → Dynamic discovery instead of an API key: each user then signs in to AnythingMCP the first time the agent calls it.

Self-hosting? Use your instance's public HTTPS address instead of https://cloud.anythingmcp.com. Copilot Studio connects from Microsoft's cloud, so localhost does not work.

Available tools

ToolWhat it does
pennylane_list_customersList customers with their name, SIREN/SIRET, VAT number, address and payment terms
pennylane_get_customerRead one customer by id, with their full billing address, tax identifiers, default payment conditions and recorded balance
pennylane_list_customer_invoicesList invoices you issued, with their number, date, deadline, customer, currency amount and paid status — the receivables view
pennylane_get_customer_invoiceRead one issued invoice in full: every line with its VAT rate, the totals in both the document and company currency, and the matched payment
pennylane_list_supplier_invoicesList supplier invoices you received, with their number, date, deadline, supplier, amount and paid status — the payables view
pennylane_list_suppliersList suppliers with their name, SIREN, VAT number and address, to resolve who a received invoice belongs to
pennylane_list_productsList products and services with their label, unit price, VAT rate and the ledger account they book to
pennylane_list_ledger_entriesList ledger entry lines with their account, label, debit, credit and journal — the bookkeeping view underneath the invoices
pennylane_list_bank_transactionsList bank transactions with their date, label, amount and reconciliation state, so unpaid invoices can be matched against money that actuall
pennylane_list_customer_invoice_linesList the lines of one issued invoice with their label, quantity, unit price, VAT rate and amounts

FAQ

Which Copilot is this for? Microsoft 365 Copilot at work, through agents built in Copilot Studio. The Microsoft Copilot app for personal accounts has no option to add your own MCP server.

What do I need? A work account with access to Copilot Studio (a license or a trial) to build the agent. People who use it in Microsoft 365 Copilot or Teams need access to the agent: share it with them, or ask an admin to publish it to the organization. If your organization applies data policies to Power Platform connectors, they cover MCP servers too.

The agent doesn't call the tools. Check that the header name is exactly X-API-Key and that the key belongs to the same MCP server as the URL, and make the server description specific: Copilot Studio uses it to decide when to call the server. Publish the agent again after each change; in an open chat, type "start over" to get the new version.

Next steps

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