Pennylane

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.

Cursor pagination. v2 returns next_cursor; pass it back as cursor to get the following page. There is no page number, and computing an offset is not possible.

Customer vs supplier invoices. customer_invoices are what you issue; supplier_invoices are what you receive. Both carry currency_amount (in the document's currency) and amount (in euros), which are not the same number for a foreign-currency invoice. An invoice's lines, payments and matched transactions are not embedded in the invoice: it only links to them, so use pennylane_list_customer_invoice_lines for the lines.

Filters are a JSON array, e.g. filter=[{"field":"date","operator":"gteq","value":"2026-01-01"}]. Operators include eq, not_eq, gt, gteq, lt, lteq, in, not_in and start_with, but each field accepts only some of them: a customer or supplier name takes start_with (customers also eq), dates take the comparison operators. The tools below pass the string through verbatim so the full grammar stays available.

Amounts are strings, to avoid float rounding. Parse them; do not do arithmetic on the raw JSON in a prompt.

Cloud reachability: app.pennylane.com is public with a valid certificate.