Check Your Pennylane Invoices and Bank Transactions Through Your Muse

Through a custom connector, your muse can read your Pennylane books in plain words: list the invoices you sent and the ones you owe, look up a customer or supplier, and match what is unpaid against bank transactions.

What it does

The connector adds 10 tools, and every tool only reads. It can list customers with their address, tax numbers, and payment terms, and open one customer in full with their balance. It can list the invoices you issued, with number, date, deadline, amount, and paid status, and open one invoice with every line and its tax rate. It can list supplier invoices the same way, and list suppliers so a bill can be matched to the right firm. It can list your products and services with price, tax rate, and the ledger account each one books to. It can list ledger entries with account, label, debit, and credit, and bank transactions with date, label, amount, and matched status.

How to use it

1. Start an AnythingMCP account and add the Pennylane connector.
2. In Pennylane, open Settings, then Integrations, then API, and create a personal access token.
3. Enter the token only where the connector asks.
4. In Muse, open Settings, then Connectors, and add a custom connector with the address AnythingMCP gives you. Sign in and approve.
5. Start with a read: ask which customer invoices are past their deadline and still unpaid, and check the answer in Pennylane.
6. Then ask the muse to set those unpaid invoices next to recent bank transactions, so you can see which may already be paid.

What you need

• A Muse account that can add custom connectors
• An AnythingMCP account with the Pennylane connector added
• A Pennylane account for one company, and a personal access token for that company

What to watch for

• One token covers one company only. An accountant who looks after several clients needs a separate connector for each client.
• The connector uses the current Pennylane API, version 2. Examples written for the older version 1 use different field names and will not match.
• The muse can read and compare, but it cannot issue an invoice, record a payment, or fix a ledger entry. Those changes stay inside Pennylane.
• Bank matching is a prompt to check, not proof. Confirm the amount and date on the transaction itself before you treat a bill as paid.
• This is a custom connector, and Meta does not review custom connectors. You can disconnect it in Settings at any time. The muse prepares, you decide.