First-party app
Pennylane

Pennylane

Manage Pennylane customers, suppliers, products, customer and supplier invoices, journals, ledger accounts, categories and bank transactions.

stable Finance & Accounting

About

Pennylane ships in the w6w first-party pack. It declares 22 actions, 2 health checks, and the host runs its code in a sandbox that never sees the credential.

App id
io.w6w.pennylane
Version
0.1.0
Author
w6w
Licence
MIT
Categories
Finance & Accounting

Overview

Pennylane is a French accounting and bookkeeping platform, and its Company API v2 is the accounting primitives that a workflow can actually automate: customers and suppliers, the product catalog, the invoices that flow between them, and the ledgers those invoices land in.

This app covers the read and write surface of that core. Customers are created as either a company or an individual — two distinct endpoints with different required fields — and looked up by id or listed with Pennylane’s cursor pagination and JSON filter language. Suppliers and products follow the same shape, with the product write carrying the price, VAT rate and revenue substance the catalogue is valued by. Customer invoices can be created as drafts (where the invoice lines are still editable) or finalized in one call, then sent to the customer by email once Pennylane has generated the PDF; supplier invoices are listed and read. Journals, ledger accounts, analytic categories and bank transactions round out the ledger side, and a profile action reports the user, the company and the scopes the current OAuth grant actually holds.

The connection is OAuth 2.0, the “integration partner” path Pennylane’s own walkthrough documents: an authorization-code flow against app.pennylane.com, with a per-resource scope list covering exactly the nine resources this app touches. Health checks follow Pennylane’s own status page — anchored on the dedicated API (app.pennylane.com/api) component rather than the page-wide roll-up — and read the per-token rate-limit headers off the same GET /me probe the credential check uses. Pennylane also documents a static Company API Token for single-company integrators; this app ships OAuth 2.0 only.

Build with Pennylane

Three routes to the same 22 actions. The Workflow tab is generated from Pennylane's own manifest and carries its real ids, so it is copy-pasteable; the Code and CLI examples are the same call for any action on any app, so every app-specific value in them is a blank you fill in.

Create Company Customer

create-company-customer

Create a company customer with a billing address and optional VAT/registration numbers, ledger account and payment conditions (POST /company_customers).

Create Customer Invoice

create-customer-invoice

Create a draft or finalized customer invoice from its date, deadline, customer and lines (POST /customer_invoices).

Create Individual Customer

create-individual-customer

Create an individual customer with a billing address and optional contact, ledger and payment settings (POST /individual_customers).

Create Product

create-product

Create a product with its pre-tax price, VAT rate and optional unit, currency, ledger account and revenue substance (POST /products).

Create Supplier

create-supplier

Create a supplier with optional business identifiers, address, IBAN and payment terms (POST /suppliers).

Get Customer

get-customer

Fetch one customer by id, company or individual (GET /customers/{id}).

Get Customer Invoice

get-customer-invoice

Fetch one customer invoice by id, with its amounts, lines, payments and status (GET /customer_invoices/{id}).

Get Journal

get-journal

Fetch one accounting journal by id (GET /journals/{id}).

Get Current User and Company

get-me

Report the user, company and granted scopes for the current token (GET /me). Requires no particular scope.

Get Product

get-product

Fetch one product by id (GET /products/{id}).

Get Supplier

get-supplier

Fetch one supplier by id (GET /suppliers/{id}).

Get Supplier Invoice

get-supplier-invoice

Fetch one supplier invoice by id, with its amounts, lines, payments and accounting status (GET /supplier_invoices/{id}).

List Categories

list-categories

List analytic categories, one cursor page at a time (GET /categories). Filterable on id, label, category_group_id and analytical_code.

List Customer Invoices

list-customer-invoices

List customer invoices, one cursor page at a time (GET /customer_invoices). Filterable on id, date, customer_id, invoice_number, draft, credit_note and more.

List Customers

list-customers

List company and individual customers, one cursor page at a time (GET /customers). Filterable on id, customer_type, ledger_account_id, name, external_reference, reg_no and emails.

List Journals

list-journals

List the company's accounting journals, one cursor page at a time (GET /journals). Filterable on type.

List Ledger Accounts

list-ledger-accounts

List the chart of accounts, one cursor page at a time (GET /ledger_accounts). Filterable on id, number and enabled.

List Products

list-products

List products, one cursor page at a time (GET /products). Filterable on id, label, reference and external_reference.

List Supplier Invoices

list-supplier-invoices

List supplier invoices, one cursor page at a time (GET /supplier_invoices). Filterable on id, supplier_id, invoice_number, date, payment_status and more.

List Suppliers

list-suppliers

List suppliers, one cursor page at a time (GET /suppliers). Filterable on id, ledger_account_id, name, external_reference and emails.

List Transactions

list-transactions

List bank transactions, one cursor page at a time (GET /transactions). Filterable on id, bank_account_id, journal_id and date.

Send Customer Invoice by Email

send-customer-invoice-by-email

Email a finalized, imported or credit-note customer invoice to the customer (POST /customer_invoices/{id}/send_by_email). Returns 204 once the email is sent; a 409 means the PDF is still being generated.

A workflow step names the app and the action, and the editor fills in the connection when you pick one. This is the Step shape from the workflow spec, carrying Pennylane's real ids.

{
  "manifestVersion": "2",
  "name": "pennylane-example",
  "steps": [
    {
      "id": "create-company-customer",
      "uses": {
        "app": "io.w6w.pennylane",
        "action": "create-company-customer",
        "connection": "conn_YOUR_CONNECTION_ID"
      },
      "with": {
        "name": "<name>",
        "billing_address": "<billing_address>"
      }
    }
  ]
}

Here are some of the things you can do

  • Create Company Customer

    perform
    create-company-customer
  • Create Customer Invoice

    perform
    create-customer-invoice
  • Create Individual Customer

    perform
    create-individual-customer
  • Create Product

    perform
    create-product
  • Create Supplier

    perform
    create-supplier

+17 more actions available

Every app-specific value here is a blank you have to fill in. An app action is reached through the connection that authenticates it, so the address is a connection id, not the app id — and connections belong to your account, so a public page cannot know yours. Create one for Pennylane, then fill in the three blanks: conn_YOUR_CONNECTION_ID, the action key, and the parameters that action declares. The call itself is real — the shape is transcribed from the studio's own snippet builder, which prints the same kind of blanks — but nothing in it is specific to Pennylane. The Workflow tab is where this app's real ids are.

Install
npm install @w6w/sdk
yarn add @w6w/sdk
pnpm add @w6w/sdk
deno add npm:@w6w/sdk
Code
import { W6wClient, isActionRun } from "@w6w/sdk";

// Reads W6W_BASE_URL and W6W_TOKEN from the environment when omitted.
const client = new W6wClient();

const envelope = await client.run({
  urn: "conn_YOUR_CONNECTION_ID",
  action: "create-company-customer",
  payload: {
    name: "<value>",
    billing_address: "<value>",
    // vat_number: "<value>",
    // reg_no: "<value>",
    // ledger_account: "<value>",
    // phone: "<value>",
    // delivery_address: "<value>",
    // payment_conditions: "<value>",
    // billing_iban: "<value>",
    // recipient: "<value>",
    // reference: "<value>",
    // notes: "<value>",
    // emails: "<value>",
    // external_reference: "<value>",
    // billing_language: "<value>",
  },
});

if (isActionRun(envelope)) console.log(envelope.value);
Install the CLI
npm install -g @w6w/cli
CLI
w6w run conn_YOUR_CONNECTION_ID --action create-company-customer --payload '{"name":"<value>","billing_address":"<value>"}'

Give an AI agent Pennylane — without giving it Pennylane's credentials. One MCP endpoint exposes every app, function and workflow the caller is entitled to, as tools it can discover and run. Access is granted per team while we onboard.

One tool call
{
  "name": "w6w_invoke",
  "arguments": {
    "ref": "app:io.w6w.pennylane#create-company-customer",
    "input": {
      "name": "<name>",
      "billing_address": "<billing_address>"
    }
  }
}

Every tool names its target with a single ref. The app: form above doesn't name a connection at all — the host resolves which of the caller's Pennylane connections to sign with, and refuses rather than guesses when the answer is ambiguous.

What the agent gets

Credentials it can't read

The token is attached host-side, at the moment of the call. It is never a tool argument, never in the model's context, and never in a transcript — so a prompt injection has nothing to exfiltrate.

A tool surface scoped to the caller

Tools are derived per end user from what that person has actually connected and is entitled to — not one shared bot identity carrying the union of everyone's access.

A durable workflow in one call

Multi-step work runs on the workflow engine and returns a run handle the agent can poll — retries, branching and state survive the conversation that started them.

Health-aware discovery

Pennylane's declared health checks are on the surface too, so an agent can tell "the vendor is down" from "your credential expired" before it burns a retry on either.

The MCP surface is part of the hosted platform. Pennylane itself is MIT, and the runtime that executes it is source-available (FSL).

Request MCP access

Health checks

Pennylane declares its own checks, so its health is a property of the app rather than something the host guesses at.

service

Pennylane API status

The `API (app.pennylane.com/api)` component on status.pennylane.com — the component that speaks for the host this app calls. The other six components (application, mobile app, landing page, help centre, academy, support) are reported as detail and never drive the verdict; a worse page-level indicator can only escalate it.

quota

Rate-limit headroom

Requests remaining in the current 5-second window, read from the `ratelimit-limit`, `ratelimit-remaining` and `ratelimit-reset` headers on GET /me (25 requests / 5 seconds per token).