Connect Pennylane to Well

All(13)Triggers from Pennylane(8)Actions in Pennylane(5)

• 

  When a Pennylane customer invoice is read

  Pulls Pennylane customer invoices with line items, customer, totals, and VAT.

  Trigger·Invoice
• 

  When a Pennylane supplier invoice is read

  Pulls Pennylane supplier invoices with the supplier, amount, due date, and VAT.

  Trigger·Invoice
• 

  When a Pennylane customer is read

  Pulls Pennylane company customers with name, registration number, and billing detail.

  Trigger·Company
• 

  When a Pennylane transaction is read

  Captures the bank transactions Pennylane holds with amount, date, and counterparty.

  Trigger·Transaction
• 

  When a Pennylane bank account is read

  Pulls the bank accounts linked in Pennylane with currency and holder detail.

  Trigger·Account
• 

  When a Pennylane credit note is read

  Captures Pennylane credit notes with the linked invoice, totals, and VAT so refunds reconcile correctly.

  Trigger·Invoice
• 

  When a Pennylane payment is read

  Reads the payment recorded against a Pennylane invoice with method and amount.

  Trigger·Payment method
• 

  When a Pennylane invoice attachment is read

  Picks up the source PDF attached to a Pennylane invoice as a document.

  Trigger·Document
• 

  Create a supplier invoice in Pennylane

  Well forwards the extracted PDF to Pennylane's supplier inbox; Pennylane creates the supplier invoice with amount, VAT, and date pre-filled.

  Action·Invoice

1. 01

   Connect Pennylane over its MCP server

   Pick Pennylane in Well's Connections panel and authorise the hosted Pennylane MCP server through OAuth Dynamic Client Registration. Well registers itself and you approve read access on Pennylane's screen, with no key to copy. To deliver documents, add Pennylane's inbound email addresses as the output target.

   • ReadPennylane MCP (OAuth DCR)
   • DeliverEmail-in (supplier + collections)
   • Journal postingRoadmap, not shipped
2. 02

   Map your entities

   Well reads invoices, journal entries, ledger accounts, transactions, and the companies and people behind them through the MCP server, mapping each into your workspace so accounting data is queryable next to the rest of your tools.

   • Mappingpreconfigured by Well
3. 03

   Use the data

   Outbound, Well forwards extracted invoice PDFs to Pennylane's supplier and collections inboxes, where Pennylane's OCR creates the invoice with vendor, amount, and VAT pre-filled. Direct journal posting over the API is roadmap; Pennylane stays the system of record for entries.

   • First syncstarts as soon as connect completes

The MCP handshake finishes in about a minute. Existing accounting data reads on connect; forwarded invoices reach Pennylane's inbox as they clear extraction. Pennylane developer docs.