Pennylane MCP connector

• List List all Pennylane external webhook subscriptions List all pennylane webhook subscriptions for the authenticated token. Returns: id, callback_url, events, enabled, disabled_at, disabled_reason, last_failure_status, last_failure_at, consecutive_failures, created_at, updated_at. The secret is not included in list responses.
• Create Create a Pennylane external webhook subscription Create a pennylane webhook subscription to receive real-time event notifications. Returns: id, callback_url, events, enabled, secret, created_at, updated_at. The secret is auto-generated and only returned once on creation — store it securely. Required: callback_url, events. Up to 10 subscriptions allowed per subscriber.
• Get Get single Pennylane external webhook subscription by ID Get a single pennylane webhook subscription by id. Returns: id, callback_url, events, enabled, disabled_at, disabled_reason, last_failure_status, last_failure_at, consecutive_failures, created_at, updated_at. The secret is not included in the response. Required: id.
• Update Update a Pennylane external webhook subscription by ID Update a pennylane webhook subscription by id. Returns: id, callback_url, events, enabled, disabled_at, disabled_reason, last_failure_status, last_failure_at, consecutive_failures, created_at, updated_at. Required: id.
• Delete Delete a Pennylane external webhook subscription by ID Delete a pennylane webhook subscription by id. Returns an empty 204 response on success. Required: id.
• List List all Pennylane external journals List journals in pennylane ordered by descending IDs (new default behavior). Returns: id, code, label, type per journal item. Supports filtering by type and sorting by id.
• Create Create a Pennylane external journal Create a new journal in pennylane. Returns: id, code, label, type of the created journal. Required: code, label.
• Get Get single Pennylane external journal by ID Retrieve a single pennylane journal by id. Returns: id, code, label, type. Required: id.
• List List all Pennylane external ledger accounts List pennylane ledger accounts. Returns: id, number, label, vat_rate, country_alpha2, enabled, type, letterable, created_at, updated_at. Supports filtering by id, number, and enabled, and sorting by id.
• Create Create a Pennylane external ledger account Create a new pennylane ledger account. Returns: id, number, label, vat_rate, country_alpha2, enabled, type, letterable, created_at, updated_at. Required: number, label. If number starts with 401 or 411, a corresponding supplier or customer is also created.
• Get Get single Pennylane external ledger account by ID Get a single pennylane ledger account by id. Returns: id, number, label, vat_rate, country_alpha2, enabled, type, letterable, created_at, updated_at. Required: id.
• Update Update a Pennylane external ledger account by ID Update an existing pennylane ledger account by id. Returns: id, number, label, vat_rate, country_alpha2, enabled, type, letterable, created_at, updated_at. Required: id.
• Create Create a Pennylane external ledger attachment Upload a file to attach to a pennylane ledger entry (DEPRECATED — use the File Attachments endpoint instead). Returns: id, url, filename. Required: file. Allowed types: image/png, image/jpeg, image/tiff, image/bmp, image/gif, application/pdf. Max file size is 100MB.
• List List all Pennylane ledger entrie ledger entry lines List ledger entry lines for a Pennylane ledger entry. Returns: id, debit, credit, label, ledger_account_id, ledger_account. Required: ledger_entry_id.
• List List all Pennylane external ledger entry lines List pennylane ledger entry lines. Returns: id, debit, credit, label, date, ledger_account, journal, ledger_entry, categories, lettered_ledger_entry_lines, created_at, updated_at. Supports filtering by id, journal_id, ledger_account_id, or date, and sorting by id or date.
• Get Get single Pennylane external ledger entry line by ID Get a single pennylane ledger entry line by id. Returns: id, debit, credit, label, date, ledger_account, journal, ledger_entry, categories, lettered_ledger_entry_lines, created_at, updated_at. Required: id.
• Create Create a Pennylane ledger entry lines lettering Letter ledger entry lines together in Pennylane. Returns an array of all entry lines in the resulting lettering, each containing: id. If a passed line is already lettered, its existing associated lines are merged into the new lettering. Required: unbalanced_lettering_strategy, ledger_entry_lines (minimum 2 items).
• Delete Delete a Pennylane ledger entry lines lettering by ID Unletter ledger entry lines in Pennylane. Returns an empty 204 response on success. Required: unbalanced_lettering_strategy, ledger_entry_lines (minimum 1 item).
• List List all Pennylane ledger entry line lettered ledger entry lines List pennylane ledger entry lines that are lettered to a given ledger entry line. Returns: id, debit, credit, label, categories, ledger_account, journal, date, ledger_entry, lettered_ledger_entry_lines, created_at, updated_at. Required: ledger_entry_line_id. Items are sorted by descending id by default; use the sort parameter to customize ordering.
• List List all Pennylane ledger entry line categories List analytical categories attached to a pennylane ledger entry line. Returns: id, label, weight, category_group, analytical_code, created_at, updated_at. Required: ledger_entry_line_id.
• Update Update a Pennylane ledger entry line category by ID Replace all analytical categories on a pennylane ledger entry line; existing categories are fully overwritten with the new set. Sending an empty array removes all categories. Returns: ledger_entry_line containing the line id, label, and updated categories list. Required: ledger_entry_line_id.
• Create Create a Pennylane customer invoices import Import a customer invoice with an attached file in pennylane. Returns the created invoice object including id, invoice_number, status, amount, currency_amount, date, deadline, paid, draft, and customer. Required: file_attachment_id, date, deadline, customer_id, currency_amount_before_tax, currency_amount, currency_tax, and invoice_lines.
• Create Create a Pennylane e invoices import Import a customer e-invoice in Pennylane from a Factur-X PDF file. Returns: id, url. Required: file. Optionally supply invoice_options to pre-fill customer and line-level data; each line's e_invoice_line_id must match Factur-X BT-126 (LineID).
• Create Create a Pennylane customer invoice send to pa Send a pennylane customer e-invoice to the Partner Dematerialization Platform (PA). Returns an empty 204 response on success. Required: id.
• Create Create a Pennylane customer invoices create from quote Create a Pennylane customer invoice from an existing quote, inheriting the quote's customer and line data. Returns the created invoice including id, invoice_number, status, amount, currency, date, deadline, paid, draft, customer, external_reference, and created_at. Required: quote_id, draft.
• List List all Pennylane external billing subscriptions List billing subscriptions in pennylane. Returns: id, status, mode, start, finish, next_occurrence, recurring_rule, customer, customer_invoice_data, created_at, updated_at. Supports filtering by id, start, customer_id, or status and sorting by id.
• Create Create a Pennylane external billing subscription Create a billing subscription in pennylane. Pennylane will generate customer invoices on each recurring occurrence and can optionally send them by email or debit via GoCardless. Returns: id, status, mode, start, finish, next_occurrence, recurring_rule, customer, customer_invoice_data, created_at, updated_at.
• Get Get single Pennylane external billing subscription by ID Get a single pennylane billing subscription by id. Returns: id, status, mode, start, finish, next_occurrence, prev_occurrence, recurring_rule, customer, customer_invoice_data, payment_method, created_at, updated_at. Required: id.
• Update Update a Pennylane external billing subscription by ID Update a pennylane billing subscription by id. Returns: id, status, mode, start, finish, next_occurrence, prev_occurrence, recurring_rule, customer, customer_invoice_data, payment_method, created_at, updated_at. Required: id.
• List List all Pennylane billing subscription invoice line sections List the invoice line sections of a pennylane billing subscription. Returns: id, title, description, rank, created_at, updated_at. Required: billing_subscription_id.
• List List all Pennylane billing subscription invoice lines List invoice lines for a billing subscription in pennylane. Returns: id, label, quantity, amount, currency_amount, vat_rate, description, product, discount, currency_amount_before_tax, tax, raw_currency_unit_price, section_rank, imputation_dates, created_at, and updated_at. Required: billing_subscription_id.
• List List all Pennylane external pa registrations List all PA (Plateforme Agrée) registrations for the company in Pennylane, including activation status and exchange direction. Returns: id, siret, siren, status, exchange_direction, created_at, updated_at. Records with a null siret represent the SIREN-level (head office); other records represent establishments.
• List List all Pennylane external products List Pennylane products. Returns: id, label, description, price_before_tax, vat_rate, price, unit, currency, reference, external_reference, created_at, archived_at, updated_at. Supports filtering by id, label, reference, and external_reference, and sorting by id.
• Create Create a Pennylane external product Create a product in Pennylane. Returns: id, label, description, price_before_tax, vat_rate, price, unit, currency, reference, external_reference, created_at, archived_at, updated_at. Required: label, price_before_tax, vat_rate.
• Get Get single Pennylane external product by ID Get a single Pennylane product by id. Returns: id, label, description, price_before_tax, vat_rate, price, unit, currency, reference, external_reference, created_at, archived_at, updated_at. Required: id.
• Update Update a Pennylane external product by ID Update a Pennylane product by id. Returns: id, label, description, price_before_tax, vat_rate, price, unit, currency, reference, external_reference, created_at, archived_at, updated_at. Required: id.
• Create Create a Pennylane external file attachment Upload a file in Pennylane to attach to any resource that accepts a file_attachment_id. Returns: id, url, filename, created_at, updated_at. Required: file. Accepted formats: image/png, image/jpeg, image/tiff, image/bmp, image/gif, application/pdf. Maximum file size is 100MB.
• List List all Pennylane external customer invoice templates List customer invoice templates in pennylane. Returns: id, name, created_at, updated_at. Optionally sort results by id using the sort parameter (prefix with `-` for descending order).
• Create Create a Pennylane exports analytical general ledger Create an Analytical General Ledger export in pennylane. Returns: id, status, created_at, updated_at. The generated file is an xlsx; mode defaults to in_line. Required: period_start, period_end.
• Get Get single Pennylane exports analytical general ledger by ID Retrieve a pennylane Analytical General Ledger export by id. Returns: id, file_url, status, created_at, updated_at. The file_url expires 30 minutes after generation. Required: id.
• Create Create a Pennylane exports fec Create a FEC export in Pennylane for a given date range. Returns: id, status, created_at, updated_at. Required: period_start, period_end.
• Get Get single Pennylane exports fec by ID Retrieve a specific FEC export from Pennylane by id. Returns: id, file_url, status, created_at, updated_at. The file_url expires 30 minutes after generation. Required: id.
• Create Create a Pennylane exports general ledger Create a General Ledger export in Pennylane as an xlsx file. The export is processed asynchronously; poll the get endpoint until status is ready. Returns: id, status, created_at, updated_at. Required: period_start, period_end.
• Get Get single Pennylane exports general ledger by ID Retrieve a specific Pennylane General Ledger export by id. Returns: id, file_url, status, created_at, updated_at. The file_url is a time-limited xlsx download link that expires after 30 minutes and is only present when status is ready. Required: id.
• Create Create a Pennylane external company customer Create a company customer in Pennylane. Returns: id, name, billing_address, emails, payment_conditions, created_at, updated_at, and external_reference. Required: name, billing_address.
• Get Get single Pennylane external company customer by ID Retrieve a Pennylane company customer by id. Returns: id, name, billing_address, emails, payment_conditions, vat_number, created_at, updated_at, and external_reference. Required: id.
• Update Update a Pennylane external company customer by ID Update an existing Pennylane company customer by id. Returns: id, name, billing_address, emails, payment_conditions, created_at, updated_at, and external_reference. Required: id.
• Create Create a Pennylane external individual customer Create an individual customer in Pennylane. Returns: id, name, first_name, last_name, emails, billing_address, payment_conditions, external_reference, created_at, updated_at. Required: first_name, last_name, billing_address.
• Get Get single Pennylane external individual customer by ID Retrieve an individual customer from Pennylane by id. Returns: id, name, first_name, last_name, emails, billing_address, payment_conditions, external_reference, created_at, updated_at. Required: id.
• Update Update a Pennylane external individual customer by ID Update an individual customer in Pennylane by id. Returns: id, name, first_name, last_name, emails, billing_address, payment_conditions, external_reference, created_at, updated_at. Required: id.
• List List all Pennylane external customers List pennylane customers (both company and individual). Returns: id, name, customer_type, emails, external_reference, billing_address, payment_conditions, created_at, and more per record. Supports filtering on fields such as customer_type, name, external_reference, and reg_no via the filter parameter.
• Get Get single Pennylane external customer by ID Get a single pennylane customer by id. Returns the full customer object including id, name, customer_type, emails, billing_address, payment_conditions, external_reference, created_at, and more. Required: id.
• List List all Pennylane customer categories List categories of a pennylane customer. Returns: id, label, weight, category_group, analytical_code, created_at, updated_at. Required: customer_id.
• Update Update a Pennylane customer category by ID Update the full set of categories for a pennylane customer, replacing all existing category assignments. Returns: id, label, weight, category_group, analytical_code, created_at, updated_at. Required: customer_id. The sum of weights for categories within the same group must equal 1.
• List List all Pennylane customer contacts List contacts associated with a pennylane customer. Returns: id, first_name, last_name, role, email, telephone_number, mobile_number, created_at, and updated_at for each contact. Required: customer_id.
• List List all Pennylane external suppliers List pennylane suppliers with optional filtering and sorting. Returns: id, name, emails, iban, postal_address, supplier_payment_method, external_reference, created_at, updated_at. Max 100 items per page.
• Create Create a Pennylane external supplier Create a new supplier in pennylane. Returns: id, name, emails, iban, postal_address, vat_number, ledger_account, supplier_payment_method, external_reference, created_at, updated_at. Required: name.
• Get Get single Pennylane external supplier by ID Get a single pennylane supplier by id. Returns: id, name, emails, iban, postal_address, vat_number, ledger_account, supplier_payment_method, external_reference, created_at, updated_at. Required: id.
• Update Update a Pennylane external supplier by ID Update an existing pennylane supplier by id. Returns: id, name, emails, iban, postal_address, vat_number, ledger_account, supplier_payment_method, external_reference, created_at, updated_at. Required: id.
• List List all Pennylane supplier categories List categories assigned to a pennylane supplier. Returns: id, label, weight, category_group, analytical_code, created_at, updated_at. Required: supplier_id.
• Update Update a Pennylane supplier category by ID Update (replace) the category assignments for a pennylane supplier. Returns the updated category list including id, label, weight, category_group, analytical_code, created_at, and updated_at. Required: supplier_id; body is an array of category objects each with id and weight. Weights for categories sharing the same group must sum to 1.
• Get Get single Pennylane external by ID Get the Pennylane user profile and associated company details for the current access token. Returns: user (id, first_name, last_name, email, locale), company (id, name, reg_no), and scopes associated with the token.
• List List all Pennylane customer invoice invoice line sections List invoice line sections for a pennylane customer invoice. Returns: id, title, description, rank, created_at, updated_at. Required: customer_invoice_id. Results can be sorted by id (prefix with `-` for descending order; defaults to `-id`).
• List List all Pennylane customer invoice invoice lines List invoice lines for a pennylane customer invoice. Returns: id, label, quantity, amount, currency_amount, vat_rate, product, discount, tax, raw_currency_unit_price, created_at, updated_at. Required: customer_invoice_id.
• List List all Pennylane customer invoice payments List payments for a pennylane customer invoice. Returns: id, label, currency, currency_amount, status, created_at, and updated_at for each payment record. Required: customer_invoice_id. Returns an empty list if the invoice is in draft status or is a credit note.
• List List all Pennylane customer invoice matched transactions List matched transactions for a pennylane customer invoice. Returns per-transaction details including id, label, date, amount, currency, outstanding_balance, attachment_required, created_at, updated_at, archived_at, and related journal, bank_account, and categories objects. Required: customer_invoice_id. Returns an empty list if the invoice is archived or in draft state.
• Create Create a Pennylane customer invoice matched transaction Match a transaction to a pennylane customer invoice. One transaction is matched per call; invoke multiple times to match several transactions to the same invoice. Returns an empty 204 response on success. Required: customer_invoice_id, transaction_id. Not applicable for draft invoices.
• Delete Delete a Pennylane customer invoice matched transaction by ID Unmatch a transaction from a pennylane customer invoice by transaction id. Returns an empty 204 response on success. Required: customer_invoice_id, id. Not applicable for draft invoices.
• List List all Pennylane customer invoice appendices List appendices attached to a pennylane customer invoice. Returns: id, url, filename, created_at, updated_at. Required: customer_invoice_id.
• Create Create a Pennylane customer invoice appendix Upload a file as an appendix for a pennylane customer invoice. Returns: id, url, filename, created_at, updated_at. Required: customer_invoice_id, file.
• Update Update a Pennylane customer invoice mark as paid by ID Mark a pennylane customer invoice as paid by id. No automatic reconciliation is performed once the invoice is marked as paid. Returns an empty 204 response on success. Required: id.
• Create Create a Pennylane customer invoice send by email Send a finalized pennylane customer invoice or credit note by email. The invoice's PDF must be generated before calling this endpoint — if the PDF is not yet ready, a 409 is returned and you should retry in a few minutes. Returns an empty 204 response on success. Required: id.
• List List all Pennylane customer invoice categories List categories of a pennylane customer invoice. Returns: id, label, weight, category_group, analytical_code, created_at, updated_at. Required: customer_invoice_id. Draft invoices return an empty list.
• Update Update a Pennylane customer invoice category by ID Update the categories of a pennylane customer invoice. Returns: id, label, weight, category_group, analytical_code, created_at, updated_at. Required: customer_invoice_id. Not applicable for draft invoices; weights within each category group must sum to 1.
• Update Update a Pennylane customer invoice update imported by ID Update an imported Pennylane customer invoice or credit note by id. Not applicable for draft invoices. Returns: id, invoice_number, currency, label, date, deadline, amount, currency_amount, currency_tax. Required: id.
• Update Update a Pennylane customer invoice finalize by ID Finalize a draft customer invoice or credit note in Pennylane, converting it into an immutable state that can no longer be edited. Returns the finalized invoice object including id, invoice_number, status, draft, amount, currency, paid, date, deadline, created_at, and updated_at. Required: id.
• Create Create a Pennylane customer invoice link credit note Link a credit note to a customer invoice in Pennylane. Returns the updated invoice object including id, invoice_number, status, amount, currency, paid, draft, customer, created_at, and updated_at. Required: id, credit_note_id.
• List List all Pennylane supplier invoice invoice lines List invoice lines for a pennylane supplier invoice. Returns: id, label, amount, currency_amount, description, vat_rate, currency_amount_before_tax, currency_tax, tax, imputation_dates, created_at, updated_at. Required: supplier_invoice_id. Results can be sorted by id (prefix with `-` for descending order).
• List List all Pennylane external supplier invoices List supplier invoices in Pennylane. Returns: id, invoice_number, currency, amount, date, payment_status, accounting_status, reconciled, paid, supplier, ledger_entry, external_reference, created_at, and updated_at per invoice. Supports filtering by id, supplier_id, invoice_number, date, category_id, external_reference, and payment_status, and sorting by id or date.
• Get Get single Pennylane external supplier invoice by ID Get a single Pennylane supplier invoice by id. Returns: id, invoice_number, currency, amount, date, payment_status, accounting_status, reconciled, paid, supplier, ledger_entry, external_reference, created_at, and updated_at. Required: id.
• Update Update a Pennylane external supplier invoice by ID Update a Pennylane supplier invoice by id. Returns: id, invoice_number, currency, amount, date, payment_status, accounting_status, reconciled, paid, supplier, ledger_entry, external_reference, created_at, and updated_at. Required: id.
• List List all Pennylane supplier invoice categories List categories of a pennylane supplier invoice. Returns: id, label, weight, category_group, analytical_code, created_at, updated_at. Required: supplier_invoice_id.
• Update Update a Pennylane supplier invoice category by ID Update (replace) the categories of a pennylane supplier invoice. Returns: id, label, weight, category_group, analytical_code, created_at, updated_at. Weights within the same category group must sum to 1. Required: supplier_invoice_id.
• List List all Pennylane supplier invoice payments List payments for a pennylane supplier invoice. Returns each payment's id, label, currency, currency_amount, status, created_at, and updated_at. Required: supplier_invoice_id.
• Update Update a Pennylane supplier invoice payment status by ID Update the payment status of a supplier invoice in Pennylane. Returns an empty 204 response on success. Required: supplier_invoice_id, payment_status.
• List List all Pennylane supplier invoice matched transactions List matched transactions for a pennylane supplier invoice. Returns: id, label, date, amount, currency, outstanding_balance, attachment_required, created_at, bank_account, journal, categories. Required: supplier_invoice_id.
• Create Create a Pennylane supplier invoice matched transaction Match a transaction to a pennylane supplier invoice. One transaction is matched per call; invoke multiple times to match multiple transactions to the same invoice. Returns an empty 204 response on success. Required: supplier_invoice_id, transaction_id.
• Delete Delete a Pennylane supplier invoice matched transaction by ID Unmatch a transaction from a pennylane supplier invoice. Returns an empty 204 response on success. Required: supplier_invoice_id, id.
• Create Create a Pennylane supplier invoice linked purchase request Link a purchase request to a supplier invoice in pennylane. One purchase request can be linked per call; invoke the endpoint multiple times to link additional purchase requests to the same invoice. Returns an empty 204 response on success. Required: supplier_invoice_id, purchase_request_id.
• Create Create a Pennylane supplier invoices import Import a supplier invoice with a file attachment in Pennylane. Returns the created invoice including id, accounting_status, currency_amount, date, deadline, paid, payment_status, reconciled, supplier, external_reference, and created_at. Required: file_attachment_id, supplier_id, date, deadline, currency_amount_before_tax, currency_amount, currency_tax, invoice_lines.
• Update Update a Pennylane supplier invoice validate accounting by ID Validate the accounting of a pennylane supplier invoice, transitioning it to the Complete state. Returns the updated supplier invoice including id, invoice_number, accounting_status, amount, currency, reconciled, paid, payment_status, created_at, and updated_at. Required: id.
• Update Update a Pennylane supplier invoice e invoice status by ID Update the e-invoice lifecycle status of a pennylane supplier invoice, applying a transition to disputed, refused, or approved. Returns: id, invoice_number, accounting_status, e_invoicing, payment_status, amount, currency, reconciled, created_at, updated_at. Required: supplier_invoice_id, status. Dispute and refuse transitions also require a reason.
• List List all Pennylane external category groups List category groups in pennylane. Returns: id, label, categories, created_at, updated_at for each group in the collection.
• Get Get single Pennylane external category group by ID Get a single pennylane category group by id. Returns: id, label, categories (with a URL to fetch member categories), created_at, and updated_at. Required: id.
• List List all Pennylane category group categories List categories belonging to a specific category group in Pennylane. Returns: id, label, direction, analytical_code, created_at, updated_at. Required: category_group_id.
• List List all Pennylane external categories List pennylane categories. Returns: id, label, direction, created_at, updated_at, category_group, analytical_code. Supports optional filtering by id, label, category_group_id, or analytical_code and sorting by id.
• Create Create a Pennylane external category Create a new pennylane category. Returns: id, label, direction, created_at, updated_at, category_group, analytical_code. Required: label, category_group_id.
• Get Get single Pennylane external category by ID Retrieve a specific pennylane category by id. Returns: id, label, direction, created_at, updated_at, category_group, analytical_code. Required: id.
• Update Update a Pennylane external category by ID Update a pennylane category by id. Returns: id, label, direction, created_at, updated_at, category_group, analytical_code. Required: id.
• List List all Pennylane external trial balances List pennylane trial balance entries for the current company within a given period, returning balances grouped by ledger accounts. Returns: number, formatted_number, label, debits, credits for each ledger account. Required: period_start, period_end.
• List List all Pennylane external fiscal years List fiscal years of the company in pennylane. Returns: id, start, finish, status, created_at, and updated_at for each fiscal year. Use the sort parameter to order results by id or start date.
• List List all Pennylane changelogs customer invoices List customer invoice change events in pennylane, returned in ascending processed_at order. Returns: id, operation, processed_at, updated_at, created_at. Optionally filter by start_date (RFC3339 format); changes are retained for the last 4 weeks only — providing a start_date older than 4 weeks results in a 422 error.
• List List all Pennylane changelogs supplier invoices List pennylane supplier invoice change events ordered by processed_at ascending. Returns: id, operation, processed_at, updated_at, created_at. Optionally filter by start_date (RFC3339 format); changes older than 4 weeks are not retained and supplying a start_date older than that returns a 422 error.
• List List all Pennylane changelogs customers List customer change events from the Pennylane changelog, ordered by processed_at ascending (oldest first). Returns: id, operation, processed_at, updated_at, created_at. Optionally filter by start_date (RFC3339); changes older than 4 weeks are not retained.
• List List all Pennylane changelogs suppliers List supplier change events in Pennylane, returned in ascending processed_at order. Returns: id, operation, processed_at, updated_at, created_at. Optionally filter with start_date (RFC3339 format); only changes from the last 4 weeks are retained.
• List List all Pennylane changelogs products List product change events in Pennylane. Returns: id, operation, processed_at, updated_at, created_at. Optionally filter by start_date (RFC3339); changes are retained for only the last 4 weeks — a start_date older than that returns a 422 error.
• List List all Pennylane changelogs ledger entry lines List ledger entry line change events in Pennylane ordered by processed_at ascending. Returns: id, operation, processed_at, updated_at, created_at. Optionally filter by start_date; changes older than 4 weeks are not retained and will result in a 422 error.
• List List all Pennylane changelogs transactions List transaction change events in Pennylane ordered by processed_at ascending. Returns: id, operation, processed_at, updated_at, created_at. Optionally filter by start_date (RFC3339). Changes are retained for the last 4 weeks only; a start_date older than 4 weeks returns a 422 error.
• List List all Pennylane changelogs quotes List quote change events from the Pennylane changelog, ordered by processed_at ascending. Returns: id, operation, processed_at, updated_at, created_at. Optionally filter from a specific point in time using start_date (RFC3339 format); changes older than 4 weeks are not retained.
• List List all Pennylane external bank accounts List pennylane bank accounts. Returns: id, name, currency, balance, created_at, updated_at, bank_establishment, journal, and ledger_account per item. Results can be sorted by id (prefix with `-` for descending order).
• Create Create a Pennylane external bank account Create a new bank account in pennylane. Returns the created account including id, name, currency, balance, created_at, updated_at, bank_establishment, journal, and ledger_account. Required: name.
• Get Get single Pennylane external bank account by ID Get a single pennylane bank account by id. Returns: id, name, currency, balance, created_at, updated_at, bank_establishment, journal, and ledger_account. Required: id.
• List List all Pennylane external transactions List pennylane banking transactions with optional filtering and sorting. Returns: id, label, date, amount, currency, bank_account, journal, categories, attachment_required, outstanding_balance, created_at, and other transaction fields per item. Use filter to narrow by id, bank_account_id, journal_id, or date; use sort to order by id (prefix with - for descending).
• Create Create a Pennylane external transaction Create a banking transaction in pennylane. Returns: id, label, date, amount, currency, bank_account, journal, categories, attachment_required, outstanding_balance, created_at, and other transaction fields. Required: bank_account_id, label, date, amount.
• Get Get single Pennylane external transaction by ID Get a single pennylane banking transaction by id. Returns: id, label, date, amount, currency, bank_account, journal, categories, attachment_required, outstanding_balance, created_at, and other transaction fields. Required: id.
• Update Update a Pennylane external transaction by ID Update a pennylane banking transaction by id. Returns: id, label, date, amount, currency, bank_account, journal, categories, attachment_required, outstanding_balance, created_at, and other transaction fields. Required: id.
• List List all Pennylane transaction categories List categories of a pennylane bank transaction. Returns: id, label, weight, category_group, analytical_code, created_at, updated_at. Required: transaction_id.
• Update Update a Pennylane transaction category by ID Update the categories of a pennylane bank transaction, replacing all existing assignments with the provided array. Categories in the same group must have weights summing to 1. Returns: id, label, weight, category_group, analytical_code, created_at, updated_at. Required: transaction_id; each body item requires id and weight.
• List List all Pennylane transaction matched invoices List invoices matched to a pennylane bank transaction. Returns: id, type, url for each matched invoice. Required: transaction_id.
• List List all Pennylane quote appendices List appendices of a pennylane quote. Returns: id, url, filename, created_at, updated_at. Required: quote_id.
• Create Create a Pennylane quote appendix Upload a file as an appendix attached to a pennylane quote. Returns: id, url, filename, created_at, updated_at. Required: quote_id, file.
• List List all Pennylane quote invoice lines List invoice lines for a pennylane quote. Returns: id, label, quantity, amount, currency_amount, vat_rate, product, discount, raw_currency_unit_price, currency_amount_before_tax, currency_tax, tax, section_rank, created_at, updated_at. Required: quote_id.
• List List all Pennylane quote invoice line sections List invoice line sections for a pennylane quote. Returns: id, title, description, rank, created_at, updated_at. Required: quote_id.
• Create Create a Pennylane quote send by email Send a pennylane quote by email to its customer. The quote's PDF must be fully generated before calling this endpoint; if it is not ready yet, pennylane returns a 409 — retry after a few minutes. Returns an empty 204 response on success. Required: id.
• Update Update a Pennylane quote update status by ID Update the status of a pennylane quote by id. Returns the updated quote object including id, quote_number, status, amount, currency, date, deadline, customer, created_at, and updated_at. Required: id, status.
• List List all Pennylane external commercial documents List pennylane commercial documents. Returns each document's id, document_type, document_number, currency, amount, currency_amount, date, customer, invoice_lines, external_reference, archived_at, and created_at, among other fields. Supports filtering by id, customer_id, or document_type and sorting by id.
• Get Get single Pennylane external commercial document by ID Get a single pennylane commercial document by id. Returns the full document record including id, document_type, document_number, currency, amount, currency_amount, date, deadline, customer, invoice_lines, external_reference, archived_at, and created_at. Required: id.
• List List all Pennylane commercial document appendices List appendices attached to a pennylane commercial document. Returns: id, url, filename, created_at, updated_at. Required: commercial_document_id.
• Create Create a Pennylane commercial document appendix Upload a file as an appendix for a pennylane commercial document. Returns: id, url, filename, created_at, updated_at. Required: commercial_document_id, file. Allowed file types: image/png, image/jpeg, image/tiff, image/bmp, image/gif, application/pdf.
• List List all Pennylane commercial document invoice lines List invoice lines for a pennylane commercial document. Returns: id, label, quantity, amount, currency_amount, vat_rate, currency_amount_before_tax, currency_tax, tax, raw_currency_unit_price, unit, description, product, discount, section_rank, created_at, updated_at. Required: commercial_document_id. Optionally sort by id (prefix with `-` for descending; defaults to `-id`).
• List List all Pennylane commercial document invoice line sections List invoice line sections for a pennylane commercial document. Returns: id, title, description, rank, created_at, updated_at. Required: commercial_document_id.
• List List all Pennylane external sepa mandates List all SEPA mandates associated with your company in pennylane. Returns: id, bank, bic, iban, sequence_type, signed_at, identifier, customer, created_at, updated_at. Supports filtering by id or customer_id and sorting by id.
• Create Create a Pennylane external sepa mandate Create a SEPA mandate in pennylane to enable direct debit payments for a customer. Returns: id, bank, bic, iban, sequence_type, signed_at, identifier, customer, created_at, updated_at. Required: bic, iban, signed_at, identifier, customer_id.
• Get Get single Pennylane external sepa mandate by ID Get a specific SEPA mandate by id in pennylane. Returns: id, bank, bic, iban, sequence_type, signed_at, identifier, customer, created_at, updated_at. Required: id.
• Update Update a Pennylane external sepa mandate by ID Update an existing SEPA mandate by id in pennylane. Returns: id, bank, bic, iban, sequence_type, signed_at, identifier, customer, created_at, updated_at. Required: id, bic, iban, signed_at, identifier, customer_id.
• Delete Delete a Pennylane external sepa mandate by ID Delete a SEPA mandate by id in pennylane. Returns an empty 204 response on success. Required: id.
• List List all Pennylane external gocardless mandates List GoCardless mandates in Pennylane. Returns: id, external_reference, status, customer, external_customer_account, external_customer_label, created_at, updated_at. Supports filtering by id, customer_id, and external_reference, and sorting by id.
• Get Get single Pennylane external gocardless mandate by ID Get a single GoCardless mandate in Pennylane by id. Returns: id, external_reference, status, customer, external_customer_account, external_customer_label, created_at, updated_at. Required: id.
• Create Create a Pennylane gocardless mandates mail request Send a GoCardless mandate email request to a customer in Pennylane. Returns an empty 204 response on success. Required: customer_id, email (must include recipients).
• Create Create a Pennylane gocardless mandate cancellation Cancel a GoCardless mandate in Pennylane. The mandate must have a status of pending_submission, submitted, or active. Returns an empty 204 response on success. Required: gocardless_mandate_id.
• Create Create a Pennylane gocardless mandate association Associate a GoCardless mandate to a customer in Pennylane. Returns an empty 200 response on success. Required: gocardless_mandate_id, customer_id.
• Create Create a Pennylane pro account mandate request Create a pennylane Pro Account SEPA Direct Debit mandate request and send it to a customer. Returns an empty 201 response on success. Required: customer_id.
• List List all Pennylane pro account mandate migrations List pennylane mandate migration candidates eligible for Pro Account migration. Returns: id, status, direct_debit_method, signed_at, migrated_at, migration_started_at, mandate, customer, created_at, and updated_at per candidate. Supports filtering by customer_id or status and sorting by id.
• Create Create a Pennylane pro account mandate migration Migrate a mandate to a Pro Account in pennylane. Returns the mandate_migration object including id, status, direct_debit_method, signed_at, mandate, customer, created_at, and updated_at. Required: mandate_type, mandate_id. Only mandates with status 'available' are eligible for migration.
• List List all Pennylane pro account mandates List all payment mandates associated with a pennylane Pro Account. Returns: status, early_execution_date_permitted, active_billing_subscription, signed_at, created_at, pdf_url, and customer. Supports filtering by status or customer_id and sorting by id.
• List List all Pennylane customer invoice custom header fields List custom header fields for a pennylane customer invoice. Returns: id, title, value, rank, created_at, updated_at. Required: customer_invoice_id.
• Create Create a Pennylane purchase requests import Import a purchase order in pennylane, creating an automatically validated purchase request with the attached file. Returns: id, status, purchase_order_number, supplier, delivery_address, currency_amount, currency_amount_before_tax, exchange_rate, purchase_order, linked_invoices, created_at, updated_at. Required: file_attachment_id, reason, supplier_id, purchase_order_number, currency_amount_before_tax, currency_amount, currency_tax, delivery_address, purchase_request_lines.
• Get Get single Pennylane external purchase request by ID Get a pennylane purchase request by id. Returns the full request object including id, purchase_order_number, status, supplier, delivery_address, currency, amount, currency_amount, currency_amount_before_tax, exchange_rate, currency_tax, tax, reason, estimated_delivery_date, purchase_order, linked_invoices, created_at, and updated_at. Required: id.
• List List all Pennylane external purchase requests List pennylane purchase requests. Returns a collection of purchase request records each including id, purchase_order_number, status, supplier, delivery_address, currency, amount, currency_amount, reason, estimated_delivery_date, purchase_order, linked_invoices, created_at, and updated_at. Supports filtering by id, reviewed_by_id, user_id, or supplier_id, and sorting by id (defaults to descending).
• List List all Pennylane external bank establishments List bank establishments in pennylane. Returns: id, name, created_at, updated_at. Optionally filter by id or sort results using the filter and sort parameters.
• List List all Pennylane ledger entry ledger entry lines List all ledger entry lines belonging to a specific pennylane ledger entry. Returns: id. Required: ledger_entry_id.
• Create Create a Pennylane customer invoice e invoice import Import e-invoices for customer invoices in pennylane by submitting a JSON payload to the e-invoice imports endpoint. Returns an empty 204 response on success.
• Create Create a Pennylane supplier invoice e invoice import Import e-invoices for supplier invoices into Pennylane. No source documentation was found for this endpoint, so request body fields and response shape cannot be enumerated. Returns an empty 204 response on success.

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