AI copilot for French accounting firms on Pennylane. Monthly close memo in 8s, full general ledger.
Config is the same across clients — only the file and path differ.
{
"mcpServers": {
"io-github-holco-apps-pennypilot": {
"command": "<see-readme>",
"args": []
}
}
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The AI copilot for French accounting firms (cabinets d'expertise comptable) on Pennylane.
No automated test available for this server. Check the GitHub README for setup instructions.
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The AI copilot for French accounting firms (cabinets d'expertise comptable) on Pennylane.
PennyPilot is an MCP (Model Context Protocol) extension that connects Claude Desktop to your Pennylane dossiers, directly inside the conversation. It produces a complete monthly closing memo for a client dossier in 8 seconds instead of 1h30, and covers the full general ledger (journals, chart of accounts, per-account ledger view, pending lettering, audit trail) — all read-only, all local, all in plain French for the cabinet collaborator.
Edited by HOLCO, Paris, France · v0.3.0 (restricted beta) · pilot active
io.github.holco-apps/pennypilot)When you double-click the .mcpb bundle, Claude Desktop will show this Anthropic warning:
"The developer information shown has not been verified by Anthropic."
This is normal. All third-party extensions not yet listed in Anthropic's official directory display this message, regardless of their quality. PennyPilot was submitted to the official Anthropic Connectors Directory — review is in progress (Q3 2026 target).
Verifiable trust signals:
| Source code (this repo) | github.com/holco-apps/pennypilot (public) |
| Editor | HOLCO, registered in Paris (France) |
| Direct contact | alan@holco.co |
| Security documentation | apps.holco.co/mcp/pennylane/docs/security |
| Pilot Terms of Use | apps.holco.co/mcp/pennylane/cgu |
| MCP Server Registry listing | registry.modelcontextprotocol.io (status active) |
alan@holco.co with your HOLCO license key + the link to download the bundle..mcpb file into Claude Desktop, enter your HOLCO key + your Pennylane Company API v2 token → 30-second install.Detailed procedure: docs/install.md
| Tool | Role |
|---|---|
about_pennypilot | Welcome card listing tools and usage hints — triggered when the user starts a conversation |
start_pennypilot | Guided first run: verifies setup, explains read-only mode, suggests first prompts |
diagnose_pennypilot_setup | Checks HOLCO key, Pennylane token, /me access and dossier identity without printing secrets |
explain_pennypilot_flow | Explains what happens when the user writes in Claude and when PennyPilot is called |
show_cabinet_config | Displays the active firm-level rules (materiality threshold, severe-overdue days, allowed external sources, declared client typologies, communication tone). First building block of the configurable cabinet layer (v0.3.0). Read-only, pure local file read. |
| Tool | Role |
|---|---|
find_unpaid_customer_invoices | Overdue customer invoices, top 3 debtors, 60-day alert |
get_company_pnl | Synthetic P&L for a month / quarter / year, comparison vs prior period, anomalies flagged |
generate_monthly_close_report | Complete monthly closing memo (KPIs, P&L commentary, AR aging, anomalous spend, vendor duplicates, prioritized cabinet actions) — 4 tones |
generate_revision_triage | Pré-révision (pre-revision triage) — readi |