pm-pennylane

pm-pennylane

Purpose

Reads Pennylane v2 customers, customer invoices, suppliers, supplier invoices, products, categories, transactions, and bank accounts, and writes customer/supplier/product/category mutations through the REST API.

Icon

• id: pm-sample
• asset: icons/pm-sample.svg
• source: polymetrics
• review_status: polymetrics
• review_url: https://github.com/polymetrics-ai/cli

Capabilities

• check=true catalog=true read=true write=true query=false
• Integration type: api

Authentication

• Use pm credentials add with --from-env or --value-stdin for secret fields.

Configuration

• base_url
• filter
• mode
• page_size
• sort
• api_key (secret) (required)

ETL Streams

• customers:
  • primary key: id
  • cursor: updated_at
  • fields: created_at(string), id(integer), name(string), updated_at(string)
• customer_invoices:
  • primary key: id
  • cursor: updated_at
  • fields: created_at(string), id(integer), name(string), updated_at(string)
• suppliers:
  • primary key: id
  • cursor: updated_at
  • fields: created_at(string), id(integer), name(string), updated_at(string)
• products:
  • primary key: id
  • cursor: updated_at
  • fields: created_at(string), id(integer), name(string), updated_at(string)
• categories:
  • primary key: id
  • cursor: updated_at
  • fields: created_at(string), id(integer), name(string), updated_at(string)
• supplier_invoices:
  • primary key: id
  • fields: created_at(string), date(string), id(integer), invoice_number(string), supplier_id(integer), updated_at(string)
• transactions:
  • primary key: id
  • fields: attachment_required(boolean), date(string), id(integer), label(string), outstanding_balance(string)
• bank_accounts:
  • primary key: id
  • fields: created_at(string), currency(string), id(integer), name(string), updated_at(string)

Sync Modes

• ETL sync modes: full_refresh_append, full_refresh_overwrite, full_refresh_overwrite_deduped

Reverse ETL Actions

• create_company_customer:
  • endpoint: POST /company_customers
  • required fields: name, billing_address
  • risk: external mutation; creates a company customer record in Pennylane's accounting ledger; approval required
• update_company_customer:
  • endpoint: PUT /company_customers/{{ record.id }}
  • required fields: id
  • risk: external mutation; updates a company customer record in Pennylane's accounting ledger; approval required
• create_individual_customer:
  • endpoint: POST /individual_customers
  • required fields: first_name, last_name, billing_address
  • risk: external mutation; creates an individual customer record in Pennylane's accounting ledger; approval required
• update_individual_customer:
  • endpoint: PUT /individual_customers/{{ record.id }}
  • required fields: id
  • risk: external mutation; updates an individual customer record in Pennylane's accounting ledger; approval required
• create_supplier:
  • endpoint: POST /suppliers
  • required fields: name
  • risk: external mutation; creates a supplier record in Pennylane's accounting ledger; approval required
• update_supplier:
  • endpoint: PUT /suppliers/{{ record.id }}
  • required fields: id
  • risk: external mutation; updates a supplier record in Pennylane's accounting ledger; approval required
• create_product:
  • endpoint: POST /products
  • risk: external mutation; creates a sellable product in Pennylane's accounting ledger; approval required
• update_product:
  • endpoint: PUT /products/{{ record.id }}
  • required fields: id
  • risk: external mutation; updates a product's pricing/VAT metadata in Pennylane; approval required
• create_category:
  • endpoint: POST /categories
  • required fields: label, category_group_id
  • risk: external mutation; creates an analytical category in Pennylane's chart of accounts; approval required
• update_category:
  • endpoint: PUT /categories/{{ record.id }}
  • required fields: id
  • risk: external mutation; updates an analytical category in Pennylane's chart of accounts; approval required

Security

• read risk: external Pennylane API read of accounting data (customers, invoices, suppliers, products, categories, transactions, bank accounts)
• write risk: external mutation; creates/updates company and individual customers, suppliers, products, and analytical categories in Pennylane's accounting ledger
• approval: approval required before writes
• Never pass secret values in chat, shell arguments, logs, docs, or JSON output.

Commands

Inspect as a manual

pm connectors inspect pennylane

Inspect as structured JSON

pm connectors inspect pennylane --json

Agent Rules

• Run pm connectors inspect pennylane before creating credentials or plans.
• Use --json only when the caller needs structured output; use the manual for human-readable guidance.
• Never ask the user to paste secret values into chat.
• For reverse ETL writes, create a plan, show the preview, wait for explicit approval, then run with the approval token.