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Connecting Claude to Pennylane: the setup guide
The step-by-step guide to connecting Claude to Pennylane's official MCP, for accounting firms and finance departments alike, with twelve ready-to-copy prompts.
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Download the PDFThey trust us
From CAC 40 groups to the public sector, our AI training is deployed in organisations of every size.
What you will find inside
- The prerequisitesThe Pennylane and Claude plans to check, and the choice between a firm connection and a company connection.
- The right Claude accountWhich plan to choose for client data, and the four questions to settle in writing.
- Connecting step by stepSix steps in Claude, the command for Claude Code, and how to revoke access.
- PermissionsThe data families to open for the first use case, and nothing more.
- The test protocolFive questions to ask on a file you know before any client use.
- Twelve prompts and a charterSix prompts for accounting firms, six for companies, a usage charter and a checklist.
The eight steps of the guide
- The prerequisites
- The right Claude account
- Connecting step by step
- Setting permissions
- The test protocol
- Twelve ready-to-copy prompts
- The usage charter
- The checklist
For accounting firms and finance departments that want to connect Claude to Pennylane properly, before the first client use.
A few pages from the document
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