FinanceConnector
Pennylane documents
Read documents filed in Pennylane's document vault, through a hosted per-user session, from Claude or ChatGPT, through Tulina's own MCP server, not Pennylane's.
Official site: app.pennylane.com
What it can do
1 read
- 01Read
Read documents filed in a Pennylane document store
There is no static API key to leak: this runs through a signed-in session held per person, in a hosted browser. Financial data is sensitive by default — read-only where the vendor allows it, and never left broader than the task in front of it.
How do you connect Pennylane documents to Claude and ChatGPT?
Through Tulina's own MCP server, not Pennylane's own hosted one. Read documents filed in Pennylane's document vault, through a signed-in session held per person — from the same chat as Claude or ChatGPT.
Why through Tulina
The connection was never the hard part.
Most systems now publish their own way for a model to reach them, and that is good: it is what Tulina connects to. The hard part is deciding who may use it, what it is allowed to return, and what the model knows before it asks.
The keys stay in one place
YouTeamOrganisation
Connect Pennylane documents once. The credential is encrypted in a vault, never held in clear, and never pasted into a chat or a workflow file. A person uses their own key where they have one, their team's where they do not, the organisation's after that, so nobody is blocked and nobody holds more access than they need. Revoke it once and everything running on it stops.
What leaves is filtered before it leaves
fields droppedmasked or hashedpseudonymised
Roles decide who can reach Pennylane documents at all. Beyond that, a policy on the connector itself decides what comes back. The data is minimised at the source rather than after it has already reached a model.
Every call is on the record
whatwhowhen
Runs are logged for the organisation. That is what makes an automated action reviewable after the fact, and it is what a security review asks for first.
The run starts knowing your company
namingkey accountsdecisions
A direct connection gives a model access. It does not tell it how your company names things, which accounts matter, or what was decided last quarter. Tulina carries that across every tool, so the same request against Pennylane documents returns something usable instead of something generic.
Processes that run on Pennylane documents
None published yet.