NuMetric MCP Server

Read your NuMetric accounting, reports & documents from any MCP client.

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A Model Context Protocol server for the NuMetric.work POS / ERP / accounting platform. It exposes your live business data as 39 read-only tools, so an AI assistant answers from your actual books instead of guessing.

It never creates, edits, or deletes anything.

https://numetric-mcp.virifi.xyz/mcp

What you can ask

"What's my balance sheet as of last month?" / "Show my P&L for Q2."
"What's my cash runway and current ratio?"
"List overdue invoices and total receivables."
"How much sales tax did I collect vs. pay this quarter?"
"Break down profit by project."
"What documents are attached to invoice INV-2026-0007?"

Install

Claude (web, Desktop, Code)

Settings → Connectors → Add custom connector → paste:

https://numetric-mcp.virifi.xyz/mcp

Then click Connect and sign in with your NuMetric email, password, and region. You're redirected back when authorized.

Claude Code (CLI)

claude mcp add --transport http numetric https://numetric-mcp.virifi.xyz/mcp

Cursor / Windsurf / VS Code

{
  "mcpServers": {
    "numetric": {
      "url": "https://numetric-mcp.virifi.xyz/mcp"
    }
  }
}

Any other MCP client

Point it at the Streamable-HTTP endpoint above. The server advertises OAuth 2.1 discovery (RFC 9728 / RFC 8414), so compliant clients start the sign-in flow automatically.

Requirements

A NuMetric.work account (any plan).
Your region (e.g. JO, SA, or Global).
An MCP client that supports remote servers with OAuth.

Access follows your existing NuMetric permissions — you only ever see the modules you already have rights to. A tool you lack permission for returns SCOPE_REQUIRED rather than data.

Choosing a business

If your account has more than one business, ask your assistant to list your businesses, then select one ("list my businesses" → "use Acme Trading"). The choice sticks for the session and you can switch anytime. Single-business accounts are selected automatically.

Tools

Accounting spine (6)

Tool	Returns
`list_chart_of_accounts`	Chart of accounts with live computed balances and classification. Balances are ledger-signed (`debit − credit`); each row carries `magnitude`/`side`/`isNormalSide`
`search_transactions`	Ledger search by date, type, category, reviewed status
`get_transaction`	One transaction with its full journal lines
`get_daily_transactions`	The general journal for a period (debits = credits)
`get_financial_statement`	P&L, balance sheet, trial balance, cash flow
`get_account_transactions_report`	Per-account transaction detail for a period

Analysis & KPIs (2)

Tool	Returns
`get_kpis`	Cash runway, current ratio, DSO, DPO, revenue concentration, unreviewed count
`get_cash_position`	Cash and bank balances across accounts

Sales, receivables & payables (9)

Tool	Returns
`list_invoices`	Sales invoices with filters
`list_cash_invoices`	Cash invoices with filters
`list_estimates`	Quotes / estimates
`get_invoice_status`	AR status of one invoice by id or number
`get_receivables`	AR aging with overdue confidence
`list_bills`	Purchase bills
`get_bill_status`	AP status of one bill
`get_payables`	Total owed plus AP aging. `outstanding.outstandingTotal` is what you owe; `aging` covers only the aged subset
`list_customers`	Customers, with duplicate detection

Tax (2)

Tool	Returns
`get_sales_tax`	Sales tax / VAT summary for a period
`get_sales_tax_transactions`	Per-transaction tax detail

Projects (2)

Tool	Returns
`list_projects`	Projects with status
`get_multi_project_profit_loss`	P&L across one or many projects

Retail & cashier reporting (5)

Tool	Returns
`list_cashiers`	Cashiers / staff
`get_cashier_sales_invoices`	Per-cashier sales by invoice
`get_cashier_sales_items`	Per-cashier sales by item
`get_cashier_attendance`	Cashier attendance
`get_invoice_source_report`	Sales grouped by invoice source

Inventory (3)

Tool	Returns
`list_products`	Product list, including low-stock filtering
`get_item_summary`	Per-item stock card / movement
`get_source_quantity_report`	Quantity by source

Fixed assets (2)

Tool	Returns
`get_asset_report`	Fixed-asset register with depreciation
`get_asset_custody_report`	Asset custody by holder

Documents (4)

Tool	Returns
`get_storage_overview`	Document storage overview
`list_documents`	Attachments on invoices, bills, and other records
`get_document`	Download one document's content
`get_document_bundle`	Download all documents on a record as a ZIP

Account & session (3)

Tool	Returns
`list_businesses`	Businesses on your account
`select_business`	Choose which business to work on
`get_subscription`	Your subscription and what it includes: the plan you are on, your effective limits, how much of your transaction and seat allowance is left, who has access to the account, which capabilities are available, per-business feature toggles, and which tools your permissions allow

Machine-readable schema for all 39: mcp-schema.json.

Read-only by design

Every tool carries readOnlyHint: true. There is no payment, transfer, trade, create, edit, or delete tool in this server — not gated, not present. Read-only tools run without per-call confirmation in clients that honor the hint.

Verified vs. Guarded

Every computed figure carries a confidence value:

Verified — the figure comes straight from NuMetric's accounting engine and reconciles.
Guarded — NuMetric flagged it as possibly stale or unbalanced, or it is a snapshot rather than a live read. Your subscription entitlements are always Guarded: NuMetric provides no way to re-read them, so they reflect the moment you connected and refresh when you reconnect. Usage figures are the exception worth knowing about — seat counts come from NuMetric directly, while the transaction count is measured from your ledger and is reported with its basis.

The server instructs connecting assistants to hedge on Guarded figures rather than present them as final. Claude reports what your books say; it does not recompute your accounting itself.

Authentication

OAuth 2.1 with PKCE (S256). You sign in on NuMetric's own page — your credentials are exchanged for a token server-side and held in an encrypted vault. The assistant only ever holds a short-lived token scoped to this server; your NuMetric password and API token never reach it.

Your business identity and region are bound to the authenticated principal and are never passed by the AI caller. Disconnect anytime from your client's connector settings.

Privacy & security

Read-only — no tool can move money or change your data.
Credentials never reach the AI client.
Encrypted in transit and at rest.
Every read is rate-limited per principal and written to an audit log.

See the Privacy Policy and Terms & Conditions.

Troubleshooting

Message	Meaning
`NO_BUSINESS_SELECTED`	Run "list my businesses", then select one.
`SCOPE_REQUIRED`	Your NuMetric user lacks access to that module — ask your account admin.
A figure marked Guarded	Treat it as unconfirmed rather than final.
`STATEMENT_UNAVAILABLE`	That statement type isn't available yet for your account.

Support

Via the in-app chat at help.numetric.work, or your usual NuMetric support channel.

About

Built and operated by VIRIFI Technologies Ltd (20–22 Wenlock Rd, London, UK), the maker of NuMetric. This is a first-party connector: NuMetric is our own platform and backend.

This repository holds the connector's public manifest and documentation. Licensed MIT.

numetric-mcp-connector

Install to Claude Code

README