numetric-mcp-connector

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<img src="assets/icon-numetric.png" alt="NuMetric" width="96" height="96">

# NuMetric MCP Server

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

[![MCP](https://img.shields.io/badge/MCP-remote%20server-blue)](https://modelcontextprotocol.io)
[![Auth](https://img.shields.io/badge/auth-OAuth%202.1%20%2B%20PKCE-green)](#authentication)
[![Read-only](https://img.shields.io/badge/access-read--only-brightgreen)](#read-only-by-design)
[![License](https://img.shields.io/badge/license-MIT-lightgrey)](LICENSE)

[Website](https://numetric.work) · [Documentation](https://help.numetric.work/en/articles/16012930-numetric-connector-for-claude) · [Privacy](https://help.numetric.work/en/articles/12888838-privacy-policy) · [Support](https://help.numetric.work)

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---

A [Model Context Protocol](https://modelcontextprotocol.io) server for the
[NuMetric.work](https://numetric.work) POS / ERP / accounting platform. It exposes your live business
data as **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)

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

### Cursor / Windsurf / VS Code

```json
{
  "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

<details>
<summary><b>Accounting spine</b> (8)</summary>

| 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 |
| `get_audit_trail` | Who created or changed each transaction and when, with filters for date, category, type, reviewed status, creator, editor, project, amount and free text. Requires the audit-trail permission on your NuMetric account |
| `get_transaction_activity` | The change history of one transaction — every event with who made it, when, and which fields moved from what to what |

</details>

<details>
<summary><b>Analysis & KPIs</b> (3)</summary>

| Tool | Returns |
| --- | --- |
| `get_kpis` | Cash runway, current ratio, DSO, DPO, revenue concentration, unreviewed count |
| `get_cash_position` | Cash and bank balances across accounts |
| `get_net_movement` | Per-account net movement across a calendar year, by month or by quarter — how each account moved period over period rather than where it ended. Ledger-signed (`debit − credit`), so income and liability accounts move negative as they grow |

</details>

<details>
<summary><b>Sales, receivables & payables</b> (9)</summary>

| 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 |

</details>

<details>
<summary><b>Tax</b> (2)</summary>

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

</details>

<details>
<summary><b>Projects</b> (2)</summary>

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

</details>

<details>
<summary><b>Retail & cashier reporting</b> (5)</summary>

| 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 |

</details>

<details>
<summary><b>Inventory</b> (3)</summary>

| 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 |

</details>

<details>
<summary><b>Fixed assets</b> (2)</summary>

| Tool | Returns |
| --- | --- |
| `get_asset_report` | Your fixed-asset register — name, type, GL account, cost and depreciation rate — reconciled against NuMetric's depreciation schedule. Depreciation totals are reported only when the two cover the same assets, and withheld (null, never zero) when they do not |
| `get_asset_custody_report` | Asset custody by holder |

</details>

<details>
<summary><b>Documents</b> (4)</summary>

| 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 |

</details>

<details>
<summary><b>Account &amp; session</b> (3)</summary>

| 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 |

</details>

Machine-readable schema for every tool: [`mcp-schema.json`](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. That is meant literally: as of 0.9.0 the write code was
removed from the deployed server rather than left behind a feature flag, so there is no configuration
that turns it on. 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](https://help.numetric.work/en/articles/12888838-privacy-policy) and
[Terms & Conditions](https://help.numetric.work/en/articles/12888765-terms-and-conditions).

## Troubleshooting

| Message | Meaning |
| --- | --- |
| `NO_BUSINESS_SELECTED` | Run *"list my businesses"*, then select one. |
| `SCOPE_REQUIRED` | Your NuMetric