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norman-finance

Norman Finance MCP Server

Official

list_clients

Retrieve a detailed list of all clients for your company using Norman Finance MCP Server. Simplify financial workflows by accessing client details for accounting and tax filing purposes.

Instructions

Get a list of all clients for the company. Returns: List of clients with their details

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Implementation Reference

  • The main handler function for the 'list_clients' MCP tool. It uses the @mcp.tool() decorator and implements the logic to fetch clients from the Norman API for the authenticated company.
    @mcp.tool() async def list_clients( ctx: Context ) -> Dict[str, Any]: """ Get a list of all clients for the company. Returns: List of clients with their details """ api = ctx.request_context.lifespan_context["api"] company_id = api.company_id if not company_id: return {"error": "No company available. Please authenticate first."} clients_url = urljoin( config.api_base_url, f"api/v1/companies/{company_id}/clients/" ) return api._make_request("GET", clients_url)
  • Registration of client tools (including list_clients) by calling register_client_tools on the MCP server instance.
    register_client_tools(server)
  • The registration function that defines and registers the list_clients tool using @mcp.tool() decorator.
    def register_client_tools(mcp):

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