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NuMetric MCP Server

by lowwmax

NuMetric MCP Server

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

MCP Auth Read-only License

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A Model Context Protocol server for the NuMetric.work POS / ERP / accounting platform. It exposes your live business data as 38 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?"

Related MCP server: SimpleShop MCP

Install

Claude (web, Desktop, Code)

Settings → ConnectorsAdd 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

Tool

Returns

list_chart_of_accounts

Chart of accounts with live computed balances and classification

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

Tool

Returns

get_kpis

Cash runway, current ratio, DSO, DPO, revenue concentration, unreviewed count

get_cash_position

Cash and bank balances across accounts

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

AP aging

list_customers

Customers, with duplicate detection

Tool

Returns

get_sales_tax

Sales tax / VAT summary for a period

get_sales_tax_transactions

Per-transaction tax detail

Tool

Returns

list_projects

Projects with status

get_multi_project_profit_loss

P&L across one or many projects

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

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

Tool

Returns

get_asset_report

Fixed-asset register with depreciation

get_asset_custody_report

Asset custody by holder

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

Tool

Returns

list_businesses

Businesses on your account

select_business

Choose which business to work on

Machine-readable schema for all 38: 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.

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.

A
license - permissive license
-
quality - not tested
B
maintenance

Maintenance

Maintainers
Response time
Release cycle
Releases (12mo)
Commit activity

Resources

Unclaimed servers have limited discoverability.

Looking for Admin?

If you are the server author, to access and configure the admin panel.

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