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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 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?"

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

<details> <summary><b>Accounting spine</b> (6)</summary>

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

</details>

<details> <summary><b>Analysis & KPIs</b> (2)</summary>

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

</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	AP aging
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	Fixed-asset register with depreciation
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>Session</b> (2)</summary>

Tool	Returns
list_businesses	Businesses on your account
select_business	Choose which business to work on

</details>

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.