Norman
AI-powered bookkeeping, accounting, invoicing, and tax workflows for European businesses via MCP: invoices, transactions, receipts, ledgers, reports…
Community: Submitted by a user or imported; check the owner before granting accessOnlineNo sign-inGlobalFreeRead-only
What it can do
- List Clients: Get a list of all clients for the company. Returns: List of clients with their details
- Get Client: Get detailed information about a specific client. Args: client_id: ID of the client to retrieve Returns: Detailed client information
- Create Client: Create a new client. Args: name: Client name or business name client_type: Type of client (defaults to "business"), Options: "business", "private" address: Client physical address zip_c
What data it sees
Do you need an account
No: the server works without sign-in
AI-powered bookkeeping, accounting, invoicing, and tax workflows for European businesses via MCP: invoices, transactions, receipts, ledgers, reports, documents, taxes, and company workflows.
How to connect
How to connect Norman to Claude
The server address to paste into Claude settings:
https://norman--norman-finance.run.tools
- Open Claude (claude.ai or the desktop app).
- Go to Settings → Connectors.
- Click Add custom connector.
- Paste the server address copied below into Remote MCP server URL and click Add.
- In a chat, click + → Connectors and switch the new connector on.
Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.
Authorization
After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.
How to connect Norman to ChatGPT
The server address to paste into ChatGPT settings:
https://norman--norman-finance.run.tools
- Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
- Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
- Open Settings → Connectors and click Create.
- Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
- Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
- In a new chat open + → Apps/Connectors and enable the connector.
OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.
Authorization
On first use ChatGPT opens the service's sign-in window. Sign in and approve access.
How to connect Norman to Cursor
The server address to paste into Cursor settings:
https://norman--norman-finance.run.tools
Fastest: click Open in Cursor below and confirm the prompt.
Manually:
- In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
- Paste the JSON copied below into
~/.cursor/mcp.json(per project:.cursor/mcp.jsonin the repo root). - Save the file. The server appears in the MCP list; authorize it there if asked.
Authorization
If the service needs sign-in, an authorize button appears next to the server in the MCP list.
Server tool list (60)
Raw names from tools/list. Only developers need these.
| list_clients | Get a list of all clients for the company. Returns: List of clients with their details |
| get_client | Get detailed information about a specific client. Args: client_id: ID of the client to retrieve Returns: Detailed client information |
| create_client | Create a new client. Args: name: Client name or business name client_type: Type of client (defaults to "business"), Options: "business", "private" address: Client physical address zip_code: Client postal/zip code email: Client email address country: Client country code (e.g. "DE") vat_number: Client VAT number city: Client city phone: Client phone number Returns: Newly created client record |
| update_client | Update an existing client. Args: client_id: ID of the client to update name: Updated client name client_type: Updated client type ("business" or "private") address: Updated client physical address zip_code: Updated client postal/zip code email: Updated client email address country: Updated client country code (e.g. "DE") vat_number: Updated client VAT number city: Updated client city phone: Updated client phone number Returns: Updated client record |
| delete_client | Delete a client. Args: client_id: ID of the client to delete Returns: Confirmation of deletion |
| list_vendors | Get a list of all vendors (suppliers) for the company. Returns: List of vendors with their details |
| get_vendor | Get detailed information about a specific vendor. Args: vendor_id: ID of the vendor to retrieve Returns: Detailed vendor information |
| create_vendor | Create a new vendor (supplier). Args: name: Vendor name or business name iban: Vendor bank account IBAN bic: Vendor bank BIC/SWIFT email: Vendor email address phone: Vendor phone number address: Vendor physical address country: Vendor country code (e.g. "DE") vat_number: Vendor VAT number Returns: Newly created vendor record |
| update_vendor | Update an existing vendor. Only the fields you pass are changed. Args: vendor_id: ID of the vendor to update name: Updated vendor name iban: Updated IBAN bic: Updated BIC/SWIFT email: Updated email address phone: Updated phone number address: Updated physical address country: Updated country code (e.g. "DE") vat_number: Updated VAT number Returns: Updated vendor record |
| delete_vendor | Delete a vendor. Args: vendor_id: ID of the vendor to delete Returns: Confirmation of deletion |
| list_bills | Get a list of bills (incoming supplier invoices / Eingangsrechnungen). Args: status: Optional status filter (e.g. "PAID", "OPEN") Returns: List of bills with their details |
| get_bill | Get detailed information about a specific bill. Args: bill_id: ID of the bill to retrieve Returns: Detailed bill information |
| update_bill | Update an existing bill. Currently supports changing the bill status — e.g. set ``status="PAID"`` to clear a migrated/already-paid bill from the Bills view. Args: bill_id: ID of the bill to update status: New status (e.g. "PAID") Returns: Updated bill record |
| mark_bill_paid | Mark a bill as paid (``status="PAID"``) WITHOUT initiating a payment. Use this for bills that were already paid outside Norman (e.g. migrated bills) to clear them from the Bills view. To actually pay a bill via SEPA, use ``pay_bill`` instead. Args: bill_id: ID of the bill to mark paid Returns: Updated bill record |
| pay_bill | Initiate a SEPA payment for a bill. ⚠️ This starts a REAL payment flow. Returns a ``paymentOrderId`` and a ``webformUrl`` the user must open to authorise the payment with their bank. Does not move money on its own, but begins the process — only call when the user has explicitly asked to pay. Args: bill_id: ID of the bill to pay account_id: ID of the bank account to pay from (required by the backend) execution_date: Optional payment execution date in YYYY-MM-DD format purpose: Optional payment purpose / reference text Returns: Payment order details including paymentOrderId and webformUrl |
| delete_bill | Delete a bill. Args: bill_id: ID of the bill to delete Returns: Confirmation of deletion |
| create_invoice | Create a new invoice. Ask for additional information if needed, for example: - If the client is not found, ask for the client details and create a new client if necessary. - If pyament reminder should be sent, ask for the reminder settings. - If the invoice type is GOODS, ask for the delivery date. - If the invoice type is SERVICES, ask for the service start and end dates. - If the invoice should be sent to the client, ask for the email data. Args: client_id: ID of the client for the invoice items: List of invoice items, each containing name, quantity, rate, vatRate and total. Example: [{"name": "Software Development", "quantity": 3, "rate": 30000, "vatRate": 19, "total": 1071}] // VAT rates might be 0, 7, 19. By default it's 19. Rate and total are in cents. invoice_number: Optional invoice number (will be auto-generated if not provided) issued: Issue date in YYYY-MM-DD format due_to: Due date in YYYY-MM-DD format currency: Invoice currency (EUR, USD), by default it's EUR payment_terms: Payment terms text notes: Additional notes language: Invoice language (en, de) invoice_type: Type of invoice (SERVICES, GOODS) is_vat_included: Whether prices include VAT bank_name: Name of the bank (gets from company details if exists) iban: IBAN for payments (gets from company details if exists) bic: BIC/SWIFT code (gets from company details if exists) create_qr: Whether to create payment QR code (only if BIC and IBAN provided) color_schema: Invoice style color (hex code) font: Invoice font (e.g. "Plus Jakarta Sans", "Inter") is_to_send: Whether to send invoice automatically to client mailing_data: Email data if is_to_send is True. Example: { "emailSubject": "Invoice No.{invoice_number} for {client_name}", "emailBody": "Dear {client_name},...", "customClientEmail": "client@example.com" // email to send the invoice to, if not provided, it will be sent to the client email address } settings_on_overdue: Configuration for overdue notifications. Example: { "isToAutosendNotification": true, // whether to send notification automatically "customEmailSubject": "Reminder: Invoice {invoice_number} is overdue", // custom email subject "customEmailBody": "Dear {client_name},...", // custom email body "notifyAfterDays": [1, 3], // days to notify after the due date "notifyInParticularDays": [] // days to notify in particular dates [2025-05-23", "2025-05-24"] } service_start_date: Service period start date (YYYY-MM-DD) by default it's today, should be provided if invoice_type is SERVICES service_end_date: Service period end date (YYYY-MM-DD) by default it's one month from today, should be provided if invoice_type is SERVICES delivery_date: Delivery date for goods (YYYY-MM-DD) by default it's today, should be provided if invoice_type is GOODS Returns: Information about the created invoice. Use downloadUrl for a direct temporary PDF download link (valid for 1 hour). |
| create_recurring_invoice | Create a recurring invoice that will automatically generate new invoices based on specified frequency. Useful for contracts or services that bill on a regular basis. Always ask for reccurring configuration, for example: - How often to generate invoices (weekly, monthly) - Number of units for frequency (e.g. 1 for monthly = every month, 2 = every 2 months) - Start date - End date - End invoice count (optional) Ask for additional information if needed, for example: - If the client is not found, ask for the client details and create a new client if necessary. - If the invoice number is not provided, ask for it. - If the due date is not provided, ask for it. - If the payment terms are not provided, ask for it. - If the bank details are not provided, ask for it. Args: client_id: ID of the client for the invoice items: List of invoice items, each containing name, quantity, rate, vatRate and total frequency_type: How often to generate invoices ("weekly", "monthly") frequency_unit: Number of units for frequency (e.g. 1 for monthly = every month, 2 = every 2 months) starts_from_date: Date to start generating invoices from (YYYY-MM-DD) ends_on_date: Optional end date for recurring invoices (YYYY-MM-DD). Either ends_on_date or ends_on_invoice_count should be provided. ends_on_invoice_count: Optional number of invoices to generate before stopping. Either ends_on_date or ends_on_invoice_count should be provided. invoice_number: Base invoice number (will be auto-generated if not provided) issued: Issue date in YYYY-MM-DD format due_to: Due date in YYYY-MM-DD format currency: Invoice currency (EUR, USD), by default it's EUR payment_terms: Payment terms text notes: Additional notes language: Invoice language (en, de) invoice_type: Type of invoice (SERVICES, GOODS) is_vat_included: Whether prices include VAT bank_name: Name of the bank iban: IBAN for payments bic: BIC/SWIFT code create_qr: Whether to create payment QR code color_schema: Invoice style color (hex code) font: Invoice font (e.g. "Plus Jakarta Sans", "Inter") is_to_send: Whether to send invoices automatically to client settings_on_overdue: Configuration for overdue notifications service_start_date: Service period start date (for SERVICES type) service_end_date: Service period end date (for SERVICES type) delivery_date: Delivery date (for GOODS type) Returns: Information about the created recurring invoice. Use downloadUrl for a direct temporary PDF download link (valid for 1 hour). |
| get_invoice | Get detailed information about a specific invoice. Args: invoice_id: ID of the invoice to retrieve Returns: Detailed invoice information |
| send_invoice | Send an invoice via email. Args: invoice_id: ID of the invoice to send subject: Email subject line body: Email body content additional_emails: List of additional email addresses to send to is_send_to_company: Whether to send the copy to the company email (Owner) custom_client_email: Custom email address for the client (By default the email address of the client is used if it is set) Returns: Response from the send invoice request |
| send_invoice_overdue_reminder | Send an overdue payment reminder for an invoice via email. Args: invoice_id: ID of the invoice to send reminder for subject: Email subject line body: Email body content additional_emails: List of additional email addresses to send to is_send_to_company: Whether to send the copy to the company email (Owner) custom_client_email: Custom email address for the client (By default the email address of the client is used if it is set) Returns: Response from the send overdue reminder request |
| link_transaction | Link a transaction to an invoice. Args: invoice_id: ID of the invoice transaction_id: ID of the transaction to link Returns: Response from the link transaction request |
| get_einvoice_xml | Get the e-invoice XML for a specific invoice. Args: invoice_id: ID of the invoice to get XML for Returns: E-invoice XML data |
| list_invoices | List invoices with optional filtering. Args: status: Filter by invoice status (draft, pending, sent, paid, overdue, uncollectible) name: Filter by invoice (client) name from_date: Filter invoices created after this date (YYYY-MM-DD) to_date: Filter invoices created before this date (YYYY-MM-DD) limit: Maximum number of invoices to return (default 100) Returns: List of invoices matching the criteria |
| get_invoice_preview | Get a visual preview of an invoice. Returns an inline JPEG image of the first page of the invoice PDF, rendered directly in clients that support MCP ImageContent. Also includes a downloadUrl for the full PDF. |
| create_offer | Create a new offer/quote. Args: client_id: ID of the client for the offer items: List of offer items. Example: [{"name": "Software Development", "quantity": 3, "rate": 30000, "vatRate": 19}] VAT rates might be 0, 7, 19. Rate is in cents. offer_number: Optional offer number (will be auto-generated if not provided) issued: Issue date in YYYY-MM-DD format valid_until: Offer validity date in YYYY-MM-DD format (defaults to 30 days from today) currency: Offer currency (EUR, USD), by default it's EUR payment_terms: Payment terms text notes: Additional notes language: Offer language (en, de) invoice_type: Type of offer (SERVICES, GOODS) is_vat_included: Whether prices include VAT bank_name: Name of the bank iban: IBAN for payments bic: BIC/SWIFT code create_qr: Whether to create payment QR code (only if BIC and IBAN provided) color_schema: Offer style color (hex code) font: Offer font (e.g. "Plus Jakarta Sans", "Inter") is_to_send: Whether to send the offer automatically to client mailing_data: Email data if is_to_send is True service_start_date: Service period start date (YYYY-MM-DD) service_end_date: Service period end date (YYYY-MM-DD) delivery_date: Delivery date for goods (YYYY-MM-DD) Returns: Information about the created offer. Use downloadUrl for a direct temporary PDF download link when available. |
| list_offers | List offers/quotes with optional filtering. Args: status: Filter by offer status (draft, pending, saved, sent, approved) name: Filter by client name from_date: Filter offers created after this date (YYYY-MM-DD) to_date: Filter offers created before this date (YYYY-MM-DD) limit: Maximum number of offers to return (default 100) Returns: List of offers matching the criteria |
| get_offer | Get detailed information about a specific offer/quote. Args: offer_id: ID of the offer to retrieve Returns: Detailed offer information |
| send_offer | Send an offer/quote via email. Args: offer_id: ID of the offer to send subject: Email subject line body: Email body content additional_emails: List of additional email addresses to send to is_send_to_company: Whether to send a copy to the company email custom_client_email: Custom client email address Returns: Response from the send offer request |
| convert_offer_to_invoice | Convert an offer/quote into an invoice. The backend creates a new invoice from the quote data and removes the original quote. Args: offer_id: ID of the offer to convert Returns: Newly created invoice information |
| list_tax_reports | List all available tax reports. |
| get_tax_report | Retrieve a specific tax report. Args: report_id: Public ID of the tax report to retrieve Returns: Tax report details |
| validate_tax_number | Validate a tax number for a specific region. Args: tax_number: Tax number to validate region_code: Region code (e.g., DE for Germany) Returns: Validation result |
| generate_finanzamt_preview | Generate a test Finanzamt preview for a tax report. Returns the preview as an inline PNG image (first page) plus a downloadUrl for the full PDF. The image is rendered directly in clients that support MCP ImageContent. |
| submit_tax_report | Submit a tax report to the Finanzamt. Args: report_id: Public ID of the tax report to submit Returns: Response from the submission request and a link to the tax report from reportFile to download. If response status is 403, it means a paid subscription is required to file the report. |
| list_tax_states | Get list of available tax states. Returns: List of tax states |
| list_tax_settings | Get list of tax settings for the current company. Returns: List of company tax settings |
| update_tax_setting | Update a tax setting. Always generate a preview of the tax report @generate_finanzamt_preview before submitting it to the Finanzamt. Args: setting_id: Public ID of the tax setting to update tax_type: Type of tax (e.g. "sales"); Options: "sales", "trade", "income", "profit_loss" vat_type: VAT type (e.g. "vat_subject"), Options: "vat_subject", "kleinunternehmer", "vat_exempt" vat_percent: VAT percentage; Options: 0, 7, 19 start_tax_report_date: Start date for tax reporting (YYYY-MM-DD) reporting_frequency: Frequency of reporting (e.g. "monthly"), Options: "monthly", "quarterly", "yearly" Returns: Updated tax setting |
| get_company_tax_statistics | Get tax statistics for the company. Returns: Company tax statistics data |
| get_vat_next_report | Get the VAT amount for the next report period. Returns: VAT next report amount data |
| search_transactions | Search for transactions matching specified criteria. Args: description: Text to search for in transaction descriptions from_date: Start date in YYYY-MM-DD format to_date: End date in YYYY-MM-DD format min_amount: Minimum transaction amount max_amount: Maximum transaction amount category: Transaction category limit: Maximum number of results to return (default 100) no_invoice: Whether to exclude invoices no_receipt: Whether to exclude receipts status: Status of the transaction (UNVERIFIED, VERIFIED) cashflow_type: Cashflow type of the transaction (INCOME, EXPENSE) Returns: List of matching transactions with sensitive data removed |
| get_transaction | Get a transaction including its split items and current VAT semantics. |
| create_transaction | Create a new manual transaction. For SME companies (GmbH/UG), use company_category_id instead of category_id, and optionally set payment_date and payment_type for accrual accounting. |
| update_transaction | Update an existing transaction. For SME companies, use company_category_id and payment fields. |
| delete_transaction | Delete a transaction and its regenerable Ledger postings after confirmation. |
| categorize_transaction | Detect category for a transaction using AI. Args: transaction_amount: Amount of the transaction transaction_description: Description of the transaction transaction_type: Type of transaction ("income" or "expense") Returns: Suggested category information for the transaction |
| change_transaction_verification | Verify or unverify a transaction (finalize or unfinalize). Args: transaction_id: Public ID of the transaction to update verify: If True, verify (finalize) the transaction; if False, unverify (unfinalize) it Returns: Updated transaction information |
| get_accounting_setup | Get opening/cutover status for a fiscal year without changing the books. |
| analyze_accounting_cutover_documents | Analyze migration files without writing anything to the Ledger. |
| preview_accounting_cutover | Preview findings and reconciliation without changing the books. |
| apply_accounting_cutover | Write previewed opening/cutover data only after explicit confirmation. |
| list_chart_of_accounts_templates | List account frameworks available for the selected company and country. |
| list_chart_of_accounts | Search and page through the selected company's complete account master. |
| create_chart_of_accounts_account | Create a custom Ledger account; balance-sheet accounts stay Ledger-only. |
| update_chart_of_accounts_account | Edit a custom account, or hide/unhide a built-in account. |
| deactivate_chart_of_accounts_account | Soft-delete an account. Existing postings remain in the immutable Ledger. |
| switch_account_framework | Switch SKR framework with the same explicit confirmation used by the Norman UI. |
| list_assets | List fixed assets and their depreciation schedules. |
| get_asset | Get an asset including source transaction, useful life and annual depreciation. |
| create_asset | Create an asset, optionally linked to a Norman Transaction or split item. |