NuMetric

Read-only access to your NuMetric.work accounting and ERP data.

CommunityOnlineNo sign-inGlobalFreeCan modify data

What it can do

  • Get Account Transactions Report: Period account-movement report (the "new" account transactions report): per-account debit/credit/balance for the period, PLUS opening balances, income/expense, and ret
  • Get Asset Custody Report: Fixed assets organized by CUSTODIAN (who holds them): each asset with its holder, location, and current value, plus a per-custodian roll-up (asset count + total purchase/net-
  • Get Asset Report: Fixed assets. `register` is the asset list NuMetric's own Assets Report shows (account-based, reconciles to the balance sheet by class) — name, type, GL account, cost, purchase date,

What data it sees

Do you need an account

No: the server works without sign-in

Read-only access to your NuMetric.work accounting and ERP data. Ask in plain language for financial statements, KPIs, receivables and payables, sales tax, project P&L, fixed assets, inventory, and document attachments — answered from your live books. 38 read-only tools; nothing is ever created, edited, or deleted.

How to connect

How to connect NuMetric to Claude

The server address to paste into Claude settings:

https://numetric.run.tools

  1. Open Claude (claude.ai or the desktop app).
  2. Go to Settings → Connectors.
  3. Click Add custom connector.
  4. Paste the server address copied below into Remote MCP server URL and click Add.
  5. 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 NuMetric to ChatGPT

The server address to paste into ChatGPT settings:

https://numetric.run.tools

  1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
  2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
  3. Open Settings → Connectors and click Create.
  4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
  5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
  6. 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 NuMetric to Cursor

The server address to paste into Cursor settings:

https://numetric.run.tools

Fastest: click Open in Cursor below and confirm the prompt.

Manually:

  1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
  2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
  3. 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 (39)

Raw names from tools/list. Only developers need these.

get_account_transactions_reportPeriod account-movement report (the "new" account transactions report): per-account debit/credit/balance for the period, PLUS opening balances, income/expense, and retained sections. periodType groups the reporting period (DAILY/WEEKLY/MONTHLY/QUARTERLY/YEARLY). Built on the same engine trial-balance endpoint (Verified) — richer than get_financial_statement trial_balance, which returns only the account movements. Read-only.
get_asset_custody_reportFixed assets organized by CUSTODIAN (who holds them): each asset with its holder, location, and current value, plus a per-custodian roll-up (asset count + total purchase/net-book value). Filter by assignedToUserId and/or location. Depreciation/net book value are NuMetric-computed as-of today (Verified). Read-only.
get_asset_reportFixed assets. `register` is the asset list NuMetric's own Assets Report shows (account-based, reconciles to the balance sheet by class) — name, type, GL account, cost, purchase date, and a depreciation RATE (a percent, not a charge). `schedule` and the depreciation totals come from NuMetric's separate PURCHASE register, which computes period/accumulated depreciation and net book value server-side. THE TWO ARE DIFFERENT POPULATIONS: when they do not reconcile, the depreciation figures are null and `reconciliation` says why — read the period charge from the Depreciation Expense account in get_financial_statement instead, and never report 0 as the depreciation. Confidence is Verified only when the schedule actually covers the register. Note the register ignores startDate/endDate. Optional filters: isAuto, assetAccountId, assignedToUserId, location. Read-only.
get_bill_statusAP status of one vendor bill (status, due date, due amount, total). Pass billId, or billNumber (resolved from the bill list). Read-only.
get_cash_positionCurrent combined cash and bank balance for the connected business. Read-only.
get_cashier_attendanceLogin-session attendance for one cashier over a date range: per-day login/logout times and duration. Requires cashierEmail (the cashier's login email — the report is per cashier). Login-session timing, not POS-terminal clock-in/out. NuMetric-sourced (Verified). Read-only.
get_cashier_sales_invoicesOne cashier's invoices over a date range (invoice-list view): per invoice — number, customer, dates, order source, POS/cash flags, subtotal/tax/discount/total/due, item count, and status — plus totals. Requires cashierEmail. Same underlying sales as get_cashier_sales_items (which aggregates by product instead). NuMetric-sourced (Verified). Read-only.
get_cashier_sales_itemsUnits sold per product across ONE cashier's invoices over a date range: per product — quantity (units), gross line amount (price × qty, before invoice-level discounts/tax), and invoice count. Requires cashierEmail (the report is per cashier). The per-product roll-up is computed from the engine's invoice line items (stated in notes). Read-only.
get_daily_transactionsGeneral-journal listing over a date range: one row per double-entry line — date, serial number, transaction number, description, category (Invoice/COGS/…), type, account, debit, credit — plus engine debit/credit totals and a balanced check. Rows sharing serialNumber belong to one transaction. NuMetric-computed (Verified). Read-only.
get_documentDownload one document's content as base64, with metadata (file name, type, size). Requires fileId (from list_documents). NOTE: content is returned INLINE as base64 — large files consume a lot of context, so files over maxBytes (default 5 MB) return metadata only (contentReturned:false); raise maxBytes to force. Read-only.
get_document_bundleDownload a ZIP of ALL documents attached to one record (invoice/bill/JV/product/…) as base64, with size. Requires referenceId (from list_documents — the record the files are attached to). Same size guard as get_document (default 5 MB → metadata only above it). Read-only.
get_financial_statementAccrual-basis financial statement: statement = "profit_loss" (account-based income/expense + net profit), "balance_sheet" (assets/liabilities/equity as of endDate), "trial_balance" (per-account debit/credit/balance), "general_ledger" (per-account transaction detail with running balance — requires accountId), or "cash_flow" (monthly net cash in/out + net change for the year of endDate). Each carries a Verified/Guarded confidence and a `signConvention`. SIGNS DIFFER BY STATEMENT: trial_balance and general_ledger are ledger-signed (debit − credit, so a normal liability/income account is NEGATIVE and trial_balance rows expose magnitude/side/isNormalSide), while balance_sheet and profit_loss are presentation-magnitude (every line positive, the section carries the meaning). The same payable is therefore negative in trial_balance and positive on balance_sheet — that is presentation, not a contradiction. This tool is the authority when a subledger or aging figure disagrees. Read-only.
get_invoice_source_reportNon-draft invoices over a date range, filterable by SOURCE: orderFrom (e.g. "POS-Order"), customer, project, invoiceScope (local/export), invoiceKind (cash/regular). Each invoice carries customer, dates, order source, amounts (subtotal/tax/shipping/total/due), COGS, and status. Returns per-page sums and pagination. NuMetric-computed (Verified). Read-only.
get_invoice_statusAR status of one invoice (primary/secondary status, due date, due amount, total). Pass invoiceId, or invoiceNumber (resolved from the invoice list). Read-only.
get_item_summaryPer-item stock-movement ledger over a date range: each movement — date, transaction type (Sales Invoice/Purchase/…), signed quantity, running closing stock, price, reference number — plus the item name and ending stock. Requires itemId (from list_products). NuMetric-computed (Verified). Read-only.
get_kpisFirst-class accounting KPIs for a period: cash runway, current ratio, DSO, DPO, revenue concentration, and unreviewed-transaction count. Each returns its value, raw inputs, and a "confidence" (Verified/Guarded) — hedge on any Guarded figure. Note: NuMetric tracks "reviewed" (not bank "reconciled") status. KPIs the caller lacks scope for return value:null with a note. Read-only.
get_multi_project_profit_lossProfit & loss broken down PER PROJECT for the given projects over a date range: NuMetric-computed income, expense, and net profit per project, plus a combined total across them. Get project ids from list_projects. Figures are computed by the accounting engine (Verified) — do not re-derive them. Read-only.
get_payablesMoney we owe, both ways round. `outstanding` answers "how much do we owe in total" (outstandingTotal across all bills, plus the overdue slice, unpaid count, and a Verified/Guarded confidence). `aging` answers "how much of it has aged" — buckets from firstPhase (newest aged) to lastPhase (oldest), scope "aged_only", covering ONLY what has crossed NuMetric's aging threshold. Aging is a SUBSET of outstanding, so aging below the total (including 0 against a large balance, meaning every bill is current) is expected and healthy — never report "no payables" from the aging figure. Both are unsigned magnitudes, not ledger-signed. The cross-check is in outstanding.reconciliation.agedPayables. Read-only.
get_receivablesMoney owed to us: AGED receivables buckets (firstPhase = newest aged → lastPhase = oldest) plus an overdue summary that cross-checks status-based vs due-date aging and returns a "Verified" or "Guarded" confidence. The aging buckets are scope: "aged_only" — only what has crossed NuMetric's aging threshold, a SUBSET of total outstanding — so use `overdue.outstandingTotal` for the total owed to us and the buckets for how much of it is overdue. Aged below outstanding is expected; only aged EXCEEDING outstanding is a data error. Treat a Guarded overdue figure as unconfirmed. Read-only.
get_sales_taxSales-tax / VAT report for a date range: output VAT (tax collected on sales) and input VAT (tax paid on purchases), per tax account, with taxable bases, tax totals, and the net tax payable (output − input). All figures are NuMetric-computed (Verified) — do not re-derive them. Read-only.
get_sales_tax_transactionsPer-transaction sales-tax (VAT) detail for ONE tax account over a date range: each invoice/bill with its net amount, tax amount, and total. Requires accountId — the tax account id (get it from list_chart_of_accounts). Each row's type is "Invoice" (output VAT) or "Bill" (input VAT). NuMetric-computed (Verified) — do not re-derive. Read-only.
get_source_quantity_reportUnits sold per product across non-draft invoices in a date range, filterable by source (orderFrom, customer, project, invoiceScope local/export, invoiceKind cash/regular). Per product: quantity (units), gross line amount (price × qty, before invoice-level discounts/tax), and invoice count. Quantities roll up the engine's invoice line items (NuMetric has no dedicated endpoint for this) — the roll-up is computed here, stated in notes. Read-only.
get_storage_overviewThe auto-categorized document tree (parentType → documentType with file counts) plus storage usage (total/used/remaining bytes, total files). Use a category's parentType + documentType with list_documents. Read-only.
get_subscriptionWhat this account is subscribed to. `subscription` is the ONE product the customer pays for (Business-Unlimited, Retail-Core, …) with its price, status and expiry — that price is the TOTAL for the account. `includes` lists the capabilities that come WITH that subscription (Payroll, CRM, Inventory, …), each with an `available` boolean; `unavailable` is the short list of what is off. These are NOT separate purchases: never present them as add-ons or modules, never attach prices to them, and never sum anything into a combined total. `limits` are the effective ceilings the subscription confers (transactions, storage, users, businesses, stores); a null limit is UNKNOWN, never 0. `businessFeatures` covers per-business toggles (sales tax, SMS, transaction lock, webhooks, payment gateway), and `access` gives the caller's module permissions and which MCP tools their scopes allow. IMPORTANT: subscription entitlements are a SNAPSHOT taken when the user authenticated (NuMetric exposes no route to re-read them), so they carry `confidence: "Guarded"` and an `asOf` — report them as of that time and say that reconnecting refreshes them. Read-only.
get_transactionFetch one ledger transaction by id, including its full journal lines and the referenced document. Read-only.
list_billsList vendor bills for the connected business (number, vendor, date, status, total, due). Read-only.
list_businessesList every NuMetric business on the connected account, flagging which one is currently active and which you have read access to. Call this first if no business is selected: every other tool acts on the ACTIVE business, chosen with select_business. Read-only.
list_cash_invoicesList POS cash invoices with optional date range (from/to, YYYY-MM-DD) and exact customer-name filter. Returns a per-customer breakdown + total. Read-only.
list_cashiersList the business's staff/cashiers — name, login email, id, last login. Use the email as the cashierEmail argument for get_cashier_attendance / get_cashier_sales_items / get_cashier_sales_invoices. Read-only.
list_chart_of_accountsThe business chart of accounts (id, name, type, section, current/non-current classification) grouped by section, with per-account balances joined live from the trial balance by accountId (confidence: Verified — check the returned balancesAvailable flag). SIGNS: balances are ledger-signed (debit − credit), so Liabilities/Equity/Income are NEGATIVE when normal and totalsBySection is negative for those sections — use each account's unsigned `magnitude` plus `side`/`isNormalSide` rather than reading the sign, and see `abnormalSideAccounts` for balances sitting opposite their natural side. Two further caveats, both in the returned notes: the chart is flat (no parent/child hierarchy), and the current vs non-current classification is a heuristic. Read-only.
list_customersList customers and flag data-quality issues: names mapping to multiple ids (record fragmentation) and guest/walk-in placeholder records. Read-only.
list_documentsList uploaded documents of one category, grouped by the record they are attached to (invoice/bill/JV/product/…). Each file has name, type, size (bytes), uploader, and date. Requires parentDocType + documentType (from get_storage_overview). Read-only.
list_estimatesList estimates/quotes for the connected business (number, customer, date, status, total). Read-only.
list_invoicesList invoices for the connected business (merged general + overdue feeds, deduped and normalized). Read-only.
list_productsList inventory products with on-hand, reserved, low-stock flag and inventory value. Set lowStockOnly:true to return only products below their reorder threshold. Read-only.
list_projectsThe business's projects (job/cost-centres) — id, name, active flag, description — paginated. Use the project ids with get_multi_project_profit_loss. Read-only.
list_vendorsList vendors/suppliers with their accounts-payable position DECODED, so the sign never has to be guessed: each vendor carries direction ("we_owe" | "they_owe" | "settled") plus non-negative amountWeOwe / amountTheyOwe, and the response totals both. The raw `balance` is ledger-signed (negative = unpaid bills we owe; positive = an overpayment the vendor owes us) — read the decoded fields, not the sign. Note this is the opposite sign to the same payable on the balance sheet, where liabilities print positive; that is presentation, not a contradiction. Read-only.
search_transactionsSearch the journal ledger. Server-side filters: date range (from+to together, YYYY-MM-DD), type, category, and reviewed status. NOTE: filtering by account, counterparty, or amount is NOT supported by the NuMetric backend — see the returned "clientNote". Read-only.
select_businessChoose which NuMetric business the session acts on, by id or company name (see list_businesses). The choice persists for the session until changed; all subsequent tools use it. Read-only (no data is modified).