NuMetric

xyz.virifi.numetric-mcp由 numetric-mcp.virifi.xyz 发布官方发布者v1.2.0更新于 Oct 24, 2026

Read-only NuMetric.work accounting & ERP data: statements, KPIs, reports, invoices, documents.

已验证Streamable HTTP可网页运行金融数据与分析商业与电商

概览

AI 生成的概览

只读连接 NuMetric.work 会计与 ERP 数据的远程服务,让助手回答报表、KPI、发票、项目和税务相关问题。

可以做什么
读取账簿:带余额的会计科目表、交易搜索与明细、日记账、财务报表、审计轨迹与变更历史、按科目报表、按月或按季净变动,以及 KPI 和现金状况。查看销售与往来款:销售发票、现金发票、报价单、应收与应付账龄、采购账单、客户及客户订阅。生成税务、项目与多项目损益、收银员销售与考勤、发票来源、产品与库存变动、固定资产及保管情况等报表。浏览并下载记录所附文档,可将整条记录的文档打包为 ZIP 下载。管理会话:列出并选择企业,查看自己的 NuMetric 套餐及权限允许的工具。
适用场景
当你希望助手直接依据真实的 NuMetric 账簿回答问题,例如资产负债表、损益表、现金可支撑月数、逾期发票、销售税、项目盈利或所附文档,而无需手工导出数据时使用。
运行要求
远程 Streamable-HTTP 端点,使用 OAuth 2.1 登录,无需本地安装包。需要任意套餐的 NuMetric.work 账户、你的区域,以及支持 OAuth 远程服务器的 MCP 客户端。访问权限沿用你在 NuMetric 中已有的权限。
安装前请注意
登录在 NuMetric 自有页面完成,助手只获得短期令牌,不会拿到你的密码。所有工具均为只读,不存在写入、付款或转账工具。标记为 Guarded 的数字可能过期或不平衡,应视为未确认。读取受速率限制并记入审计日志,下载文档会返回文件内容。

安装

在 SourceWeft 中

  1. 打开 控制台中的 NuMetric,将其添加到工作区。
  2. 连接 所需的 凭据。它们会被私密存储,绝不会在公开页面上展示。
  3. 为需要使用其工具的对话启用该服务。

Web executable,通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体,或 SourceWeft 对话中。智能体会读取该服务器的安装指南,先向你展示发布者、端点和登录方式,经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/xyz.virifi.numetric-mcp%2Fnumetric/install.md,并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前,先告诉我它的发布者、端点和登录方式,等我确认。不要把 API 密钥写进命令或我会提交的文件;问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。 客户端会在首次连接时完成 OAuth 登录。

{
  "mcpServers": {
    "numetric": {
      "type": "http",
      "url": "https://numetric-mcp.virifi.xyz/mcp"
    }
  }
}

README

[NuMetric]

NuMetric MCP Server

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

[MCP] [Auth] [Read-only] [License]

Website · Documentation · Privacy · Support


A Model Context Protocol server for the NuMetric.work POS / ERP / accounting platform. It exposes your live business data as 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."
  • "Which customers subscribe to my monthly plan, and who cancelled?"
  • "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)

bash
claude mcp add --transport http numetric https://numetric-mcp.virifi.xyz/mcp

Cursor / Windsurf / VS Code

json
{  "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

Accounting spine (8)
ToolReturns
list_chart_of_accountsChart of accounts with live computed balances and classification. Balances are ledger-signed (debit − credit); each row carries magnitude/side/isNormalSide
search_transactionsLedger search by date, type, category, reviewed status
get_transactionOne transaction with its full journal lines
get_daily_transactionsThe general journal for a period (debits = credits)
get_financial_statementP&L, balance sheet, trial balance, cash flow
get_account_transactions_reportPer-account transaction detail for a period
get_audit_trailWho created or changed each transaction and when, with filters for date, category, type, reviewed status, creator, editor, project, amount and free text. Requires the audit-trail permission on your NuMetric account
get_transaction_activityThe change history of one transaction — every event with who made it, when, and which fields moved from what to what
Analysis & KPIs (3)
ToolReturns
get_kpisCash runway, current ratio, DSO, DPO, revenue concentration, unreviewed count
get_cash_positionCash and bank balances across accounts
get_net_movementPer-account net movement across a calendar year, by month or by quarter — how each account moved period over period rather than where it ended. Ledger-signed (debit − credit), so income and liability accounts move negative as they grow
Sales, receivables & payables (10)
ToolReturns
list_invoicesSales invoices with filters
list_cash_invoicesCash invoices with filters
list_estimatesQuotes / estimates
get_invoice_statusAR status of one invoice by id or number
get_receivablesAR aging with overdue confidence
list_billsPurchase bills
get_bill_statusAP status of one bill
get_payablesTotal owed plus AP aging. outstanding.outstandingTotal is what you owe; aging covers only the aged subset
list_customersCustomers, with duplicate detection
list_customer_subscriptionsSubscription plans you sell to your customers: each plan's price and billing frequency, subscriber counts (active / suspended / cancelled), who is subscribed, and what has been invoiced
Tax (2)
ToolReturns
get_sales_taxSales tax / VAT summary for a period
get_sales_tax_transactionsPer-transaction tax detail
Projects (2)
ToolReturns
list_projectsProjects with status
get_multi_project_profit_lossP&L across one or many projects
Retail & cashier reporting (5)
ToolReturns
list_cashiersCashiers / staff
get_cashier_sales_invoicesPer-cashier sales by invoice
get_cashier_sales_itemsPer-cashier sales by item
get_cashier_attendanceCashier attendance
get_invoice_source_reportSales grouped by invoice source
Inventory (3)
ToolReturns
list_productsProduct list, including low-stock filtering
get_item_summaryPer-item stock card / movement
get_source_quantity_reportQuantity by source
Fixed assets (2)
ToolReturns
get_asset_reportYour fixed-asset register — name, type, GL account, cost and depreciation rate — reconciled against NuMetric's depreciation schedule. Depreciation totals are reported only when the two cover the same assets, and withheld (null, never zero) when they do not
get_asset_custody_reportAsset custody by holder
Documents (4)
ToolReturns
get_storage_overviewDocument storage overview
list_documentsAttachments on invoices, bills, and other records
get_documentDownload one document's content
get_document_bundleDownload all documents on a record as a ZIP
Account & session (3)
ToolReturns
list_businessesBusinesses on your account
select_businessChoose which business to work on
get_subscriptionYour own NuMetric plan (what you pay NuMetric, not your customers' subscriptions) and what it includes: the plan you are on, your effective limits, how much of your transaction and seat allowance is left, who has access to the account, which capabilities are available, per-business feature toggles, and which tools your permissions allow

Machine-readable schema for every tool: 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. That is meant literally: as of 0.9.0 the write code was removed from the deployed server rather than left behind a feature flag, so there is no configuration that turns it on. 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, or it is a snapshot rather than a live read. Your subscription entitlements are always Guarded: NuMetric provides no way to re-read them, so they reflect the moment you connected and refresh when you reconnect. Usage figures are the exception worth knowing about — seat counts come from NuMetric directly, while the transaction count is measured from your ledger and is reported with its basis.

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

MessageMeaning
NO_BUSINESS_SELECTEDRun "list my businesses", then select one.
SCOPE_REQUIREDYour NuMetric user lacks access to that module — ask your account admin.
A figure marked GuardedTreat it as unconfirmed rather than final.
STATEMENT_UNAVAILABLEThat 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.

来源:README.md,提交 4a60672

工具

0
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版本历史

3
  1. v1.2.0最新Oct 17, 2026
  2. v1.1.0Sep 19, 2026
  3. v1.0.0Sep 16, 2026

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