NuMetric

xyz.virifi.numetric-mcp由 numetric-mcp.virifi.xyz 發布官方發布者v1.2.0更新於 Oct 24, 2026

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

已驗證Streamable HTTP可網頁執行金融資料與分析商業與電商

概覽

AI 產生的概覽

唯讀連接 NuMetric.work 會計與 ERP 資料的遠端服務,讓助理回答報表、KPI、發票、專案與稅務相關問題。

可以做什麼
讀取帳簿:含餘額的會計科目表、交易搜尋與明細、日記帳、財務報表、稽核軌跡與變更歷程、依科目報表、按月或按季淨變動,以及 KPI 與現金狀況。檢視銷售與往來款項:銷售發票、現金發票、報價單、應收與應付帳齡、採購帳單、客戶及客戶訂閱。產生稅務、專案與多專案損益、收銀員銷售與出勤、發票來源、產品與庫存異動、固定資產及保管情形等報表。瀏覽並下載記錄所附文件,可將整筆記錄的文件打包為 ZIP 下載。管理工作階段:列出並選擇企業,檢視自己的 NuMetric 方案及權限允許的工具。
適用情境
當你希望助理直接依據真實的 NuMetric 帳簿回答問題,例如資產負債表、損益表、現金可支撐月數、逾期發票、銷售稅、專案獲利或所附文件,而不必手動匯出資料時使用。
執行需求
遠端 Streamable-HTTP 端點,使用 OAuth 2.1 登入,無需本機套件。需要任一方案的 NuMetric.work 帳號、你的區域,以及支援 OAuth 遠端伺服器的 MCP 用戶端。存取權限沿用你在 NuMetric 既有的權限。
安裝前請注意
登入在 NuMetric 自有頁面完成,助理只取得短期權杖,不會拿到你的密碼。所有工具皆為唯讀,沒有寫入、付款或轉帳工具。標示為 Guarded 的數字可能過期或不平衡,應視為未確認。讀取受速率限制並寫入稽核日誌,下載文件會回傳檔案內容。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 NuMetric,將其新增到工作區。
  2. 連接 所需的 憑證。它們會被私密儲存,絕不會在公開頁面上展示。
  3. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/xyz.virifi.numetric-mcp%2Fnumetric/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。 客戶端會在首次連接時完成 OAuth 登入。

{
  "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.

來源:README.md,提交 4a60672

工具

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版本歷史

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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