Getting Started with the Numeric MCP

Last updated: May 9, 2026

This is Part 2 of the Numeric MCP series. You know what the MCP is — now let's connect it and run your first prompts.

Pick your path:
Need the conceptual foundation first? Go back to Part 1: What Is the Numeric MCP? ←
Ready to install pre-built workflows? Skip to Part 3: Skills & the Toolkit →
Want to see end-to-end automation? Jump to Part 4: Accruals & Journal Entries →

What You'll Need

Two things before you start:

  1. A Numeric account with access to at least one workspace.

  2. A Claude subscription (Team or Enterprise). Your Claude administrator will need to have enabled the Numeric connector for your organization.

That's it. No code, no API keys, no IT tickets.

Step 1 — Connect the Numeric MCP

  1. Go to your Claude settings and open Connectors

  2. Click the + button and choose Add Custom Connector

  3. Copy this URL and enter into Claude to add the Numeric MCP server: https://api.numeric.io/mcp

  4. Click Add. If you are on a Team plan, your administrator may need to complete these steps.

  5. Log in with your Numeric account when prompted.

  6. Start a conversation. Claude now has direct access to your Numeric workspace.

Once authenticated, the connector will appear as active in your settings.

Step 2 — Review Your Tool Permissions

Still in Connectors, click into the Numeric connector. You'll see two sections:

Read-only tools — things like list_workspaces, list_tasks, get_report_data, query_transaction_lines, and get_flux_explanations. These let Claude see your Numeric data without changing anything.

Write/delete tools — things like create_task, assign_task, submit_task, edit_task, and update_flux_explanation. These let Claude take action in your workspace.

Your Claude admin controls whether write tools are enabled. If you only see read tools, that's intentional — many teams start in read-only mode while they get comfortable. Each tool can also be set to "Always allow," "Ask every time," or "Never allow," so you have granular control over what Claude can do without asking first.

Step 3 — Run Your First Prompt

Start with something simple to confirm the connection is working:

"What workspaces do I have access to in Numeric?"

Claude should call the list_workspaces tool and return your accessible workspaces. If it does, you're live.

Quick-Start Prompts

Here are a handful of read-only prompts to get comfortable. None of these write anything back to Numeric, so they're safe to experiment with regardless of your permission level.

Close status:

"Show me the status of all tasks in my current close period."

Overdue tasks:

"Which tasks are overdue and who owns them?"

Financial reports:

"Pull the balance sheet report for March 2026."

Flux commentary:

"What flux explanations have been added this period?"

Workspace overview:

"List all workspaces I have access to and their current period completion rates."

Each of these translates into one or two MCP tool calls behind the scenes. Claude handles the tool selection automatically — you just ask the question in plain language.

Graduating to Write Actions

Once you're comfortable reading data, try a write action. Start small:

Add a comment to a task:

"Add a comment to the 'Process software accruals' task saying 'Reviewed — waiting on vendor invoice from Lucidchart.'"

Set a due date:

"Set the due date for all bank reconciliation tasks to May 8th."

Submit a completed task:

"Submit the 'Post payroll journal entry' task."

Claude will confirm what it's about to do before executing a write action, so you always have a chance to review before anything changes in Numeric.

Connecting Other Tools

The Numeric MCP is most powerful when it's not working alone. Claude can connect to multiple MCPs simultaneously, which means you can build workflows that span your entire tech stack.

Common pairings include:

  • Slack — send close status updates, overdue task reminders, or variance alerts to a channel.

  • Google Calendar — auto-block focus time based on upcoming Numeric due dates.

  • Gmail — draft recurring CFO status emails with close stats pulled from Numeric.

  • Your ERP (NetSuite, QuickBooks, Xero) — pull transaction-level detail to supplement Numeric reports, or post journal entries directly.

Each of these has its own MCP connector available in Claude's settings. The more connectors you enable, the more Claude can do in a single conversation without you context-switching between apps.

What's Next

At this point you can read your Numeric data, take basic actions, and start to see how cross-platform workflows come together. The next step is to stop writing prompts from scratch and start using skills — pre-built workflows that handle common close tasks end to end.

Next up: Part 3: Numeric MCP Skills — Pre-Built Workflows for Your Close →