Getting Started

MCP URL: https://api.numeric.io/mcp

This URL works with any MCP-compatible client (Claude, ChatGPT, Cursor, Gemini, OpenAI Codex, and others). Point your client to the URL above, authenticate with your Numeric account when prompted, and you're connected.

Once connected, Claude operates with the same access as your Numeric user account. If your organization uses a single workspace, you're ready to go immediately — no workspace selection needed. Multi-workspace users can ask Claude to switch between workspaces at any time.

Setup by Client

Claude.ai / Claude Desktop

1. Go to your Claude settings and open Connectors

2. Click the + button and choose Add Custom Connector

3. Add the Numeric MCP server using the URL https://api.numeric.io/mcp

4. Press Add (if you are on a Team plan you administrator may need to complete these steps.

5. Complete the authentication process by logging into your Numeric account.

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

Claude Code

claude mcp add --transport http numeric <https://api.numeric.io/mcp>

Then run /mcp to select and authenticate with Numeric.

Cursor

1. Open Cursor Settings → Tools & MCP

2. Click New MCP Server — this opens your mcp.json config file

3. Add the Numeric server entry

{
  "mcpServers": {
    "numeric": {
      "url": "https://api.numeric.io/mcp"
    }
  }
}

4. Restart Cursor. MCP servers only load at startup

5. Complete the authentication flow when prompted

OpenAI Codex

codex mcp add numeric --url https://api.numeric.io/mcp
codex mcp login numeric

Once connected, Numeric tools are available across all Codex interfaces — CLI, VS Code extension, and Desktop app. Use /mcp to verify the server is active.

ChatGPT (web)

1. Go to Settings → Apps → Advanced settings and enable Developer Mode

2. Click Create app and enter:

   • Name: Numeric

   • MCP server URL: https://api.numeric.io/mcp

   • Authentication: OAuth

3. Complete the Numeric login when redirected

4. Start a new chat, click + in the composer, select More → Developer Mode, and toggle on the Numeric app

For best results, be explicit in your prompts e.g., "Use the Numeric app to list my open tasks for the current period."

Gemini CLI

Add Numeric to ~/.gemini/settings.json:

"numeric": {
    "url": "https://api.numeric.io/mcp",
    "type": "http",
    "oauth": {
      "authorizationUrl": "https://auth.numeric.io/oauth2/authorize",
      "tokenUrl": "https://auth.numeric.io/oauth2/token",
      "registrationUrl": "https://auth.numeric.io/oauth2/register",
      "scopes": ["openid", "profile", "email", "offline_access"]
    }
  }

Gemini CLI supports OAuth 2.0 for remote MCP servers and will automatically discover the authentication configuration.

Gemini (web / Enterprise)

For eligible workspaces, connect via the Google Cloud console under Gemini Enterprise → Data stores → Create data store → Custom MCP Server, using the URL and OAuth configuration above.

What is MCP?

The Model Context Protocol is an open standard that lets AI assistants connect to external tools and data sources. Instead of copy-pasting data between apps, MCP lets Claude (and other AI clients) take actions directly inside the systems you already use. Think of it as giving your AI assistant the same access your team has — but governed, auditable, and structured.

With the Numeric MCP server, Claude can now operate inside your Numeric workspace as a first-class participant in your accounting workflows.

What Can It Do?

The Numeric MCP server exposes several tools organized into three domains.

1. Workspace and Context

The foundation layer. Before doing anything, Claude can orient itself in your Numeric environment — understanding who's on the team, what periods are open, which entities exist, and what tags and categories are available.

• List and switch workspaces — Navigate between workspaces for multi-entity orgs

• Get full workspace context — Users, open/closed periods, entities and GL connections, holidays, tag groups, and permission structures

This means Claude doesn't need you to explain your org structure. It can look it up.

2. Close Task Management

The operational core. Claude can participate in the full lifecycle of a close task — from creation through review and approval.

• List tasks for any period — See what's open, what's overdue, what's blocked

• Create tasks — One-off or recurring, with assignees, reviewers, due dates, and tags all set in a single action

• Edit tasks — Update names, descriptions, due dates

• Assign and reassign — Set preparers, reviewers, and second reviewers

• Set due dates — Both specific dates (for instances) and recurring logic (e.g., "3rd business day after period end")

• Submit, approve, return — Full workflow actions for preparers and reviewers

• Categorize — Apply tags and associate tasks with entities/orgs

• Comment — Add comments and read comment history on any task

• Audit trail — Pull the full event history for any task or set of tasks

3. Financial Reporting and GL Data

The analytical layer. Claude can pull structured financial data, build ad-hoc reports, analyze trends, and drill into individual journal entries.

• List saved reports — See all configured reports in the workspace

• Get report data — Pull any saved report for any period (returned as structured TSV)

• Build ad-hoc reports — Construct balance sheets or income statements on the fly, with configurable pivots (by account, department, entity, class, location) and comparison windows (MoM, QTD, YTD)

• Trend analysis — Get period-over-period trends for any report row

• Drill into transactions — Query the underlying GL transaction lines for any report row within a date range — see every journal entry, vendor payment, and line item

A note on Insights: If you've used the Insights feature in Numeric, essentially anything you'd ask Insights is something you can now do through the MCP server — with the added benefit that Claude can chain together multiple queries, combine the results with data from other systems, and produce formatted outputs you can share directly.

Numeric-Native Workflows

The skills outlined above detail primary use-cases; these are just a few examples of multi-step workflows you might try out:

Natural Language GL Queries "What did we spend on AWS last quarter?" — Claude builds an ad-hoc income statement, pivots by vendor, filters to the relevant account, and returns the answer in seconds. No report configuration needed. Follow up with "break that down by department" or "show me the individual transactions" and Claude iterates on the same data.

Close Analytics and Retrospectives After each close, Claude pulls the full task event history — when things were submitted, returned, re-submitted, approved — and generates a retrospective analysis. Which tasks consistently miss deadlines? Which reviewers are bottlenecks? Where did the process break down? Ask Claude to compare close velocity across the last 3 or 6 periods to spot trends.

Report Reformatting and Enrichment Pull any saved report from Numeric and ask Claude to reformat it — add commentary, restructure the layout, annotate key variances, produce a board-ready summary, or convert it into a different document format entirely. Claude has the raw data; you direct the presentation.

Custom Close Status Dashboards Ask Claude to pull all tasks for the current period, group them by status, assignee, or tag, and produce a summary view — a quick snapshot of where close stands without opening the app. Useful for ad-hoc check-ins or when you want a view sliced differently than the default.

Bulk Task Operations Need to reassign 15 tasks from someone who's out? Create a recurring task template with specific due date logic for every role? Retag a batch of tasks after a reorg? Claude can do batch operations across tasks in a single conversation that would take dozens of clicks in the UI.

Cross-Platform Recipes

The MCP server becomes interestingly powerful when combined with other connected services. These recipes can be accomplished using Claude's skills and scheduling capabilities — meaning they can run on a cadence without manual triggering.

Slack + Numeric: Close Communication Autopilot

Daily Close Standup Bot Connect the Slack MCP and Numeric MCP together. Each morning during close, Claude checks all open tasks for the current period, identifies what's overdue or due today, and posts a formatted summary to your #accounting-close channel. No one has to ask "where are we?" — the answer is already there.

Task Completion Nudges Claude monitors task status and sends targeted DMs via Slack to assignees whose tasks are approaching or past due. Not a generic notification — a contextual message like: "Hey, the Prepaid Amortization task for March is due tomorrow and still in prep. Need help unblocking?"

Milestone Alerts When the period hits 50%, 75%, or 100% task completion, Claude posts an update to your close channel. When a critical-path task gets approved, the team knows instantly. When a task gets returned for revision, the preparer gets a Slack DM with the reviewer's comments pulled directly from Numeric.

Variance Alerts to Channels Claude runs a monthly ad-hoc report comparing the current period to the prior period. If any account moves more than a configurable threshold (say, 15%), Claude posts a summary to a #finance-alerts channel: "R&D Travel and Entertainment is up 47% MoM — $34K vs $23K. Drill-in shows 3 new vendor payments."

Google Calendar + Numeric: Deadline Sync

Auto-Block Close Windows At the start of each period, Claude reads all task due dates from Numeric and creates focused calendar blocks for each assignee. Reviewers get blocks scheduled after their preparer's due date. If due dates shift in Numeric, Claude updates the calendar events.

Smart Review Reminders Claude creates calendar reminders 24 hours before each review deadline, with the reminder description pre-populated with the task name, preparer, and current status pulled live from Numeric.

Gmail + Numeric: Stakeholder Communication

Automated Close Status Emails Claude drafts a weekly close status email to the CFO or controller, summarizing completion rates, overdue items, and any returned tasks. The email is drafted in Gmail (via Gmail MCP) with all data pulled live from Numeric — no manual assembly.

Auditor Prep Packets When preparing for an audit, Claude pulls specific report data and transaction details from Numeric, formats them into a clear summary, and drafts an email to external auditors with the relevant context.

Access Pre-Built Claude Skills From The Numeric Community

Skills are pre-built AI playbooks for automating specific accounting workflows. Each skill knows exactly what to ask, what data to pull from Numeric, how to process it, and what to produce — so you don't have to figure it out each time.

Instead of describing a multi-step workflow from scratch, you just describe what you need in plain language and the right skill activates automatically. Think of them as the difference between having an AI assistant and having an AI assistant that already knows how to do your job.

Review and download skills from this page.