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numina-technologies/mcp

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MCP server for AI accounting. Connect Claude, ChatGPT or Cursor to your Numina ledger.

Overview

Bring your own AI to your books. The Numina MCP server connects Claude, ChatGPT, Cursor or any other MCP client to your accounting ledger, so your AI can answer questions about your numbers and do the bookkeeping. Bogføring og regnskab med AI: forbind Claude eller ChatGPT til dit regnskab i Numina. Numina is a Danish accounting system: ledger, bank reconciliation, invoicing, VAT returns and reports, approved by the Danish Business Authority (Erhvervsstyrelsen). The Numina MCP server opens that ledger to the AI assistant you already use: - "What did we spend on software this year?", "Which invoices are overdue?", "Show the trial balance for Q3." - Draft expenses, match bank lines, create contacts and upload receipts. - Your AI only writes drafts. Nothing is booked until you approve it in Numina, and every change shows who made it and why.

README

Numina MCP: AI bookkeeping and accounting with Claude and ChatGPT

Bring your own AI to your books. The Numina MCP server connects Claude, ChatGPT, Cursor or any other MCP client to your accounting ledger, so your AI can answer questions about your numbers and do the bookkeeping.

Bogføring og regnskab med AI: forbind Claude eller ChatGPT til dit regnskab i Numina.

What you get

Numina is a Danish accounting system: ledger, bank reconciliation, invoicing, VAT returns and reports, approved by the Danish Business Authority (Erhvervsstyrelsen). The Numina MCP server opens that ledger to the AI assistant you already use:

  • Ask anything about your numbers. “What did we spend on software this year?”, “Which invoices are overdue?”, “Show the trial balance for Q3.”
  • Let it do the work. Draft expenses, match bank lines, create contacts and upload receipts.
  • Stay in control. Your AI only writes drafts. Nothing is booked until you approve it in Numina, and every change shows who made it and why.

MCP (Model Context Protocol) is the open standard AI assistants use to connect to other services, so the same server works with Claude, ChatGPT, Cursor and others.

This repo has the setup steps, a reference of the tools, and skills: step-by-step instructions your AI follows for a whole job, like booking last month’s Pleo expenses.

No Numina account yet? Create one at numina.app.

Connect

The server address is https://api.numina.app/mcp.

Claude (claude.ai / Desktop) Settings → Connectors → Add custom connector → paste the URL → Connect. Log in to Numina, pick the company and approve.

Claude Code

claude mcp add --transport http numina https://api.numina.app/mcp

Then run /mcp and choose Authenticate.

ChatGPT Settings → Apps & Connectors → Advanced → turn on Developer mode, then create a connector with the URL above and sign in to Numina.

Other clients (Cursor, VS Code, …) Use an API key, see examples/clients.md.

You can revoke access any time in Numina under Integrationer → API forbindelser.

Skills

Each skill is a SKILL.md file that walks your AI through one bookkeeping job, using the Numina tools below and the other service’s own connector.

Skill What your AI does
Gmail receipts Finds receipts in Gmail and gets them into Numina
Pleo Drafts Pleo expenses with their receipts
Stripe Drafts Stripe payouts against the bank, with sales, VAT and fees
Google Sheets Puts your trial balance and key figures in a sheet
Move from e-conomic Carries your e-conomic balances over as Numina’s opening balance
Move from Billy Carries your Billy balances over as Numina’s opening balance
Move from Dinero Carries your Dinero balances over as Numina’s opening balance

Install

  • Claude: upload the skill folder under Settings → Capabilities → Skills, or copy it to ~/.claude/skills/ for Claude Code.
  • ChatGPT and others: paste the SKILL.md into a project’s instructions or the chat.

Then ask, for example: “Run the Gmail receipts skill for last month.”

Tools

Read

Tool What it returns
get_company_info Company, accounting years, granted scopes
list_accounts, list_vat_codes Chart of accounts and VAT codes
get_account_balances Net movement per account per period
get_trial_balance Balances on a date
search_ledger_entries, get_transaction Booked and draft transactions
list_booked_entries Every posted entry in a period, with VAT code and bilag number, up to 1000 per call
search_bank_transactions, get_bank_transaction Bank lines and whether they’re reconciled
get_bank_balances Last-synced bank balances
list_invoices, get_invoice Sales invoices
search_contacts, get_contact Customers and suppliers
search_documents, get_document Receipts and other source documents

Write (drafts only, nothing is booked)

Tool What it does
create_draft, update_draft, delete_draft Balanced draft transactions, optionally for a bank line
reconcile_bank_transaction, unlink_bank_transaction Match a bank line to a draft, or undo it
propose_booked_change Suggest a correction to a booked transaction
create_contact, update_contact Suppliers and customers
create_upload_link, set_document_ocr Upload a receipt and record what it says
resolve_review Close a review once it’s fixed

Lines are signed (positive = debit, negative = credit) and must balance to 0. Danish VAT codes take the gross amount, reverse-charge codes the net amount. Every write takes a short reasoning, shown on the transaction’s history.

Examples

Contributing

Found a mistake or built a skill worth sharing? Open an issue or a pull request.

License

MIT. “Numina” and the Numina logo are trademarks of Numina Technologies ApS and are not covered by the license.

View the full README on GitHub

Install

This server does not publish a one-line install command.

Open the repository installation guide New to MCP? Start with the mcpskill.org guide →