📝 Prerequisite: Before connecting Claude to NuMetric, you must have an active NuMetric account. If you don't have one yet, Create your NuMetric Account before continuing. Start Here
What you can do
Ask Claude things like:
- "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."
- "Show fixed assets and their depreciation."
- "What documents are attached to invoice INV-2026-0007?"
Behind the scenes Claude calls read-only tools that pull figures straight from NuMetric's accounting engine, it reports what your books say and flags anything it can't fully verify.
Requirements
A NuMetric.work account (any plan) with your email + password.
Your region (e.g. `JO`).
Access follows your existing NuMetric permissions — you only see modules you already have rights to.
Setup
In Claude, open Settings → Connectors, find NuMetric in the directory, and click Add.
Click Connect. A NuMetric sign-in page opens.
Enter your NuMetric email, password, and region, and authorize (read-only).
You're redirected back to Claude — you're connected.
🔒 Security: Your NuMetric password is exchanged for a secure token on our server and is never shared with Claude. You can disconnect at any time from Claude's Connectors settings.
Choosing a business
If your NuMetric account has more than one business, tell Claude to list your businesses and then select one to work on (e.g. "list my businesses", then "use Acme Trading"). The choice sticks for the session and you can switch anytime. Accounts with a single business are selected automatically.
What Claude can read
Financial statements — P&L, balance sheet, trial balance, cash flow, account-transactions
Chart of accounts with balances, general ledger, transaction search, daily journal
KPIs — cash runway, current ratio, DSO/DPO, revenue concentration
Receivables & payables with aging
Sales tax / VAT — summary and per-transaction
Projects — single and multi-project P&L
Sales reports — invoice source, source quantity, per-cashier sales & attendance
Fixed assets — register, depreciation, custody
Inventory — products, low stock, per-item stock movement
Documents — browse and download attachments on invoices, bills, and other records
Privacy & security
Read-only: no tool can move money or change your data.
OAuth 2.1 + PKCE; NuMetric credentials never reach Claude.
Data in transit and at rest is encrypted; see the Privacy Policy and Terms & Conditions
Support
Questions or issues? Contact NuMetric support via the in-app help/chat or your usual support channel.
Troubleshooting
"No business is selected" — run "list my businesses" then select one.
"This tool requires a scope" / permission error — your NuMetric user lacks access to that module; ask your account admin.
A figure is marked "Guarded" — NuMetric flagged it as possibly stale or unbalanced; treat it as unconfirmed rather than final.