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Numra MCP

Run your finance workflows from ChatGPT, Claude and Gemini.

Numra MCP connects your AI assistant to your payables and receivables workflows. Ask questions, check information and take actions across your existing business systems, using your rules and approval processes.

Your finance workflows, inside your AI assistant.

Numra gives ChatGPT, Claude and Gemini access to your payables and receivables workflows.

Raise purchase requests, approve invoices, check overdue balances, investigate discrepancies and take action across your finance processes.

Here are a few examples of what you can do.

Raise a purchase order.

Ask your AI assistant to prepare a purchase request in plain English.

Numra identifies the supplier, selects the accounting codes and department, and routes the request to the correct approver.

Once approved, the purchase order is created in your accounting system.

Explore Purchase Orders

Approve supplier invoices.

See the invoices assigned to you, review their details and approve them through your AI assistant.

Numra shows the supplier, amount, accounting codes and matching information so you can make a decision.

Approved invoices continue through your configured accounts payable workflow.

Explore Accounts Payable

Manage credit control.

Ask about overdue customer balances, previous reminders and customer replies.

Numra checks your credit control records and can prepare follow-ups, investigate disputes or update the next action for an account.

Explore Credit Control

Your workflows keep running in the background.

You don't need to ask your AI assistant to run every finance task.

Numra continues processing supplier invoices, sending scheduled reminders, reconciling statements and handling other routine work automatically.

Use your AI assistant when you want to check progress, investigate something or take an additional action.

You can also review and manage everything directly in the Numra platform.

Explore the Numra platform

How Numra MCP works.

Numra MCP connects your AI assistant to the workflows and business systems configured in Numra.

  1. 1

    Ask your AI assistant

    Use ChatGPT, Claude or Gemini to ask a question or request an action.

    You can use ordinary language without opening the relevant finance application.

  2. 2

    Numra carries out the work

    Numra retrieves information from your connected systems, applies your business rules and runs the relevant workflow.

    It can check records, prepare documents, create requests and identify exceptions.

  3. 3

    Review and approve where needed

    Actions that require a decision are presented for review.

    Numra follows your configured permissions and approval rules before completing the action and recording the result.

    Explore configuration

Questions

What is Numra MCP?

Numra MCP is a Model Context Protocol server that connects AI assistants to Numra's finance automation workflows.

It lets you access information and take actions across payables and receivables using ChatGPT, Claude, Gemini and other supported AI assistants.

Can I use Numra with ChatGPT, Claude and Gemini?

Yes. Numra MCP supports ChatGPT, Claude and Gemini. You can use your preferred AI assistant to access the Numra workflows available to your business.

How is Numra MCP different from connecting my AI assistant directly to Xero?

A direct Xero MCP connection gives an AI assistant access to supported Xero data and accounting actions.

Numra MCP provides access to Numra's finance workflows, including purchase approvals, supplier invoice processing, statement reconciliation and credit control.

These workflows can use information from multiple systems and follow your configured business rules.

Can I create purchase orders through ChatGPT or Claude?

Yes. You can ask Numra to prepare a purchase request, including the supplier, items, accounting codes and department.

Numra routes the request through your approval process before creating the approved purchase order in your accounting system.

Does Numra MCP replace the Numra platform?

No. You can use your AI assistant to ask questions and take actions, while the Numra platform provides a place to review work, manage exceptions, configure workflows and see activity history.

Routine workflows also continue running automatically in the background.

Can Numra MCP access all my financial information?

Numra MCP works with the systems, workflows and permissions configured for your business. Access and actions are governed by your connected systems and Numra's configured controls.

Do I need to understand MCP to use Numra?

No. Once Numra is connected to your supported AI assistant, you can interact with your finance workflows using ordinary language.

Put your finance workflows to work in your AI assistant.

See how Numra MCP connects ChatGPT, Claude and Gemini to your payables and receivables, using your existing systems and processes.

Guide: Xero MCP: connect Xero to Claude and ChatGPT