Norman Finance MCP Server

The Norman Finance MCP Server is a bridge that lets AI assistants, such as Claude, tap directly into the full spectrum of Norman Finance’s accounting and business‑management platform. By exposing a standardized Model Context Protocol interface, the server removes the friction of writing custom API wrappers and enables developers to harness accounting data, invoicing workflows, client records, tax reporting, and document storage with a single, well‑defined set of resources. This means that an AI can answer questions like “What is my current VAT liability?” or “Generate a PDF preview of the upcoming tax filing” without needing to manage authentication tokens, query parameters, or data transformation logic.

At its core, the server offers a rich set of capabilities that mirror Norman Finance’s native functionality. Secure authentication is handled via OAuth, ensuring that only authorized users can access their financial data. The company‑management resources expose balance sheets, VAT insights, and other high‑level metrics. Accounting tools let the AI monitor transaction streams, apply categorization rules, and surface spending patterns. Invoicing endpoints allow creation, retrieval, sending, and scheduling of recurring invoices, while the client‑management API provides CRM features such as adding new contacts or updating existing ones. Tax resources let the assistant pull tax reports, generate official PDF previews for the German Finanzamt, and even initiate filings. Finally, a document API lets users upload, retrieve, and associate receipts or contracts with transactions.

Real‑world use cases abound. A small business owner can ask an AI to sync new Stripe payments, automatically generate corresponding accounting entries, and even trigger a reminder email for overdue invoices. Tax professionals can rely on the server to pull up-to‑date VAT reports, calculate net liabilities, and produce compliant PDFs—all within a single conversational flow. Marketing teams might use the client API to pull contact lists for targeted outreach, while finance departments can query transaction insights to spot anomalous spending or optimize cash flow. Because the MCP exposes these operations as discrete resources, developers can compose complex workflows—such as automating end‑to‑end invoicing from receipt ingestion to tax filing—without writing bespoke integration code.

Integrating Norman Finance into an AI workflow is straightforward: the MCP client loads the server’s schema, authenticates the user, and then invokes the desired resource. The AI can ask high‑level questions or issue procedural commands; the MCP server translates them into HTTP requests against Norman’s API, handles pagination and rate limiting, and returns structured data back to the assistant. This seamless interaction lets developers focus on crafting conversational logic rather than plumbing, and it gives end users a powerful, AI‑driven interface to their entire financial stack.