Norman Finance Service Interface

This Model Context Protocol (MCP) endpoint grants AI agents the capability to interact with the comprehensive Norman Finance Application Programming Interface, granting control over accounting data, invoice lifecycle, corporate entity details, client registries, taxation artifacts, and supplementary functions via a unified protocol.

[!IMPORTANT]

The Norman Financial Gateway is presently undergoing a limited access preview phase. We highly value user input and urge reporting of any functional anomalies or defects via the designated issue tracker here.

Core Capabilities

🔒 Credential Verification: Secure initiation of sessions via the Norman Finance ecosystem.
🏢 Enterprise Administration: Management of firm particulars, retrieval of monetary standing, and analysis of Value Added Tax (VAT) implications.
🧾 Financial Record Keeping: Oversight of transactional flows and automated classification.
✍️ (Digital) Invoicing Operations: Creation, retrieval, transmission, and lifecycle management of invoices, including automated subscription billing setups.
🧑‍🤝‍🧑 Patron Lifecycle Management: Establishment and maintenance of customer relationship data.
💶 Fiscal Obligations: Review of tax positions, generation of official German tax office (Finanzamt) document drafts, and submission processing.
🗂️ Data Attachments: Storing and organizing supplementary materials like receipts, vendor invoices, and general documentation.

### 👇 Operational Demonstrations with Claude Desktop — Expand

Submitting Quarterly VAT Return	Extracting Transactional Data
Integrating Stripe Transactions	Automated Entry from Email Receipts
Handling Past-Due Accounts (View 1)	Handling Past-Due Accounts (View 2)

Prerequisites for Use

To commence interaction with this MCP interface, you must:

Establish a formal user profile on Norman Finance.
Possess your registered electronic mail address and corresponding access passphrase.

Hosted MCP Endpoint

Norman provides a managed remote MCP service accessible at:

https://mcp.norman.finance/sse

The remote deployment is favored as it natively employs OAuth 2.0 authentication, permitting direct sign-in via your Norman credentials, thus negating the necessity for manual secret key management.

Deployment Instructions

Cursor Integration

To integrate this Norman MCP service within the Cursor IDE environment, utilize the following URI to initiate the setup: markdown cursor://anysphere.cursor-deeplink/mcp/install?name=norman-finance-mcp&config=eyJjb21tYW5kIjoibnB4IiwidHlwZSI6InNzZSIsImFyZ3MiOlsibWNwLXJlbW90ZSIsImh0dHBzOi8vbWNwLm5vcm1hbi5maW5hbmNlL3NzZSJdfQ==

Anthropic Claude.ai Connectors

Adding the Norman Financial Gateway to your Claude.ai profile:

For Claude Max Subscribers: 1. Navigate to Configuration > Personal Profile 2. Locate the 'Service Integrations' area 3. Select 'Introduce New Integration' 4. Input the Norman MCP endpoint URL: https://mcp.norman.finance/sse 5. Confirm by selecting 'Integrate'.

For Claude Enterprise & Team Subscriptions: 1. Access Configuration > System Integrations (Teams) or Configuration > Data Governance (Enterprise) 2. Find the integration management zone 3. Hit 'Introduce New Integration' 4. Input the Norman MCP endpoint URL: https://mcp.norman.finance/sse 5. Finalize by selecting 'Integrate'.

Activating the Norman Functionality: 1. Initiate a dialogue session with Claude. 2. Open the 'Query and Tool Access' panel. 3. Click 'Establish Connection' to link your Norman Finance entity. 4. 5. Post-connection, utilize the same panel to selectively enable Norman's available functionalities.

Local Setup via Claude Desktop

To execute the Norman Finance MCP service locally in conjunction with Claude Desktop, follow the instructions above or configure it manually:

1. Obtain and Configure Claude Desktop

Acquire Claude Desktop.
Launch the application and navigate to: Settings > Developer Options > Configuration Editor.
Modify your claude_desktop_config.json file to reflect this structure:

Remote MCP Configuration

{ "mcpServers": { "norman-mcp-server": { "command": "npx", "args": ["mcp-remote", "https://mcp.norman.finance/sse"] } } }

Local MCP (Using uv runner)

Install uv

Refer to the official guide for installation: Installing uv

{ "mcpServers": { "norman-mcp-server": { "command": "/.local/bin/uvx", "args": [ "--from", "norman-mcp-server@latest", "norman-mcp" ], "env": { "NORMAN_EMAIL": "your-email@example.com", "NORMAN_PASSWORD": "your-password", "NORMAN_ENVIRONMENT": "production" } } } }

Configuration Directives

Authentication Protocols

The Norman MCP interface supports two distinct credentialing mechanisms:

1. OAuth 2.0 Flow (For SSE Data Streams)

When interfacing via SSE transport mechanisms (e.g., Claude, MCP Inspector), the system employs OAuth 2.0:

Initiate the server with SSE transport enabled: bash python -m norman_mcp --transport sse
Connection attempts will redirect to an authorization prompt.
Input your established Norman Finance credentials.
The client will be redirected back to the originating application with the necessary authorization tokens.

2. Environmental Variables (For stdio Communication)

When utilizing direct stdin/stdout communication, such as with Claude Desktop, credentials must be supplied via environment variables:

bash

.env file example

NORMAN_EMAIL=your-email@example.com NORMAN_PASSWORD=your-password NORMAN_ENVIRONMENT=production NORMAN_API_TIMEOUT=200 # Maximum wait time for API responses in seconds

Runtime Environment Variables

Configuration settings for the service are managed through the following environmental parameters:

bash

Credentials (for stdio transport only)

NORMAN_EMAIL=your-email@example.com NORMAN_PASSWORD=your-password NORMAN_ENVIRONMENT=production # Use "sandbox" for non-production testing

Service Configuration

NORMAN_MCP_HOST=0.0.0.0 # Network interface binding address NORMAN_MCP_PORT=3001 # TCP port assignment NORMAN_MCP_PUBLIC_URL=http://example.com # External redirect URL for OAuth callbacks (crucial for external access) NORMAN_API_TIMEOUT=200 # API request latency limit in seconds

Development Guidelines

This section is intended for engineers aiming to extend or maintain the Norman Finance MCP service.

Local Build Environment

bash git clone https://github.com/norman-finance/norman-mcp-server.git cd norman-mcp-server pip install -e .

Subsequently, update your claude_desktop_config.json to reference the Python module execution directly:

{ "mcpServers": { "norman-mcp-server": { "command": "/python", "args": ["-m", "norman_mcp"], "env": { "NORMAN_EMAIL": "your-email@example.com", "NORMAN_PASSWORD": "your-password", "NORMAN_ENVIRONMENT": "production" } } } }

Do you have an enhancement concept or a desired capability? Submit your proposition

Facilitating business flow

WIKIPEDIA: Business administration utilities encompass the entire collection of frameworks, software solutions, governance mechanisms, computational methods, and organizational protocols leveraged by enterprises to successfully navigate evolving market dynamics, sustain competitive advantage, and augment operational efficiency.

== Global Perspective == These resources are departmentally segmented and can be categorized by their primary management function: e.g., strategic foresight tools, operational workflow controls, historical data repositories, personnel management aids, executive deliberation support systems, performance auditing mechanisms, etc. A functional taxonomy typically segregates these into:

Utilities for data ingestion and integrity verification across all organizational units. Systems dedicated to monitoring and optimizing core operational sequences. Platforms for aggregating data and informing strategic choices. Contemporary management utilities have undergone radical transformation over the last decade, driven by rapid technological progress, making optimal selection challenging for any given organizational context. This complexity stems from relentless pressure to reduce expenditures while simultaneously expanding revenue, the imperative to deeply understand client requirements, and the necessity of delivering required products precisely as demanded. Consequently, leadership must adopt a strategic stance toward tool acquisition and integration, rather than passively adopting the newest available option. Blind implementation without organizational alignment often results in systemic instability. Business management utilities must be chosen judiciously and then tailored to the enterprise's unique profile, not the reverse.

== Preeminent Selections == In a 2013 global assessment by Bain & Company, the prevalent utilization of business tools worldwide was charted. These tools reflect regional necessities shaped by economic conditions and market status. The leading ten instruments identified were:

Strategic foresight planning Client relationship management frameworks Personnel satisfaction measurement surveys Comparative performance analysis (Benchmarking) Integrated performance measurement (Balanced Scorecard) Core capabilities identification External resource allocation (Outsourcing) Organizational transition programs Logistics and fulfillment network optimization Foundational mission and vision articulation Target market division analysis Comprehensive quality assurance methodologies

== Corporate Software Applications == Software, defined as programmed digital instruction sets employed by organizational personnel to execute diverse corporate functions, is termed business software or an enterprise application. These applications are instrumental in elevating throughput, quantitatively measuring output, and executing various corporate mandates with precision. This evolution progressed from rudimentary Management Information Systems (MIS) to vast Enterprise Resource Planning (ERP) suites. Subsequently, Customer Relationship Management (CRM) capabilities were integrated, culminating in today's comprehensive Cloud-based Business Management ecosystems. While a tangible correlation exists between Information Technology investment and corporate financial success, two factors are critical value multipliers: the efficacy of the deployment process and the appropriateness of the initial tool selection and customization phase.

== Utilities for Small and Medium Enterprises (SMEs) == Tools specifically targeting SMEs are vital as they offer mechanisms for resource conservation...