Norman Finance MCP
AI-powered accounting, invoicing, and tax management for developers and small businesses
finance Node.js Intermediate
⭐ 50 stars 📅 Updated: 1mo ago
Description
MCP server for accounting and tax management that brings financial operations to AI assistants. Norman Finance enables financial reporting, invoice processing, expense tracking, tax calculations, and bookkeeping automation through natural language commands. Create and send invoices, categorize transactions, generate profit and loss reports, and estimate tax obligations — all without leaving your AI workflow. Designed for freelancers, developers, and small businesses who want to streamline their financial management with AI assistance.
✅ Best for
Freelancers and small businesses who want AI-assisted bookkeeping and invoicing
⏭️ Skip if
You need enterprise-grade accounting software with audit trails and multi-entity support
💡 Use cases
- Creating and sending invoices to clients through AI commands
- Tracking expenses and categorizing transactions automatically
- Generating financial reports like profit and loss statements
- Calculating tax estimates and preparing for tax filing
👍 Pros
- ✓ Streamlines invoicing and expense tracking with natural language commands
- ✓ Automated transaction categorization reduces manual bookkeeping work
- ✓ Tax estimation tools help plan for quarterly and annual obligations
- ✓ Simple npx setup — get started with just an API key
👎 Cons
- ✗ Requires a Norman Finance account and API key for all operations
- ✗ Not a replacement for professional accounting software in complex scenarios
- ✗ Financial data accuracy depends on correct transaction categorization
🔧 Exposed tools (5 tools)
| Tool | Category | Description |
|---|---|---|
| manage_expenses | expenses | Track, categorize, and manage business expenses |
| create_invoice | invoicing | Create and send an invoice to a client |
| generate_report | reporting | Generate financial reports like profit and loss or balance sheet |
| calculate_tax | tax | Calculate tax estimates based on income and expenses |
| list_transactions | transactions | List and filter financial transactions by date, category, or amount |
⚡ Installation
Prerequisites:
- • Node.js v18+
- • Norman API key
- • API key required
Check Claude Code documentation to configure this MCP server.
💡 Tips & tricks
Start by connecting your bank accounts to Norman and use manage_expenses to auto-categorize past transactions. Use generate_report monthly to stay on top of your financial health and calculate_tax quarterly to avoid surprises at filing time.
Quick info
- Author
- Norman Finance
- License
- MIT
- Runtime
- Node.js 18+
- Transport
- stdio
- Category
- finance
- Difficulty
- Intermediate
- Self-hostable
- ❌
- Auth
- —
- Docker
- —
- Version
- latest
- Updated
- Feb 28, 2026
Client compatibility
- ✅ Claude Code
- ✅ Cursor
- ✅ VS Code Copilot
- ❓ Gemini CLI
- ✅ Windsurf
- ✅ Cline
- ❓ JetBrains AI
- ❓ Warp
Platforms
🍎 macOS 🐧 Linux 🪟 Windows