Use Numulo with ChatGPT or Claude
Ask your AI assistant about your own business, in plain English, and get answers from your real invoices, quotes and customers.
Connect ChatGPT, Claude or another assistant to your Numulo account and it can look things up for you: who owes you money, which quotes went quiet, what you made on fence jobs this year. If you allow it, it can also draft a new proposal, estimate or invoice from your own prices and templates. It never sends anything, and it cannot change or delete what is already there. You choose which parts of your account it may use.
Who is slow to pay me, and how much is still open?
Read: business health, open invoices
- C-482913: 41 days, $2,180 open (INV-1042 is 12 days overdue)
- C-117650: 33 days, nothing open
- C-903381: 29 days, $640 open
Which quotes from last month have not been answered?
Things to ask
The assistant reads the same figures you see in the app, so the useful questions are the ones you would otherwise answer by scrolling and adding up.
- "What did I invoice in September, and how much of it is paid?"Invoices and payments
- "Which proposals were viewed but never accepted?"Proposals
- "What do I usually charge for a water heater install?"Price list and past invoices
- "Which customers have not hired me in over a year?"Customers and reports
- "Where did my money go last quarter?"Expenses
- "What is coming in over the next 60 days?"Reports: cash forecast
- "Which warranties run out this month?"Warranties
- "Draft a quote for a 120 ft cedar fence for C-482913, with a walk gate as an extra."Drafts: saved in Numulo for you to check and send
- "Draft a polite follow-up for my oldest overdue invoice."The assistant writes it; you send it from Numulo
Some assistants also show Numulo's ready-made questions in their menu (in Claude, the + button): Weekly money check, Who owes me money?, Quotes going cold and Draft a quote. Each appears only when the connection may use what it needs.
How to connect
Numulo works as a connector (also called an MCP server) at this address:
https://numulo.com/api/mcp
- Add the connector in your assistant. In Claude, open Settings, then Connectors, and choose Add custom connector. In ChatGPT, open Settings, then Apps and connectors, and add one in developer mode. Other apps that support MCP connectors with sign-in, such as Codex, take the same address.
- Sign in to Numulo and choose what it may use. The assistant opens a Numulo page. Sign in, tick the parts of your account it may use, and click Allow. You never paste a password or a key into the assistant.
- Ask away. The assistant calls Numulo when a question needs your data. You can see every connected app in Settings, AI apps, change what it may use, or disconnect it at once.
Which plans of ChatGPT and Claude allow custom connectors is up to OpenAI and Anthropic and changes from time to time; check their help pages if the option is missing. On the Numulo side it needs Pro or Team, including the 14-day trial.
You choose what it can use
Each connection gets its own choices, set when you click Allow and changeable later in Settings. Your business name, currency and settings are always included, because almost every answer needs them.
| Choice | What the assistant can do |
|---|---|
| Invoices, estimates and payments | Every invoice and estimate with its lines, status, balance and payments, plus recurring schedules |
| Proposals and change orders | Proposals with their lines, status and acceptance, and their change orders |
| Customers | Your customer list with what each has paid, what is still open and what is overdue |
| Expenses | Expenses by date, category and amount |
| Price list | Your saved items and their breakdowns |
| Reports | Income by month, business health (cash forecast, win rate, days to pay) and your Home screen |
| Warranties | Coverage, what expires soon and callbacks |
| Real customer names | Off unless you tick it. See below. |
| Create drafts | Off unless you tick it. Lets it look at your saved templates and save new draft proposals, estimates and invoices, for a customer on file or someone new. Drafts are never sent: each one waits in Numulo, marked in its private notes with the app that made it, until you check it and send it yourself. At most 25 a day per app. |
Customers show up as codes
Unless you tick "real customer names" for a connection, the assistant never sees who your customers are. Each one appears as a code such as C-482913: names, email addresses and phone numbers are swapped for the code wherever Numulo can recognise them, including inside line descriptions and notes, and addresses are left out. You still get useful answers ("C-482913 is your slowest payer"), and opening the code in Numulo shows you who it is. A code only works inside your own account, so it means nothing to anyone else. A nickname or a first name written into a note on its own may not be recognised, so keep that in mind if your notes are chatty.
Where your data goes
What the assistant reads is sent to the company that runs it, OpenAI for ChatGPT or Anthropic for Claude, and handled under their terms, not ours. Numulo keeps a record that the connection was made or ended and which app it was, never a copy of what the app read. The full details are in our privacy policy. If you stop trusting an app, disconnect it in Settings and its access ends immediately.
What it costs
Connecting an AI app is part of Pro at $9 a month and Team at $15 a month for up to five people. There is no add-on and no per-question fee from Numulo; your ChatGPT or Claude plan is separate. The live demo does not connect to AI apps, but the 14-day trial does, with no card required.
Frequently asked questions
Can ChatGPT or Claude change anything in my account?
It cannot change, delete or send anything. It can look up invoices, proposals, customers, expenses and reports, and, only if you tick Create drafts, add new draft proposals, estimates and invoices. A draft goes to nobody: it waits in Numulo until you check it and send it yourself.
Can it write a quote for me?
Yes, with Create drafts ticked. Describe the job ("120 ft cedar fence with a walk gate as an extra") and it builds a draft proposal from your saved templates and price list, with extras as optional lines. You get a link to the draft in Numulo, where you adjust anything and send it.
Does the assistant see my customers' names?
Not unless you allow it. By default each customer appears as a code such as C-482913, and names, email addresses and phone numbers are replaced wherever Numulo recognises them. You can tick "real customer names" for a connection if you want answers with names in them.
Which AI apps work?
Claude and ChatGPT, through their custom connector settings, and any other assistant that supports remote MCP connectors with sign-in, such as Codex. The address is https://numulo.com/api/mcp.
How do I disconnect an app?
Open Settings, AI apps in Numulo. Every connected app is listed with what it may use; change the ticks or click Disconnect, and its access ends at once.
Is it free?
It is included in Pro ($9 a month or $90 a year) and Team ($15 a month or $150 a year), and in the 14-day trial. Your ChatGPT or Claude plan is billed by OpenAI or Anthropic separately.
Related
Getting paid · Proposals · Warranty tracking · Pricing · Privacy