video1.0<iframe src="https://www.loom.com/embed/f81344b15ad54e089607c208fd81ab3c" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/f81344b15ad54e089607c208fd81ab3c-dfadf89c9ee112ab.gif3507.8848This Loom explains how to set up and use Numeric’s MCP to connect AI agents to Numeric and related systems for automated finance workflows. It describes MCP as an industry standard that securely provides governed, permissioned access to Numeric data and tools, logged under the user name, with access scoped by existing Numeric permissions. The walkthrough includes two demos, starting with a QuickBooks MCP flux explanation workflow that pulls QBO data, formats summary sentences and 2 to 3 bullet key drivers per material delta, then pushes explanations and sign-offs back into Numeric, followed by a NetSuite-oriented accrual identification workflow that generates auditable work papers, draft journal entries, comments, links, and sign-offs in Numeric. It also covers productionizing via Claude skills or procedures, using community skill libraries and scheduling with co-work, and notes upcoming MCP items like attachment support, performance improvements, and added cash and reconciliation functions.