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Operate As

Integration

Numeral

Calculate and file sales tax automatically. Your client pastes their Numeral key once, and your agent or your code works with their access.

Banking and investing

About Numeral

Through Operate As, your agent, n8n workflow or code works in Numeral with your client's own access. Your client pastes their API key from Numeral once. We store it encrypted, so it never sits in an email or a shared doc. It comes with 26 ready-made tools for Numeral's API, and the request tool reaches any endpoint they don't cover.

Common uses in Banking and investing

  • Pull balances and transactions into a report
  • Match payments to invoices
  • Flag unusual activity

Numeral

Numeral · Banking and investing

API key

Calculate and file sales tax automatically

The client pastes their API key from Numeral's settings. We store it encrypted.

Tested against Numeral's live API.

Tools

Every tool your agent gets for Numeral. Select one to see its inputs and an example call.

  • Loading every tool…

Building with Numeral? The docs have setup steps and code for every tool.

Open the Numeral docs

Any other endpoint

The request tool calls any Numeral endpoint the tools above don't cover, with the client's access attached.

Base URL for request

https://api.numeralhq.com

  • request

    HTTPS ANY /v1/clients/{clientId}/numeral/{path}

    Any endpoint of Numeral's own API, with the client's access attached.

    servicestringrequired
    This service: numeral
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://api.numeralhq.com
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the Numeral key you paste, with only the access you gave that key

Related

More in Banking and investing

Browse every service

Get started

Send your next client one link

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