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Implements transaction validation to ensure accounting equation (Assets = Liabilities + Equity) is maintained, with support for multi-currency transactions and transaction categorization for tax and reporting purposes.","intents":["I need to record a business expense and have it automatically post to the correct accounts","I want to ensure all my transactions balance before they're committed to the ledger","I need to track transactions across multiple currencies for international operations"],"best_for":["small business owners managing their own books","accountants building client-facing automation workflows","fintech platforms embedding accounting capabilities"],"limitations":["No built-in support for complex multi-leg transactions (e.g., currency conversions with realized gains)","Transaction immutability not enforced at the MCP protocol level — relies on client implementation","No native audit trail or change history — requires external logging integration"],"requires":["MCP client capable of handling structured JSON payloads","Chart of accounts pre-configured in Norman Finance instance","Transaction amounts provided in smallest currency unit (cents/pence)"],"input_types":["structured JSON with transaction details (date, amount, accounts, description)","account identifiers (GL codes or account names)"],"output_types":["transaction confirmation with unique ID","updated account balances","validation errors if transaction violates accounting rules"],"categories":["data-processing-analysis","automation-workflow"],"confidence":0.5,"matches":0,"success_rate":0},{"id":"awesome-norman-finance__cap_1","uri":"capability://data.processing.analysis.tax.category.classification.and.deduction.tracking","name":"tax category classification and deduction tracking","description":"Automatically classifies transactions into tax-relevant categories (business expenses, capital gains, charitable donations, etc.) and tracks deductible amounts by jurisdiction and tax year. Uses transaction metadata and account mappings to determine tax treatment, accumulating deduction totals for tax reporting workflows and identifying potential tax optimization opportunities.","intents":["I want to automatically categorize my business expenses for tax deduction purposes","I need to track which expenses are deductible in my jurisdiction and tax year","I want to identify tax optimization opportunities before year-end"],"best_for":["tax professionals preparing client returns","small business owners doing their own tax planning","accounting software vendors adding tax intelligence"],"limitations":["Tax rules vary significantly by jurisdiction and change annually — requires manual rule updates or external tax rule engine integration","Cannot determine tax treatment of complex transactions (e.g., Section 1031 exchanges, passive activity limitations) without additional context","No real-time tax law change detection — relies on client to update classification rules"],"requires":["Tax jurisdiction configuration (country, state/province)","Tax year specification","Transaction categorization metadata (expense type, business purpose)"],"input_types":["transaction records with account and category information","tax jurisdiction and year parameters"],"output_types":["tax category assignments","deduction eligibility status","accumulated deduction amounts by category","tax optimization recommendations"],"categories":["data-processing-analysis","planning-reasoning"],"confidence":0.5,"matches":0,"success_rate":0},{"id":"awesome-norman-finance__cap_2","uri":"capability://data.processing.analysis.multi.entity.consolidated.financial.reporting","name":"multi-entity consolidated financial reporting","description":"Generates consolidated financial statements (balance sheet, income statement, cash flow) across multiple legal entities or business units with automatic elimination of inter-company transactions. Supports hierarchical entity structures and produces reports in standard formats (GAAP, IFRS) with drill-down capability to underlying transactions and account details.","intents":["I need to consolidate financial statements across my subsidiary companies","I want to eliminate inter-company transactions automatically when consolidating","I need to generate GAAP-compliant financial statements for lenders or investors"],"best_for":["multi-entity businesses (holding companies, franchises, corporate groups)","accounting firms managing multiple client entities","finance teams preparing investor or lender reporting"],"limitations":["Inter-company elimination logic requires manual configuration of elimination accounts and transaction patterns","No built-in support for minority interest calculations or equity method accounting","Consolidation timing issues (different fiscal year-ends) require manual adjustment entries"],"requires":["Multiple entities configured in Norman Finance with parent-subsidiary relationships","Elimination account structure defined","Consistent chart of accounts across entities"],"input_types":["entity identifiers and hierarchy structure","consolidation parameters (elimination rules, reporting period)"],"output_types":["consolidated balance sheet","consolidated income statement","consolidated cash flow statement","consolidation adjustment journal"],"categories":["data-processing-analysis","automation-workflow"],"confidence":0.5,"matches":0,"success_rate":0},{"id":"awesome-norman-finance__cap_3","uri":"capability://data.processing.analysis.budget.variance.analysis.and.forecasting","name":"budget variance analysis and forecasting","description":"Compares actual transactions against budgeted amounts by account, cost center, or project, calculating variances and variance percentages. Supports rolling forecasts by extrapolating historical spending patterns and seasonal adjustments, enabling predictive cash flow and expense management with configurable alert thresholds for budget overruns.","intents":["I want to compare my actual spending against my budget and identify overages","I need to forecast cash flow for the next quarter based on historical patterns","I want to set up alerts when a department exceeds its budget"],"best_for":["finance managers doing monthly budget reviews","project managers tracking project budgets","CFOs forecasting cash flow for planning"],"limitations":["Forecasting accuracy depends on historical data consistency — anomalies (one-time expenses) require manual adjustment","Seasonal adjustment requires at least 2-3 years of historical data for accuracy","No machine learning-based anomaly detection — uses simple statistical variance thresholds"],"requires":["Budget amounts configured by account/cost center/project","Historical transaction data (minimum 12 months for seasonal analysis)","Variance threshold configuration"],"input_types":["budget parameters (amounts, periods, dimensions)","actual transaction data","forecast parameters (lookback period, seasonality flags)"],"output_types":["variance reports (actual vs budget by dimension)","variance percentages and trend analysis","cash flow forecasts","budget alert notifications"],"categories":["data-processing-analysis","planning-reasoning"],"confidence":0.5,"matches":0,"success_rate":0},{"id":"awesome-norman-finance__cap_4","uri":"capability://data.processing.analysis.account.reconciliation.workflow.automation","name":"account reconciliation workflow automation","description":"Automates bank and credit card reconciliation by matching transactions from external feeds (bank statements, credit card files) against recorded transactions using fuzzy matching on amount, date, and description. Identifies unmatched transactions, suggests corrections for data entry errors, and flags suspicious transactions for manual review before reconciliation completion.","intents":["I want to automatically match my bank statement to my accounting records","I need to identify transactions I recorded but haven't cleared the bank yet","I want to catch data entry errors before finalizing my monthly close"],"best_for":["bookkeepers doing monthly bank reconciliations","accounting teams automating month-end close procedures","businesses with high transaction volumes"],"limitations":["Fuzzy matching accuracy depends on data quality — inconsistent bank descriptions reduce match rates","No support for multi-leg transactions (e.g., deposits that split across multiple accounts)","Requires manual intervention for transactions with timing differences (outstanding checks, deposits in transit)"],"requires":["Bank/credit card feed integration (CSV, OFX, or API)","Matching tolerance parameters (amount variance, date window)","Account mapping between bank feeds and GL accounts"],"input_types":["bank statement data (transactions with date, amount, description)","recorded GL transactions for matching period"],"output_types":["matched transaction pairs","unmatched transaction list","reconciliation discrepancy report","suggested corrections for data entry errors"],"categories":["data-processing-analysis","automation-workflow"],"confidence":0.5,"matches":0,"success_rate":0},{"id":"awesome-norman-finance__cap_5","uri":"capability://data.processing.analysis.tax.return.data.extraction.and.export","name":"tax return data extraction and export","description":"Extracts tax-relevant financial data from the general ledger and formats it for tax return preparation software (e.g., TurboTax, TaxAct, professional tax software). Maps GL accounts to tax form line items based on jurisdiction-specific tax rules, handles adjustments and carryforwards, and exports in formats compatible with tax software APIs or file formats.","intents":["I want to export my accounting data to tax preparation software without manual data entry","I need to map my GL accounts to the correct tax form lines for my jurisdiction","I want to include prior year tax adjustments and carryforwards in my tax return"],"best_for":["tax professionals preparing client returns","small business owners filing their own taxes","accounting firms integrating with tax software"],"limitations":["Tax form mappings are jurisdiction-specific and require annual updates for tax law changes","Complex tax situations (passive activity losses, alternative minimum tax, foreign tax credits) require manual adjustment","Export format compatibility depends on target tax software — not all software supports all export formats"],"requires":["Tax jurisdiction configuration","Tax year specification","GL account-to-tax-form-line mappings configured","Target tax software format specification"],"input_types":["GL account balances and transactions","tax adjustment and carryforward data","target tax software format identifier"],"output_types":["tax form data in target software format","tax return data export file (CSV, JSON, or software-specific format)","mapping validation report"],"categories":["data-processing-analysis","tool-use-integration"],"confidence":0.5,"matches":0,"success_rate":0},{"id":"awesome-norman-finance__cap_6","uri":"capability://safety.moderation.audit.trail.and.transaction.history.tracking","name":"audit trail and transaction history tracking","description":"Maintains immutable audit logs of all transaction modifications, user actions, and system changes with timestamps, user identifiers, and change details (before/after values). Provides query capabilities to retrieve transaction history, identify who made changes and when, and generate audit reports for compliance and internal control verification.","intents":["I need to track who made changes to transactions and when for audit purposes","I want to retrieve the history of a transaction to understand how it evolved","I need to generate audit reports showing all changes to critical accounts"],"best_for":["organizations with regulatory compliance requirements (SOX, HIPAA, etc.)","accounting firms managing client data with audit requirements","internal audit and compliance teams"],"limitations":["Audit log storage grows linearly with transaction volume — requires archival strategy for large datasets","No built-in encryption of sensitive audit data — requires client-side encryption or secure storage integration","Audit trail completeness depends on consistent user identification — requires proper authentication integration"],"requires":["User authentication and identification system","Audit log storage backend (database or file system)","Timestamp synchronization across systems"],"input_types":["transaction modifications","user actions (create, update, delete, approve)","system events"],"output_types":["audit log entries with timestamp, user, action, and change details","transaction history timeline","audit reports by user, account, or time period"],"categories":["safety-moderation","automation-workflow"],"confidence":0.5,"matches":0,"success_rate":0},{"id":"awesome-norman-finance__cap_7","uri":"capability://data.processing.analysis.invoice.and.bill.management.with.aging.analysis","name":"invoice and bill management with aging analysis","description":"Tracks accounts receivable (invoices) and accounts payable (bills) with aging analysis showing overdue amounts by age bucket (current, 30/60/90+ days). Supports invoice/bill status tracking (draft, sent, paid, overdue), payment application, and generates aging reports and collection/payment priority lists based on aging and amount.","intents":["I want to track which invoices are overdue and prioritize collections","I need to see my accounts payable aging to plan cash flow","I want to apply payments to invoices and track payment status"],"best_for":["businesses managing cash flow through AR/AP","accounting teams doing collections and payment management","CFOs forecasting cash flow based on receivables and payables"],"limitations":["Aging analysis is point-in-time — requires historical snapshots for trend analysis","No built-in integration with email or payment systems for automated reminders or payment collection","Partial payments and payment applications require manual reconciliation"],"requires":["Invoice/bill records with due dates and amounts","Payment records linked to invoices/bills","Current date for aging calculation"],"input_types":["invoice/bill details (customer/vendor, amount, due date)","payment records with application to invoices/bills"],"output_types":["aging analysis by bucket (current, 30, 60, 90+ days)","overdue invoice/bill list","collection/payment priority list","aging report"],"categories":["data-processing-analysis","automation-workflow"],"confidence":0.5,"matches":0,"success_rate":0},{"id":"awesome-norman-finance__cap_8","uri":"capability://data.processing.analysis.expense.report.processing.and.reimbursement","name":"expense report processing and reimbursement","description":"Processes employee expense reports by validating receipts against policy rules (per-diem limits, category restrictions, approval thresholds), calculating reimbursable amounts, and generating reimbursement payments. Integrates with GL to record expense transactions and tracks reimbursement status from submission through payment.","intents":["I want to validate employee expense reports against company policy automatically","I need to calculate reimbursable amounts and generate reimbursement payments","I want to record expense transactions in the GL and track reimbursement status"],"best_for":["finance teams processing employee expense reports","companies with high employee travel and entertainment expenses","organizations automating expense management workflows"],"limitations":["Policy validation requires manual configuration of policy rules — no built-in policy templates","Receipt validation is rule-based (amount, category) — no image recognition or OCR for receipt content","No integration with payment systems — requires manual payment processing or external payment integration"],"requires":["Expense policy rules configured (per-diem limits, category restrictions, approval thresholds)","Employee and cost center/project mappings","GL account mappings for expense categories"],"input_types":["expense report with line items (date, category, amount, receipt)","employee identifier","cost center/project assignment"],"output_types":["policy validation results (approved, rejected, flagged for review)","reimbursable amount calculation","GL journal entry for expenses","reimbursement payment record"],"categories":["data-processing-analysis","automation-workflow"],"confidence":0.5,"matches":0,"success_rate":0},{"id":"awesome-norman-finance__cap_9","uri":"capability://data.processing.analysis.financial.ratio.and.kpi.calculation","name":"financial ratio and kpi calculation","description":"Calculates standard financial ratios (liquidity, profitability, efficiency, leverage) and key performance indicators (KPIs) from GL data, supporting both point-in-time and trend analysis. Enables custom ratio definitions and benchmarking against industry standards or prior periods, with drill-down to underlying GL accounts.","intents":["I want to calculate financial ratios to assess business health","I need to track KPI trends over time to monitor performance","I want to compare my ratios against industry benchmarks"],"best_for":["finance teams doing financial analysis and reporting","business owners monitoring business health","lenders and investors evaluating financial performance"],"limitations":["Ratio calculations assume standard GL structure — custom GL structures require custom ratio definitions","Industry benchmark data not included — requires external data source integration","Trend analysis requires consistent GL structure and accounting policies across periods"],"requires":["GL account balances for calculation periods","Ratio definitions (formula, GL accounts to use)","Benchmark data (if benchmarking against standards)"],"input_types":["GL account balances","ratio definition parameters","comparison periods or benchmarks"],"output_types":["calculated ratios (current period and trend)","ratio analysis and interpretation","benchmark comparison","drill-down to underlying GL accounts"],"categories":["data-processing-analysis","planning-reasoning"],"confidence":0.5,"matches":0,"success_rate":0}],"trust":{"score":27,"verified":false,"data_access_risk":"high","permissions":["MCP client capable of handling structured JSON payloads","Chart of accounts pre-configured in Norman Finance instance","Transaction amounts provided in smallest currency unit (cents/pence)","Tax jurisdiction configuration (country, state/province)","Tax year specification","Transaction categorization metadata (expense type, business purpose)","Multiple entities configured in Norman Finance with parent-subsidiary relationships","Elimination account structure defined","Consistent chart of accounts across entities","Budget amounts configured by account/cost center/project"],"failure_modes":["No built-in support for complex multi-leg transactions (e.g., currency conversions with realized gains)","Transaction immutability not enforced at the MCP protocol level — relies on client implementation","No native audit trail or change history — requires external logging integration","Tax rules vary significantly by jurisdiction and change annually — requires manual rule updates or external tax rule engine integration","Cannot determine tax treatment of complex transactions (e.g., Section 1031 exchanges, passive activity limitations) without additional context","No real-time tax law change detection — relies on client to update classification rules","Inter-company elimination logic requires manual configuration of elimination accounts and transaction patterns","No built-in support for minority interest calculations or equity method accounting","Consolidation timing issues (different fiscal year-ends) require manual adjustment entries","Forecasting accuracy depends on historical data consistency — anomalies (one-time expenses) require manual adjustment","builder identity is not verified yet","no observed match outcomes yet"],"rank_breakdown":{"adoption":0.05,"quality":0.3,"ecosystem":0.39999999999999997,"match_graph":0.25,"freshness":0.52,"weights":{"adoption":0.25,"quality":0.25,"ecosystem":0.15,"match_graph":0.23,"freshness":0.12}},"observed_outcomes":{"matches":0,"success_rate":0,"avg_confidence":0,"top_intents":[],"last_matched_at":null},"maintenance":{"status":"active","updated_at":"2026-06-17T09:51:03.579Z","last_scraped_at":"2026-05-03T14:00:15.503Z","last_commit":null},"community":{"stars":null,"forks":null,"weekly_downloads":null,"model_downloads":null,"model_likes":null}},"distribution":{"claim_url":"https://unfragile.ai/submit?claim=norman-finance","compare_url":"https://unfragile.ai/compare?artifact=norman-finance"}},"signature":"DQgxEGXWrXKIxm9Ia1mdBuUK7uVytkExGy2IueOldTSdqsoQjnFEOxkR+oV7GyJZM3cMhyIr3ZZS0cSWnfm0Aw==","signedAt":"2026-06-21T04:13:42.671Z","signedBy":"unfragile.ai","version":1},"_links":{"self":"https://unfragile.ai/api/v1/passport/norman-finance","artifact":"https://unfragile.ai/norman-finance","verify":"https://unfragile.ai/api/v1/verify?slug=norman-finance","publicKey":"https://unfragile.ai/api/v1/trust-passport-public-key","spec":"https://unfragile.ai/trust","schema":"https://unfragile.ai/schema.json","docs":"https://unfragile.ai/docs"}}