Use the NumbersGame connector safely
Shows how to scope every session to the right firm and company, choose between overlapping ledger tools, page through large data sets, and require your explicit approval before any change to the books.
Use it when
- You are starting a session and want Claude to confirm the company and period first.
- You want to know which NumbersGame tools read data and which change it.
- A permission or plan error stopped a task and you need to know what to do next.
Tools it uses
create_invoicecreate_billcreate_paymentbulk_create_transactionsbulk_book_bank_transactionsbook_bank_transactionbulk_assign_classificationapply_credit_memoapply_vendor_creditcreate_credit_memocreate_purchasecreate_journal_entryapprove_bank_transactionsconvert_purchase_order_to_billcreate_bill_paymentcreate_depositcomplete_report_run
Before you change anything, confirm which company and month we are working in, and list every record you plan to write so I can approve it.
Working in Acme Coffee (QuickBooks Online), period 1 May to 31 May. Read scope: uncategorized bank lines in that period, 38 of 38 rows read. Planned writes: none yet. I'll show you each classification and wait for your explicit yes before booking anything.