# Conta Azul MCP for AI Agents AI Agent Connect

> Conta Azul MCP lets you manage your Brazilian business ERP through your AI agent. You can track customers, products, and sales, monitor financial contracts, and audit NF-e status without switching tabs. It handles everything from inventory management to bank reconciliation in one place.

## Overview
- **Category:** erp-operations
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_ZsueLoq6Um9KuE43gYn4X9Gh5Ftup4K3SxnJsbpI/ai-agent-connect
- **Tags:** financial-management, inventory-tracking, invoicing, sme-tools, brazilian-market, sales-tracking

## Description

Managing a business in Brazil usually means jumping between different tabs to check on customer balances, verify product stock, and make sure your invoices are actually approved by the government. It is a lot of manual data entry and clicking. This Connector changes that by letting your AI agent do the heavy lifting for you. You can ask it to find a specific customer's fiscal details or check the status of a recent sale while you are in the middle of a conversation. If you need to see how your bank accounts are reconciling or what your current monthly technical debt looks like based on recurring contracts, the agent just pulls that data instantly. It handles the complex categories of your DRE and maps out your bank positions so you do not have to. It is a way to keep your hands on the actual work instead of the software interface. You can find this and thousands of other tools in the Vinkius catalog to keep your operations moving.

## Tools

### list_customers
Lists your customer base with pagination. It helps you see all corporate entities in the ERP at once.

### get_customer
Retrieves the static financial profile of a specific customer. Use this to check individual limits for PF or PJ types.

### search_customers
Searches for corporate or fiscal profiles. It compares restricted documents like CPF and CNPJ.

### create_customer
Injects a new financial record into the ERP. It sets up the formal structure for new customers.

### list_products
Maps all physical items in your catalog. It extracts static SKU values and pricing.

### list_services
Reads categorized billable services from your accounting structure. It shows your intangible offerings.

### create_service
Inserts a new intangible service into your accounting. It sets a specific price for the service.

### list_sales
Lists continuous logs of confirmed sales. It evaluates pending invoices in your flow.

### get_sale
Views confirmed blocks of sales data. It retrieves the exact accounting matrix for a specific sale.

### list_contracts
Searches for recurring agreements and automatic contracts. It shows expiration dates and limits.

### list_bank_accounts
Maps physical banks to reconcile your positions. It extracts your current monetary status.

### get_product
Reads the details of a specific physical item. It shows the limit and unit of measure.

### create_product
Maps tangible goods as new billable components. It sets the price in Brazilian Real.

### list_nfe
Searches for governmental records of NF emissions. It pulls your product invoice records.

### list_categories
Lists the expenses and revenues forming your DRE. It determines your analytical plan limits.

## Prompt Examples

**Prompt:** 
```
Search for customer with CNPJ 12.345.678/0001-90
```

**Response:** 
```
I found the customer: **Acme Brasil Ltda**. 

- **Status**: Active
- **Pending Orders**: 2

Would you like to see their full financial history or check their latest invoice?
```

**Prompt:** 
```
List the last 5 sales
```

**Response:** 
```
Here are the 5 most recent sales:

| Sale # | Customer | Amount | Status |
| :--- | :--- | :--- | :--- |
| 982 | John Doe | R$ 1.250,00 | Invoiced |
| 981 | Jane Smith | R$ 800,00 | Pending |
| 980 | ABC Corp | R$ 4.500,00 | Invoiced |
| 979 | Tech Ltd | R$ 1.200,00 | Invoiced |
| 978 | Silva Inc | R$ 300,000,00 | Pending |
```

**Prompt:** 
```
Check the status of my NF-e emissions for this month
```

**Response:** 
```
Retrieving NF-e records... 

I found **12 product invoices** issued this month:
- ✅ **Approved by SEFAZ**: 11
- ⚠️ **Pending**: 1

Would you like to see the details for the pending invoice?
```

## Capabilities

### Search customers by fiscal ID
Find specific corporate or individual profiles using CNPJ or CPF numbers.

### Create financial records
Inject new customer entities into your ERP with formal financial structures.

### Map inventory and services
List physical products and intangible services with their specific pricing.

### Monitor sales logs
Retrieve continuous logs of confirmed sales and pending invoice statuses.

### Audit recurring contracts
Track automatic agreements to monitor expiration dates and technical debt.

### Retrieve NF-e records
Access governmental emission records to validate SEFAZ approval statuses.

### Reconcile bank positions
Map bank accounts to see your current monetary positions and cash flow.

## Use Cases

### Finding a client during a call
A sales rep asks the agent to find a customer using a CNPJ. The agent uses search_customers to pull the profile immediately.

### Checking invoice status
An accountant asks about this month's NF-e. The agent uses list_nfe to show which are approved and which are pending.

### Reviewing sales
A business owner wants to see recent activity. The agent uses list_sales to provide a summary of the last 5 confirmed transactions.

### Inventory updates
A warehouse manager needs to add a new SKU. The agent uses create_product to add the item with the correct price in Real.

## Benefits

- Stop jumping between tabs by using list_customers and search_customers to find client info instantly.
- Keep your inventory accurate with list_products and create_product to manage SKUs and pricing.
- Monitor your cash flow more clearly by using list_bank_accounts to see real-time monetary positions.
- Stay on top of your revenue with list_sales to see confirmed logs and pending invoices.
- Avoid missed payments by auditing recurring agreements with list_contracts to track expiration dates.
- Ensure tax compliance by using list_nfe to check government approval statuses for your invoices.

## How It Works

The bottom line is you get a conversational interface for your entire Brazilian ERP.

1. Subscribe to this Connector and get your OAuth 2.0 Access Token from the Conta Azul Developer Portal.
2. Enter your token into your AI client configuration.
3. Ask your agent to list sales, check customer status, or audit bank accounts.

## Frequently Asked Questions

**Can I use Conta Azul MCP to check customer balances?**
Yes, you can ask your agent to find customer profiles and view their financial details. This helps you see who owes what without opening the full ERP.

**Does this work for Brazilian companies?**
Yes, it is specifically built for the Conta Azul ERP used in the Brazilian market, including support for CNPJ and CPF searches.

**Can I see my bank balances?**
You can use the agent to list your bank accounts and reconcile your current monetary positions. It pulls real-time data from your connected banks.

**How do I check my NF-e status?**
Your agent can pull governmental emission records to show which invoices are approved or pending. This is great for verifying tax compliance quickly.

**Can I manage my products?**
You can use the agent to list your current catalog or create new billable items with specific prices. It handles both physical SKUs and intangible services.

**Does it track recurring contracts?**
Yes, it can audit your automatic agreements and show you upcoming expiration dates, helping you avoid missed payments or technical debt.

**Can my agent search for customers using Brazilian documents like CPF or CNPJ?**
Yes. The 'search_customers' tool performs iterative regex analysis on names and documents. You can provide a CPF or CNPJ string, and the agent will locate the exact match within your Conta Azul database.

**How do I check the status of a specific product invoice (NF-e)?**
Use the 'list_nfe' tool. Your agent will sweep governmental emission records and validate the approval status with SEFAZ, ensuring you have real-time visibility into your fiscal compliance.

**Can I monitor recurring contracts via the agent?**
Absolutely. The 'list_contracts' tool captures financial limits for monthly or annual agreements, allowing your agent to detail continuous links and track expiration dates without generating instant fiscal documents.

**How do I check my available bank balance?**
Use the 'list_bank_accounts' tool. Your agent will retrieve the real-time balance for all integrated accounts in your Conta Azul workspace.