# Moloni MCP for AI Agents AI Agent Connect > Moloni (Cloud Invoicing & Fiscal Management) lets you manage certified invoices, customer records, and inventory directly through your AI agent. You can look up clients by their NIF, audit tax documents, and monitor stock levels in real-time. It handles the heavy lifting of fiscal compliance for Portuguese and Spanish businesses. ## Overview - **Category:** erp-operations - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_hxnMtCz4H6ArLrBAjMnwit9uQXvHNtfVFdnIJYsA/ai-agent-connect - **Tags:** invoicing, fiscal-compliance, vat-nif, commercial-management, tax-reporting, cloud-accounting ## Description Imagine you're juggling a dozen tabs just to find a specific invoice or check if a product is still in stock. This Connector changes that by letting your AI agent handle the data fetching for you. Instead of clicking through menus, you can just ask your agent to pull up a customer's billing history or check the current status of a quote. It connects your Moloni account to your workspace, so you can handle CRM tasks like creating new client records with full fiscal metadata without manual data entry. Whether you're auditing sales for tax season or checking warehouse logs, the information is always just a conversation away. You'll find this is one of the most practical ways to use the Vinkius catalog to handle actual business operations. It takes the friction out of fiscal management by making your data searchable and actionable. You don't have to worry about the specific API calls or the structure of the database. You just need to know what you want to find, and the agent does the digging. It turns a complex back-office process into a simple, natural conversation that keeps your business running without the usual headaches of manual software navigation. ## Tools ### list_products See every article and service you offer in your catalog. It gives you a bird's-eye view of what you're selling. ### list_customers Get a full list of every customer registered in your Moloni account. This helps you see your entire client base at a glance. ### list_receipts List your RCs for regularized payments. It helps you keep track of settled liquidations. ### get_customer_by_vat Find a specific customer using only their fiscal NIF. It's the fastest way to pull up a profile during a call. ### create_customer Register a new client with all the necessary fiscal metadata. This saves you from typing out addresses and IDs every time. ### update_customer Modify the fiscal details of an existing client. Use this to keep your records accurate as your customers change. ### get_product Get the specific price, VAT, and ID for a single item. This is perfect for double-checking details before a sale. ### create_product Add a new billable item or service to your catalog. It ensures your product list stays current with your inventory. ### list_product_categories See how your products are organized into different groups. Use this to understand your catalog hierarchy. ### list_product_stocks View the raw audit logs of your stock movements. It lets you see exactly when and where items moved. ### list_invoices Pull a list of all finished or open invoices. You can quickly see what's been paid and what's pending. ### get_invoice See the full breakdown of items and taxes for a specific invoice. Use this to resolve billing disputes quickly. ### list_invoice_receipts Retrieve your Portuguese FRV records. This is essential for tracking specific types of sales receipts. ### list_credit_notes View all legal credit notes and reversals. This keeps your accounting records clean and balanced. ### list_delivery_notes Pull your physical transport guides. Use this to track the logistics of your shipped goods. ### list_estimates View all active quotes and proforma estimates. It helps you manage your sales pipeline and pending approvals. ### list_taxes See all active IVA taxes and exemptions. This ensures your agent knows the correct fiscal rules. ### list_payment_methods Get the IDs for all your approved payment methods. This is useful for verifying how customers can pay. ### list_measurement_units See all the configured metric units. Use this to ensure your measurements are consistent across the board. ### list_countries Get the ISO IDs and fiscal jurisdictions for different countries. This helps with international billing setup. ## Prompt Examples **Prompt:** ``` Find the customer with NIF '123456789' in my Moloni account ``` **Response:** ``` Retrieving fiscal entity… I've identified the customer 'Innovative Tech Solutions Lda' (ID: 98765) matching NIF 123456789. The account is active and has a billing address in Lisbon. Would you like to see their last 3 invoices? ``` **Prompt:** ``` List all pending estimates (budgets) from this month ``` **Response:** ``` I've retrieved 5 active estimates generated this month. Highlights include 'Web Design Quote' (€1,200), 'Monthly Maintenance' (€450), and 'Hardware Provisioning' (€3,500). None have been converted to invoices yet. Would you like to check the details for the design quote? ``` **Prompt:** ``` Check the stock level for product 'Standard SaaS License' (ID: 13579) ``` **Response:** ``` Retrieving inventory for ID 13579… You currently have 45 units available in your main warehouse. The last movement was an outbound sale 2 hours ago. There are no pending delivery notes for this item. Would you like to see the price history? ``` ## Capabilities ### Find customers by NIF Search for specific clients using their fiscal identification numbers. ### Audit invoices Pull detailed records of certified invoices and credit notes. ### Track warehouse stock Get real-time updates on inventory movements and levels. ### Manage sales quotes View and audit active proforma estimates and pending quotes. ### Create new clients Register new customers with complete fiscal and address data. ### Check tax configurations Retrieve legal IDs for taxes and measurement units. ## Use Cases ### Quickly resolving a billing dispute An accountant asks the agent to pull a specific invoice and then uses get_invoice to check the VAT breakdown for a frustrated client. ### Real-time warehouse inventory checks A warehouse manager notices a discrepancy and asks the agent to pull the raw movements using list_product_stocks to see the last entry. ### Fast-tracking new customer onboarding An owner tells the agent a new customer's NIF and address, then it uses create_customer to register them in the system immediately. ### Verifying product pricing during a sale A sales rep wants to know if they can offer a discount and uses get_product to see the base price and VAT configuration instantly. ## Benefits - Stop hunting for client data by using get_customer_by_vat to pull up profiles instantly. - Keep your inventory accurate by monitoring real-time movements with list_product_stocks. - Speed up onboarding by creating new customer records with full metadata using create_customer. - Audit your sales history faster by pulling detailed records with list_invoices and list_credit_notes. - Manage your sales pipeline more effectively by viewing all active quotes with list_estimates. - Ensure fiscal compliance across regions by referencing correct tax IDs with list_taxes. ## How It Works The bottom line is you get a voice-controlled interface for your entire Moloni fiscal and commercial backend. 1. Subscribe to the Moloni MCP on the Vinkius marketplace. 2. Provide your Moloni Access Token and Company ID in your client settings. 3. Ask your agent to perform tasks like listing invoices or checking stock levels. ## Frequently Asked Questions **What can the Moloni MCP do for my business?** It connects your Moloni account to your AI client so you can manage invoices, customers, and stock via chat. You can pull data, check statuses, and create records without leaving your workspace. **Can I use the Moloni MCP to find customers by their NIF?** Yes, you can ask your agent to search for any customer using their specific fiscal identification number. It's a fast way to pull up a profile during a conversation. **How does the Moloni MCP help with stock management?** It allows your agent to see real-time stock movements and warehouse logs for all your products. You can check if items are available or see recent movements instantly. **Can the Moloni MCP create new customer records?** It can register new clients with full fiscal metadata like addresses and country mappings automatically. This saves you from manual data entry when onboarding new clients. **Does the Moloni MCP support Portuguese and Spanish fiscal rules?** Yes, it retrieves the legal reference IDs for taxes and units required in both jurisdictions, ensuring your agent handles the data correctly for those regions. **Can I use the Moloni MCP to audit my invoices?** You can list all finished or open invoices and pull up specific details for any single document. This makes it easy to verify payments and tax distributions. **Is the Moloni MCP good for e-commerce managers?** It's great for quickly checking stock levels and managing customer profiles during high-volume periods. It gives you a clear view of your inventory without the dashboard clutter. **Can I search for a customer by their NIF (VAT number) through my agent?** Yes. Use the `get_customer_by_vat` tool and provide the exact numeric NIF. Your agent will retrieve the certified customer record, ensuring you have the correct fiscal identifiers before generating any new document in Moloni. **How do I check the internal lines and tax breakdown of an invoice?** The `get_invoice` tool allows your agent to extract the explicit document body payload. You'll see the individual line items, unit prices, applied tax rates (IVA), and final document totals directly in your conversation. **Can my agent list all stock movements for a specific product?** Absolutely. Use the `list_product_stocks` tool with a Product ID. Your agent will report the chronological mutations in your warehouse, helping you audit how inventory levels have changed over time for that specific item.