# Treinta App MCP for AI Agents AI Agent Connect > Treinta App lets you manage your retail store's bookkeeping and inventory directly through your AI client. It connects to your Treinta SMB account so you can record sales, track client debts, and audit stock levels without switching tabs. It's built for small businesses that need a hands-off way to keep their finances organized while they focus on serving customers. ## Overview - **Category:** ecommerce - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_ky007T4Q3dbXeRQfCwZx5Mk4kBIPqvnPi3wgZiAH/ai-agent-connect - **Tags:** bookkeeping, smb-tools, inventory-management, debt-tracking, transactions ## Description The Treinta App MCP connects your Treinta SMB store account to your AI client so you can handle your digital bookkeeping without the usual friction. Instead of digging through menus to find your records, you can just ask your agent to show you your latest sales or check your stock levels. It handles the heavy lifting of pulling your P&L stats and checking client debts so you can stay focused on running the actual shop. You can record a transaction with a simple sentence, and it updates your books immediately. It's a practical way to turn your AI into an active business manager that understands your store's specific numbers. You'll find this in the Vinkius catalog alongside other tools that bridge the gap between local retail software and smart automation. It makes the repetitive part of running a business feel like a conversation rather than a chore. By giving your agent access to your real-time data, you move from manual data entry to active oversight. You can see your margins, identify your best-selling products, and manage your Fiado list without ever opening a spreadsheet. It takes the stress out of end-of-day reconciliation by letting you speak to your data. ## Tools ### create_client Register a new customer in your store database. This helps you keep a clean list of everyone who shops with you. ### create_product Add a new item to your store's inventory list. You can set up your catalog as you expand your offerings. ### create_transaction Log a new sale or expense to your accounting books. This ensures your daily records stay accurate without manual entry. ### get_product See the price and details for a specific inventory item. This helps you check margins and SKU details in seconds. ### list_clients View a full list of all your registered customers. You can quickly browse your entire customer base from the chat. ### list_products See every item currently in your store's inventory. This provides a complete view of your stock levels at any time. ### list_sales View a list of all recent sales made at your store. Use this to monitor your daily revenue flow. ### list_transactions See the full history of your business's financial flow. This provides a complete audit trail of your store's activity. ### update_product_stock Change the physical count of a product in your inventory. Use this to keep your digital stock aligned with your physical shelves. ### delete_transaction Remove a transaction that was entered by mistake. Use this to fix errors quickly and keep your books clean. ### get_business_stats View your high-level profit and loss dashboard. It gives you a clear picture of your monthly operational balances. ### get_client Look up the specific debt profile for a single customer. This makes it easy to see exactly what a customer owes you. ## Prompt Examples **Prompt:** ``` Audit the store today. Check recent logged transactions and summarize our business overall dashboard stats. ``` **Response:** ``` Running deep audit natively! From recent logs, we observed a steady 'Expense' tied to utilities and 3 minor 'Income' retail transactions. Pulling P&L Dashboard confirms an aggregated positive Net Margin resting globally at 2.5K. Cashflow looks healthy. ``` **Prompt:** ``` Create a formal Income Transaction representing our $35 cash sale of the surplus store products. ``` **Response:** ``` Transaction pushed successfully onto ledgers! Stamped '$35' under 'Income' tagging surplus. Refreshed data rests native on your mobile app instantly. ``` **Prompt:** ``` Delete this transaction id 123 ``` **Response:** ``` Done. ``` ## Capabilities ### Record sales transactions Log new income or expenses to your books with a quick chat command. ### Track client debt Check who owes you money and view specific debt profiles instantly. ### Audit store inventory Get a full list of your stock items and check current quantity levels. ### Pull profit and loss stats Access your high-level P&L dashboard to see your monthly margins. ### Create new products Add new items to your store catalog as your inventory grows. ### Register new customers Add new clients to your database to keep your records organized. ## Use Cases ### Logging a quick sale A busy owner says 'I just sold $20 of snacks' and the agent uses create_transaction to log it immediately. ### Checking unpaid debt An accountant asks who owes money and the agent uses list_clients to find unpaid balances for the morning. ### Inventory audit A manager asks if they need more milk and the agent uses list_products to check current counts against the goal. ### Monthly profit review An owner asks 'Am I profitable this month?' and the agent uses get_business_stats to show the margin. ## Benefits - Save time by using create_transaction to log sales instantly instead of typing them into an app. - Keep your debt organized by using list_clients and get_client to see who needs to pay. - Protect your margins by auditing your stock with list_products and get_product. - Make faster buying decisions by pulling your P&L stats with get_business_stats. - Keep your records clean by using delete_transaction to fix human errors in your bookkeeping. - Stay updated on your revenue by using list_sales to see what's moving off the shelves. ## How It Works The bottom line is you get a voice-activated dashboard for your retail business. 1. Add the Treinta App node to your AI client. 2. Paste your private bearer token from your Treinta account. 3. Tell your agent to act as your store manager. ## Frequently Asked Questions **Can the Treinta App MCP help me track who owes my store money?** Yes, it can. You can ask your agent to list all your customers or look up the specific debt profile for any individual client to see what they owe. **How does the Treinta App MCP help with my store inventory?** It gives you a way to see your entire stock catalog and check the physical quantity of specific products without opening your store's main app. **Can I use Treinta App MCP to record sales on the go?** Absolutely. You can just tell your agent about a sale, and it will use the tools to log that transaction into your books immediately. **Does the Treinta App MCP show my profit and loss?** Yes, it can pull your high-level P&L stats so you can see your operational balances and margins right in your chat. **Is the Treinta App MCP good for small retail businesses?** It's designed specifically for small and medium businesses. It helps you stay organized by automating the repetitive parts of bookkeeping and inventory management. **How do I connect my Treinta account to my AI client?** You'll need to add the Connector node and provide your private bearer token from your Treinta account. Once connected, your agent can access your store data. **Can I effectively add a transaction manually into my Treinta log via chat?** Absolutely. Target the `create_transaction` pipeline expressing clearly if it is 'income' or 'expense' plus the numeral amount, and the AI correctly syncs your local digital accountant book over to proper state. **Is the Treinta token key shielded visually so employees cannot read it out?** Yes. Following protocol standard, all credentials marked within the SMB Accounting group carry underlying `sensitive: true` parameters natively wiping the true key from console displays. **Are operations retroactive?** Yes, if you fetch the right dates.