# Uniconta MCP for AI Agents AI Agent Connect

> Uniconta MCP. Connect your Uniconta ERP directly to your AI agent to manage debtors, query invoices, and monitor inventory. It pulls live data from your accounting ledgers so you can check balances or find customer details without logging into a dashboard.

## Overview
- **Category:** erp-operations
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_mQjqbJAvX7UVjKKTt7ipxwIrJiH9MOvCOqsqEuA1/ai-agent-connect
- **Tags:** accounting, general-ledger, debtor-management, inventory-tracking, billing, financial-reporting

## Description

Imagine you're trying to find out if a specific client has any outstanding invoices from last quarter. Instead of logging into the Uniconta dashboard, navigating through multiple menus, and exporting a CSV to sort through, you just ask your AI agent. It pulls the data instantly. This Connector handles the heavy lifting of connecting your enterprise resource planning system to your daily workspace. You can check your general ledger journals to see if the books are balancing or grab a list of all your active creditors without manual filtering. It's about getting the numbers you need without the clicks. Because Vinkius hosts this connection, you get a reliable bridge between your actual financial records and your chat interface. Whether you're verifying stock levels for a new order or looking up a debtor's specific credit limit before a call, the data shows up exactly how you asked for it. It turns your ERP from a siloed database into a conversational source of truth.

## Tools

### get_debtor_details
Pulls specific metadata and contact info for a single debtor. This helps you see credit limits and addresses instantly.

### list_creditors
Shows all registered vendors in the ERP. It's the fastest way to see who you owe money to.

### list_debtors
Lists all registered customers. You can use this to get a bird's eye view of your entire debtor base.

### list_employees
Retrieves a list of all employees in the Uniconta account. Good for quick HR data checks.

### list_debtor_invoices
Pulls all invoices issued to debtors. Use this to track outstanding billing across your company.

### list_inventory_items
Lists every item in your product catalog. This lets you check stock levels and prices in one go.

### list_daily_journals
Lists all General Ledger daily journals. It's perfect for auditing daily transaction flows.

### list_gl_accounts
Lists every General Ledger account in your system. Use this to verify your chart of accounts quickly.

## Prompt Examples

**Prompt:** 
```
Can you give me a list of all our current debtors?
```

**Response:** 
```
I've retrieved the list of debtors registered in your Uniconta account. Here are the first five:

| Name | RowID |
| :--- | :--- |
| Global Tech Solutions | 100 |
| Beta Widgets | 104 |
| Alpha Retail | 121 |
| Zeta Corp | 130 |
| Omega Inc | 145 |

Would you like me to pull more or get details on a specific one?
```

**Prompt:** 
```
Check the stock for our top 5 inventory items.
```

**Response:** 
```
I've pulled the inventory catalog. Here are your top 5 items:

* **Widget A**: $19.99 (450 in stock)
* **Gadget B**: $25.50 (120 in stock)
* **Tool C**: $42.00 (85 in stock)
* **Part D**: $5.99 (1,200 in stock)
* **Item E**: $12.75 (30 in stock)

Let me know if you need to see more.
```

**Prompt:** 
```
Show me the daily journals for the last period.
```

**Response:** 
```
I've gathered the daily journals from your general ledger. There are 3 pending batches currently registered under the 'Q3' period.

Would you like me to analyze any specific sub-transactions?
```

## Capabilities

### Fetch debtor profiles
Get specific contact details and metadata for customers instantly.

### Audit active invoices
Pull large lists of open billing records globally without manual filtering.

### Monitor general ledgers
Query daily journals to check transaction histories and book accuracy.

### Verify inventory stock
Recover item records, prices, and available stock configurations from the catalog.

### Track creditor lists
View all registered vendors in the ERP system in one simple list.

## Use Cases

### Audit check
An auditor asks for last month's journals to find a missing transaction. The agent uses list_daily_journals to pull the records instantly.

### Stock check
A warehouse manager asks if the Blue Widget is in stock. The agent uses list_inventory_items to check the catalog and report current numbers.

### Debt collection
A clerk asks for the status of a specific client. The agent uses get_debtor_details to show the credit limit and address before the call starts.

### Vendor review
A procurement lead wants to see all current vendors. The agent uses list_creditors to pull the full list from the ERP database.

## Benefits

- Stop exporting CSVs for audits by using list_daily_journals to see transaction flows instantly.
- Speed up sales by using list_inventory_items to check stock levels while talking to customers.
- Improve collections by using get_debtor_details to see unpaid balances before making a call.
- Simplify vendor management by using list_creditors to see all registered vendors in one view.
- Reduce manual data entry by using list_debtors to grab RowIDs and metadata for customer profiles.
- Audit your books faster by using list_gl_accounts to verify your entire chart of accounts.

## How It Works

The bottom line is you get live ERP data in your chat window without opening another tab.

1. Subscribe to the Uniconta MCP through Vinkius.
2. Provide your Uniconta username, password, and Company ID.
3. Ask your AI agent to pull ledger data or customer details.

## Frequently Asked Questions

**What can I do with the Uniconta MCP?**
You can use it to pull live data from your ERP into your AI client. This includes listing debtors, checking inventory, and querying general ledger journals without leaving your chat window.

**Does the Uniconta MCP work with Claude?**
Yes, it works with Claude and any other MCP-compatible client. Once connected, you can ask your agent to perform actions like fetching invoice lists or debtor details.

**Can I use Uniconta MCP to check stock levels?**
Yes, you can use it to monitor your product catalog. Your agent can quickly list inventory items, showing you available stock and pricing instantly.

**Is my Uniconta data secure with this Connector?**
Your data remains secure as the connection uses your specific credentials. The Connector acts as a bridge, allowing your agent to request specific data points only when you ask for them.

**How do I connect my Uniconta account?**
You'll need your Uniconta username, password, and Company ID. Once you provide these to your AI client through the Vinkius connection, the agent can start querying your ERP data.

**Can it help with financial auditing?**
It's great for auditing because it can pull daily journals and list GL accounts. This lets you verify transaction flows and account mappings much faster than manual exports.

**Can it search through all GL accounts at once?**
Yes. Command the LLM to 'list_gl_accounts'. It connects directly to the ERP tables handling your General Ledger mappings and provides a comprehensive, raw listing natively within seconds.

**How do I securely retrieve the data from a single specific Debtor when preparing for a client call?**
Have the agent execute 'get_debtor_details' by supplying their account code or RowID. It extracts all assigned contacts, limits, local address formats, and primary balance metrics directly into reading text.

**Is it possible to inspect pending inventory items and pricing directly dynamically and easily?**
Yes, trigger 'list_inventory_items' via standard chat protocols. The bot will automatically retrieve available catalogs, yielding active identifiers and current pricing arrays inherently.