How to Use the Conta Azul MCP in Claude

Q: How do I connect Conta Azul to Claude Desktop?

Add the server configuration to your claudedesktopconfig.json file under the mcpServers block. Restart Claude Desktop, and the tools will appear under the hammer icon in your chat window.

Q: Can Claude Desktop create new products in my Conta Azul inventory?

Yes, Claude Desktop calls the createproduct tool to register physical items with their respective SKU and unit values. Your agent translates your natural language descriptions into structured ERP entries.

Q: How do I track recurring Conta Azul contracts in Claude Desktop?

The listcontracts tool pulls active subscription agreements and renewal dates into your desktop chat. Claude Desktop parses this list to flag upcoming expirations or billing discrepancies.

Run your Brazilian ERP operations directly inside Claude Desktop by connecting the Conta Azul MCP Server to your chat window.

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Connect Conta Azul MCP to Claude Desktop

Create your Vinkius account to connect Conta Azul to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Conta Azul with Claude Desktop

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Sync Brazilian customers inside Claude Desktop

The `search_customers` tool lets your Claude Desktop agent find Brazilian customer profiles using CPF or CNPJ numbers directly inside your chat sidebar. You don't have to copy-paste tax IDs from your browser into your local Claude Desktop app to verify if a client exists in your Conta Azul ERP anymore. Once found, you can run `create_customer` to register new corporate or individual accounts directly from your Claude Desktop chat input. Claude Desktop handles the payload structure, meaning you write plain text in the chat and the agent populates the Conta Azul ERP fields without errors.

Track sales and NF-e with this MCP Server

The `list_sales` tool pulls your active invoices and pending transactions directly into your Claude Desktop workspace. You get immediate access to payment statuses in your chat window without opening the Conta Azul web dashboard. When you need tax verification, the `list_nfe` tool grabs government-issued product invoice records to match against your sales log. Claude Desktop processes these documents locally to spot missing entries before closing your monthly bookkeeping in Conta Azul.

Map services and bank accounts in Claude

The `list_bank_accounts` tool extracts active cash positions and ledger balances from your physical banks integrated with Conta Azul. Claude Desktop displays these balances alongside your analytical plan to keep your cash flow calculations accurate. You can also use `list_services` to audit hourly rates or fixed contracts against your active service catalog. This lets you identify which catalog items require price adjustments during financial planning sessions.

Setup guide

Set up Conta Azul MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Conta Azul MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Conta Azul MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under conta-azul-mcp.

json

{
  "mcpServers": {
    "conta-azul-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Conta Azul. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Conta Azul MCP in Claude Desktop

Add the server configuration to your `claude_desktop_config.json` file under the `mcpServers` block. Restart Claude Desktop, and the tools will appear under the hammer icon in your chat window.

Yes, Claude Desktop calls the `create_product` tool to register physical items with their respective SKU and unit values. Your agent translates your natural language descriptions into structured ERP entries.

Yes, you can add this server as a custom connector in the claude.ai browser settings. Paste your remote HTTPS URL, authenticate, and run ERP tools directly inside your web browser.

The `list_contracts` tool pulls active subscription agreements and renewal dates into your desktop chat. Claude Desktop parses this list to flag upcoming expirations or billing discrepancies.

Your Brazilian tax documents, bank balances, and customer CPF/CNPJ numbers stay local on your machine when using the desktop app. Vinkius runs the server in an isolated sandbox, sending data only to your private Claude Desktop session.

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