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How to Use the Cora Bank MCP in CrewAI

Deploy autonomous CrewAI agent teams to manage Cora Bank invoices, reconcile payments, and execute Pix payouts with this MCP Server.

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Connect Cora Bank MCP to CrewAI

Create your Vinkius account to connect Cora Bank to CrewAI 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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Multi-agent accounting reconciliation with CrewAI

`cora_get_statement` provides your CrewAI accounting agent with the raw ledger data needed to reconcile company accounts. A specialized auditor agent can analyze this statement while a coordinator agent compares it against internal databases. When discrepancies appear, the coordinator agent tasks a billing agent to use `cora_list_invoices` to locate the missing transaction. This multi-agent collaboration resolves accounting mismatches entirely within your Python environment.

Autonomous billing and collection operations

`cora_create_invoice` allows your automated billing agent to generate Boletos and Pix codes whenever a contract is signed. The agent outputs the payment details and hands them to a customer-facing agent for delivery. If a customer asks to modify their payment terms, the billing agent uses `cora_cancel_invoice` to void the old invoice. It then generates a new one with updated terms, keeping your Cora ledger perfectly clean.

Safe automated supplier payouts with agent monitors

`cora_send_pix` is executed by your payout agent only after a separate validation agent verifies the supplier's invoice details. CrewAI's hierarchical process ensures that no agent can send money without another agent validating the transaction first. Before executing the transfer, the validation agent calls `cora_get_balance` to verify that your business has sufficient funds. If the balance check fails, the supervisor agent halts the process and alerts your finance team.

Setup guide

Set up Cora Bank MCP in CrewAI

Prerequisites

  • Python 3.10+ installed
  • crewai package (pip install crewai)
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Install CrewAI

    Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.

  2. 2

    Add the MCP URL to your agent

    Pass your Vinkius endpoint directly to the mcps list. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. CrewAI handles tool discovery and caching automatically.

  3. 3

    Kick off your crew

    Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke Cora Bank tools as needed.

crew.py
from crewai import Agent, Task, Crew

agent = Agent(
    role="Cora Bank Analyst",
    goal="Access and analyze Cora Bank data via MCP.",
    backstory="Expert analyst with direct Cora Bank access.",
    mcps=[
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ],
)

task = Task(
    description="List recent Cora Bank transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

Why Choose Vinkius

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Real-time monitoring

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Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

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lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Cora Bank MCP in CrewAI

You can pass your Vinkius MCP Server URL directly into the agent's `mcps` list. For more granular control, import `MCPServerHTTP` from `crewai.mcp` and apply a tool filter to expose specific operations.
Yes. An agent equipped with `cora_send_pix` can execute outbound Brazilian bank transfers. You should use CrewAI's hierarchical execution mode to ensure a manager agent reviews the payment details before execution.
Agents use CrewAI's shared memory to pass balance details retrieved by `cora_get_balance` between each other. This prevents multiple agents from making redundant API calls to Cora Bank.
Yes. By using CrewAI's tool filtering capabilities, you can assign `cora_get_statement` exclusively to your auditor agent, while reserving `cora_send_pix` for your authorized payout agent.
Your Brazilian banking details, Pix keys, and transaction histories remain secure because Vinkius executes all tools in an isolated, ephemeral sandbox. The MCP Server does not cache or store any financial data.

Start using the Cora Bank MCP today

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