How to Use the Efí Pay (Gerencianet) MCP in Claude

Q: How do I configure Efí Pay (Gerencianet) in Claude Desktop?

Open your claudedesktopconfig.json file and add the Efí Pay (Gerencianet) MCP Server configuration block under the mcpServers key. Add your Vinkius endpoint token in the environment variables, restart Claude Desktop, and look for the hammer icon to start running transactions.

Q: Can I list past bank slips using Efí Pay (Gerencianet) inside Claude Desktop?

Yes. The efilistboletos tool lets Claude Desktop query your historical bank slips over a specific date range. Your agent can parse this data to identify overdue customers without manual dashboard searches.

Q: How do I handle failed Pix transfers?

If a transfer fails, use efilistpixcharges to review the status of recent charges. Claude Desktop can read the error codes returned by the Efí Pay API to tell you exactly why the transaction did not go through.

Issue boletos and run instant Pix transactions directly from your chat window using Claude Desktop.

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Connect Efí Pay (Gerencianet) MCP to Claude Desktop

Create your Vinkius account to connect Efí Pay (Gerencianet) 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 Efí Pay (Gerencianet) with Claude Desktop

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Issue instant Pix charges directly inside Claude Desktop

The `efi_create_pix_charge` tool lets your AI client generate immediate Pix QR codes and copy-paste payloads right inside your Claude Desktop chat window. You don't need to log into the Efí dashboard or copy API keys into terminal scripts to request payments from customers. If traditional bank slips fit your billing flow better, the `efi_create_boleto` tool generates standard Brazilian boletos instantly. Claude Desktop handles the API handshake locally via stdio, letting you build payment links during your normal work sessions.

Track your Brazilian cash flow without leaving the chat

The `efi_get_balance` tool pulls your current Efí Pay digital account balance directly into Claude Desktop. This means your agent can check available funds before you execute outgoing transactions or run daily reconciliation checks. To see where your money went, the `efi_get_statement` tool fetches your recent account statement. Claude Desktop processes this raw financial data locally, letting you analyze your Brazilian business expenses without exposing raw bank exports to external servers.

Verify Pix payments and send money via this MCP Server

The `efi_get_pix_payment` tool checks the status of specific incoming transactions to verify that a customer actually paid. This MCP Server lets Claude Desktop confirm transactions programmatically, reducing manual verification work for your billing team. When you need to pay suppliers, the `efi_send_pix` tool transfers funds to any Brazilian bank account in seconds. You can also list historical transactions using `efi_list_pix_charges` to spot unpaid invoices directly from your desktop interface.

Setup guide

Set up Efí Pay (Gerencianet) 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 Efí Pay (Gerencianet) 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 Efí Pay (Gerencianet) 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 efi-pay-gerencianet-mcp.

json

{
  "mcpServers": {
    "efi-pay-gerencianet-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 Efí Pay. 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 Efí Pay (Gerencianet) MCP in Claude Desktop

Open your claude_desktop_config.json file and add the Efí Pay (Gerencianet) MCP Server configuration block under the mcpServers key. Add your Vinkius endpoint token in the environment variables, restart Claude Desktop, and look for the hammer icon to start running transactions.

Yes. The `efi_list_boletos` tool lets Claude Desktop query your historical bank slips over a specific date range. Your agent can parse this data to identify overdue customers without manual dashboard searches.

Running the Efí Pay (Gerencianet) MCP Server on Claude Desktop lets you execute local payment workflows via secure stdio transport. You get immediate access to Brazilian banking tools right alongside your local development files and notes.

If a transfer fails, use `efi_list_pix_charges` to review the status of recent charges. Claude Desktop can read the error codes returned by the Efí Pay API to tell you exactly why the transaction did not go through.

Yes. Your Pix keys, CPF/CNPJ details, and transaction history never touch third-party servers. Claude Desktop communicates directly with Efí Pay via Vinkius's isolated sandbox, ensuring your financial credentials remain secure.

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