Konfío MCP. Manage all your SMB finance tasks from chat.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
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Konfío MCP Server manages all your SMB banking and lending needs in Mexico. Use it to pay loans, check credit limits, and emit legally compliant electronic invoices (CFDIs) directly from any AI agent.
Track credit card spending, manage SPEI transfers, and monitor your business credit score—all without opening multiple banking apps.
What your AI agents can do
Check credit status
Checks your business credit rating and eligibility status with Konfío.
Create invoice
Generates and emits a new electronic invoice (CFDI) for a client.
Create transfer
Initiates a B2B transfer (SPEI) payment to a supplier or employee.
Get loan details, view amortization schedules, and execute payments towards active business loans.
Generate new, legally compliant electronic invoices (CFDIs) and list your full history of emitted or received invoices.
Create outgoing B2B payments (SPEI transfers) and list past wire transfers.
Check corporate credit card limits, list transactions, and retrieve detailed monthly statements.
Check your current business credit rating status and submit requests for new credit lines.
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Konfío MCP Server: 14 Tools for SMB Finance
Use these tools to run comprehensive financial operations, including payments, invoicing, and credit checks, against your Konfío business account.
019d844fcheck credit status
Checks your business credit rating and eligibility status with Konfío.
019d844fcreate invoice
Generates and emits a new electronic invoice (CFDI) for a client.
019d844fcreate transfer
Initiates a B2B transfer (SPEI) payment to a supplier or employee.
019d844fget business profile
Retrieves the core profile details for your Konfío business account.
019d844fget cc statement
Fetches the full monthly statement for a corporate credit card.
019d844fget credit card
Gets detailed information about your business credit card account.
019d844fget loan details
Retrieves current details for a specific business loan.
019d844fget payment schedule
Gets the full amortization schedule for any business loan.
019d844flist cc transactions
Lists all recent transactions made on your corporate credit card.
019d844flist invoices
Lists both issued (emitted) and received electronic invoices (CFDIs). You can filter the list.
019d844flist loans
Lists all active and past business loans you have with Konfío.
019d844flist transfers
Lists your past B2B outgoing wire transfers (SPEI). You can filter the list.
019d844fmake loan payment
Processes a direct payment toward a specific business loan.
019d844frequest credit line
Submits a formal request for a new working capital credit line.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Konfío, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
You hook up your Konfío account to any AI agent, and you manage all your SMB banking and lending needs in Mexico through simple talk. This server gives your AI agent direct access to your business finances, letting you handle complex accounting and banking tasks without having to copy and paste data between different systems.
Manage Business Loans
Your AI agent lets you grab current loan details using get_loan_details, check the full repayment plan with get_payment_schedule, and process direct payments toward any active loan with make_loan_payment. You can also see a list of all your active and past loans using list_loans.
Process Invoices
You can generate and emit a new electronic invoice (CFDI) for a client using create_invoice. To keep track of your books, your agent lists all your issued or received electronic invoices (CFDIs) with list_invoices, and you can filter that list to narrow down what you need.
Handle Transfers
Your agent handles outgoing B2B payments (SPEI transfers) when you use create_transfer for suppliers or employees. You can also review your past wire transfers by listing them with list_transfers.
Review Spending
Check your corporate credit card limits using get_credit_card, list recent purchases with list_cc_transactions, and pull the full monthly statement with get_cc_statement. You can also retrieve the core details of your Konfío business account with get_business_profile.
Monitor Credit Health
Your agent checks your business credit rating and eligibility status with check_credit_status, and you can submit a formal request for a new working capital credit line using request_credit_line.
How Konfío MCP Works
- 1 Subscribe to the Konfío server and enter your Konfío Business API credentials.
- 2 Your AI agent uses natural language to call specific tools (e.g.,
create_invoice,list_cc_transactions). - 3 The server executes the financial operation, pulls the data, and returns the result to your AI agent for a human-readable response.
The bottom line is, your AI agent acts as a secure, single gateway to execute complex financial operations across your Konfío account.
Who Is Konfío MCP For?
SMB Owners who hate juggling ten different apps. Accountants needing to pull compliance data quickly. Finance Managers who need to automate payments and reporting without manual intervention. If your job involves reconciling financial data or making business payments, this is for you.
Uses the agent to monitor cash flow, check loan balances, and pay suppliers without opening multiple banking applications.
Programmatically pulls CFDI invoices and credit card transactions for end-of-month tax reconciliation.
Automates supplier SPEI transfers and generates legally compliant invoices for clients.
What Changes When You Connect
- Automate payments and invoicing. Use
create_invoiceto generate legally compliant CFDIs andcreate_transferto send SPEI payments. No more manual steps. - Maintain financial oversight. Use
list_cc_transactionsto see every corporate charge andget_cc_statementto reconcile monthly books. - Control your debt and credit. Check your standing instantly with
check_credit_statusor view the payment plan usingget_payment_schedule. - Centralize banking data. Instead of logging into Konfío, your agent pulls loan details (
get_loan_details), credit card info (get_credit_card), and transaction history in one flow. - Streamline compliance. Use
list_invoicesto pull all emitted and received CFDIs, giving accountants a single source of truth for tax records.
Real-World Use Cases
Closing the books at month-end.
The accountant needs to reconcile all spending. They ask their agent to run list_cc_transactions and list_invoices. The agent compiles a summary of all credit card charges and all invoices for the period, allowing the accountant to finish reconciliation in minutes, not hours.
Paying a supplier without logging in.
The finance manager needs to pay a vendor immediately. They tell their agent to create_transfer for the required amount. The agent verifies the details and executes the SPEI transfer directly, sending confirmation to the manager without any manual login steps.
Getting a new credit line.
The SMB owner realizes they need more capital. They ask the agent to check_credit_status first, and if approved, they immediately submit a formal request using request_credit_line. The entire process is managed in one conversation.
Making a scheduled loan payment.
The owner needs to cover a minimum payment. They ask the agent to make_loan_payment for the specific loan ID. The agent processes the payment, confirming the amount and updating the loan status.
The Tradeoffs
Manual Data Aggregation
Logging into the bank website, then logging into the invoicing portal, then manually downloading a credit card statement to combine everything in Excel.
→
Let your agent handle it. Ask the agent to run list_cc_transactions, list_invoices, and get_loan_details sequentially. It pulls all three data streams and gives you a single, compiled report.
Forgetting compliance requirements
Creating an invoice manually in a general CRM system that doesn't generate the legally required CFDI stamps, meaning the invoice is unusable for tax purposes.
→
Use the create_invoice tool. It handles the legal compliance, ensuring the generated electronic invoice (CFDI) is valid for SAT requirements.
Mismanaging payments
Sending a payment to a supplier without confirming the correct loan ID or transfer amount, leading to incorrect accounting entries.
→
First, check the loan status with get_loan_details, then use get_payment_schedule to confirm the required amount. Finally, execute the payment with make_loan_payment.
When It Fits, When It Doesn't
Use this server if your core bottleneck is moving between financial systems or performing repetitive, compliance-heavy tasks (like invoicing or reconciliation). You need a single, reliable API gateway for payments, loan tracking, and tax documents. Don't use this if you only need to view basic, non-financial data, or if you plan to handle the payments manually via a different method. If you just need a basic transaction log, list_transfers works. But if you need to execute the payment, you need the full suite of tools.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Konfío. 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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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 14 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Handling SMB finances shouldn't require a login for every single task.
Today, managing a small business's finances means juggling 3-4 different portals: the bank, the credit card portal, the accounting software, and the invoicing system. You spend time clicking through dashboards, downloading CSVs, and copy-pasting data from one tab to the next just to get a clear picture of cash flow.
With Konfío MCP, your agent handles the heavy lifting. Instead of logging in, you ask, 'What was my spending last month?' and the agent instantly pulls transaction data using `list_cc_transactions` and summarizes it for you.
Konfío MCP Server: Automate invoicing and payments.
You currently have to generate an invoice in one system, then manually record the payment in another, and finally ensure the compliance stamp is correct. This process is slow and prone to human error.
Now, you just ask the agent to 'Invoice TechCorp for $11,600 and send the payment.' The agent uses `create_invoice` and `create_transfer` in sequence. It handles the legal compliance and the money movement, all in one conversation.
Common Questions About Konfío MCP
How do I list all my past and current invoices using the `list_invoices` tool? +
The list_invoices tool lets you list both emitted and received CFDIs. You can filter the list by status (active, paid, etc.) to narrow down your search.
Can I make a payment toward a loan using the `make_loan_payment` tool? +
Yes, the make_loan_payment tool initiates a direct debit from your connected account to pay down a specific loan ID. You must specify the loan ID and the amount you want to pay.
What is the difference between `list_cc_transactions` and `get_cc_statement`? +
list_cc_transactions gives you a list of recent charges. get_cc_statement fetches the full, comprehensive monthly statement for detailed reconciliation.
Do I need the `create_invoice` tool for legal compliance? +
Yes, the create_invoice tool generates a new electronic invoice (CFDI) that is automatically compliant with SAT requirements, which is necessary for official tax records.
How do I check my business credit score using `check_credit_status`? +
Simply call check_credit_status. It returns your current business credit rating and details your eligibility status with Konfío.
How do I use the `create_transfer` tool to send money to an employee? +
You use create_transfer by providing the recipient's bank details and the amount. The tool handles the SPEI transfer format, sending funds directly from your connected Konfío account to the employee's account.
What information does the `get_loan_details` tool return about a specific loan? +
It returns the core details of a specific loan, including the original amount, the current balance, the interest rate, and the remaining term. This lets you track exactly how much debt remains.
Is there a way to check my business credit line status using `get_credit_card`? +
No, get_credit_card fetches corporate card details and transactions. To check your overall credit line status, you need to use the check_credit_status tool.
Can I emit legal Mexican electronic invoices (CFDIs) with this tool? +
Yes! Use the create_invoice tool. You just need to provide the client's RFC, the SAT usage code (e.g., G03), and the item details. Konfío will automatically stamp (timbrar) the XML document with the SAT network to make it fully legally binding in Mexico.
How do I check when my next loan payment is due? +
First use list_loans to find your active loan ID, then use get_payment_schedule with that ID to view all upcoming installments, breaking down principal, interest, and IVA taxes for each payment.
Can I pay suppliers via SPEI using my Konfío balance? +
Yes, use the create_transfer tool with the supplier's 18-digit CLABE number and the transfer amount. Konfío processes these as standard domestic SPEI wires.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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