How to Use the Konfío MCP in Claude

Q: How do I install the Konfío toolset on my Claude Desktop app?

Open your claudedesktopconfig.json file and add the server configuration under the configuration key. Once you save and restart the app, Claude Desktop displays a hammer icon showing the active MCP banking tools.

Q: Can the agent pay my suppliers automatically?

Yes, if you authorize it. The agent uses the createtransfer tool to initiate SPEI transfers to your suppliers, but you maintain full control over when these actions run.

Run your Mexican business finances directly from Claude Desktop by connecting Konfío's loan, invoice, and card tools.

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Connect Konfío MCP to Claude Desktop

Create your Vinkius account to connect Konfío 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 Konfío with Claude Desktop

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Issue CFDI invoices instantly in Claude Desktop

The `create_invoice` tool lets you generate SAT-compliant electronic invoices directly from your chat window. You provide the client's RFC, tax regime, and items, and your AI client handles the rest without you opening the Konfío portal. It uses a secure MCP connection to communicate with the API. You can also run `list_invoices` to pull past documents. It keeps your tax records clean because Claude Desktop parses the XML data directly and flags missing details before you file.

Manage business loans and schedules in your chat

Use the `list_loans` tool to pull active and past business credit lines straight into your chat interface. It gives Claude Desktop immediate access to your outstanding balances and upcoming due dates so you never get hit with late fees. If you need to dive into the details, `get_payment_schedule` and `make_loan_payment` let you schedule or execute debt payments. Claude Desktop calculates your cash runway based on these schedules, meaning you don't have to build manual spreadsheets to see your net position.

Audit your corporate cards with this MCP Server

The `list_cc_transactions` tool feeds your raw credit card transaction history directly to Claude Desktop for instant categorization. Your agent scans the merchant names and amounts to flag unauthorized charges or match expenses to your projects. Pulling monthly statements is just as fast when you trigger `get_cc_statement` or check limits with `get_credit_card`. Claude Desktop turns raw financial data into clean expense reports, saving you from downloading PDFs one by one.

Setup guide

Set up Konfío 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 Konfío 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 Konfío 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 konfio-mcp.

json

{
  "mcpServers": {
    "konfio-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 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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

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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

60%

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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 Konfío MCP in Claude Desktop

Open your `claude_desktop_config.json` file and add the server configuration under the configuration key. Once you save and restart the app, Claude Desktop displays a hammer icon showing the active MCP banking tools.

Yes, you can connect the remote server URL directly inside your browser settings under Integrations. This lets you access your Mexican business accounts on any device using this MCP Server without installing local files.

No, Claude Desktop never sees your actual login credentials. The MCP Server communicates through secure API tokens managed by Vinkius, protecting your corporate accounts.

Yes, if you authorize it. The agent uses the `create_transfer` tool to initiate SPEI transfers to your suppliers, but you maintain full control over when these actions run.

Your XML invoices and credit card transactions remain isolated inside the Vinkius V8 sandbox. The server processes this financial data on ephemeral runners, meaning no tax records or transaction details are ever stored on external servers.

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