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.

Konfío MCP Server for CrewAI 14 tools — connect in under 2 minutes

Name: Konfío
Availability: InStock
Author: Vinkius

docs.crewai.com/mcp/overview

Built by Vinkius GDPR 14 Tools Framework

Connect your CrewAI agents to Konfío through Vinkius, pass the Edge URL in the `mcps` parameter and every Konfío tool is auto-discovered at runtime. No credentials to manage, no infrastructure to maintain.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

from crewai import Agent, Task, Crew

agent = Agent(
    role="Konfío Specialist",
    goal="Help users interact with Konfío effectively",
    backstory=(
        "You are an expert at leveraging Konfío tools "
        "for automation and data analysis."
    ),
    # Your Vinkius token. get it at cloud.vinkius.com
    mcps=["https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"],
)

task = Task(
    description=(
        "Explore all available tools in Konfío "
        "and summarize their capabilities."
    ),
    agent=agent,
    expected_output=(
        "A detailed summary of 14 available tools "
        "and what they can do."
    ),
)

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

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* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Konfío MCP Server

Connect your Konfío business account to any AI agent and manage Mexico's leading SMB financial suite through natural conversation. Whether you need to pay a loan, check credit limits, or emit electronic invoices (CFDIs), the AI handles the heavy lifting.

When paired with CrewAI, Konfío becomes a first-class tool in your multi-agent workflows. Each agent in the crew can call Konfío tools autonomously, one agent queries data, another analyzes results, a third compiles reports, all orchestrated through Vinkius with zero configuration overhead.

What you can do

Loan Management — Track active business loans, get amortization schedules, and make direct loan payments from your connected accounts
Credit Cards — Review corporate credit card spending, check available limits, and fetch monthly statements for reconciliation
Electronic Invoicing (CFDI 4.0) — List emitted and received SAT invoices, and generate new legally compliant invoices with automatic stamp generation
B2B Transfers — Create SPEI transfers to suppliers and employees directly from your Konfío account
Credit Line Monitoring — Check your business credit score status and apply for new working capital credit lines

The Konfío MCP Server exposes 14 tools through the Vinkius. Connect it to CrewAI in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Konfío to CrewAI via MCP

Follow these steps to integrate the Konfío MCP Server with CrewAI.

Install CrewAI

Run pip install crewai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com

Customize the agent

Adjust the role, goal, and backstory to fit your use case

Run the crew

Run python crew.py. CrewAI auto-discovers 14 tools from Konfío

Why Use CrewAI with the Konfío MCP Server

CrewAI Multi-Agent Orchestration Framework provides unique advantages when paired with Konfío through the Model Context Protocol.

Multi-agent collaboration lets you decompose complex workflows into specialized roles, one agent researches, another analyzes, a third generates reports, each with access to MCP tools

CrewAI's native MCP integration requires zero adapter code: pass Vinkius Edge URL directly in the `mcps` parameter and agents auto-discover every available tool at runtime

Built-in task delegation and shared memory mean agents can pass context between steps without manual state management, enabling multi-hop reasoning across tool calls

Sequential and hierarchical crew patterns map naturally to real-world workflows: enumerate subdomains → analyze DNS history → check WHOIS records → compile findings into actionable reports

Konfío + CrewAI Use Cases

Practical scenarios where CrewAI combined with the Konfío MCP Server delivers measurable value.

Automated multi-step research: a reconnaissance agent queries Konfío for raw data, then a second analyst agent cross-references findings and flags anomalies. all without human handoff

Scheduled intelligence reports: set up a crew that periodically queries Konfío, analyzes trends over time, and generates executive briefings in markdown or PDF format

Multi-source enrichment pipelines: chain Konfío tools with other MCP servers in the same crew, letting agents correlate data across multiple providers in a single workflow

Compliance and audit automation: a compliance agent queries Konfío against predefined policy rules, generates deviation reports, and routes findings to the appropriate team

Konfío MCP Tools for CrewAI (14)

These 14 tools become available when you connect Konfío to CrewAI via MCP:

check_credit_status

Check business credit rating and eligibility status

create_invoice

0 invoice for a client. Requires client RFC, tax regime, items, and CFDI usage code. Create and emit a new electronic invoice (CFDI)

create_transfer

Create a supplier B2B transfer (SPEI)

get_business_profile

Get Konfío business profile

get_cc_statement

Get a credit card monthly statement

get_credit_card

Get business credit card details

get_loan_details

Get details of a specific business loan

get_payment_schedule

Get the amortization schedule for a loan

list_cc_transactions

List credit card transactions

list_invoices

You can filter by issued (emitted) or received invoices. List electronic invoices (CFDIs)

list_loans

List active and past business loans

list_transfers

List B2B outgoing wire transfers

make_loan_payment

Make a payment towards a business loan

request_credit_line

Submit a new credit line request

Example Prompts for Konfío in CrewAI

Ready-to-use prompts you can give your CrewAI agent to start working with Konfío immediately.

"Show me my latest business credit card transactions."

"List the last 5 invoices we emitted to clients."

"Make a loan payment of $12,000 for loan LOAN-442."

Troubleshooting Konfío MCP Server with CrewAI

Common issues when connecting Konfío to CrewAI through the Vinkius, and how to resolve them.

MCP tools not discovered

Ensure the Edge URL is correct. CrewAI connects lazily when the crew starts. check console output.

Agent not using tools

Make the task description specific. Instead of "do something", say "Use the available tools to list contacts".

Timeout errors

CrewAI has a 10s connection timeout by default. Ensure your network can reach the Edge URL.

Rate limiting or 429 errors

Vinkius enforces per-token rate limits. Check your subscription tier and request quota in the dashboard. Upgrade if you need higher throughput.

Konfío + CrewAI FAQ

Common questions about integrating Konfío MCP Server with CrewAI.

How does CrewAI discover and connect to MCP tools?

CrewAI connects to MCP servers lazily. when the crew starts, each agent resolves its MCP URLs and fetches the tool catalog via the standard tools/list method. This means tools are always fresh and reflect the server's current capabilities. No tool schemas need to be hardcoded.

Can different agents in the same crew use different MCP servers?

Yes. Each agent has its own mcps list, so you can assign specific servers to specific roles. For example, a reconnaissance agent might use a domain intelligence server while an analysis agent uses a vulnerability database server.

What happens when an MCP tool call fails during a crew run?

CrewAI wraps tool failures as context for the agent. The LLM receives the error message and can decide to retry with different parameters, fall back to a different tool, or mark the task as partially complete. This resilience is critical for production workflows.

Can CrewAI agents call multiple MCP tools in parallel?

CrewAI agents execute tool calls sequentially within a single reasoning step. However, you can run multiple agents in parallel using process=Process.parallel, each calling different MCP tools concurrently. This is ideal for workflows where separate data sources need to be queried simultaneously.

Can I run CrewAI crews on a schedule (cron)?

Yes. CrewAI crews are standard Python scripts, so you can invoke them via cron, Airflow, Celery, or any task scheduler. The crew.kickoff() method runs synchronously by default, making it straightforward to integrate into existing pipelines.