How to Use the TOTVS MCP in Claude

Q: How do I check financial data with TOTVS and Claude Desktop?

You use the listing tools like listpayments or listreceipts. The agent will return a clean, formatted list of accounts payable or receivable records directly in your chat window.

Q: Can I find employee details using TOTVS and Claude Desktop?

Yep. Just give the agent an employee ID. It uses getemployeedetails to pull all relevant info, like their department or manager. This is fast and happens right in the desktop app.

Q: What kind of documents can I list with TOTVS and Claude Desktop?

The agent accesses the Fluig ECM using listdocuments. You get a list of existing records, which helps you understand what documentation is available for a specific business process.

Q: What processes can I monitor with TOTVS and Claude Desktop?

You use the BPM tools. First, list all workflows using listprocesses, then check a specific instance using getprocessrequest. This gives you visibility into the workflow's current state.

Access TOTVS ERP data directly in Claude Desktop and on the web.

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Create your Vinkius account to connect TOTVS 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 TOTVS with Claude Desktop

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Manage employee records.

Use `list_employees` to pull a roster of users from the HR module. You can then run `get_employee_details` to fetch specific payroll or contact information for any individual. This means you don't have to jump between your browser and the core TOTVS system just to check an employee's status. Claude Desktop handles that data pull directly into the chat window.

Monitor BPM workflows.

Need to know where a process stands? You can use `list_processes` to see all active Fluig business processes, and then check individual progress with `get_process_request`. Better yet, you can advance the state using `move_process_request`. This gives your agent real-time control over operational workflows. It lets you track approvals or trigger the next step without manual intervention.

Query core financial data.

The server exposes functions for both accounts payable and receivables. Start by running `list_payments` to see all open vendor invoices, or use `list_receipts` for customer payments. This capability lets your agent pull concrete numbers—like checking a specific account balance using `get_rm_data`—and present it right there in the Claude Desktop chat.

Setup guide

Set up TOTVS 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 TOTVS 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 TOTVS 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 totvs-mcp.

json

{
  "mcpServers": {
    "totvs-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 TOTVS. 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 TOTVS MCP in Claude Desktop

You use the listing tools like `list_payments` or `list_receipts`. The agent will return a clean, formatted list of accounts payable or receivable records directly in your chat window.

Yep. Just give the agent an employee ID. It uses `get_employee_details` to pull all relevant info, like their department or manager. This is fast and happens right in the desktop app.

The agent accesses the Fluig ECM using `list_documents`. You get a list of existing records, which helps you understand what documentation is available for a specific business process.

The server only exposes structured data through defined tools. When querying employee details using `get_employee_details`, it presents limited, necessary fields—you don't get access to raw database tables.

You use the BPM tools. First, list all workflows using `list_processes`, then check a specific instance using `get_process_request`. This gives you visibility into the workflow's current state.

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