Bring Financial Management
to Claude Desktop
Create your Vinkius account to connect Conta Azul to Claude Desktop and start using all 15 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the Conta Azul MCP Server?
Connect your Conta Azul account to any AI agent and take full control of your Brazilian business ERP and financial management through natural conversation.
What you can do
- Customer Management — List and search for customers (PJ/PF), audit fiscal documents (CNPJ/CPF), and create new financial entities natively
- Inventory & Services — Map physical products (SKU) and intangible services, retrieve pricing, units of measure, and create new billable components
- Sales Monitoring — List continuous logs of confirmed sales, retrieve detailed accounting matrices for units, and verify invoice statuses
- Recurrence Tracking — Audit financial contracts and automatic agreements to monitor monthly/annual technical debt and expiration dates
- Fiscal Compliance (NF-e) — Retrieve governmental emissions records (NF-e) and validate SEFAZ approval statuses for product invoices
- Financial Structure — Access hierarchical category trees (DRE) and map bank accounts to reconcile monetary positions and internal cash flow
How it works
- Subscribe to this server
- Enter your Conta Azul OAuth 2.0 Access Token (found in the Developer Portal under your Application)
- Start managing your Brazilian ERP from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Business Owners (Brazil) — monitor sales volume and customer balances without logging into the full ERP interface
- Finance Teams — audit bank accounts, categories, and financial contracts using natural language
- Sales Reps — check customer fiscal details and product availability during negotiations
- Accounting Operations — verify NF-e statuses and reconcile billing logs directly from the workspace
Built-in capabilities (15)
Injetar novo registro financeiro PF/PJ definindo estrutura formal dentro do ERP
Mapear bens tangíveis definindo novos componentes faturáveis em Real financeiro
Inserir prestação ativa intangível estritamente precificada na contabilidade
Extrair perfil estático financeiro via UUID rastreando limites PF/PJ explícitos
Ler dados de um item físico individual incluindo limite e unidade de medida
Visualizar blocos confirmados incluindo matrizes exatas contábeis da venda UUID
Mapear bancos físicos conciliando integração extraindo posições monetárias
g. Despesas, Receitas) que formam a espinha dorsal de DRE validada base ContaAzul. Determinar limites contábeis de Plano Analítico nativo classificando recursos
Pesquisar recorrências atestando acordos automáticos limitando vencimentos
Listar base de clientes paginada extraindo entidades corporativas no ERP
Buscar listagem governamental acoplada de emissões NF (Notas de Produto)
Mapear itens físicos catalogados incluindo valores de SKU extraídos estaticamente
Listar logs contínuos extraídos avaliando faturas pendentes emitidas no fluxo
Ler prestação categorizada cobrável na estrutura contábil faturada paginada
Pesquisar perfis corporativos/fiscais comparando documentos restritos via CPF/CNPJ
Why Claude Desktop?
Claude Desktop is the definitive way to connect Conta Azul to your AI workflow. Add Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 15 tools in the chat interface. ask a question, Claude calls the right tool, and you see the answer. Zero code, zero context switching.
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Claude Desktop is the reference MCP client. it was designed alongside the protocol itself, ensuring the most complete and stable MCP implementation available
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Zero-code configuration: add a server URL to a JSON file and Claude instantly discovers and exposes all available tools in the chat interface
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Claude's extended thinking capability lets it reason through multi-step tool usage, chaining multiple API calls to answer complex questions
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Enterprise-grade security with local config storage. your tokens never leave your machine, and connections go directly to Vinkius Edge network
Conta Azul in Claude Desktop
Why run Conta Azul with Vinkius?
The Conta Azul connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 15 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Conta Azul using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Conta Azul and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Conta Azul to Claude Desktop through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Conta Azul for Claude Desktop
Every request between Claude Desktop and Conta Azul is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
Can my agent search for customers using Brazilian documents like CPF or CNPJ?
Yes. The 'search_customers' tool performs iterative regex analysis on names and documents. You can provide a CPF or CNPJ string, and the agent will locate the exact match within your Conta Azul database.
How do I check the status of a specific product invoice (NF-e)?
Use the 'list_nfe' tool. Your agent will sweep governmental emission records and validate the approval status with SEFAZ, ensuring you have real-time visibility into your fiscal compliance.
Can I monitor recurring contracts via the agent?
Absolutely. The 'list_contracts' tool captures financial limits for monthly or annual agreements, allowing your agent to detail continuous links and track expiration dates without generating instant fiscal documents.
How do I check my available bank balance?
Use the 'list_bank_accounts' tool. Your agent will retrieve the real-time balance for all integrated accounts in your Conta Azul workspace.
How does Claude Desktop discover MCP tools?
When Claude Desktop starts, it reads the claude_desktop_config.json file and connects to each configured MCP server. It calls the tools/list endpoint to fetch the schema for every available tool, then surfaces them as clickable options in the chat interface via the 🔌 icon.
What happens if the MCP server is temporarily unavailable?
Claude Desktop handles disconnections gracefully. if the server is unreachable at startup, the tools simply won't appear. Once the server becomes available again, restarting Claude Desktop will re-establish the connection. There is no timeout penalty or error loop.
Can I connect multiple MCP servers simultaneously?
Yes. You can add as many servers as you need in the mcpServers section of the config file. Each server appears as a separate tool provider, and Claude can use tools from multiple servers in a single conversation turn.
Is there a limit on the number of tools per server?
Claude Desktop can handle hundreds of tools per server. However, for optimal LLM performance, Vinkius servers are designed to expose focused, well-documented tool sets rather than overwhelming the model with too many options.
Does Claude Desktop support Streamable HTTP transport?
Yes. Claude Desktop supports both SSE (Server-Sent Events) and the newer Streamable HTTP transport that Vinkius uses. Simply provide the server URL. Claude auto-negotiates the transport protocol.
Server not appearing after restart
Ensure the JSON is valid (no trailing commas). Check the file path: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\\Claude\\ (Windows).
Authentication error
Verify your Vinkius token is correct. Go to cloud.vinkius.com to regenerate it if needed.
Tools not showing in chat
Click the 🔌 icon at the bottom of the chat input. If it shows 0 tools, the server may still be connecting. wait a few seconds.
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