• RECONCILED
  • AUDITED
  • REAL-TIME
  • HUMAN

How to track and audit payments with your AI

Connect Asaas to your AI client to pull live transaction data. You can then use that data to reconcile your books without manual exports.

Ask AI about this page

Short answer

How can I use AI to track my Asaas payments?

Your AI pulls real-time lists of received payments and transfers to compare against your internal records. You get a clear view of what has cleared and what is still pending. This breakdown shows you how to automate that reconciliation.

The outcomes of your audit

Where your data lands

The AI handles the data gathering so you can focus on the discrepancies.

RECONCILED

Matched daily accounts

The AI compares Asaas data against your spreadsheets to find missing entries. You get a list of exactly which transactions match your books.

AUDITED

Identified discrepancies

Your agent flags transfers that don't align with expected amounts. You'll see exactly where the numbers drift.

REAL-TIME

Live status updates

Instead of waiting for end-of-month reports, you get the current state of all transfers. This keeps your cash flow visibility constant.

HUMAN

Manual corrections

The AI identifies the errors, but you decide how to fix them in Asaas. It won't change your financial records without your direct command.

The workflow

What your AI does when you ask for a report.

The AI acts as a bridge between your chat interface and your Asaas account.

  1. Fetch payment data

    The AI pulls a complete list of all recent incoming payments to establish a baseline for your audit.

    list_payments

  2. Check transfers

    It gathers details on all recent transfers to ensure money has actually moved as expected.

    list_transfers

  3. Compare records

    The agent looks for gaps between the Asaas data and the information you provide in the chat.

    list_paymentslist_transfers

  4. Report findings

    The AI presents a summary of matched and unmatched transactions for your review.

    list_payments

Try it

Copy these to start.

Use these lines to kick off your first audit.

Starting points

These are opening lines. Swap out the specific dates or amounts to match your actual needs.

Asaas Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_rcIKyAryOZBI6vsMm3cxduGKlH7f1q0t1XEHzxBU/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Asaas capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "asaas-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_rcIKyAryOZBI6vsMm3cxduGKlH7f1q0t1XEHzxBU/mcp"
    }
  }
}
Copy into chat04

  • List all payments received in the last 24 hours.

  • Show me all transfers from this morning so I can reconcile them.

  • Compare my list of expected payments with the actual payments in Asaas.

  • Are there any transfers from yesterday that haven't been completed yet?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Asaas once, then ask.

One click connects your account. Your credentials stay encrypted and secure, and you can immediately start asking questions about your money.

Connect Asaas to your AI

FAQ

How this task behaves

  • 01

    Can the AI move money or issue refunds?

    No. The AI can only read payment and transfer data. You must log in to Asaas to perform any financial transactions.

  • 02

    Does the AI delete any transaction history?

    No. The AI has no permission to delete or modify any data in your Asaas account.

  • 03

    How real-time is the data?

    The data is as real-time as your Asaas account. The AI fetches the latest information every time it runs a command.

  • 04

    Can I use this to find missing transfers?

    Yes. By pulling the list of transfers, the AI can help you identify which ones are missing from your expected records.

  • 05

    Will my banking credentials be shared with the AI model?

    No. Your credentials are encrypted and managed by Vinkius. The AI only sees the data returned by the specific tools.

  • More questions about Asaas? See everything the Asaas Connector can do

Connect Asaas to Claude, Cursor, ChatGPT & more