• DATA
  • BILLING
  • SYNC
  • HUMAN

How to register customers and create payments with your AI

Connect Asaas to your AI client once. From there, you can handle onboarding and billing through simple chat commands.

Ask AI about this page

Short answer

How can I automate customer onboarding and billing with my AI?

Your AI uses Asaas to build new customer profiles and issue payment requests like PIX or Boleto in one go. You'll get organized records and instant payment links.

The outcomes.

What you get from your AI.

These are the specific results of your requests.

DATA

New customer records

The AI populates your Asaas database with the names and details you provide. Your customer list stays current automatically.

BILLING

Instant payment links

The AI generates PIX or Boleto charges immediately. You get the payment data ready to send to your client.

SYNC

Updated account info

All new entries are live in Asaas. Your billing history and customer list match your chat history exactly.

HUMAN

Manual review needed

You decide when a payment is ready to be sent. The AI prepares the charge, but you control the final delivery to the customer.

The workflow

What your AI does when the request arrives.

The AI moves from identifying the person to issuing the charge.

  1. Register the client

    The AI takes the name, email, or tax ID you provide and builds a profile in Asaas.

    create_customer
  2. Generate the charge

    Once the customer exists, the AI creates a specific payment request for the amount you specify.

    create_payment
  3. Format the payment

    The AI selects the right payment method, such as PIX or Boleto, based on your instructions.

    create_payment
  4. Confirm completion

    The AI tells you the customer is ready and the payment link is generated.

    create_customercreate_payment

Try it

Copy these to start.

Use these prompts to trigger the Asaas tools.

Starting points

Swap out the names, emails, and amounts with your actual client data.

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
  • Register a new customer in Asaas named João Silva with the email joao@example.com.

  • Create a PIX payment for the customer I just registered for 150.00 BRL.

  • Add a new client to Asaas using the tax ID 12.345.678/0001-00 and then make a Boleto charge for 500.00 BRL.

  • I have a new client, Maria Souza (maria@email.com). Set her up and generate a PIX charge for her order.

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

Start here

Connect Asaas once, then ask.

Just click the link to connect your account. Your credentials stay encrypted, and you can start using these tools in your favorite AI client immediately.

Connect Asaas to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete a customer from Asaas?

    No. The AI can only create customers and payments.

  • 02

    Does the AI send the PIX code to my customer automatically?

    No. The AI generates the charge and provides the details to you, but you must send the link or code to your customer.

  • 03

    Can I change the amount of a payment after it is created?

    No. The AI can only create new payments through the create_payment tool.

  • 04

    Do I need to log in to Asaas every time I want to use the AI?

    No. You connect once, and the AI handles the communication through the secure connection.

  • 05

    Can the AI list my existing customers?

    No. This specific setup is limited to creating new customers and payments.

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

Connect Asaas to Claude, Cursor, ChatGPT & more