• COMPLIANCE
  • RECONCILIATION
  • DISCREPANCIES
  • HUMAN ACTION

How to audit sales and invoices with your AI

Connect Conta Azul to your AI client to pull real-time transaction logs and tax document statuses through a simple chat interface.

Ask AI about this page

Short answer

Can I audit my sales and NF-e status with AI?

Yes. Your AI uses Conta Azul tools to pull your sales history and check if your NF-e emissions were approved by SEFAZ. You get a clear view of your transaction logs and tax compliance without manual exports.

Where every issue lands.

Audit outcomes

Your AI organizes the data it finds into these specific categories.

COMPLIANCE

NF-e approval status

The AI checks the SEFAZ status for your electronic invoices. You'll know exactly which documents are approved or pending.

RECONCILIATION

Sales log review

The AI pulls your recent sales history. You can compare these records against your bank statements or internal logs.

DISCREPANCIES

Missing invoice alerts

The AI identifies sales that lack a corresponding NF-e. This highlights where your tax documentation is incomplete.

HUMAN ACTION

Manual corrections

The AI identifies errors but cannot fix them. You'll need to log into Conta Azul to resolve tax issues or re-issue documents.

The workflow

What your AI does when the request arrives.

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

  1. Fetch sales data

    The AI pulls a list of your recent transactions to establish a baseline for the audit.

    list_sales

  2. Inspect specific sales

    If you need more detail on a specific transaction, the AI pulls the full record for that sale.

    get_sale

  3. Verify tax documents

    The AI retrieves your electronic invoice list to check for SEFAZ approval status.

    list_nfe

  4. Report findings

    The AI summarizes the discrepancies between sales and approved invoices in your chat window.

    list_saleslist_nfe

Try it

Copy these to start.

Use these prompts to begin your audit.

Starting points

These are starting points. Swap out the dates or specific sale IDs to match your actual data.

Conta Azul Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_ZsueLoq6Um9KuE43gYn4X9Gh5Ftup4K3SxnJsbpI/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 — Conta Azul capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "conta-azul-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ZsueLoq6Um9KuE43gYn4X9Gh5Ftup4K3SxnJsbpI/mcp"
    }
  }
}
Copy into chat04

  • List all my sales from last month and check if they have approved NF-e.

  • Show me the details for sale ID 12345 and tell me if the invoice is approved.

  • Are there any sales in the last 7 days that don't have an NF-e yet?

  • Check the status of all NF-e emissions for the current billing cycle.

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

Start here

Connect Conta Azul once, then ask.

Just link your account once. Your credentials stay encrypted, and you can immediately start asking questions about your sales and invoices.

Connect Conta Azul to your AI

FAQ

How this task behaves

  • 01

    Can the AI fix a rejected NF-e?

    No. The AI can only read the status from Conta Azul. You must log in to the platform to fix or re-issue any tax documents.

  • 02

    Can the AI delete sales or invoices?

    No. This MCP only has permission to read data. It cannot modify, delete, or create any records in Conta Azul.

  • 03

    Does the AI see my bank account details?

    No. The AI only accesses the specific sales and NF-e data provided by the Conta Azul tools.

  • 04

    How often does the data update?

    The AI pulls live data from Conta Azul every time you run a command, so you are seeing the most current information available in your account.

  • 05

    Can I audit specific customers?

    Yes. You can ask the AI to list sales for a specific customer or check the invoice status for a particular client.

  • More questions about Conta Azul? See everything the Conta Azul Connector can do

Connect Conta Azul to Claude, Cursor, ChatGPT & more