• DATA
  • CREDIT
  • SEARCH
  • HUMAN

How to verify customer fiscal data with your AI

Connect Conta Azul to your AI client once. After that, you can pull specific fiscal details from your ERP records using simple chat commands.

Ask AI about this page

Short answer

How can I check customer CNPJ and credit limits with my AI?

Your AI uses the Conta Azul MCP to look up specific customer profiles in your ERP. It pulls CNPJ, CPF, and credit limit data so you can validate fiscal information without leaving your chat interface. You'll get the exact details stored in your Conta Azul records.

The outcomes.

Where the data lands.

The AI handles the lookup and presents the results in your chat.

DATA

Verified fiscal details

The AI pulls CNPJ and CPF numbers directly from your ERP. You get accurate tax identifiers for your customers.

CREDIT

Credit limit checks

Your agent retrieves current credit limits for specific clients. This helps you make quick decisions on new orders.

SEARCH

Customer identification

The AI finds the right accounts by searching your existing customer list. It matches names to their fiscal IDs.

HUMAN

Manual updates

The AI only reads data from Conta Azul. You still need to log in to the ERP if you want to change a customer's credit limit or tax ID.

The workflow

What your AI does when you ask for data.

The AI acts as a bridge between your chat and your ERP records.

  1. Find the customer

    The AI scans your Conta Azul database to find the specific client you are asking about.

    search_customers

  2. Retrieve profile

    Once the client is found, the AI pulls their full profile to access specific fiscal fields.

    get_customer

  3. Extract tax IDs

    The AI isolates the CNPJ or CPF from the customer record for your review.

    get_customer

  4. Check credit status

    The AI reads the credit limit field to confirm if a customer is eligible for a transaction.

    get_customer

Try it

Copy these to start.

Use these prompts to trigger the Conta Azul tools.

Starting points

These are basic requests. Swap out the company names or tax IDs with 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

  • Search for the customer 'Tech Solutions LTDA' in Conta Azul.

  • What is the CNPJ for the customer with ID 12345?

  • Check the credit limit for 'Global Imports' in my ERP.

  • List all customers in my Conta Azul account to see who is active.

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

Start here

Connect Conta Azul once, then ask.

Click the link to connect your account. Your login credentials stay encrypted and secure, and you can start asking questions immediately.

Connect Conta Azul to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change a customer's credit limit?

    No. The AI can only read the credit limit from your records. You must update limits directly in Conta Azul.

  • 02

    Can I use this to delete old customers?

    No. This MCP is for retrieving data. It does not have the capability to delete or modify records in your ERP.

  • 03

    Does the AI see all my financial data?

    The AI only sees the data it needs to answer your specific question based on the tools provided.

  • 04

    How does the AI find the right customer?

    It uses the search tool to match the names or IDs you provide against your Conta Azul database.

  • 05

    Can I ask for a summary of all my customers?

    Yes, you can ask the AI to list or search for customers to get a high-level view of your client list.

  • More questions about Conta Azul? The Connector page answers them. See everything the Conta Azul Connector can do

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