• BILLING
  • TRACKING
  • MODIFICATION
  • HUMAN

How to create and manage invoices with your AI

Connect Cora Bank to your AI client to handle billing tasks through simple chat commands. Your agent handles the technical execution of generating and tracking payments.

Ask AI about this page

Short answer

How can I use my AI to handle Cora Bank invoicing?

You can tell your agent to generate new Boletos or Pix QR codes, check if a client has paid, or cancel an existing invoice if terms change. This moves the manual work of navigating banking dashboards into your chat interface.

Where every action lands.

Invoice management outcomes

Your agent translates your requests into specific banking actions.

BILLING

New payment requests

The AI generates official Cora Boletos or Pix QR codes based on your instructions. You get the payment details immediately.

TRACKING

Real-time status updates

Ask for the status of a specific invoice to see if it's paid or pending. Your agent pulls the latest data from Cora Bank.

MODIFICATION

Voiding old invoices

If a deal changes, tell your agent to cancel an invoice. It handles the cancellation in the Cora system.

HUMAN

Manual review needed

The AI cannot change your bank account settings or move money between accounts. You still control the actual funds.

The workflow

What your AI does when you request billing tasks.

The agent acts as the bridge between your chat and the Cora Bank API.

  1. Generate payments

    When you ask for a new invoice, the agent creates the necessary Boletos or Pix QR codes.

    cora_create_invoice

  2. Check history

    The agent pulls a list of your recent transactions to show what's outstanding.

    cora_list_invoices

  3. Verify specific status

    You can ask about a single client's payment to get the exact current state of that invoice.

    cora_get_invoice

  4. Cancel requests

    If a payment is no longer valid, the agent voids the invoice in the system.

    cora_cancel_invoice

Try it

Copy these to start.

Use these prompts to trigger actions in Cora Bank.

Starting points

Swap the bracketed info with your actual client names or invoice amounts.

Cora Bank Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_lVn7Zz4LJ3Xu5otJAJTOe6F9baeARROXQTFRxISO/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 — Cora Bank capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "cora-bank-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_lVn7Zz4LJ3Xu5otJAJTOe6F9baeARROXQTFRxISO/mcp"
    }
  }
}
Copy into chat04

  • Create a Cora Boleto for [Client Name] for the amount of [Amount].

  • Show me all my recent invoices from Cora Bank.

  • What is the current status of invoice [ID Number]?

  • Cancel the invoice for [Client Name] because the terms changed.

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

Start here

Connect Cora Bank once, then ask.

Log in to your Cora account through the secure connection. Once linked, your agent can perform all these tasks without you ever opening the bank app again.

Connect Cora Bank to your AI

FAQ

How the Cora Bank Connector behaves

  • 01

    Can my AI move money out of my account?

    No. The agent can only create, view, and cancel invoices. It cannot initiate transfers or withdrawals.

  • 02

    Can the AI delete my entire transaction history?

    No. The agent can only interact with specific invoices through the provided tools. It cannot delete account data.

  • 03

    Does the AI handle the Pix QR code generation?

    Yes. It uses the invoice creation tool to generate Pix QR codes for your clients.

  • 04

    Can I ask the AI to change the amount on an existing invoice?

    No. To change an amount, you must cancel the existing invoice and create a new one.

  • 05

    How does the AI know if a client paid?

    The agent checks the status of the invoice directly through the bank's data.

  • More questions about Cora Bank? See everything the Cora Bank Connector can do

Connect Cora Bank to Claude, Cursor, ChatGPT & more