• LIQUIDITY
  • HISTORY
  • REPORTING
  • HUMAN

How to track account balances with your AI

Connect Efí Pay to your AI client to turn your chat interface into a real-time financial dashboard.

Ask AI about this page

Short answer

How can I check my Efí Pay balance using AI?

Your AI uses Efí Pay tools to fetch current balances and transaction histories instantly. You get a clear view of your available liquidity without logging into a separate banking portal.

Financial visibility outcomes

What you can monitor

The AI pulls data directly from your Efí Pay account to give you these specific views.

LIQUIDITY

Real-time balance checks

The AI pulls your current available funds. You can ask for specific account totals whenever you need to know what's available.

HISTORY

Transaction analysis

Your agent reads through recent statements. It can identify patterns or specific movements in your cash flow.

REPORTING

Custom summaries

The AI aggregates statement data into readable formats. You get a breakdown of inflows and outflows on demand.

HUMAN

Manual oversight

The AI provides the data, but you decide how to move funds or settle accounts. It doesn't make payments for you.

The workflow

What your AI does when the data is requested.

The AI acts as the bridge between your chat and your Efí Pay account.

  1. Fetch current totals

    The AI checks your account to see exactly how much money is sitting in your Efí Pay balance.

    efi_get_balance

  2. Pull transaction logs

    To see where money is going, the AI pulls the latest activity from your account statements.

    efi_get_statement

  3. Analyze cash flow

    The AI looks at the statement data to find specific transactions or calculate totals for a period.

    efi_get_statement

  4. Report findings

    The AI presents the balance and transaction details in plain text within your chat window.

    efi_get_balanceefi_get_statement

Try it

Copy these to start.

Use these prompts to trigger your first financial checks.

Starting points

These are basic requests. Swap out the specific account names or dates to match your actual Efí Pay setup.

Efí Pay Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_6xawcLNxsvGzte9MFJUeGDOzAPkg5ZBhkJomgify/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 — Efí Pay capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "efi-pay-gerencianet-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_6xawcLNxsvGzte9MFJUeGDOzAPkg5ZBhkJomgify/mcp"
    }
  }
}
Copy into chat04

  • What is my current Efí Pay account balance?

  • Show me the last ten transactions from my Efí Pay statement.

  • Summarize my total inflows from the Efí Pay statement for this week.

  • Check my Efí Pay balance and tell me if it's enough to cover a 500 BRL payment.

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

Start here

Connect Efí Pay once, then ask.

Click the link to authorize the connection. Your credentials stay encrypted and secure, and you'll be ready to chat with your data immediately.

Connect Efí Pay to your AI

FAQ

How this task behaves

  • 01

    Can my AI move money or make payments?

    No. The AI can only read your balance and statements. It cannot execute transfers or initiate payments.

  • 02

    Does the AI have permission to delete my transaction history?

    No. The tools only allow the AI to retrieve data. It cannot modify or delete any records in Efí Pay.

  • 03

    How often is the balance updated?

    The AI pulls the balance in real time whenever you ask, so you always see the most current data from Efí Pay.

  • 04

    Can I ask for a specific date range for my statements?

    Yes, you can ask your AI to look at specific timeframes within the transaction statements it retrieves.

  • 05

    Is my banking login shared with the AI model?

    No. Your login stays encrypted and managed by Vinkius. The AI only interacts with the data through the provided tools.

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

Connect Efí Pay to Claude, Cursor, ChatGPT & more