• NEW
  • UPDATE
  • AUDIT
  • MANUAL

How to manage client tax profiles with your AI

Connect Facturama to your AI client to handle B2B tax data. Once connected, your agent manages the ledger for you.

Ask AI about this page

Short answer

How do I manage client tax profiles with my AI?

Your AI uses Facturama to register new RFC data and update existing fiscal profiles for your B2B receivers. This keeps your ledger accurate without manual data entry. You'll see the results in your Facturama account.

Where every update lands.

Tax profile outcomes

The AI handles the data entry, leaving you with a clean ledger.

NEW

New RFC registration

The AI adds new B2B receivers to your ledger. You get a fresh, accurate profile ready for invoicing.

UPDATE

Fiscal profile sync

Existing client data stays current. The AI modifies tax details to match new information.

AUDIT

Client list review

The AI pulls your current roster. You get a clear view of all registered B2B receivers.

MANUAL

Human oversight

You decide when to remove a client. The AI won't delete anyone without your direct command.

The workflow

What your AI does when data arrives.

The AI acts as your data entry clerk for tax information.

  1. Fetch current data

    The AI checks your existing list of B2B receivers to see who is already in the system.

    list_clients

  2. Verify specific profiles

    The AI looks up a single client to confirm their current tax details before making changes.

    get_client

  3. Register new clients

    When you provide new RFC information, the AI adds the receiver to your ledger.

    create_client

  4. Remove old records

    If a client is no longer active, the AI clears their profile from your system.

    delete_client

Try it

Copy these to start.

Use these prompts to trigger actions in Facturama.

Starting points

These are starting points. Swap out the bracketed info with your actual client details.

Facturama (SAT Mexico) Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_5XGdL1GzThJPG90cYlQPmPZNfm3iC9WuP8WVG60k/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 — Facturama (SAT Mexico) capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "facturama-sat-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_5XGdL1GzThJPG90cYlQPmPZNfm3iC9WuP8WVG60k/mcp"
    }
  }
}
Copy into chat04

  • List all my current B2B clients in Facturama.

  • Create a new client profile for RFC: [Insert RFC here].

  • Get the tax profile details for client [Insert Name].

  • Delete the client with RFC [Insert RFC here].

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

Start here

Connect Facturama once, then ask.

You only need to link your account once. Your credentials stay encrypted, and you can immediately start managing tax data through your AI client.

Connect Facturama to your AI

FAQ

How the task behaves

  • 01

    Can the AI update an existing RFC profile?

    Yes, the AI can update existing fiscal profiles using the available tools.

  • 02

    Will the AI delete my clients automatically?

    No. The AI only deletes a client if you explicitly tell it to do so.

  • 03

    Can the AI create tax profiles for B2C customers?

    No, this connector is designed specifically for managing B2B receiver data.

  • 04

    Does the AI handle the actual invoicing?

    No, the AI only manages the tax profiles and the client ledger.

  • 05

    Can I see a list of all my clients?

    Yes, you can ask your AI to list all registered clients at any time.

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

Connect Facturama (SAT Mexico) to Claude, Cursor, ChatGPT & more