# Asaas MCP for AI Agents MCP

> Asaas provides an AI interface for Brazilian businesses to manage the entire billing lifecycle. It lets your agent handle customer creation, generate instant payment links (PIX/Boleto), track recurring subscriptions, and reconcile financial accounts without logging into a dashboard.

## Overview
- **Category:** finance-accounting
- **Price:** Free
- **Tags:** billing-management, payment-gateway, subscription-management, financial-reporting, customer-inventory, pix-payments

## Description

This MCP connects your AI client directly to your Asaas digital account, treating it like another set of tools in the Vinkius catalog. Instead of navigating multiple screens or exporting CSVs, you simply talk to your agent about money management. Your assistant handles everything from creating new customer profiles and generating specific payment methods—like PIX charges for a client—to listing all active subscriptions that need renewal. You can ask it to check your current balance and even run reports on all past transactions. It’s how you get real-time financial oversight without the manual effort, letting you focus on sales instead of spreadsheets.

## Tools

### create_customer
Adds a new customer record to the Asaas platform.

### create_payment
Generates and submits a new payment charge for an existing client.

### get_account_check
Verifies that the connection to your Asaas account is active and working correctly.

### get_balance
Retrieves your current financial balance from Asaas.

### list_customers
Pulls a complete list of all customers registered in the system.

### list_payments
Retrieves a detailed log of every processed payment and charge.

### list_subscriptions
Lists every active recurring billing plan for your client base.

### list_transfers
Gets a log of all financial transfers made or received through the account.

## Prompt Examples

**Prompt:** 
```
Show me all my recurring subscriptions that are due this week.
```

**Response:** 
```
**Active Subscriptions Due This Week**

*   Client A: R$ 299.00 (Due Date: June 15th)
*   Client C: R$ 49.90 (Due Date: June 17th)
*   Client D: R$ 99.00 (Due Date: June 22nd)

Total pending revenue this week: **R$ 437.90**.
```

**Prompt:** 
```
What was the total amount of payments received yesterday?
```

**Response:** 
```
**Payment Summary: Yesterday**

*   ✅ PIX Payments: R$ 1,500.00 (Total 8 charges)
*   💳 Credit Card Charges: R$ 750.00 (Total 3 charges)
*   💰 Boleto Collections: R$ 250.00 (Total 1 charge)

**Grand Total Received:** **R$ 2,500.00**.
```

**Prompt:** 
```
I need to bill client 'XYZ' for a service rendered today.
```

**Response:** 
```
**Payment Created Successfully!**

The charge of R$ 350.00 has been created for customer 'xyz_123'. You can send this payment now via PIX or Boleto.

*   Client: XYZ Corp*
*   Amount: R$ 350.00*
*   Status: Pending Payment*
```

## Capabilities

### Onboard new clients
Register a brand new customer profile in your Asaas account.

### Create specific charges
Generate a payment charge for any existing customer using various methods like PIX or Credit Card.

### Audit client lists
Retrieve and view all current registered customers in your system.

### Review payments history
Get a complete list of every payment (charge) that has been processed through Asaas.

### Track recurring revenue
View and manage the status of all active subscription plans for your user base.

### Check financial health
Pull real-time data on your current account balance or list recent bank transfers.

## Use Cases

### Auditing end-of-month receivables
The Finance Manager needs to know exactly what's owed this month. They ask their agent to pull all pending payments and outstanding subscriptions using `list_payments` and `list_subscriptions`, getting a report ready in minutes.

### Processing a payment during a call
A Sales Rep finishes talking to a new client. Instead of exchanging forms, they ask their agent to use the `create_customer` tool and then immediately run `create_payment`, getting the PIX link sent straight back.

### Investigating payment failures
The Small Business Owner noticed a discrepancy. They prompt the agent with 'Show me all payments between X and Y' using `list_payments` to trace exactly when and why funds might have dropped off.

## Benefits

- Instantly register new clients using the `create_customer` tool. Sales reps can onboard people faster by generating profiles right from a chat window.
- Eliminate manual payment tracking. You can use `list_payments` to get a full history of charges, letting you audit revenue streams instantly.
- Never miss a renewal date again. The MCP lets your agent run `list_subscriptions`, providing an immediate overview of recurring billing needs.
- Audit your cash flow with simple commands. Use `get_balance` or `list_transfers` to check your current financial standing in seconds.
- Streamline customer management by using `list_customers`. You get a centralized view of every contact, making client follow-up much easier.

## How It Works

The bottom line is: It turns complex financial dashboard navigation into a simple chat conversation.

1. You connect your preferred AI client to Vinkius and authorize Asaas via the MCP, granting access through an `access_token`.
2. Your agent translates a natural language request—like 'Show me payments from last week'—into specific actions within the toolset.
3. The MCP executes those actions against Asaas, sending back structured data (e.g., lists of customers or balances) that your AI client presents directly to you.

## Frequently Asked Questions

**How can Asaas MCP help me manage my recurring billing?**
The MCP lets your agent monitor every active subscription and tells you exactly when payments are due. You get an instant overview of your future revenue without needing to check complex reports.

**Can I use Asaas MCP for Brazilian payment methods like PIX?**
Yes. It handles various local Brazilian methods, allowing you to create charges and generate specific links (like PIX or Boleto) directly through natural language commands.

**What if I need to audit my customer list using Asaas MCP?**
You can quickly retrieve a full manifest of all registered customers. This helps you verify contact details, check for duplicates, and ensure your sales team has the latest information.

**Is tracking payments with Asaas MCP faster than using the website?**
It's much faster. Instead of clicking through multiple tabs (payments, transfers, charges) on the platform, you just ask your agent a question and get the summarized answer immediately.

**Does Asaas MCP help me reconcile my bank statement?**
It helps by giving you structured views. You can pull lists of all payments and transfers, letting your agent compare them against your actual bank records much more efficiently.