# Axonaut MCP for AI Agents MCP

> Axonaut connects your AI agent directly to your entire business administration stack. It lets you query, audit, and manage complex data—from invoices and quotes to team tasks and customer records—all through natural conversation. Stop clicking through dense menus; simply ask your agent to find that unpaid invoice or list all contacts associated with a specific project.

## Overview
- **Category:** erp-operations
- **Price:** Free
- **Tags:** business-administration, invoicing, quote-management, crm-automation, task-management, small-business-erp

## Description

Managing a business with an ERP can feel like navigating a labyrinth. You have dozens of tabs, complex forms, and data scattered across modules. Axonaut solves this by acting as the single brain for your operations. By connecting this MCP through Vinkius, you give your AI client direct access to all core functions: CRM contact lists, financial records, project tasks, and more. Instead of manually generating reports or clicking into five different sections just to audit a few unpaid invoices, you talk to your agent. Your agent handles the heavy lifting—retrieving company details, auditing expense logs, listing active quotations, and even setting up follow-up tasks. It turns complex organizational management into a straightforward conversation.

## Tools

### create_task
Creates a new task within Axonaut with a set description and deadline.

### get_account_check
Verifies the connection status and retrieves current user account details for system integrity checks.

### get_company
Retrieves specific, detailed information for one company by name or ID.

### list_companies
Generates a list of all companies recorded in the Axonaut system.

### list_contacts
Provides a full directory listing of every contact associated with the account.

### list_expenses
Pulls a list detailing all submitted and recorded expenses.

### list_invoices
Retrieves an auditable list of all generated invoices, including status and dates.

### list_orders
Generates a comprehensive list of all recorded client orders.

### list_products
Lists every product available in the company's catalog.

### list_projects
Pulls a list of all ongoing projects and their associated milestones.

### list_quotations
Generates an auditable list of all pending or completed sales quotations (quotes).

### list_tasks
Lists existing tasks, showing who they are assigned to and when they are due.

## Prompt Examples

**Prompt:** 
```
What's our financial standing with Acme Corp?
```

**Response:** 
```
**Acme Corp Financial Summary**

*   **Invoices:** 3 total (2 paid, 1 unpaid).
*   **Outstanding Balance:** €4,500.
*   **Quotes Pending:** One quote for €800 is awaiting approval.
*   **Latest Expenses Logged:** €1,200 this month.

You need to approve that quote to get the job moving.
```

**Prompt:** 
```
I have a new client. Can you set up a follow-up task for next week?
```

**Response:** 
```
**Task Created Successfully**

The task, 'Initial follow-up call with TechCorp,' is scheduled for **Next Tuesday**. I've also updated their contact record to show the owner of this task.

*Reminder:* Don't forget to check list_products before sending any final quote.
```

**Prompt:** 
```
List all companies that have an active project and haven't paid an invoice yet.
```

**Response:** 
```
**Unpaid Active Clients**

| Company Name | Project Status | Due Invoice Amount |
| :--- | :--- | :--- |
| Global Solutions | Active | €12,500 |
| Beta Tech Inc. | Planning | €3,100 |

Action needed: Send follow-up emails to these contacts.
```

## Capabilities

### Audit Financial Records
The agent can pull comprehensive lists of invoices, quotes, expenses, and orders to check financial status quickly.

### Manage Client Relationships
You can list all companies or search for specific contacts using simple text queries.

### Track Project Progress
The agent lists and creates tasks, keeping your team's project timelines moving forward without manual entry.

### View Product & Order Data
Retrieve the full product catalog details or list all active orders associated with a client.

## Use Cases

### The Quarterly Financial Health Check
An accountant needs to know the total financial standing. They ask their agent to list invoices and quotes from Q3. The agent consolidates the data, identifying which payments are overdue without requiring any manual report generation.

### Onboarding a New Client
A sales rep meets 'TechCorp' and needs background info. They ask their agent to get_company details, instantly pulling up contact lists (list_contacts) and checking for any outstanding quotes or orders.

### The Overflowing To-Do List
An operations manager realizes a project is slipping. Instead of digging through the dashboard, they ask their agent to list_tasks, see who's blocked, and immediately create_task follow-ups for specific team members.

### Inventory Reconciliation
A finance lead needs to compare sales against available inventory. They can ask the agent to list_products and then cross-reference that data with active orders (list_orders) in a single query.

## Benefits

- Stop manually auditing financial data. You can ask your agent to list all unpaid invoices or check the total value of outstanding quotations instantly.
- Never lose track of a client relationship again. Use list_contacts and list_companies to get a full view of every associated person, right in the chat window.
- Keep projects on schedule without opening the task dashboard. Your agent handles listing tasks and creating new ones with deadlines when you need them most.
- Streamline your finance review process by calling list_expenses or retrieving product metadata via list_products, giving accountants instant access to data points.
- Avoid context switching entirely. You can manage client records (list_companies) and immediately follow up by creating a task for the sales team, all in one conversation.

## How It Works

The bottom line is you get a conversational layer on top of your existing ERP data.

1. Subscribe to this MCP and paste your Axonaut API Key.
2. Connect it to your preferred AI agent (Claude, Cursor, etc.).
3. Ask your agent natural language questions, like 'Show me all unpaid invoices from the last quarter.' The agent executes the query and returns a clean, summarized answer.

## Frequently Asked Questions

**How do I use the Axonaut MCP for AI Agents to audit my invoices?**
You simply ask your agent, 'List all unpaid invoices.' It pulls the list directly from Axonaut and shows you key details like amounts and due dates. This eliminates manual report generation entirely.

**Does Axonaut MCP for AI Agents help with client contact management?**
Yes, it gives your agent full access to list all contacts and companies. You can search or request lists of people associated with a specific company record instantly.

**Is the Axonaut MCP for AI Agents better than manually checking my dashboard?**
Absolutely. Instead of navigating multiple dashboards, you use natural language to ask your agent questions that pull data from invoices, tasks, and quotes all at once. It’s a single conversation instead of dozens of clicks.

**What if I need to create follow-up actions? Can Axonaut MCP for AI Agents do that?**
Yes. You can instruct your agent to create tasks for team members, setting specific descriptions and deadlines right from the chat. It logs it immediately in Axonaut.

**Can I check product details and link them to existing orders using this MCP?**
Yes. You can ask your agent to list products and cross-reference that data with active orders, helping you verify if everything needed for fulfillment is accounted for.