# Conta Azul MCP for AI Agents MCP

> Conta Azul connects your AI agent directly to a Brazilian ERP system. Manage everything from customer records and product inventory to sales logs, financial contracts, and government fiscal compliance (NF-e) using natural conversation.

## Overview
- **Category:** erp-operations
- **Price:** Free
- **Tags:** financial-management, inventory-tracking, invoicing, sme-tools, brazilian-market, sales-tracking

## Description

Need full control over complex Brazilian financial data without logging into the full ERP interface? This MCP gives your AI client direct access to Conta Azul’s core accounting functions. Instead of navigating dozens of menus and clicking through tabs, you talk to your agent about what you need. You can check a customer's fiscal status using their CPF or CNPJ, map out physical products and services for billing, or pull the latest confirmed sales logs instantly. It even handles compliance details, letting you verify NF-e statuses with SEFAZ directly in your chat window. The Vinkius catalog hosts this connection so you can access all of Conta Azul's financial structures—from bank account reconciliation to detailed revenue and expense categories—all from one place. It turns weeks of manual data gathering into a quick conversation.

## Tools

### list_customers
Retrieves a paginated list of corporate entities from the ERP's customer base.

### get_customer
Extracts the static financial profile for an individual or company using its UUID, detailing credit limits.

### search_customers
Compares and searches for corporate or fiscal profiles by inputting restricted documents like CPF or CNPJ.

### create_customer
Injects a new financial record, defining the formal structure of a new customer (PF/PJ) in the ERP.

### list_products
Maps physical catalog items, including static SKU values and descriptions.

### get_product
Reads detailed data for a single item, providing its credit limit and unit of measure.

### create_product
Maps a tangible asset by defining it as a new billable component in the financial accounting system.

### list_services
Reads categorized, billable intangible services directly from the accounting structure.

### create_service
Inserts a new, active intangible service that is strictly priced within the financial ledger.

### list_sales
Lists continuous logs of sales records, analyzing pending invoices from current workflow streams.

### get_sale
Visualizes confirmed sale blocks, including detailed accounting matrices tied to a specific UUID.

### list_contracts
Searches for recurring agreements, confirming automatic arrangements and tracking future expiration dates.

### list_nfe
Retrieves the government's attached list of NF (Product Note) emissions records.

### list_categories
Provides a validated list of expense and revenue categories that form the backbone of the DRE, defining analytic limits.

### list_bank_accounts
Maps physical bank accounts by reconciling financial integrations to extract current monetary positions.

## Prompt Examples

**Prompt:** 
```
Check the status of my NF-e emissions for this month
```

**Response:** 
```
**NF-e Compliance Report (Current Month):**

*   ✅ **Approved by SEFAZ:** 11 invoices (Total Value: R$ 45,000.00)
*   ⚠️ **Pending Review:** 1 invoice (CNPJ: XXXXX... / Status: Awaiting SEFAZ validation).

Do you want me to retrieve the specific details for the pending invoice?
```

**Prompt:** 
```
What's my current cash flow status and what are the recurring contracts?
```

**Response:** 
```
**Financial Snapshot:**
*   **Bank Account Reconciliation:** Current balance across linked accounts is R$ 125,500.00.
*   **Recurring Agreements:** You have two active agreements:
    *   Tech Support (Expires: Oct 30, 2024)
    *   Software License (Expires: Dec 15, 2024)

The total annual technical debt is R$ 8,000.00.
```

**Prompt:** 
```
List the last 3 sales and verify their customer details.
```

**Response:** 
```
**Last 3 Sales Summary:**

| Sale ID | Customer Name | Status | Value |
| :---: | :---: | :---: | :---: |
| 982 | John Doe | Invoiced | R$ 1,250.00 |
| 983 | Acme Brasil | Pending | R$ 4,500.00 |
| 984 | Jane Smith | Paid | R$ 75.00 |

*Customer Note:* John Doe's fiscal record is active and has no pending issues.
```

## Capabilities

### Manage Customer Profiles
Look up, search, or create new customer records while verifying their official fiscal documents (CNPJ/CPF).

### Handle Product and Service Inventory
Map physical stock items and intangible services, retrieve current pricing data, and create billable components.

### Track Sales and Invoices
List confirmed sales logs, check detailed accounting matrices for past transactions, or verify specific invoice statuses.

### Monitor Financial Contracts
Audit recurring financial agreements to track expiration dates and manage technical debt obligations.

### Ensure Fiscal Compliance (NF-e)
Retrieve government emission records (NF-e) and validate the approval status of product invoices with SEFAZ.

### Reconcile Financial Structure
Access hierarchical revenue/expense category trees (DRE) or map bank accounts to check monetary positions.

## Use Cases

### Auditing a Client's Fiscal Status
A sales rep needs to know if a potential client is active. They ask their agent to search for customer profiles by CNPJ. The agent runs the search_customers tool, confirming the client’s status and showing pending sales orders.

### Reconciling Monthly Bank Statements
The finance team needs to close books quickly. They ask their agent to map bank accounts using list_bank_accounts. The agent pulls all necessary data, reconciling the cash position against internal ledger entries.

### Checking Tax Compliance for Sales
An accounting specialist must verify if invoices were properly submitted to the government. They ask their agent about NF-e emissions. The agent uses list_nfe and reports which notices are 'Approved by SEFAZ' versus those that are pending.

### Creating a New Product Line
The product manager needs to add a new service offering. They tell the agent to create a new billable component, using create_service or create_product, ensuring it's properly accounted for in the ledger.

## Benefits

- Audit customer details using search_customers or get_customer; you can verify fiscal documents (CPF/CNPJ) instantly without logging into the full platform.
- Stop manually tracking inventory. Using list_products and create_product, your agent manages both physical stock items and their billable components in one flow.
- Never lose track of cash flow again. You can map bank accounts using list_bank_accounts to reconcile positions instantly against recorded transactions.
- Audit compliance records with list_nfe; you get immediate status updates on government-issued product invoices (NF-e) directly in your chat.
- Manage recurring financial debt. The list_contracts tool lets you check automatic agreements and track expiration dates across the board.

## How It Works

The bottom line is: you talk to your agent, and it executes complex ERP queries against Conta Azul in the background.

1. Subscribe to this MCP and enter your Conta Azul OAuth 2.0 Access Token found in the Developer Portal.
2. Connect the access token to your AI client (like Cursor or Claude) through Vinkius.
3. Start asking natural language questions about customer data, sales logs, or financial reports.

## Frequently Asked Questions

**How can I use the Conta Azul MCP to check my company's tax compliance?**
You simply ask your agent about NF-e records. It connects directly to the government emission data, letting you know instantly how many invoices are approved by SEFAZ and which ones are pending review.

**Is Conta Azul MCP good for tracking customer details like CPF or CNPJ?**
Yes, it's perfect for that. You can ask the agent to search customer profiles using specific fiscal documents (CPF/CNPJ) and get their full financial status in one query.

**Can I use this MCP to manage inventory and services together?**
Absolutely. You can map both physical products (SKU) and intangible services, retrieve their pricing data, and even create new billable components using the same conversation flow.

**What if I need to reconcile my bank accounts with sales records?**
You ask your agent to map physical bank accounts. It pulls the current monetary positions and helps you reconcile those figures against confirmed sales logs, giving you a true picture of cash flow.

**Does Conta Azul MCP handle recurring payments or contracts?**
Yes. You can audit all automatic financial agreements through list_contracts. It tracks expiration dates and helps you monitor your total technical debt obligations proactively.