# eGestor ERP MCP MCP > eGestor ERP MCP manages Brazilian small business operations through natural conversation. Connect your eGestor account to any AI client and immediately access financial controls, inventory tracking, and fiscal compliance data. List all clients and suppliers, check current stock levels across products and services, or pull specific sales and purchase records—all without opening the dashboard. ## Overview - **Category:** erp-operations - **Price:** Free - **Tags:** small-business, fiscal-compliance, order-tracking, product-catalog, brazilian-market, business-automation ## Description Manage your Brazilian small business operations without leaving your conversation window. This MCP connects directly to your eGestor account, letting you talk to your books and inventory like talking to an experienced bookkeeper. You can ask for a full roster of all clients and vendors, or check product stock levels across multiple categories with simple questions. Want to audit last month's revenue? Ask the agent; it pulls every sale record, shows payment methods, and calculates total income. Need to know if you ordered enough raw materials? Check purchase records instantly. The whole catalog of your business—from service offerings to completed orders—is available through natural language processing. Vinkius hosts this MCP so your AI client can access all 10 tools under one connection point. It just works. ## Tools ### get_contact Retrieves all commercial data for one specific client or supplier. ### get_product Shows detailed information for a single item in your product inventory. ### get_purchase Pulls the full details and costs associated with one specific purchase order from a vendor. ### get_sale Retrieves the complete details of a single sales order. ### get_service Displays the details and cost for one specific service offering. ### list_contacts Provides a list of every contact stored in the eGestor system. ### list_products Retrieves a list of all available products, including stock and pricing. ### list_purchases Lists all records of purchases made, tracking quantities and receiving status from suppliers. ### list_sales Provides a summary list of all completed sales orders for reporting purposes. ### list_services Lists all service offerings, showing descriptions and associated pricing. ## Prompt Examples **Prompt:** ``` Show me all products with low stock (less than 10 units). ``` **Response:** ``` Retrieved 47 products from your catalog. 6 have stock below 10 units: 1) 'Camiseta Polo M' (SKU: CP-M, stock: 3, sale price: R$ 89,90). 2) 'Caneta Esferográfica' (SKU: CE-01, stock: 7, R$ 2,50). 3) 'Mouse Wireless' (SKU: MW-100, stock: 2, R$ 45,00). 4) 'Caderno A4' (SKU: CA4-01, stock: 5, R$ 18,90). 5) 'Fone Bluetooth' (SKU: FB-200, stock: 1, R$ 129,00). 6) 'Carregador USB-C' (SKU: CU-50, stock: 8, R$ 39,90). Would you like to create a purchase order for restocking? ``` **Prompt:** ``` List all sales from this month and show me the total revenue. ``` **Response:** ``` This month you have 34 sales orders. Total revenue: R$ 12,456.80. Top 5 by value: 1) Sale #2891 — R$ 2,340.00 (client: Tech Solutions Ltda, 12 items). 2) Sale #2878 — R$ 1,890.50 (client: Maria Comercial). 3) Sale #2902 — R$ 1,250.00 (client: João Pereira ME). Payment methods: PIX (45%), boleto (30%), credit card (25%). Would you like details on any specific sale? ``` **Prompt:** ``` Show all clients who have purchased this quarter and their total spend. ``` **Response:** ``` Found 28 active clients this quarter. Top 5 by total spend: 1) 'Tech Solutions Ltda' (contact_201) — R$ 8,450.00 across 6 orders. 2) 'Maria Comercial' (contact_145) — R$ 5,120.50 across 4 orders. 3) 'João Pereira ME' (contact_089) — R$ 3,890.00 across 3 orders. 4) 'Distribuidora Norte' (contact_312) — R$ 2,780.00 across 2 orders. 5) 'Carlos Eletrônicos' (contact_178) — R$ 1,950.00 across 5 orders. Total quarterly revenue from these clients: R$ 34,290.50. Would you like to check purchase orders from suppliers? ``` ## Capabilities ### Check Client and Vendor Data List every contact in the system or pull a full profile for any single client or supplier. ### Audit Inventory Levels See your complete product catalog, checking prices and current stock quantities instantly. ### Manage Service Offerings Review all services you offer, including their pricing and descriptions. ### Track Revenue Records List every sales order placed or inspect a single transaction's line items, totals, and payment status. ### Review Expense History Monitor purchase orders from suppliers, tracking costs, quantities, and when goods arrive. ## Use Cases ### Quarterly Reconciliation Check The accountant needs the total revenue and top-spending clients. They tell their agent, 'Show me all sales from Q2.' The agent uses `list_sales` to pull data, calculates the aggregate total, and identifies the five biggest accounts. ### Urgent Stock Check The operations manager needs to know which items are running low before a large shipment arrives. They ask the agent for 'products with stock under 10.' The MCP uses `list_products` and returns an actionable list, suggesting if a purchase order is needed. ### Vendor Dispute Resolution A client disputes a charge on their account. The agent pulls the relevant transaction using `get_sale`, showing line items, quantities, and the original payment method to resolve the issue quickly. ### New Client Onboarding Prep The sales rep needs all vendor details for a new contract. They ask the agent to 'list all contacts' and filter by industry, immediately getting full profiles using `get_contact` for every potential partner. ## Benefits - Get instant stock reports. Instead of navigating the product module, you simply ask for products below 10 units, and the agent runs `list_products` and filters it instantly. - Streamlined reporting. To see total revenue this month, the agent calls `list_sales`, aggregating all totals and payment methods into one readable answer. - Quick client data access. Need to know a vendor's full history? Run `list_contacts` to get the list, then use `get_contact` for deep details without clicking through pages. - Audit purchase orders easily. Instead of running reports on paper or in a spreadsheet, you can ask about specific supplier shipments and run `get_purchase` immediately. - Understand service costs. The MCP lets you browse all services using `list_services`, then drill down with `get_service` to verify pricing for a client quote. ## How It Works The bottom line is, you talk to it like talking to an employee who already has access to your entire company database. 1. Subscribe to the eGestor MCP on Vinkius. 2. Enter your eGestor Personal Token into the setup flow. 3. Start asking questions in any compatible AI client. The agent handles the API calls and delivers a direct, conversational answer. ## Frequently Asked Questions **How do I use list_products to find items that sold well?** You run `list_products` first to get the catalog data. Then, you ask your agent to cross-reference this list with sales records to identify top sellers and check their current stock levels. **Can I use get_contact to find a vendor's full history?** Yes. You can use `get_contact` for the profile, but you must also ask the agent to run `list_purchases` and filter by that contact ID to see their full buying history. **What is the difference between list_sales and get_sale?** Use `list_sales` when you need a high-level overview, like 'total revenue this quarter.' Use `get_sale` when you need deep details on one specific transaction, like checking line items or payment status for order #2902. **Does list_purchases show me when the goods arrive?** Yes. The agent uses `list_purchases` to track purchase orders and reports on the receiving status, telling you if the materials have arrived or are still pending delivery. **How does my API token need to be formatted when I use list_contacts?** Your AI client requires a secure, read-only Personal Token for all operations. This token acts as your key to eGestor's data and should never be shared outside of the Vinkius platform. **What steps should I take if the get_purchase tool fails or returns an error?** First, verify that the purchase order number you provided is correct. If the error persists, check your API token's permissions; sometimes a scope change is needed for successful retrieval. **Can I use list_sales to pull sales data spanning multiple years without hitting rate limits?** For large datasets, you must employ pagination techniques. Your agent can request results in batches of 100 records or less; this prevents exceeding the platform's transaction volume limit. **When using get_product, how do I filter by a specific product category?** You must pass both the Product SKU and the Category ID as required parameters. The tool needs these two identifiers to accurately locate and retrieve the correct inventory profile. **Can I check stock levels for all my products?** Yes. The `list_products` tool retrieves your full product catalog including prices, stock quantities, categories, and SKUs. Use `get_product` with a product code to inspect a specific item's full details including cost price, sale price, and stock history. **Can I view both sales and purchase records for financial reconciliation?** Yes. Use `list_sales` to retrieve all sales orders and `get_sale` with a sale code for individual transaction details (line items, totals, payment method). Similarly, `list_purchases` retrieves supplier orders and `get_purchase` shows complete purchase details. Both are essential for financial reconciliation and fiscal reporting. **What authentication does eGestor require?** eGestor uses a **Personal Token** (Bearer authentication). Generate it from **Configurações > API** in your eGestor dashboard. The token is sent as `Authorization: Bearer ` in all requests. Note: the API has a rate limit of 60 requests per minute.