How to Use the PHC GO MCP in Claude

Q: How do I configure PHC GO with Claude Desktop?

Open your claudedesktopconfig.json file and add the server configuration under the mcpServers key with your credentials. Restart the desktop app, and you will see the hammer icon indicating the 16 ERP tools are active.

Q: How does the PHC GO MCP Server handle payment terms in Claude Desktop?

The server uses listpaymentmethods to pull authorized payment options like bank transfers or MBWay into your Claude Desktop session. Your agent matches these options to the customer profile before writing the invoice.

Draft FT invoices and monitor MBWay payment methods in PHC GO directly from your Claude Desktop chat window.

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Connect PHC GO MCP to Claude Desktop

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Setup PHC GO with Claude Desktop

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Draft invoices directly inside Claude Desktop

The `create_document` tool lets your agent write commercial documents like FT invoices and ORC quotes inside Claude Desktop. You tell the desktop client what to charge, and it uses `list_series` to select the active numbering sequence before generating the record. This eliminates switching to a browser tab to manually type out line items. Claude Desktop reads the output to confirm the ERP accepted the document, showing you the final document details right in your chat window.

Check warehouse stock levels on the fly

The `list_stocks` tool pulls real-time inventory counts from your physical warehouses directly into your Claude Desktop workspace. When a customer asks about availability, your agent queries `list_warehouses` to pinpoint the exact location and runs `get_product_details` to verify the item code. Running this local MCP Server via stdio means your inventory queries execute with minimal latency. You get instant stock status inside Claude Desktop without having to run manual SQL queries or open the PHC GO desktop interface.

Manage customer accounts in your Claude Desktop chat

The `search_customers` tool finds Portuguese NIF numbers and client records within your Claude Desktop interface. Once found, your agent calls `list_current_accounts` to show pending balances and open movements right inside the desktop app. If you need to onboard a new client, `create_customer` writes their details to the ERP instantly. This local integration turns your Claude Desktop chat interface into an operational command center for client relations.

Setup guide

Set up PHC GO MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The PHC GO MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the PHC GO MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under phc-go-mcp.

json

{
  "mcpServers": {
    "phc-go-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by PHC GO. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about PHC GO MCP in Claude Desktop

Open your `claude_desktop_config.json` file and add the server configuration under the `mcpServers` key with your credentials. Restart the desktop app, and you will see the hammer icon indicating the 16 ERP tools are active.

Yes, you can issue tax invoices by prompting the client to run `create_document` with the document type set to FT. The agent uses `list_taxes` to apply the correct VAT rate and writes the transaction directly to your ERP.

The server uses `list_payment_methods` to pull authorized payment options like bank transfers or MBWay into your Claude Desktop session. Your agent matches these options to the customer profile before writing the invoice.

Yes, you can query customer balances by asking the agent to run `list_current_accounts` for a specific client. It lists all pending balances and open transactions directly in your chat window.

Your ERP customer details, financial accounts, and invoice data remain secure because all communication goes through Vinkius's zero-trust sandbox. The desktop client accesses the server over an encrypted channel, preventing raw database credentials from leaking.

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