# TOTVS MCP

> TOTVS MCP connects your AI agent directly into Protheus, RM, and Fluig systems. This gives you deep access to manage HR records, track financials (accounts payable/receivable), and advance complex business workflows across a single interface.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** totvs, erp-integration, protheus, totvs-rm, fluig, hr-management, financial-control

## Description

This MCP lets you handle core enterprise functions that used to require logging into three separate applications. You can pull employee details, monitor payment status for both receivables and payables, or check the progress of an internal process request—all from your AI client. Instead of navigating different ERP modules, your agent interacts with a single point of control. The system manages organizational data across TOTVS's major platforms, making it easy to get a full picture of HR needs, financial health, and operational bottlenecks. You connect this MCP via Vinkius and give your agent the power to manage these complex processes using natural language commands.

## Tools

### get_available_services
Lists all currently active data servers available within the RM environment.

### get_employee_details
Retrieves a full, detailed profile for any specific employee you name.

### get_process_request
Pulls all the details associated with one specific process request within Fluig.

### get_rm_data
Allows you to query and pull a single, named record from any connected RM DataServer.

### list_companies
Retrieves a comprehensive list of all companies and branches operating within the Protheus system.

### list_documents
Lists all available documents stored in the Fluig Electronic Content Management (ECM) system.

### list_employees
Generates a list of employee records directly from the HR module.

### list_payments
Provides a list of all accounts payable items, helping you track outgoing money.

### list_processes
Lists every active business process available for tracking in the Fluig system.

### list_receipts
Shows a list of accounts receivable items, helping you track incoming money.

### move_process_request
Advances an existing Fluig process request to the next logical step in the workflow.

## Prompt Examples

**Prompt:** 
```
List all active employees in my TOTVS RM environment.
```

**Response:** 
```
Retrieving employee list from RM... I've found 150 active records. Key roles include Software Engineers, Account Managers, and HR Specialists. Would you like the detailed profile for a specific person?
```

**Prompt:** 
```
Show the accounts payable summary for this month from Protheus.
```

**Response:** 
```
Connecting to Protheus financials... For April 2024, you have 45 pending payments totaling R$ 125,400.00. 12 are overdue. Would you like me to list the overdue invoices?
```

**Prompt:** 
```
List all pending workflow requests in Fluig.
```

**Response:** 
```
Fetching Fluig task list... I found 8 pending requests: 1. Purchase Requisition #101, 2. Vacation Request #202, 3. Travel Expense #303... Which one would you like to advance?
```

## Capabilities

### Manage Employee Data
Get comprehensive lists of employees or retrieve specific personal profiles across the organization.

### Monitor Financial Accounts
List pending accounts payable records and review real-time incoming receipts and payments for cash flow tracking.

### Advance Business Workflows
Track the status of process requests in Fluig and move them to the next required step or state.

### Query System Data Records
Retrieve specific records from various data servers across the Protheus and RM environments.

## Use Cases

### The finance team needs a quick cash flow update.
Instead of generating reports in the ledger, they ask their agent: 'Show me all pending payments for this month.' The agent uses `list_payments` and immediately delivers a summary showing total outstanding amounts and overdue items.

### An employee needs to know their team's staffing levels.
The HR manager asks, 'List all active employees in the Engineering department.' The agent uses `list_employees` and returns a filtered list complete with job titles, eliminating manual spreadsheet checks.

### A purchase request is stuck waiting for approval.
The process analyst identifies the stalled workflow. They tell their agent to 'Advance Purchase Requisition #101.' The agent uses `move_process_request` and pushes the item directly to the next required approver.

### Need a profile for a new hire, but don't know their ID.
The manager asks, 'Give me the full details for Jane Doe.' The agent uses `get_employee_details` and returns not just basic info, but also department history and reporting structure.

## Benefits

- Instead of opening three different systems—HR, Accounting, and Workflow—you can manage it all in one chat window. This saves hours of switching tabs.
- You get instant visibility into finances by using the `list_payments` tool to check payable status and `list_receipts` to track incoming funds without manual report generation.
- When an employee's data changes, you don't have to manually update it. You can use `get_employee_details` to pull accurate records on demand.
- Process bottlenecks disappear when your agent uses the `move_process_request` tool; you simply tell it where the workflow needs to go next.
- You gain unified access, meaning you don't need separate credentials or manual steps for Protheus (Finance), RM (Data Query), and Fluig (BPM).

## How It Works

The bottom line is, once connected, your AI client can talk directly to the backend systems without you ever seeing an API call or a login screen.

1. Subscribe to this MCP, then log into your TOTVS Portal. Next, you'll need to grab your Username, Password, Base URL, and any required Company or Tenant IDs from your ERP (Protheus/RM) or Fluig instance.
2. Input these credentials into the Vurb connection flow within Vinkius to authenticate your account access.
3. Your agent now uses this connection to read and write data across all linked TOTVS ecosystems, giving you immediate control over HR, Finance, and BPM tasks.

## Frequently Asked Questions

**Can the TOTVS MCP handle HR data for multiple company branches?**
Yes. It provides tools like `list_companies` that help identify all available branches, allowing you to query employee details across various organizational units.

**How do I check if a payment is overdue using the TOTVS MCP?**
You use the dedicated tool `list_payments`. This function specifically lists accounts payable items and helps flag which payments are currently past due, giving you an immediate financial overview.

**Does the TOTVS MCP help with tracking internal approvals in Fluig?**
Absolutely. You can use `list_processes` to see all active workflows, and if a request is stuck, you can run `get_process_request` to get details or even advance it using `move_process_request`.

**Do I need specific credentials for the TOTVS MCP?**
Yes. The setup requires standard credentials (Username, Password, Base URL) obtained from your ERP system's API settings within the TOTVS Portal.

**Can I query general data records using the TOTVS MCP?**
Yes. The `get_rm_data` tool lets you run specific queries against various RM DataServers, giving you deep access to system-specific information that isn't covered by HR or Finance modules.