MCP For Claude Marketplace
Conta Azul

Conta Azul MCP Connector for Claude

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Manage Brazilian ERP via Conta Azul — track customers, products, services, sales, and monitor financial contracts directly from any AI agent.

15 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Conta Azul account to any AI agent and take full control of your Brazilian business ERP and financial management through natural conversation.

What you can do

  • Customer Management — List and search for customers (PJ/PF), audit fiscal documents (CNPJ/CPF), and create new financial entities natively
  • Inventory & Services — Map physical products (SKU) and intangible services, retrieve pricing, units of measure, and create new billable components
  • Sales Monitoring — List continuous logs of confirmed sales, retrieve detailed accounting matrices for units, and verify invoice statuses
  • Recurrence Tracking — Audit financial contracts and automatic agreements to monitor monthly/annual technical debt and expiration dates
  • Fiscal Compliance (NF-e) — Retrieve governmental emissions records (NF-e) and validate SEFAZ approval statuses for product invoices
  • Financial Structure — Access hierarchical category trees (DRE) and map bank accounts to reconcile monetary positions and internal cash flow

How it works

  1. Subscribe to this server
  2. Enter your Conta Azul OAuth 2.0 Access Token (found in the Developer Portal under your Application)
  3. Start managing your Brazilian ERP from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Business Owners (Brazil) — monitor sales volume and customer balances without logging into the full ERP interface
  • Finance Teams — audit bank accounts, categories, and financial contracts using natural language
  • Sales Reps — check customer fiscal details and product availability during negotiations
  • Accounting Operations — verify NF-e statuses and reconcile billing logs directly from the workspace
financial-managementinventory-trackinginvoicingsme-toolsbrazilian-marketsales-tracking

15 tools expose this connector's capabilities to your AI agent.

list_customers

Listar base de clientes paginada extraindo entidades corporativas no ERP

get_customer

Extrair perfil estático financeiro via UUID rastreando limites PF/PJ explícitos

search_customers

Pesquisar perfis corporativos/fiscais comparando documentos restritos via CPF/CNPJ

create_customer

Injetar novo registro financeiro PF/PJ definindo estrutura formal dentro do ERP

list_products

Mapear itens físicos catalogados incluindo valores de SKU extraídos estaticamente

get_product

Ler dados de um item físico individual incluindo limite e unidade de medida

create_product

Mapear bens tangíveis definindo novos componentes faturáveis em Real financeiro

list_services

Ler prestação categorizada cobrável na estrutura contábil faturada paginada

create_service

Inserir prestação ativa intangível estritamente precificada na contabilidade

list_sales

Listar logs contínuos extraídos avaliando faturas pendentes emitidas no fluxo

get_sale

Visualizar blocos confirmados incluindo matrizes exatas contábeis da venda UUID

list_contracts

Pesquisar recorrências atestando acordos automáticos limitando vencimentos

list_nfe

Buscar listagem governamental acoplada de emissões NF (Notas de Produto)

list_categories

g. Despesas, Receitas) que formam a espinha dorsal de DRE validada base ContaAzul. Determinar limites contábeis de Plano Analítico nativo classificando recursos

list_bank_accounts

Mapear bancos físicos conciliando integração extraindo posições monetárias

See how to talk to your AI agent using Conta Azul.

Search for customer with CNPJ '12.345.678/0001-90'

I found the customer: 'Acme Brasil Ltda'. Their account is active, and they have 2 pending sales orders. Would you like to see their full financial history?

List the last 5 sales

Here are the 5 most recent sales. The latest is Sale #982 for R$ 1.250,00 (Customer: John Doe). Status: Invoiced. I can retrieve the detailed accounting matrix for any of these.

Check the status of my NF-e emissions for this month

Retrieving NF-e records... I found 12 product invoices issued this month. 11 are 'Approved by SEFAZ' and 1 is 'Pending'. Would you like to see the details for the pending invoice?

Yes. The 'search_customers' tool performs iterative regex analysis on names and documents. You can provide a CPF or CNPJ string, and the agent will locate the exact match within your Conta Azul database.

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