Question 1

What is Conta Azul MCP?

Accepted Answer

It's an MCP (Model Context Protocol) server that connects Conta Azul to your AI, giving the agent tools to act on your data, through a single remote link.

Question 2

Which AI clients does it work with?

Accepted Answer

Any MCP-compatible client: Claude (web, desktop and mobile), Cursor, ChatGPT with connectors, OpenClaw and other agents.

Question 3

Do I need to code?

Accepted Answer

No. Paste the remote URL into your client, authenticate once, and you're done. No packages to install, no code to write.

Question 4

Is it secure? Can the AI change my data?

Accepted Answer

Access is authorized by you and can be revoked anytime. Permissions follow what Conta Azul exposes; you approve them when connecting.

Question 5

Is my customers' data stored on mcp.ai?

Accepted Answer

No. Whatever Conta Azul returns passes through our infrastructure solely to reach the AI assistant you chose, and that content is not stored. By design we don't persist tool-call payloads: the log keeps metadata only (which tool, timestamp, status, duration, size and a hash of the arguments). Your credentials are stored encrypted and you can revoke the connection at any time. Retention periods and details are in the Privacy Policy at mcp.ai/privacy.

Question 6

Is my data used to train AI models?

Accepted Answer

No. Nothing that flows through the connector is used to train or improve AI models, nor shared with third parties for that purpose. The conversation itself, meaning your prompts and the AI's answers, is processed by the AI provider you choose (Claude, ChatGPT and the like), under their own privacy policy.

Question 7

How much does it cost?

Accepted Answer

You start free and upgrade when you need more usage. Billing and limits are managed in your mcp.ai account.

Question 8

Can I cancel anytime?

Accepted Answer

Yes. Plans are monthly and can be cancelled at any time, with no lock-in.

Conta Azul

Herramientas (51)

Docs de API y agente

Guías y tutoriales

Como oferecer um MCP dentro do seu produto

Cada usuário do seu app com o MCP dele

Preguntas frecuentes

Ejemplos de prompts

Conta Azul

Herramientas (51)

contaazul_list_accountsListar empresas Conta Azul vinculadas

contaazul_get_companyDatos de la empresa activa (CNPJ, razón social, régimen tributario)

contaazul_list_peopleListar personas (clientes, proveedores, vendedores, transportistas)

contaazul_get_personDetalle de persona por id

contaazul_person_write_createCrear persona

contaazul_person_write_updateActualizar persona por id

contaazul_person_deleteEliminar persona por id (destructivo)

contaazul_list_productsListar productos

contaazul_product_writeCrear producto

contaazul_list_servicesListar servicios

contaazul_service_writeCrear servicio

contaazul_list_salesListar ventas

contaazul_get_saleDetalle de venta por id

contaazul_sale_write_createCrear venta

contaazul_sale_write_updateActualizar venta por id

contaazul_sale_cancelCancelar venta (destructivo)

contaazul_list_contractsListar contratos (rango de fecha de inicio)

contaazul_contract_writeCrear contrato

contaazul_list_receivablesListar cuentas por cobrar

contaazul_receivable_createCrear cuenta por cobrar

contaazul_list_payablesListar cuentas por pagar

contaazul_payable_createCrear cuenta por pagar

contaazul_list_installmentsListar cuotas (eventos financieros)

contaazul_get_installmentDetalle de cuota por id

contaazul_update_installmentActualizar campos de una cuota (versión automática)

contaazul_list_financial_accountsListar cuentas financieras (banco, caja, tarjeta)

contaazul_get_account_balanceSaldo actual de una cuenta financiera

contaazul_list_categoriesListar categorías financieras (DRE)

contaazul_list_cost_centersListar centros de costo

contaazul_list_invoices_nfeListar NF-e emitidas

contaazul_get_invoice_nfeDetalle de NF-e por id

contaazul_list_invoices_nfseListar NFS-e (nota fiscal de servicio) por filtro

contaazul_settle_installmentRegistrar baja (cobro/pago) de cuota

contaazul_list_settlementsListar bajas de una cuota

contaazul_get_settlementDetalle de baja por id

contaazul_update_settlementActualizar baja (versión automática)

contaazul_delete_settlementEstornar (eliminar) baja por id (destructivo)

contaazul_list_transfersListar transferencias entre cuentas por período

contaazul_get_initial_balanceSaldos iniciales de cuentas por período

contaazul_list_changed_eventsIDs de eventos financieros alterados en el período

contaazul_generate_chargeGenerar cobros (boleto/pix/enlace) para cuotas por cobrar

contaazul_get_chargeDetalle de un cobro emitido

contaazul_cancel_chargeCancelar un cobro emitido

contaazul_get_contractDetalle de contrato por id

contaazul_contract_next_numberPróximo número de contrato disponible

contaazul_terminate_contractFinalizar contrato por id

contaazul_delete_contractEliminar contrato por id (destructivo)

contaazul_list_budgetsListar presupuestos

contaazul_get_budgetDetalle de presupuesto por id

contaazul_create_budgetCrear presupuesto

contaazul_delete_budgetsEliminar presupuestos en lote (destructivo)