# Conta Simples — how to use (mcp.ai)

Gestão financeira PJ no Conta Simples, extratos bancário e de cartão, cartões corporativos (listar/bloquear/desbloquear), categorias, usuários, papéis e convites. Gere suas credenciais em https://ib.contasimples.com/integracoes/api/credenciais

## Option A — via MCP (recommended)
Remote MCP endpoint (HTTP, streamable): `https://api.mcp.ai/p_contasimples?ms=1781045220000`
Add it as a custom/remote MCP connector in your client (Claude, Cursor, VS Code…), then authenticate when prompted. Once connected, ask the agent to use the server's tools (e.g. `contasimples_list_accounts`).

## Option B — via direct REST API
Base URL: `https://api.mcp.ai/api/contasimples`
Auth: `Authorization: Bearer sk_live_…` — create a workspace API key at https://mcp.ai/settings/api-keys
Discover endpoints: `GET https://api.mcp.ai/api/contasimples/_endpoints`

### Endpoints
- `POST https://api.mcp.ai/api/contasimples/accounts` — Listar conexões (empresas)
- `POST https://api.mcp.ai/api/contasimples/summary` — Resumo financeiro do período (bancário + cartão)
  - body: { start_date: string, end_date: string, top_n?: number, include_canceled?: boolean, keywords?: string[], movement_type?: string, accounts?: string[] }
- `POST https://api.mcp.ai/api/contasimples/cards` — Listar cartões corporativos
  - body: { status?: string, type?: string, email?: string, product_name?: string, last4?: string, limit?: number, next_page_start_key?: string, accounts?: string[] }
- `POST https://api.mcp.ai/api/contasimples/cards/write` — Bloquear ou desbloquear cartão
  - body: { action: string, card_id: string, reason?: string, accounts?: string[] }
- `POST https://api.mcp.ai/api/contasimples/categories` — Listar categorias financeiras
  - body: { accounts?: string[] }
- `POST https://api.mcp.ai/api/contasimples/statements/card` — Extrato de cartão de crédito
  - body: { start_date?: string, end_date?: string, limit?: number, types?: string[], next_page_start_key?: string, keywords?: string[], accounts?: string[] }
- `POST https://api.mcp.ai/api/contasimples/statements/banking` — Extrato bancário (transações)
  - body: { account_id?: string, start_date?: string, end_date?: string, limit?: number, sorting?: string, has_attachments?: boolean, was_conciled?: boolean, category_ids?: string[], responsible_email?: string, status?: number, amount_eq?: string, amount_gt?: string, amount_lt?: string, next_page_start_key?: string, keywords?: string[], movement_type?: string, accounts?: string[] }
- `POST https://api.mcp.ai/api/contasimples/attachments` — Baixar anexo de transação
  - body: { attachment_id: string, accounts?: string[] }
- `POST https://api.mcp.ai/api/contasimples/users` — Listar usuários da empresa
  - body: { email?: string, limit?: number, next_page_start_key?: string, accounts?: string[] }
- `POST https://api.mcp.ai/api/contasimples/users/write` — Remover usuário da empresa
  - body: { action: string, user_id: string, accounts?: string[] }
- `POST https://api.mcp.ai/api/contasimples/roles` — Listar papéis (roles)
  - body: { accounts?: string[] }
- `POST https://api.mcp.ai/api/contasimples/invites` — Listar convites
  - body: { status?: string, role_id?: string, limit?: number, next_page_start_key?: string, accounts?: string[] }
- `POST https://api.mcp.ai/api/contasimples/invites/write` — Criar convite de usuário
  - body: { action: string, role_id: string, email: string, accounts?: string[] }

## Example prompts
- "Liste meus cartões corporativos ativos"
- "Mostre o extrato bancário deste mês"
- "Liste os convites pendentes da empresa"

## More
- Page: https://mcp.ai/contasimples
- Agent spec (llms.txt): https://mcp.ai/contasimples/llms.txt
- Postman collection: https://mcp.ai/contasimples/postman.json