Question 1

What is Procfy MCP?

Accepted Answer

It's an MCP (Model Context Protocol) server that connects Procfy 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 Procfy exposes; you approve them when connecting.

Question 5

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 6

Can I cancel anytime?

Accepted Answer

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

Procfy

Herramientas (10)

Docs de API y agente

Preguntas frecuentes

Ejemplos de prompts

Procfy

Herramientas (10)

procfy_create_transactionCria uma transação na Procfy. `data` é um JSON string com os campos do payload (type, amount, date, bank_account_id, category_id, contact_id, description, ...). Confira o schema em api-docs.procfy.io/

procfy_get_bank_account_balanceDetalha uma conta bancária da Procfy (inclui saldo) por id.

procfy_get_transactionDetalha uma ou mais transações por id. Passe `transaction_ids` (lista, máx 50) — busca em lote com retry/backoff e erros por-id; ou `transaction_id` único.

procfy_list_accountsLista as conexões (contas) Procfy vinculadas a este install — id, label.

procfy_list_bank_accountsLista as contas bancárias da Procfy. Paginado.

procfy_list_categoriesLista categorias (plano de contas) da Procfy. Paginado.

procfy_list_contactsLista contatos (clientes/fornecedores) da Procfy. Paginado.

procfy_list_cost_centersLista centros de custo da Procfy. Paginado.

procfy_list_transactionsLista transações (receita/despesa/transferência/folha/imposto) da Procfy. Paginado (page/items, máx 50/página). Use `filters` (JSON) pra filtrar por data, conta, categoria etc.

procfy_list_usersLista usuários da conta Procfy. Paginado.