MCP Conta Azul

MCP Conta Azul

Enables AI assistants to interact with Conta Azul Financial APIs to manage accounts, balances, and transactions through natural language. It features specialized tools for tracking cash flow, processing payables and receivables, and generating comprehensive financial reports.

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README

MCP Conta Azul

MCP (Model Context Protocol) server for Conta Azul Financial APIs. Enables AI assistants like Claude to interact with your Conta Azul financial data through natural language.

Features

API Tools (14)

Tool Type Description
list_cost_centers GET List cost centers with filters
create_cost_center POST Create a new cost center
list_categories GET List financial categories (revenue/expense)
list_dre_categories GET List DRE categories
list_financial_accounts GET List financial accounts (bank, card, savings, etc)
get_account_balance GET Get current balance of a financial account
list_transfers GET List transfers between accounts by period
create_receivable POST Create accounts receivable event with installments
search_receivables GET Search receivables by due date, status, amount, client
create_payable POST Create accounts payable event with installments
search_payables GET Search payables by due date, status, amount
get_installments_by_event GET List installments for a financial event
get_installment GET Get installment details
update_installment PATCH Update installment (due date, amount, payment method)

Smart Tools (7)

Tool Description
get_financial_dashboard Overview: all account balances + totals + overdue
get_cash_flow Cash flow by period, revenue vs expenses by month
get_overdue_summary Full overdue summary (payables + receivables)
list_upcoming_payments Upcoming due dates in N days
list_overdue_receivables Overdue receivables for collection, with days overdue
search_by_contact All transactions for a client/supplier by name
get_monthly_report Monthly report: revenue vs expenses by category

Setup

Prerequisites

  • Node.js 18+
  • Conta Azul API credentials

Installation

git clone https://github.com/ebrahimpleite/mcp-contaazul.git
cd mcp-contaazul
npm install

Configuration

The server requires two environment variables for authentication:

Variable Description
CONTAAZUL_API_KEY Your API key for token endpoint
CONTAAZUL_API_TOKEN Your API token for token endpoint

Adding to Claude Code

claude mcp add --scope user --transport stdio contaazul \
  --env CONTAAZUL_API_KEY="your_key" \
  --env CONTAAZUL_API_TOKEN="your_token" \
  -- node /path/to/mcp-contaazul/index.js

Adding to Claude Desktop

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "contaazul": {
      "command": "node",
      "args": ["/path/to/mcp-contaazul/index.js"],
      "env": {
        "CONTAAZUL_API_KEY": "your_key",
        "CONTAAZUL_API_TOKEN": "your_token"
      }
    }
  }
}

Authentication

The server authenticates via a token endpoint that returns a Bearer JWT token. Tokens are cached for 50 minutes and automatically refreshed when expired.

API Reference

Based on the Conta Azul Financial APIs OpenAPI spec.

Base URL: https://api-v2.contaazul.com

License

MIT

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