mcpField
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mcp-conta-azul

mcp-conta-azul

Local
github.com/codesparFinance275Updated 4w ago
Repository

About mcp-conta-azul

mcp-conta-azul is an MCP server for Conta Azul, an ERP and financial management platform used for accounting and invoicing. It suits users who want agents to work with sales and financial records.

Key features

  1. 01Create, read, update and delete customers and products
  2. 02Service item management
  3. 03Sale creation, lookup and cancellation
  4. 04Financial summary and receivables listing
  5. 05Bank account and category lookup

Use cases

  1. 01Letting an agent query sales records and accounts receivable
  2. 02Creating customers, products or sales through an agent
  3. 03Retrieving a financial summary for business review

MCP support

This project is an MCP server that exposes 20 tools to MCP clients for calling the Conta Azul API to manage customers, products, sales and financial data.

Configuration

Local server config is the same for every client. Copy it into your client’s MCP config file.

mcp.json · Universal config
{
  "mcpServers": {
    "codespar-mcp-conta-azul": {
      "command": "npx",
      "args": [
        "-y",
        "@codespar/mcp-conta-azul"
      ],
      "env": {
        "CONTA_AZUL_ACCESS_TOKEN": "<CONTA_AZUL_ACCESS_TOKEN>"
      }
    }
  }
}
Run commandnpx -y @codespar/mcp-conta-azul
Environment variables to set
CONTA_AZUL_ACCESS_TOKENSecretAPI key for conta-azul

Local servers need a runtime on your machine (e.g. Node.js 18+). Config file locations differ by client; see your client’s docs.

Packages
npm@codespar/mcp-conta-azul0.2.2

Tools

20

Saved tool list · updated 2w ago

ParameterTypeRequiredDescription
pagenumberNoPage number (starts at 0)
sizenumberNoItems per page (default 20)
searchstringNoSearch by name or document

Details

From the project README

@codespar/mcp-conta-azul

MCP server for Conta Azul — ERP, accounting, invoicing, and financial management

npm License: MIT

Quick Start

Claude Desktop

Add to ~/.config/claude/claude_desktop_config.json:

{
  "mcpServers": {
    "conta-azul": {
      "command": "npx",
      "args": ["-y", "@codespar/mcp-conta-azul"],
      "env": {
        "CONTA_AZUL_ACCESS_TOKEN": "your-token"
      }
    }
  }
}
Claude Code
claude mcp add conta-azul -- npx @codespar/mcp-conta-azul
Cursor / VS Code

Add to .cursor/mcp.json or .vscode/mcp.json:

{
  "servers": {
    "conta-azul": {
      "command": "npx",
      "args": ["-y", "@codespar/mcp-conta-azul"],
      "env": {
        "CONTA_AZUL_ACCESS_TOKEN": "your-token"
      }
    }
  }
}

Tools (20)

ToolPurpose
list_customersList customers in Conta Azul
create_customerCreate a customer in Conta Azul
update_customerUpdate a customer in Conta Azul
delete_customerDelete a customer in Conta Azul
list_productsList products in Conta Azul
create_productCreate a product in Conta Azul
update_productUpdate a product in Conta Azul
delete_productDelete a product in Conta Azul
list_salesList sales in Conta Azul
create_saleCreate a sale in Conta Azul
get_saleGet a sale by id in Conta Azul
cancel_saleCancel a sale in Conta Azul
list_servicesList services in Conta Azul
create_serviceCreate a service in Conta Azul
update_serviceUpdate a service in Conta Azul
delete_serviceDelete a service in Conta Azul
get_financial_summaryGet financial summary from Conta Azul
list_categoriesList product/service categories
list_bank_accountsList bank accounts in Conta Azul
list_accounts_receivableList accounts receivable (financial events to receive) in Conta Azul

Authentication

Conta Azul uses OAuth2 Bearer tokens for authentication.

Sandbox / Testing

Conta Azul provides a sandbox via the OAuth flow. Use sandbox credentials for testing.

Get your credentials
  1. Go to Conta Azul Developer Portal
  2. Register as a developer
  3. Create an OAuth application and obtain an access token
  4. Set the CONTA_AZUL_ACCESS_TOKEN environment variable

Environment Variables

VariableRequiredDescription
CONTA_AZUL_ACCESS_TOKENYesOAuth2 access token

Roadmap

v0.2 (planned)
  • list_bank_accounts — List registered bank accounts
  • create_bank_account — Register a new bank account
  • list_taxes — List tax entries
  • create_tax — Create a tax entry
  • get_cash_flow — Get cash flow summary report
v0.3 (planned)
  • reconciliation — Bank reconciliation tools
  • financial_reports — Generate financial summary reports

Want to contribute? Open a PR or request a tool.

Links

Enterprise

Need governance, budget limits, and audit trails for agent payments? CodeSpar Enterprise adds policy engine, payment routing, and compliance templates on top of these MCP servers.

License

MIT

Comments

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