Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
คำอธิบายจากผู้ทำ (ภาษาอังกฤษตามต้นฉบับ)
Conta Azul ERP MCP — sales, customers, finance and NF-e via OAuth 2.0. Read + write, 35 tools.
สามเรื่องนี้ไม่รวมเป็นคะแนนเดียว เพราะความเห็น การวัด และความนิยม เป็นคนละเรื่องกัน
ตัวนี้ยังไม่ได้เรียบเรียงเป็นภาษาไทย ด้านล่างคือข้อเท็จจริงที่เราอ่านจาก registry
เลือกโปรแกรม AI ที่คุณใช้ แล้วคัดลอกค่าตั้งไปวาง
ต้องเตรียมก่อน
คุณใช้แอปไหน
เลือกแอปด้านบน เราจำไว้ให้ ครั้งหน้าปุ่มจะขึ้นว่า “ติดตั้งลง …”
ใช้ได้ทั้ง Claude บนเว็บ แอปคอมพิวเตอร์ และมือถือ:
https://api.mcp.ai/contaazulพิมพ์คำสั่งนี้ใน Terminal
claude mcp add --transport http contaazul https://api.mcp.ai/contaazulวางในไฟล์ .cursor/mcp.json ของโปรเจกต์ หรือ ~/.cursor/mcp.json
{
"mcpServers": {
"contaazul": {
"url": "https://api.mcp.ai/contaazul"
}
}
}เบราว์เซอร์จะถามก่อนเปิดแอป จากนั้นแอปแสดงค่าตั้งให้ตรวจแล้วกดยืนยัน ช่อง key เว้นว่างไว้ให้คุณใส่เอง
วางในไฟล์ .vscode/mcp.json ของโปรเจกต์
{
"servers": {
"contaazul": {
"type": "http",
"url": "https://api.mcp.ai/contaazul"
}
}
}เบราว์เซอร์จะถามก่อนเปิดแอป จากนั้นแอปแสดงค่าตั้งให้ตรวจแล้วกดยืนยัน ช่อง key เว้นว่างไว้ให้คุณใส่เอง
ChatGPT ต่อได้เฉพาะ server ที่อยู่บนอินเทอร์เน็ต:
https://api.mcp.ai/contaazulชื่อเมนูอาจต่างกันเล็กน้อยตามแพ็กเกจและรุ่นของแอป
ตัวเลือกเก็บในคุกกี้บนเครื่องนี้ ไม่ต้องมีบัญชี
ค่าตั้งนี้สร้างจากข้อมูลใน registry ของผู้ทำ ถ้าไม่ตรงกับ README ให้เชื่อ README
ยังไม่ได้อ่านรายการเครื่องมือของตัวนี้ เราตรวจ endpoint ทีละชุดวนไป
เราตรวจจากข้อมูลที่ใครก็เปิดดูได้ ยังไม่ได้อ่านโค้ด ข้อที่ไม่เกี่ยวกับตัวนี้ไม่นับในตัวหาร · ตรวจเมื่อ 7 พ.ย. 2569
ชื่อใน registry ยืนยันด้วยบัญชี GitHub douglac ซึ่งเป็นเจ้าของ repo
ยังไม่ได้อ่านข้อมูล repo จาก GitHub
ยังไม่ได้อ่านข้อมูล repo จาก GitHub
ยังไม่ได้ตรวจ เราตรวจ endpoint ทีละชุดวนไป
ยังไม่ได้ตรวจ เราตรวจ endpoint ทีละชุดวนไป
ยังไม่ได้ตรวจ เราอ่านรายการเครื่องมือตอนตรวจ endpoint
เทียบกับทุก server ที่ยังใช้งานในหมวดนี้ทั้งทะเบียน ดาวนับเฉพาะเมื่อผู้ลงทะเบียนเป็นเจ้าของ repo
จากการตรวจเบื้องต้นของเรา ผ่าน 1 จาก 1 ข้อที่ตรวจได้ เรายังไม่ได้อ่านโค้ด ก่อนใส่กุญแจหรือ token ให้ดูว่า server ขอสิทธิ์อะไร และเลือกกุญแจที่ทำได้เท่าที่จำเป็น
registry ไม่ได้ระบุว่าต้องใช้กุญแจ แต่บางตัวจะขอให้ล็อกอินตอนใช้ครั้งแรก
รันบนคลาวด์ของผู้ทำ ต่อผ่านอินเทอร์เน็ตได้เลย ไม่ต้องลงโปรแกรม แต่ข้อมูลที่ส่งให้จะผ่านเซิร์ฟเวอร์ของผู้ทำ
repo บน GitHub มีการแก้โค้ดล่าสุด – และส่งรุ่นล่าสุด (0.1.0) เข้า registry 5 เดือนที่ผ่านมา
โปรแกรมที่รองรับ MCP เช่น Claude Desktop, Claude Code, Cursor และ VS Code ตัวนี้ต่อผ่าน URL จึงใช้กับโปรแกรมที่รับ remote MCP ได้ เช่น ChatGPT ที่เปิดโหมดนักพัฒนา
ในหมวดเดียวกันมี Finance Toolkit, SolidInvoice, Korea Tax Calculator
server หมวดเดียวกันจากผู้ทำคนอื่น เรียงตามดาว
อ่านการ์ด:★ ดาว GitHubiสามเสา: รีวิว · ผลตรวจ · การใช้งานiอัปเดต = วันที่ส่งรุ่นล่าสุดเข้า registryi
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
ส่วนนี้คัดจาก repo ของผู้ทำตามต้นฉบับ PopNx MCP ไม่ได้ตรวจหรือรับรองเนื้อหา ตัด HTML รูปภาพ และสคริปต์ออกแล้ว ลิงก์จะพาออกนอกเว็บ
Conecte sua conta Conta Azul ao seu agente de IA. Gerencie clientes e fornecedores, produtos, serviços, vendas, contratos, contas a pagar e receber, parcelas, quitações e NF-e em linguagem natural. Login via OAuth da própria Conta Azul, em 30 segundos — sem digitar token, sem configurar nada.
English version · Documentação completa · Skills do Claude Code
A Anthropic unificou a instalação de MCPs em claude.ai/customize/connectors. O mesmo link serve pra Claude Web e Claude Desktop (basta estar logado na sua conta):
Esse link abre o modal "Adicionar conector personalizado" já com nome (Conta Azul MCP) e URL (https://api.mcp.ai/contaazul) pré-preenchidos. Clique Adicionar, faça login via magic-link na primeira chamada, autorize sua empresa Conta Azul.
Manual (se o deeplink não abrir): vá em claude.ai/customize/connectors → clique + → Adicionar conector personalizado → cole:
Conta Azul MCPhttps://api.mcp.ai/contaazul➕ Instalar Conta Azul MCP no Cursor
➕ Instalar Conta Azul MCP no VS Code
Conta Azul MCP funciona em qualquer cliente MCP que suporte MCP over HTTP. A URL do servidor é sempre a mesma:
https://api.mcp.ai/contaazul
Veja INSTALL.md pra exemplos de configuração por cliente.
Instruções detalhadas: INSTALL.md — config manual em arquivo (claude_desktop_config.json, .cursor/mcp.json, .vscode/mcp.json), fluxo agent-auth pra clientes sem OAuth, troubleshooting, e instruções pra IA te ajudar a instalar.
Alguns agents autônomos tratam MCP como processo local (stdio/npx) ou param na etapa de "registrar no config" sem nunca chamar as tools. Cole o prompt abaixo pra forçar o consumo correto como MCP remoto HTTP e rodar o fluxo de autenticação de ponta a ponta:
📋 Copiar prompt (PT-BR)
Use o Conta Azul MCP (ERP financeiro brasileiro, API v2 da Conta Azul) como um servidor MCP externo remoto via HTTP. Não trate esse MCP como local, não use stdio, não execute npx, node, subprocesso para "subir" servidor, e não assuma que apenas registrar a URL em config é suficiente. O endpoint é https://api.mcp.ai/contaazul e deve ser consumido por MCP remoto via HTTP/streamable-http. A prioridade é: (1) se o ambiente tiver suporte nativo a cliente MCP remoto HTTP, use-o; (2) se não tiver, procure um cliente MCP HTTP externo já disponível no próprio ambiente/servidor e use-o para conectar ao endpoint e chamar as tools; (3) só declare limitação depois de tentar ambos os caminhos. O objetivo é realmente consumir o MCP remoto, não apenas cadastrá-lo. Primeiro, se o ambiente usar registro/config de MCP, registre o servidor com nome como contaazul-mcp, URL https://api.mcp.ai/contaazul e transporte streamable-http; em seguida, teste conectividade real ao endpoint remoto. Antes de qualquer autenticação, liste as ferramentas disponíveis no servidor remoto; como o Conta Azul MCP é soft-gate, a descoberta inicial (mesmo deslogado) deve retornar TODAS as ferramentas do ERP — contaazul_list_accounts, contaazul_get_company, contaazul_list_people, contaazul_list_sales, contaazul_list_receivables, contaazul_list_payables, contaazul_list_invoices_nfe e demais contaazul_* — além de show_version, report_bug, connect e authenticate. Se a listagem funcionar, prossiga obrigatoriamente com o fluxo. O fluxo correto é: 1. chamar a tool authenticate sem argumentos (ou chamar qualquer tool contaazul_* deslogado, que retornará o link de autenticação); 2. se retornar um link de login, mostrar esse link ao usuário e instruí-lo a abrir, autenticar no mcp.ai e enviar o token retornado; 3. quando o usuário enviar o token, chamar authenticate novamente com { "token": "<jwt_enviado_pelo_usuario>" }; 4. após autenticação confirmada, chamar connect; 5. se connect retornar um link de autorização da Conta Azul (OAuth 2.0), mostrar ao usuário para abrir, logar na conta Conta Azul dele e autorizar o acesso à empresa; 6. depois da conexão, usar as tools de consulta contaazul_list_accounts, contaazul_get_company, contaazul_list_sales, contaazul_list_people, contaazul_list_receivables, contaazul_list_payables e contaazul_list_invoices_nfe para ler os dados do ERP. O Conta Azul MCP também tem ferramentas de escrita (criar/atualizar pessoas, produtos, vendas, contratos, contas a pagar/receber, quitar parcelas) — só use escrita quando o usuário pedir explicitamente, e confirme antes de operações destrutivas (cancelar venda/contrato, excluir pessoa). O assistente deve ser operacional: não parar na etapa de config se houver um modo de realmente chamar tools no ambiente; não pedir instalação de SDK sem necessidade; não dizer que "não é possível" sem antes verificar suporte nativo MCP remoto e, na falta dele, a existência de cliente MCP HTTP externo já presente no ambiente. Se o ambiente exigir reinício, reload de serviço ou reaplicação de configuração para usar o MCP, avise o usuário antes, com mensagem clara como: "Vou reiniciar para aplicar a configuração do Conta Azul MCP — volto em instantes." Depois confirme que voltou. Se não precisar reiniciar, não mencione reinício. Ao receber um link de autenticação de authenticate, responda objetivamente com algo como: "Abra este link, faça login no mcp.ai e me envie o token que aparecer: <link>". Em resumo: trate o Conta Azul MCP como MCP remoto HTTP, tente conexão real, liste tools, execute authenticate, peça o token ao usuário, execute authenticate com token, depois execute connect, peça a autorização OAuth na Conta Azul e então use as tools contaazul_* para consultar (e, quando o usuário pedir, gerenciar) os dados do ERP.
Depois de autorizar sua empresa, faça perguntas e dê comandos como:
Liste as 20 últimas vendas e o total faturado nos últimos 30 dias
Quais contas a pagar vencem essa semana? Quais contas a receber estão vencidas hoje? Cadastra o cliente João Silva (CPF 123.456.789-00, e-mail joao@ex.com) Cria um produto "Setup Inicial" com valor de venda R$ 499 Registra uma venda do produto Mensalidade Premium para o cliente X Resume meu fluxo de caixa do mês (entradas vs saídas) Quita a parcela de R$ 250 que venceu hoje na conta do Itaú Lista as NF-e emitidas em maio
✍️ Lê e escreve: além de consultar, a IA pode criar e alterar dados na sua Conta Azul — cadastros, vendas, contratos, contas a pagar/receber e quitações. As escritas só acontecem quando você pede. Recomendamos revisar a ação proposta antes de confirmar (especialmente cancelamentos e exclusões, que são destrutivos).
Cobrem a API v2 da Conta Azul, organizadas por módulo. Detalhe de cada uma em docs/ferramentas.md.
| Tool | Descrição |
|---|---|
contaazul_list_accounts | Lista as empresas Conta Azul vinculadas |
contaazul_get_company | Dados da empresa ativa (CNPJ, razão social, regime tributário) |
| Tool | Descrição |
|---|---|
contaazul_list_people | Lista pessoas (filtros: busca, tipo, ativo) |
contaazul_get_person | Detalhe de uma ou mais pessoas por id |
contaazul_person_write_create | Cria uma pessoa |
contaazul_person_write_update | Atualiza uma pessoa (só os campos enviados) |
contaazul_person_delete | Remove pessoas (destrutivo) |
| Tool | Descrição |
|---|---|
contaazul_list_products | Lista produtos cadastrados |
contaazul_product_write | Cria um produto |
contaazul_list_services | Lista serviços cadastrados |
contaazul_service_write | Cria um serviço |
| Tool | Descrição |
|---|---|
contaazul_list_sales | Lista vendas (filtros: cliente, vendedor, situação, categoria, produto, número, datas, texto livre) |
contaazul_list_sale_items | Itens (produtos/serviços, quantidade, valor) de até 50 vendas |
contaazul_get_sale | Detalhe de uma ou mais vendas por id |
contaazul_sale_write_create | Cria uma venda |
contaazul_sale_write_update | Atualiza uma venda |
contaazul_sale_cancel | Cancela vendas (destrutivo) |
contaazul_list_budgets | Lista orçamentos |
contaazul_get_budget | Detalhe de um ou mais orçamentos por id |
contaazul_create_budget | Cria um orçamento |
contaazul_delete_budgets | Exclui orçamentos (destrutivo) |
| Tool | Descrição |
|---|---|
contaazul_list_contracts | Lista contratos por período |
contaazul_get_contract | Detalhe de um ou mais contratos por id |
contaazul_contract_next_number | Próximo número de contrato disponível |
contaazul_contract_write | Cria um contrato |
contaazul_terminate_contract | Encerra contratos |
contaazul_delete_contract | Remove contratos (destrutivo) |
| Tool | Descrição |
|---|---|
contaazul_list_receivables | Lista contas a receber (filtros: vencimento, status) |
contaazul_receivable_create | Cria uma conta a receber |
contaazul_list_payables | Lista contas a pagar (filtros: vencimento, status) |
contaazul_payable_create | Cria uma conta a pagar |
contaazul_list_changed_events | Eventos financeiros alterados num período (sync incremental) |
| Tool | Descrição |
|---|---|
contaazul_list_installments | Parcelas de um evento financeiro |
contaazul_get_installment | Detalhe de uma ou mais parcelas por id |
contaazul_update_installment | Atualiza campos de uma parcela |
contaazul_settle_installment | Registra a baixa (recebimento/pagamento) de uma parcela |
contaazul_list_settlements | Lista as baixas de uma parcela |
contaazul_get_settlement | Detalhe de uma baixa por id |
contaazul_update_settlement | Atualiza uma baixa |
contaazul_delete_settlement | Estorna uma baixa (destrutivo) |
| Tool | Descrição |
|---|---|
contaazul_generate_charge | Gera boleto, Pix ou link de pagamento para parcelas |
contaazul_get_charge | Detalhe de uma cobrança emitida |
contaazul_cancel_charge | Cancela uma cobrança emitida |
| Tool | Descrição |
|---|---|
contaazul_list_financial_accounts | Lista contas financeiras (banco, caixa, cartão) |
contaazul_get_account_balance | Saldo atual de uma conta financeira |
| contaazul_get_initial_balance | Saldos iniciais das contas por per
ตัดมาแค่ช่วงต้น อ่านต่อใน repo