Conta Simples
Server Details
Business finance on Conta Simples, bank and card statements, corporate cards (list/block/unblock), c
- Status
- Healthy
- Uptime
- 95.7% over the last 24 hours
- Last Tested
- Transport
- Streamable HTTP · MCP 2025-11-25
- URL
- Repository
- mcp-dir/contasimples-mcp
- GitHub Stars
- 0
- Server Listing
- Conta Simples MCP Server
- ChatGPT
- –
- Claude
- –
TDQS
Scored across 24 tools
Most contasimples_* tools map cleanly to distinct resources or actions, such as balance, bill, card, statement, summary, user, and invite. A few related tools could still be confused — card vs statement_card vs bill, and authenticate vs connect — but the descriptions are generally clear enough to guide correct selection.
Reads consistently use contasimples_<resource> and writes use contasimples_<resource>_write_<action>, all in snake_case. Minor inconsistencies exist: card block/unblock are split into separate tools while other writes use a single tool, and the generic platform tools follow a different naming style.
24 tools is on the heavy side. The 16 Conta Simples resource tools are defensible for the financial domain, but the additional 8 generic platform/marketplace utilities make the set feel broader and less focused than the server's core purpose.
The read side is well covered: balances, bank and card statements, invoices, cards, categories, cost centers, suppliers, users, and invites. Write coverage, however, is sparse — only card block/unblock, invite creation, and user deletion — leaving gaps for payment actions and broader lifecycle management.
Available Tools
24 toolsauthenticateAIdempotentInspect
MCP.AI for IDE agents (Cursor, etc.): log in in the browser, copy the access token. Best: add it to this server's config as a header Authorization: Bearer <token> for a permanent, non-expiring connection. Or paste it here for a session-only login: call with { token: "" } after the user pastes, or with no args to get the link.
Inputs: token.
connectARead-onlyIdempotentInspect
Returns connection status and URLs. When all providers are connected, returns authenticated:true and empty pending[]. When credentials are missing, returns connect_url for the toolkit and per-install URLs.
Inputs: no named parameters.
contasimples_attachmentARead-onlyIdempotentInspect
Baixa anexo por ID (PNG/JPEG/PDF) — retorna content_base64, content_type, size_bytes. Aceita accounts com 1 entrada (ou omitido em install single-account).
Bulk support: accepts attachment_ids for batched execution.
Inputs: attachment_id (required), accounts, attachment_ids.
contasimples_balanceARead-onlyIdempotentInspect
Saldo disponível da Conta PJ AGORA (valor instantâneo em BRL, direto da API, sem cache nem último-valor).
Retorna { amount } por conta. Use para relatórios de saldo em tempo real.
Opcional: accounts — agrega N empresas em paralelo (accounts[] + errors[]).
Inputs: accounts.
contasimples_billARead-onlyIdempotentInspect
Faturas do cartão de crédito (valores em BRL). Sem due_date: lista as faturas (filtro status opcional), cada uma com total (totalAmount) e quanto falta pagar (amountToPay), datas de corte/vencimento e paymentStatus. Com due_date (YYYY-MM-DD): retorna os totalizadores + os itens (transações) daquela fatura.
Observação: a Conta Simples não expõe um campo de "limite disponível" do cartão via API; a fatura mostra o valor em aberto/a pagar, não o limite.
Opcional: accounts — agrega N empresas em paralelo (accounts[] + errors[]).
Inputs: status, accounts, due_date.
contasimples_cardARead-onlyIdempotentInspect
Lista cartões corporativos (crédito).
Filtros opcionais: status (ACTIVATED|BLOCKED|CANCELLED|INACTIVATED), type (PHYSICAL|VIRTUAL), email, product_name, last4, limit, next_page_start_key.
Opcional: accounts — lista cartões de N empresas em paralelo (accounts[] + errors[]). next_page_start_key proibido quando accounts > 1; pagine por conta isoladamente.
Inputs: type, email, last4, limit, +4 more.
contasimples_card_write_blockCInspect
Mutações em cartão: block (body reason opcional), unblock. Aceita accounts com 1 entrada (ou omitido em install single-account) — o card_id existe em apenas uma empresa.
[Flattened action: block]
Bulk support: accepts card_ids for batched execution.
Inputs: card_id (required), reason, accounts, card_ids.
contasimples_card_write_unblockCInspect
Mutações em cartão: block (body reason opcional), unblock. Aceita accounts com 1 entrada (ou omitido em install single-account) — o card_id existe em apenas uma empresa.
[Flattened action: unblock]
Bulk support: accepts card_ids for batched execution.
Inputs: card_id (required), reason, accounts, card_ids.
contasimples_categoryARead-onlyIdempotentInspect
Lista categorias financeiras. Aceita accounts (agrupa por conta em accounts[]).
Inputs: accounts.
contasimples_cost_centerARead-onlyIdempotentInspect
Lista centros de custo da empresa (id, name). Com cost_center_id: retorna um único centro de custo.
Use para classificar despesas em relatórios (o id casa com o costCenter das transações).
Opcional: accounts — agrupa por conta em accounts[].
Bulk support: accepts cost_center_ids for batched execution.
Inputs: accounts, cost_center_id, cost_center_ids.
contasimples_inviteARead-onlyIdempotentInspect
Lista convites pendentes ou histórico (status, role_id, limit, next_page_start_key). Aceita accounts (agrupa por conta).
Bulk support: accepts role_ids for batched execution.
Inputs: limit, status, role_id, accounts, +2 more.
contasimples_invite_write_createAInspect
Cria convite: action create com role_id e email. Aceita accounts com 1 entrada.
[Flattened action: create]
Bulk support: accepts role_ids for batched execution.
Inputs: email (required), role_id (required), accounts, role_ids.
contasimples_list_accountsBRead-onlyIdempotentInspect
Lista conexões Conta Simples (empresas) vinculadas a este install — id, label e apelido de exibição.
Inputs: accounts.
contasimples_roleARead-onlyIdempotentInspect
Lista papéis (roles) para convites de usuário. Aceita accounts (agrupa por conta).
Inputs: accounts.
contasimples_statement_bankingARead-onlyIdempotentInspect
Extrato bancário (transações). start_date e end_date devem vir juntos ou omitidos. No máximo um entre amount_eq, amount_gt, amount_lt. limit 1–50.
Opcional: keywords — filtro textual client-side nesta página (_meta.keyword_filter).
Opcional: accounts — agrega N empresas em paralelo (accounts[] + errors[]). next_page_start_key proibido quando accounts > 1; pagine por conta isoladamente.
Inputs: limit, status, sorting, accounts, +14 more.
contasimples_statement_cardARead-onlyIdempotentInspect
Extrato de cartão de crédito. start_date e end_date (YYYY-MM-DD) emparelhados; janela ≤ 62 dias. types opcional (ex. PURCHASE). limit 5–100.
Opcional: keywords — filtro textual client-side nesta página (_meta.keyword_filter).
Opcional: accounts — agrega N empresas em paralelo (accounts[] + errors[]). next_page_start_key proibido quando accounts > 1; pagine por conta isoladamente.
Inputs: limit, types, accounts, end_date, +3 more.
contasimples_summaryARead-onlyIdempotentInspect
Resumo agregado do período (bancário + cartão) — uma chamada em vez de paginar centenas de transações.
Retorna totais (entradas/saídas, PIX/TED, cartão compras/IOF/estorno), top categorias e top estabelecimentos, cash_flow e flags _meta (truncated se passar do limite de páginas).
Período máximo 62 dias (API). Por padrão só transações bancárias processadas (status=2); include_canceled=true busca todas e exclui canceladas (status=1) dos totais, contando-as em banking.canceled_excluded.
Opcional: accounts — agrega N empresas em paralelo, resposta vem em accounts[] (uma entrada por conta) + errors[] se alguma falhar.
Opcional: keywords — restrinja o agregado às transações cuja descrição/contraparte/categoria/tipo contenham qualquer uma das palavras (_meta.keyword_filter mostra matched vs scanned).
Inputs: end_date (required), start_date (required), top_n, accounts, +3 more.
contasimples_supplierARead-onlyIdempotentInspect
Lista fornecedores da empresa (id, name, type CUSTOM|DEFAULT). Sem paginação. Com supplier_id: retorna um único fornecedor.
Use para classificar despesas em relatórios.
Opcional: accounts — agrupa por conta em accounts[].
Bulk support: accepts supplier_ids for batched execution.
Inputs: accounts, supplier_id, supplier_ids.
contasimples_userBRead-onlyIdempotentInspect
Lista usuários da empresa (email, limit, next_page_start_key opcionais). Aceita accounts (agrupa por conta).
Inputs: email, limit, accounts, next_page_start_key.
contasimples_user_write_deleteBInspect
Remove usuário da empresa (DELETE na API). action: delete. Aceita accounts com 1 entrada.
[Flattened action: delete]
Bulk support: accepts user_ids for batched execution.
Inputs: user_id (required), accounts, user_ids.
marketplaceAInspect
The official mcp.ai marketplace — the in-platform catalog of every MCP/tool, AND the way to run them. Covers capability requests like "find an MCP that does X", "consulta um CPF", "is there a tool for Y". Core flow: action=search discovers MCPs by intent → describe returns one MCP's full profile (every tool with its id + params, pricing, auth) so you pick the right tool_id → invoke RUNS that tool. KEY: invoke works even when the MCP is NOT installed — it runs the tool pontualmente (one-off), without adding the MCP to the toolkit and without bloating the tool list. If the MCP needs a credential/login, invoke returns a connect link; if it is paid and the wallet is empty, invoke returns a checkout/top-up link (the user opens it, then you retry). Use install only to make an MCP PERMANENT in the active toolkit (its tools then show up natively in future sessions); prefer invoke for a single/occasional use. list_tools lists what is callable right now. subscribe/cancel handle per-MCP billing; report_bug sends feedback; request_mcp asks us to build a NEW MCP when nothing fits. Search/describe flag installed_in_toolkit vs installed_in_workspace. Writes (install/uninstall/subscribe/cancel and the one-off install behind invoke) require workspace owner/admin. It also carries the mcp.ai PROMPT LIBRARY, which is about ready-made prompt TEXT rather than MCPs: search_prompts finds one, get_prompt returns its full text with {{variables}} filled, and publish_prompt saves a prompt and returns a shareable mcp.ai/p/ link that opens without login.
Inputs: limit, query, action, mcp_id, +19 more.
report_bugAIdempotentInspect
Report a bug, missing feature, or send feedback. Include the conversation array with recent messages for reproduction.
Inputs: message (required), context, conversation.
show_versionARead-onlyIdempotentInspect
Show the current MCP platform and adapter versions.
Inputs: no named parameters.
toolkit_infoARead-onlyIdempotentInspect
Returns the current toolkit state: installed MCPs, their connection status, the accounts connected to each one, and how many catalog tools each exposes.
Inputs: no named parameters.
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
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