How do I use MCP Conta Azul?

1. Click on "Install Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@MCP Conta Azul Show me the financial dashboard and current account balances" That's it! The server will respond to your query, and you can continue using it as needed. Here is a step-by-step guide with screenshots.

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.