mcp server

Conta Simples

Business finance on Conta Simples, bank and card statements, corporate cards (list/block/unblock), c

Description as published by the maintainer. Source

• version 0.1.0
• active

active — Registry entry last updated 2026-06-11.

What this server can do

24 functions, named and described by the server itself. Parameter names are shown because they say more about what a function does than its name usually does.

authenticate(token)

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: "<jwt>" } after the user pastes, or with no args to get the link.

connect

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.

contasimples_attachment(accounts, attachment_id, attachment_ids)

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. Required: attachment_id.

contasimples_balance(accounts)

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[]`).

contasimples_bill(status, accounts, due_date)

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[]`).

contasimples_card(type, email, last4, limit, status, accounts, product_name, next_page_start_key)

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.

contasimples_card_write_block(reason, card_id, accounts, card_ids)

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. Required: card_id.

contasimples_card_write_unblock(reason, card_id, accounts, card_ids)

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. Required: card_id.

contasimples_category(accounts)

Lista categorias financeiras. Aceita `accounts` (agrupa por conta em `accounts[]`).

contasimples_cost_center(accounts, cost_center_id, cost_center_ids)

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.

contasimples_invite(limit, status, role_id, accounts, role_ids, next_page_start_key)

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.

contasimples_invite_write_create(email, role_id, accounts, role_ids)

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. Required: role_id, email.

contasimples_list_accounts(accounts)

Lista conexões Conta Simples (empresas) vinculadas a este install — id, label e apelido de exibição.

contasimples_role(accounts)

Lista papéis (roles) para convites de usuário. Aceita `accounts` (agrupa por conta).

contasimples_statement_banking(limit, status, sorting, accounts, end_date, keywords, amount_eq, amount_gt, amount_lt, account_id, start_date, category_ids, was_conciled, movement_type, cost_center_ids, has_attachments, responsible_email, next_page_start_key)

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.

contasimples_statement_card(limit, types, accounts, end_date, keywords, start_date, next_page_start_key)

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.

contasimples_summary(top_n, accounts, end_date, keywords, start_date, movement_type, include_canceled)

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). Required: start_date, end_date.

contasimples_supplier(accounts, supplier_id, supplier_ids)

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.

contasimples_user(email, limit, accounts, next_page_start_key)

Lista usuários da empresa (email, limit, next_page_start_key opcionais). Aceita `accounts` (agrupa por conta).

contasimples_user_write_delete(user_id, accounts, user_ids)

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. Required: user_id.

marketplace(limit, query, action, mcp_id, message, tool_id, arguments, immediate, tier_slug, prompt_body, prompt_slug, prompt_tool, prompt_vars, conversation, prompt_title, request_name, cancel_reason, cancel_comment, prompt_targets, report_context, prompt_category, request_details, prompt_description)

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/<slug> link that opens without login.

report_bug(context, message, conversation)

Report a bug, missing feature, or send feedback. Include the conversation array with recent messages for reproduction. Required: message.

show_version

Show the current MCP platform and adapter versions.

toolkit_info

Returns the current toolkit state: installed MCPs, their connection status, the accounts connected to each one, and how many catalog tools each exposes.

Last successful function declaration observed on 2026-08-13. Source: https://api.mcp.ai/p_contasimples. We list what the server declared; we do not call any of these functions.

Endpoint status observed on 2026-08-13. Source: https://api.mcp.ai/p_contasimples.

Signals

These are separate measurements of different things. They are deliberately not combined into one score, because a popularity number that mixes website traffic with saves and stars cannot be checked or acted on.

Where to get it

• Repository — https://github.com/mcp-dir/contasimples-mcp
• Remote endpoint (streamable-http) — https://api.mcp.ai/p_contasimples

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