Conta Simples

io.github.mcp-dirPublished by GitHub account mcp-dirv0.1.0Updated Oct 24, 2026

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

VerifiedStreamable HTTPWeb executableFinanceBusiness & Commerce

Overview

AI-generated overview

Lets an assistant read and manage Conta Simples business finances: bank and card statements, corporate cards, categories, users, roles and invites.

What you can do
A hosted MCP server exposing 14 tools for Conta Simples business accounts. It lists linked companies, returns aggregated period summaries (banking plus card totals, top categories and merchants, cash flow), and reads bank and card statements with date, amount and keyword filters. It also lists corporate cards, categories, users, roles and invites, downloads attachments as base64, and performs writes: block or unblock cards, delete users, and create invites.
When to use it
Use it when an assistant should answer questions about a company's Conta Simples accounts, such as listing active corporate cards, showing this month's bank statement, or reviewing pending invites. It suits finance and operations workflows that need read access plus occasional card, user or invite changes.
Requirements
A remote MCP over HTTP endpoint; no local package or runtime. Credentials are generated in the Conta Simples integrations area, and login is described as magic-link without a password. Works with any MCP client that supports MCP over HTTP.
Before you install
The server performs writes, not just reads: it can block or unblock cards, delete users and create invites, and some tools accept batched IDs. Returned financial data, including statements and attachments, is sent to the LLM host you choose, which the README names as a sub-processor outside the provider's control. Treat the generated credentials as sensitive.

Installation

In SourceWeft

  1. Open Conta Simples in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/io.github.mcp-dir%2Fcontasimples-mcp/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "conta-simples": {
      "type": "http",
      "url": "https://api.mcp.ai/p_contasimples"
    }
  }
}

README

This repository has no README.

Tools

24

contasimples_list_accounts

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

Parametersaccounts

contasimples_summary

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).

Parameterstop_naccountsend_daterequiredkeywordsstart_daterequiredmovement_typeinclude_canceled

contasimples_balance

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[]`).

Parametersaccounts

contasimples_bill

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[]`).

Parametersstatusaccountsdue_date

contasimples_card

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.

Parameterstypeemaillast4limitstatusaccountsproduct_namenext_page_start_key

contasimples_card_write_block

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.

Parametersreasoncard_idrequiredaccountscard_ids

contasimples_card_write_unblock

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.

Parametersreasoncard_idrequiredaccountscard_ids

contasimples_category

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

Parametersaccounts

contasimples_cost_center

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.

Parametersaccountscost_center_idcost_center_ids

contasimples_supplier

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.

Parametersaccountssupplier_idsupplier_ids

contasimples_statement_card

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.

Parameterslimittypesaccountsend_datekeywordsstart_datenext_page_start_key

contasimples_statement_banking

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.

Parameterslimitstatussortingaccountsend_datekeywordsamount_eqamount_gtamount_ltaccount_idstart_datecategory_ids+6 more

contasimples_attachment

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.

Parametersaccountsattachment_idrequiredattachment_ids

contasimples_user

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

Parametersemaillimitaccountsnext_page_start_key

contasimples_user_write_delete

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.

Parametersuser_idrequiredaccountsuser_ids

contasimples_role

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

Parametersaccounts

contasimples_invite

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.

Parameterslimitstatusrole_idaccountsrole_idsnext_page_start_key

contasimples_invite_write_create

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.

Parametersemailrequiredrole_idrequiredaccountsrole_ids

show_version

Show Version

Show the current MCP platform and adapter versions.

Takes no parameters.

report_bug

Report Bug

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

Parameterscontextmessagerequiredconversation

connect

Connection Status

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.

Takes no parameters.

toolkit_info

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.

Takes no parameters.

marketplace

Marketplace

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.

Parameterslimitqueryactionmcp_idmessagetool_idargumentsimmediatetier_slugprompt_bodyprompt_slugprompt_tool+11 more

authenticate

Authenticate

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.

Parameterstoken

Version history

1
  1. v0.1.0LatestSep 16, 2026

Score

75% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts
  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts

    Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.

  • License10 pts

    Declare a license in the repository or the registry entry.