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Procfy

mcp-dir/procfy-mcp

Connects Claude and other MCP clients to Procfy's financial management platform via their official REST API at api.procfy.io. You get 10 tools covering transactions (revenue, expenses, transfers), bank accounts with balance lookups, contacts, categories, cost centers, and users. All read/write capable with pagination built in. Authentication uses bearer tokens generated from your Procfy account settings. Pairs well with banking MCPs when you need to reconcile actual bank data against your Procfy records. The server itself is proprietary and hosted, though the repo includes MIT-licensed docs and manifests. Billed per active connection.

GitHub stars
1
tools
15
transport
HTTP
last updated
Jun 10, 2026
View on GitHub

Install

From registry metadata
$ npx add-mcp https://api.mcp.ai/p_procfy --name procfy-mcp

Run in your terminal. add-mcp asks which agents to add it to (Claude Code, Codex, Cursor and more). Add -g to install it for every project.

Review the command, arguments and environment values before installing. MCP servers run with your local permissions.

Other ways

Claude Code

$ claude mcp add --transport http procfy-mcp https://api.mcp.ai/p_procfy

Run in your terminal. Add --scope user to make it available in every project.

Tools

Verified live · 15 tools

Verified live against the running server on Nov 6, 2026.

procfy_list_accountsLista as conexões (contas) Procfy vinculadas a este install — id, label.1 params

Lista as conexões (contas) Procfy vinculadas a este install — id, label.

Parameters* required
accountstring
procfy_list_transactionsLista transações (receita/despesa/transferência/folha/imposto) da Procfy. Paginado (page/items, máx 50/página). Use `filters` (JSON) pra filtrar por data, conta, categoria etc.4 params

Lista transações (receita/despesa/transferência/folha/imposto) da Procfy. Paginado (page/items, máx 50/página). Use `filters` (JSON) pra filtrar por data, conta, categoria etc.

Parameters* required
accountstring
filtersstring
itemsnumber
pagenumber
procfy_get_transactionDetalha uma ou mais transações por id. Passe `transaction_ids` (lista, máx 50) — busca em lote com retry/backoff e erros por-id; ou `transaction_id` único.3 params

Detalha uma ou mais transações por id. Passe `transaction_ids` (lista, máx 50) — busca em lote com retry/backoff e erros por-id; ou `transaction_id` único.

Parameters* required
accountstring
transaction_idvalue
transaction_idsarray
procfy_create_transactionCria uma transação na Procfy. `data` é um JSON string com os campos do payload (type, amount, date, bank_account_id, category_id, contact_id, description, ...). Confira o schema em api-docs.procfy.io/#transacoes.2 params

Cria uma transação na Procfy. `data` é um JSON string com os campos do payload (type, amount, date, bank_account_id, category_id, contact_id, description, ...). Confira o schema em api-docs.procfy.io/#transacoes.

Parameters* required
accountstring
data*string
procfy_list_bank_accountsLista as contas bancárias da Procfy. Paginado.4 params

Lista as contas bancárias da Procfy. Paginado.

Parameters* required
accountstring
filtersstring
itemsnumber
pagenumber
procfy_get_bank_account_balanceDetalha uma conta bancária da Procfy (inclui saldo) por id. Bulk support: accepts bank_account_ids for batched execution.3 params

Detalha uma conta bancária da Procfy (inclui saldo) por id. Bulk support: accepts bank_account_ids for batched execution.

Parameters* required
accountstring
bank_account_id*value
bank_account_idsarray
procfy_list_contactsLista contatos (clientes/fornecedores) da Procfy. Paginado.4 params

Lista contatos (clientes/fornecedores) da Procfy. Paginado.

Parameters* required
accountstring
filtersstring
itemsnumber
pagenumber
procfy_list_categoriesLista categorias (plano de contas) da Procfy. Paginado.4 params

Lista categorias (plano de contas) da Procfy. Paginado.

Parameters* required
accountstring
filtersstring
itemsnumber
pagenumber
procfy_list_cost_centersLista centros de custo da Procfy. Paginado.4 params

Lista centros de custo da Procfy. Paginado.

Parameters* required
accountstring
filtersstring
itemsnumber
pagenumber
procfy_list_usersLista usuários da conta Procfy. Paginado.4 params

Lista usuários da conta Procfy. Paginado.

Parameters* required
accountstring
filtersstring
itemsnumber
pagenumber
show_versionShow the current MCP platform and adapter versions.

Show the current MCP platform and adapter versions.

No parameters. Call it with no arguments.

report_bugReport a bug, missing feature, or send feedback. Include the conversation array with recent messages for reproduction.3 params

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

Parameters* required
contextstring
default:
conversationstring
default: []
message*string
connectReturns 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.

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.

No parameters. Call it with no arguments.

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

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

No parameters. Call it with no arguments.

marketplaceThe 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...23 params

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...

Parameters* required
actionstring
one of search · describe · install · uninstall · subscribe · canceldefault: search
argumentsstring
default: {}
cancel_commentstring
default:
cancel_reasonstring
one of too_expensive · missing_features · switched_service · unused · customer_service · too_complex
conversationstring
default: []
immediateboolean
default: false
limitnumber
default: 10
mcp_idstring
default:
messagestring
default:
prompt_bodystring
default:
prompt_categorystring
default:
prompt_descriptionstring
default:
prompt_slugstring
default:
prompt_targetsarray
prompt_titlestring
default:
prompt_toolstring
default:
prompt_varsstring
default: {}
querystring
default:
report_contextstring
default:
request_detailsstring
default:

+3 more parameters. See the server's own documentation for the full schema.

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Readme

Procfy

Procfy para Claude, Cursor e agentes de IA

Gestão financeira no Procfy — transações (receitas/despesas/transferências), contas bancárias, contatos, categorias, centros de custo e usuários, via API REST oficial (api.procfy.io). Pareia com o Banco MCP para conciliar banco × gestão. Autenticação por token de API (Bearer) gerado em Configurações da conta → Tokens de API (admin).

  • 📊 10 ferramentas
  • ✏️ Leitura e escrita
  • 💬 Funciona com qualquer cliente MCP: Claude Desktop, Cursor, VS Code, Cline, Continue
  • 🔑 Login via magic-link (sem senha)

English version · Documentação completa · Skill pra agentes

Instalar em 1 clique

Claude (Web e Desktop)

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):

➕ Abrir no Claude e conectar

View the full README on GitHub

Details

Repository
github.com/mcp-dir/procfy-mcp
Category
Sales & Marketing
Transport
HTTP
Registry
MCP registry, active
Tools verified
Nov 6, 2026

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