Kobana talks to AI Agents
Connect your AI agents directly to the Kobana platform through the Model Context Protocol (MCP) and fully automate your financial workflow.
Run the server locally on your machine:
KOBANA_ACCESS_TOKEN=your_token npx kobana-mcp-chargeConnect directly to the cloud server:
https://mcp.kobana.com.br/charge/mcpAvailable servers:
kobana-mcp-adminkobana-mcp-chargekobana-mcp-datakobana-mcp-edikobana-mcp-financialkobana-mcp-paymentkobana-mcp-transferWhat is the Model Context Protocol?
MCP is a protocol that allows AI tools to connect with Kobana data and services securely and in a standardized way.
Contextual AI
Your AI agents have complete contextual access to your company's financial data.
Total Security
Secure protocol with authentication that respects all user permissions.
Real Automation
Execute complex financial operations through natural AI commands.
Simple Integration
Easily connect with Claude, ChatGPT, Cursor, VS Code, Manus, and others.
How it works
Connect your Agent
Configure the Kobana MCP server in your preferred AI client
Authenticate
The protocol automatically verifies your user permissions
Automate
Your agent can access data and execute financial operations
Why use MCP with Kobana?
Discover how the integration between Kobana and AI agents can revolutionize your company's financial management.
Automated Financial Flow
Eliminate repetitive manual tasks. Your AI agents can execute charges, payments, transfers, and queries automatically.
Time Savings
Reduce from hours to seconds the time needed to execute complex financial operations with natural commands.
Data-Driven Decisions
Your agents have access to real-time statements, balances, and reports for smarter financial decisions.
Natural AI Interface
Talk to your agents in natural language about finances. "Pay all overdue bills" or "Show all account balances".
Enhanced Collaboration
Teams can work together with AI agents that understand the complete financial context of the company.
Reports and Analysis
Generate complex reports, cash flow analyses, and financial insights through simple AI conversations.
Configure in minutes
Follow our step-by-step guide to connect Kobana to your preferred AI client.
First, get your API token
Access the Kobana dashboard at Settings > API > Tokens and generate a new token with the required permissions.
Access Kobana DashboardNative integration with the Claude Desktop app
Open Claude Desktop
Make sure you have the latest version installed
Edit the configuration file
Open ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%/Claude/claude_desktop_config.json (Windows)
Choose an option
Use Local (npx) or Remote (hosted server) configuration:
{
"mcpServers": {
"kobana-charge": {
"command": "npx",
"args": ["-y", "kobana-mcp-charge"],
"env": {
"KOBANA_ACCESS_TOKEN": "YOUR_KOBANA_TOKEN"
}
},
"kobana-payment": {
"command": "npx",
"args": ["-y", "kobana-mcp-payment"],
"env": {
"KOBANA_ACCESS_TOKEN": "YOUR_KOBANA_TOKEN"
}
}
}
}Quick test
After configuring, test the connection by asking your agent:
"List my financial accounts on Kobana"Available Servers
7 specialized MCP servers for different financial operations. Click on a server to see all available tools.
/admin/mcpCertificate, connection, subaccount, and user management
/charge/mcpPix charges, Pix accounts, automatic Pix, and receivables
/data/mcpBank slip queries by barcode
/edi/mcpEDI box management for CNAB files
/financial/mcpFinancial accounts, balances, statements, and transactions
/payment/mcpBank slip, Pix, DARF, tax, and utility payments
/transfer/mcpPix, TED, and internal account transfers
Complete documentation
For complete technical details, usage examples, and reference for each server, check the documentation on GitHub.
Environment Variables
KOBANA_ACCESS_TOKENAccess token for Kobana API authentication. Get it at Settings > API > Tokens.
KOBANA_API_URLAPI base URL. Default: https://api.kobana.com.br
For testing, just switch the host to the sandbox environment:
mcp-sandbox.kobana.com.brExample: https://mcp-sandbox.kobana.com.br/charge/mcp
Ready to automate with AI?
Schedule a chat with our team and start using the MCP integration.