eGestor MCP server

Read contacts, products, sales, receivables and payables; create contacts in eGestor. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect eGestorFree 50 tool calls / monthPro $9/mo · $90/yr · pricing22 tools

What can I ask?

Turn on the eGestor connector, then ask in plain words. The AI picks the tools.

What you can do with eGestor in Claude and ChatGPT

For Brazilian small businesses that run sales, purchases and finances in eGestor.

See which customer payments are still open

List the receivables that are open and due in a date range. Ask the assistant to sort them by due date and total the amount you wait to receive.

Plan the bills you must pay this month

List the open payables for a date range and open one for the detail. Add the financial accounts to check which cash box or bank account can cover them.

Summarize last week's sales

List the sales of a date range, filtered by contact if you want. Open one sale to read its items, payments and totals. Ask for a short summary.

Check products, prices and stock

List the products with their prices and stock data. Open one product for the full record, and list the services the company sells.

Review purchases from a supplier

List the purchases of a date range and open one to read its data. Use the contact list to find the supplier code first.

Add a new customer as a contact

Search the contacts to check that the person is not in eGestor yet. Then create the contact as a customer, supplier or carrier and read back the new code.

Changes data

How do I connect eGestor?

Before you connect

The login page asks for your eGestor personal token.

Find it in eGestor → API settings (Configurações → API). The API must be enabled for your plan. Your token is used only to call the API on your behalf and to derive a private account id; it is never shown to anyone.

Claude claude.ai · Desktop

  1. Open Customize → Connectors, then click + Add → Add custom connector.
  2. Enter the name eGestor and this URL, then click Add:
    https://egestor.usefulapi.io/mcp
  3. Claude opens the login page: enter your eGestor personal token.
  4. In a chat, click + → Connectors and turn on eGestor.

Team and Enterprise: an Owner adds the connector for the organization first.

ChatGPT chatgpt.com

  1. Open Plugins, click +, then Add custom MCP server.
  2. Enter the name eGestor and this URL, choose OAuth as the authentication, confirm the warning and create it:
    https://egestor.usefulapi.io/mcp
  3. ChatGPT opens the login page: enter your eGestor personal token.
  4. In Plugins, install eGestor, then choose it in a chat.

No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.

Claude Code

Run this command, then run /mcp in Claude Code to log in:

claude mcp add --transport http egestor https://egestor.usefulapi.io/mcp

Cursor

Add to Cursor or add this to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "egestor": {
      "url": "https://egestor.usefulapi.io/mcp"
    }
  }
}

VS Code

Add to VS Code or add this to .vscode/mcp.json:

{
  "servers": {
    "egestor": {
      "type": "http",
      "url": "https://egestor.usefulapi.io/mcp"
    }
  }
}

Codex

Run these commands. The second one opens the login page:

codex mcp add egestor --url https://egestor.usefulapi.io/mcp
codex mcp login egestor

Other clients

Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.

https://egestor.usefulapi.io/mcp

Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your eGestor personal token. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Proper user$9/mo · $90/yr10,000 tool calls / month
Pro+per user$39/mo · $390/yr100,000 tool calls / month

Each paid plan covers this eGestor server only. Ask your AI to run egestor_upgrade and choose Pro or Pro+, billed monthly or yearly (it returns a Stripe Checkout link). If you already have Pro, ask to change it to Pro+. The change requires your confirmation, keeps your billing interval and charges the price difference for the rest of the period immediately. Cancel any time with egestor_cancel_subscription: your paid plan continues to the end of the paid period, with no refund for the current period, and asking to resume the same plan with egestor_upgrade before then undoes the cancel. Or write to [email protected].

Tools 22

Show all 22 tools (the AI picks them for you)

Read only · 17

  • List contactsegestor_list_contacts
    List customers, suppliers and carriers. Good first call to find a contact code.
  • Get a contactegestor_get_contact
    Get full data of one contact by code.
  • List productsegestor_list_products
    List products with prices and stock data.
  • Get a productegestor_get_product
    Get full data of one product by code.
  • List servicesegestor_list_services
    List services the company sells.
  • List salesegestor_list_sales
    List sales (situacao 10 = quote, 50 = sale), filterable by date range and contact.
  • Get a saleegestor_get_sale
    Get full data of one sale: items, payments, totals.
  • List receivablesegestor_list_receivables
    List accounts receivable (situacao 20 = open, 40 = received), filterable by date range.
  • Get a receivableegestor_get_receivable
    Get one receivable by code.
  • List payablesegestor_list_payables
    List accounts payable (situacao 10 = open, 30 = paid), filterable by date range.
  • Get a payableegestor_get_payable
    Get one payable by code.
  • List purchasesegestor_list_purchases
    List purchases (situacao 10 = quote, 50 = confirmed), filterable by date range.
  • Get a purchaseegestor_get_purchase
    Get full data of one purchase.
  • List financial accountsegestor_list_accounts
    List cash boxes and bank accounts (disponiveis).
  • List categoriesegestor_list_categories
    List product and finance categories.
  • List usersegestor_list_users
    List users and sales people of the account.
  • Get company dataegestor_get_company
    Get the registration data of the company that owns the token.

Changes data · 1

  • Create a contactegestor_create_contact
    Create a new contact (customer, supplier or carrier) in eGestor. This writes data and is not idempotent: calling it twice creates two contacts. Returns the new code.

Your usefulapi plan · 4

  • Usage status (free-tier meter)egestor_usage_status
    Report the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter.
  • Request a missing featureegestor_request_feature
    Tell usefulapi that the user needs something the eGestor tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter.
  • Upgrade to Pro or Pro+egestor_upgrade
    Get a paid plan for eGestor (the free tier caps monthly usage). Pro: 10,000 tool calls a month, for normal use — plan "monthly" ($9/month) or "yearly" ($90/year, 2 months free). Pro+: 100,000 tool calls a month, for automations and heavy use — plan "plus" ($39/month) or "plus_yearly" ($390/year). Without a plan it returns both Pro and Pro+, each with a payment link, for the user to choose; with a plan, one link. An existing Pro subscription changes to Pro+ in place (needs confirm: true; the price difference for the rest of the period is charged at once). Cancel any time: the plan then runs to the end of the paid period, so it also suits a one-time job. A link opens Stripe Checkout in the browser; after payment the account upgrades automatically. Does not count against the meter.
  • Cancel the Pro subscriptionegestor_cancel_subscription
    Cancel the caller's eGestor Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run egestor_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with eGestor in Claude or ChatGPT?

See which customer payments are still open. Plan the bills you must pay this month. Summarize last week's sales. Check products, prices and stock. Review purchases from a supplier. Add a new customer as a contact. See what you can do for the details.

Is this an official eGestor product?

No. usefulapi is an independent service. It is not affiliated with or endorsed by eGestor. The server calls the eGestor API with your own eGestor access, so it sees only the data that your account can see.

Can I connect eGestor to Claude or ChatGPT?

Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.

What do I need to connect?

The login page asks for your eGestor personal token. See Before you connect for where to find it.

Do I put my eGestor key or an Authorization header in the client config?

No. Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your eGestor personal token. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

How do you keep my eGestor credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the eGestor API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. To stop all access, remove the connector and change or delete these credentials in eGestor.

Can the AI change my eGestor data?

Yes, if you approve it. 1 of the 18 eGestor tools can create or change data. The other 17 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.

What does it cost?

The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this eGestor server only. Cancel any time: your paid plan then runs to the end of the paid period. Run egestor_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run egestor_upgrade and choose Pro or Pro+, billed monthly or yearly: it returns a Stripe Checkout link. If you already have Pro, ask to change it to Pro+. After you confirm, your existing subscription changes in place, keeps its billing interval and charges the price difference for the rest of the period immediately. To cancel, run egestor_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a eGestor tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with egestor_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.

Which AI clients can I use?

Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.

This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.

Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.

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