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What is VIS42 MCP Server?

The VIS42 MCP Server exposes VIS42’s capabilities to compatible AI clients through the Model Context Protocol (MCP). This enables you to interact with your financial data, automate workflows, and delegate tasks to AI agents using natural language.

What is MCP?

Learn about the Model Context Protocol and why it matters

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Why Use VIS42 MCP Server?

VIS42 is AI-first by design, meaning intelligent automation is built into the core of the platform.

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Key Benefits

Natural Language Queries

Ask questions about your financial data

Automated Workflows

Delegate repetitive tasks to AI agents

Context-Aware Assistance

AI understands your business context

Secure & Scoped

Access controlled by user roles

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What Can You Do with MCP Server?

The VIS42 MCP Server enables AI clients to:

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Query Your Data

  • Receivables: Check invoice status, payment history, overdue amounts
  • Payables: Review pending bills, payment schedules, supplier balances
  • Counterparts: Look up customer or supplier information
  • Products: Search your product catalog and pricing
  • Financial Reports: Generate insights and summaries

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Perform Actions

  • Create Invoices: Generate invoices from natural language instructions
  • Send Notifications: Trigger payment reminders or deadline alerts
  • Update Records: Modify counterpart details, product pricing, or payment terms
  • Process Payments: Mark invoices as paid or schedule payments
  • Generate Reports: Create financial summaries and analytics

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Automate Workflows

  • Payment Reminders: Automatically send reminders for overdue invoices
  • Deadline Tracking: Get notified about upcoming payment deadlines
  • Reconciliation: Assist with matching payments to invoices
  • Approval Workflows: Route bills for approval based on rules

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Example Use Cases

You ask: “Show me all unpaid invoices from last month”AI response: Lists all outstanding receivables with customer names, amounts, and due dates
You ask: “Send reminders to all customers with overdue invoices”AI action: Triggers payment reminder emails to customers with overdue balances
You ask: “Create an invoice for ACME Corp for 10 hours of consulting at $150/hour”AI action: Generates a new invoice with line items, calculates totals, and prepares it for sending
You ask: “What were my total sales last quarter?”AI response: Provides revenue summary, top customers, and comparison to previous periods

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MCP Server URL

https://vis42.com/api/mcp

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Supported AI Clients

VIS42 MCP Server works with any MCP-compatible client:

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Security & Access Control

VIS42 MCP Server respects your security policies:
  • Authentication Required: All MCP requests require valid VIS42 credentials
  • Role-Based Access: AI agents can only access data permitted by user roles
  • Scoped Permissions: Fine-grained control over what AI can read and write
  • Audit Logs: All AI actions are tracked and logged for compliance
Always use API tokens or OAuth for MCP connections. Never share your password with AI clients.

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AI-first financial and revenue management platform

VIS42’s native MCP integration means you’re not just adding AI on top of existing software—you’re using a platform designed from the ground up to work intelligently with AI agents.