> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vis42.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> Connect AI clients to VIS42 through the Model Context Protocol

## 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.

<Card icon="circle-question" horizontal href="https://modelcontextprotocol.io" title="What is MCP?">
  Learn about the Model Context Protocol and why it matters
</Card>

## Why Use VIS42 MCP Server?

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

### Key Benefits

<CardGroup cols={2}>
  <Card title="Natural Language Queries">
    Ask questions about your financial data
  </Card>

  <Card title="Automated Workflows">
    Delegate repetitive tasks to AI agents
  </Card>

  <Card title="Context-Aware Assistance">
    AI understands your business context
  </Card>

  <Card title="Secure & Scoped">
    Access controlled by user roles
  </Card>
</CardGroup>

## What Can You Do with MCP Server?

The VIS42 MCP Server enables AI clients to:

### 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

### 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

### 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

## Example Use Cases

<AccordionGroup>
  <Accordion icon="search" title="Check Outstanding Invoices">
    **You ask:** "Show me all unpaid invoices from last month"

    **AI response:** Lists all outstanding receivables with customer names, amounts, and due dates
  </Accordion>

  <Accordion icon="paper-plane" title="Send Payment Reminders">
    **You ask:** "Send reminders to all customers with overdue invoices"

    **AI action:** Triggers payment reminder emails to customers with overdue balances
  </Accordion>

  <Accordion icon="file-invoice" title="Create Invoice from Description">
    **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
  </Accordion>

  <Accordion icon="chart-line" title="Generate Financial Summary">
    **You ask:** "What were my total sales last quarter?"

    **AI response:** Provides revenue summary, top customers, and comparison to previous periods
  </Accordion>
</AccordionGroup>

## MCP Server URL

```
https://vis42.com/api/mcp
```

## Supported AI Clients

VIS42 MCP Server works with any MCP-compatible client:

## 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

<Warning>
  Always use API tokens or OAuth for MCP connections. Never share your password with AI clients.
</Warning>

## 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.