01
Add Recaudo as a connector
In Claude, ChatGPT, Cursor or any MCP-compatible client, add the address https://recaudo.app/mcp. If your agent runs on a server, it can also sign in with your secret API key.
Connectors
Agentic · MCP server
Ask your artificial intelligence agent.
It gets it done in Recaudo.
Connect Claude, ChatGPT or your own agent and use 191 Recaudo tools via MCP: customers, WhatsApp, payment links, collections, invoices and reports, just by asking.
Your assistant · Recaudo
How it works
Connect it once and ask for things in writing. Money moves within the limits you set.
02
Authorize with your account
You sign in to Recaudo and approve the permissions. The agent acts as you: it only does what your role lets you do in the dashboard.
recaudo.app
03
Ask for what you need
"Add this customer, send them the welcome message and remind me to call them in three days." If what you ask moves money, the limits you set in Agents and payments apply.
Agents and payments
What changes for your team
Until now, moving a lead, sending a payment request or pulling a report meant someone had to open the dashboard and do it by hand.
With Recaudo connected to your agent, you just write: "move these leads to proposal, send them the quote on WhatsApp and remind me to follow up on Thursday". The agent finds the tools it needs and uses them.
Every action respects the permissions of the person who connected the agent, just like in the dashboard.
Use cases
What people ask for. Each case shows what you type and the tools the agent uses to get it done.
Collections
You type
Who owes me for more than 30 days? Send them their WhatsApp reminder with a payment link and log any payment promises they make.
Tools it uses
- list_overdue_invoices
- send_whatsapp_template
- create_payment_link
- create_payment_promise
Overdue accounts get worked from the chat, and every promise lands on the customer record.
Sales
You type
Move the leads who asked for pricing this week to proposal, send them the quote and remind me to call them on Thursday.
Tools it uses
- list_deals
- move_deal_stage
- send_message
- create_follow_up
The pipeline moves on its own and the follow-up shows up on your calendar.
Leadership
You type
How much did we collect this month compared with last month? Which rep closed the most deals?
Tools it uses
- get_collection_summary
- run_sql_query
- list_deals
The numbers come straight from your own data, with no spreadsheet exports.
Invoicing
You type
Invoice 1042 is paid. Record the payment, stamp the payment complement and email it to the customer.
Tools it uses
- list_einvoices
- record_einvoice_payment
- send_einvoice_email
The payment complement is stamped with the SAT and the customer gets it by email.
Online store
You type
Update prices and stock from this file and create a 10% coupon for everyone who left a cart yesterday.
Tools it uses
- sync_products_by_sku
- list_abandoned_carts
- create_coupon
- send_email
An up-to-date catalog and a coupon email for every abandoned cart.
Your own agent
You type
When the ERP records a credit sale, request payment from the customer and tell me as soon as it comes in.
Tools it uses
- create_payment_request
- wait_for_payment
- send_message
It runs on your server with your secret key. If the amount goes over the limit you set, a person approves it.
What your agent can do
The same actions you take in the dashboard, grouped by area.
Technical details are on the MCP server page and in the documentation.
Customers and CRM
Create customers, update details, move deals, schedule follow-ups, search with filters
Conversations
Send messages on WhatsApp, Messenger, Instagram or email, use templates, assign and tag
Payments and links
Create payment links and subscriptions, look up transactions, issue refunds
Collections
View overdue receivables and their risk segments, log or cancel payment promises, review collection attempts
Invoices and CFDI
Issue and cancel CFDI, stamp payment complements, email the invoice
Marketing
Send emails, create WhatsApp templates, launch flows and see their results
Online store
Products, orders and shipping, coupons and abandoned carts
Automations
Create automations, turn them on or off and review their runs
Reports
Reports asked for in plain words and queries over your own data
In total, 191 tools available today. When Recaudo adds a feature, it shows up here.
How it works under the hood
The whole product, not a slice
The 191 tools come from the same API Recaudo uses, so your agent can do what you do in the dashboard.
With each user's permissions
The agent can only do what the person who connected it can do. Someone in collections can't touch settings; an admin can.
Built for Mexico and Latin America
Your agent understands requests like "issue the payment complement for this invoice" or "send them their cash payment slip".
Updates on its own
Every new Recaudo feature becomes available to your agent without installing anything.
When the agent moves money
Besides running your account, an agent can ask your customer for a payment or buy from your store on someone's behalf. You decide how much it can move and who approves it.
Limits the agent can't skip
For each agent, connected app or key you set the amount above which approval is required and how much it can move per day. Anything beyond that waits for an admin to approve it on the web, and every operation is recorded with the agent that made it.
One call, every way to pay
The agent asks for the payment and gets back the card link, a CLABE for that charge and the voucher to pay in cash. Then it can wait for the money to arrive and confirm it to the customer in the same conversation.
Your store in ChatGPT, Claude and other assistants
Flip a switch and your shoppers' assistants search your products, see prices with tax and build the cart. For ChatGPT we also generate your catalog in its format.
Checkout on open standards
If you charge with Stripe, the assistant pays without leaving the chat using the Agentic Commerce Protocol from OpenAI and Stripe. If it arrives with an AP2 mandate, Recaudo checks the person authorized that cart before charging.
Frequently asked questions
What is MCP?
MCP (Model Context Protocol) is an open standard, created by Anthropic, that lets an artificial intelligence agent use external tools. Instead of building an integration for each action, the agent sees which tools exist and uses them with the permissions you grant.
What does "agentic" mean?
That Recaudo's features (customers, deals, WhatsApp, payment links, reports, subscriptions) are available as tools for your agent. You can run Recaudo by writing what you need.
How many tools are there?
Today there are 191, covering CRM, conversations, payments, collections, invoices, marketing, store, automations and reports. The number is counted straight from the code and grows with every new feature.
Which agents does it work with?
Any that supports MCP: Claude, ChatGPT with MCP support, Cursor, Cline and agents built with Claude Agent SDK, OpenAI Agents SDK, LangChain or LangGraph.
Do I need to know how to code?
No. You add the Recaudo address in your assistant and sign in. If you code, you can use the same connection with your secret key to build your own agents.
What do teams use it for?
To move leads and send bulk messages, follow up on pending payments, ask for reports in natural language and build automations where the agent decides the next step.
Is my data safe?
The agent signs in with your account and the permissions you authorized, or with a key you create. You can remove its access anytime from Settings › API.
Does it cost extra?
No. It is included in your Recaudo plan.
Can an AI agent charge on behalf of my business?
Yes, within the limits you set. For each agent you set the amount above which approval is required and how much it can move per day; anything beyond that stays pending until an admin approves it. By default, Recaudo's artificial intelligence agents can only request payments and waive late fees, and a refund requested by a connected app always needs a person's approval.
Can my products be sold inside ChatGPT or Claude?
Yes. With your store open to agents, Claude and MCP-compatible assistants search your products and send the person a ready cart. To show up in ChatGPT, OpenAI has to onboard your store; if you have Stripe connected, payment happens right there and the order reaches you paid.
What are ACP and AP2?
The two open standards for an agent to buy on a person's behalf. ACP (Agentic Commerce Protocol), from OpenAI and Stripe, says how the checkout is built and paid with a single-use token. AP2, which started at Google and is now run by the FIDO Alliance, says how the person signs the purchase they authorize. Stores on Recaudo accept both.