Lucía inside Cofactu, and your own AI agent through MCP, read the gestoría's portfolio (gestoría: a Spanish tax and accounting firm) with the permissions of whoever asks. They propose, explain and draft. Filing, sending and posting is still done by a person.
Neither Lucía nor the agent calculates anything on its own: they ask the portfolio table, the tax radar and the forms view for their data. If a figure does not match Cofactu, the AI did not make it up.
Goes through the expenses awaiting review and the documents your clients uploaded to the portal. For each one it proposes the journal entry that would be posted, or the expense that would come out of the document: supplier, amounts, category and PGC account (Spain's standard chart of accounts). It posts and converts nothing; you confirm it in the inbox.
Drafts the pending-documents email for a client, with the bank charges without an invoice that Cofactu detected, anything you want to add and their next tax deadline. It returns the subject and the text. It does not send or save it: you review it and send it yourself.
Why a client's VAT changed compared with the previous quarter: how much output VAT, deductible input VAT and the other adjustments moved, using the figures of the forms view. The explanation always matches the result you see.
The list for closing the quarter across the whole portfolio: clients with unfiled forms or certificate problems, ordered by urgency and linked to their record. It also tells you which certificates expire soon.
The portfolio only opens with one person's OAuth connection. An API key is nobody: the portfolio permission, portfolio:read, is neither offered nor accepted when you create a key.
When you give consent, the clients you see today come ticked and you can untick any you do not want. A client who joins the firm later is not part of that connection: you must connect again.
Clients with their health, unfiled deadlines, a client's forms summary and what is waiting in the inbox. All the portfolio tools are read-only.
If an employee loses a client, they stop seeing it on the next call. If they lose the permission to manage connections, or are removed, the grant is revoked.
They only exist in an accounting firm account and only with one person's connection. Outside a firm, the agent does not have them.
| Tool | What it answers | Where it comes from |
|---|---|---|
list_portfolio | The clients assigned to you, with their health (green, amber or red, and why), alerts, next deadline, the status of their invoices with the AEAT and who is responsible. | The portfolio table of the firm's panel. |
get_portfolio_deadlines | The unfiled forms across the portfolio, overdue ones included. | The firm's tax radar. |
get_client_fiscal_summary | Modelo 303, 130, 111 and 115 for a client's quarter. | The same calculation as the forms view; no tax amount is recalculated in the MCP. |
list_portfolio_pending | What is waiting in the inbox and the bank charges that still have no invoice. | The firm's inbox queue. |
A “confirm: true” filled in by the model is nobody's confirmation. That is why anything that cannot be undone has no tool.
What it sees, what it cannot do and what it connects with.
Lucía is the assistant you have inside Cofactu. The MCP (Model Context Protocol) is the door for the AI agent your firm already uses: it connects to mcp.cofactu.com/mcp and reads the portfolio with the permissions of the person who connects. Both ask the same services as the application for their data.
With any MCP-compatible client that connects through OAuth. The OAuth connection has been tested end to end with the protocol's official SDK, against production. We have not yet tested the connection from Claude.ai and from ChatGPT with a real account; the address and the steps are in Settings → MCP.
No. Lucía and the MCP apply the same assignments as the firm's panel, and each client's access limit. A client that is not assigned, belongs to another firm or has been deleted answers “not found”, exactly like one that does not exist.
No. The firm's tools read, propose and draft. Filing, sending, posting and opening a notification is done by a person in Cofactu. A “confirm: true” filled in by the model is nobody's confirmation, which is why irreversible actions have no tool in the MCP.
For a single company's data, yes. For the portfolio, no: isolation is per employee and a key is not a person. The portfolio:read permission is only granted through OAuth.
The Accounting Firm plan includes the MCP server and the portfolio tools. Manage your clients: €89 up to 50 clients, €199 unlimited and white-label.
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