Chat with your Omie data

AI to analyze Omie data with Claude and ChatGPT

Get started for free

No credit card required | 14 days | 10 million records | 30 pipelines

sso google logo
Sign up with Google
sso facebook logo
Sign up with Facebook
sso microsoft logo
Sign up with Microsoft
sso linkedin logo
Sign up with Linkedin

or sign up with your email

By signing up, you agree to Kondado’s Terms of service and Privacy policy

Omie
Works in Claude, ChatGPT and any MCP client

AI to analyze Omie data with Claude and ChatGPT

Chat with Claude, ChatGPT, or any MCP client to explore your Omie financial and operational data using everyday language. Simply ask about overdue invoices, sales order status, or inventory valuation to get instant insights without writing queries or opening spreadsheets. The AI understands your business context and retrieves answers directly from your replicated Omie data. Whether checking cash flow trends or comparing quarterly revenue across product families, conversational analysis replaces manual reporting tasks.

Kondado replicates Omie data through 77 pipelines available via MCP server, allowing Claude, ChatGPT, and compatible clients to answer questions about accounts payable, stock movements, and client relationships through natural language chat. This same dataset also fuels ready reports in Power BI and Looker Studio for visual monitoring.

Finance teams use this to monitor accounts receivable aging and cash budget compliance without generating manual reports. Operations managers query stock adjustments and purchase requisitions to optimize inventory levels. Sales leaders analyze opportunities and competitor data to prioritize deals. Each role gets immediate answers by typing questions in chat, transforming how Brazilian businesses interact with their ERP data.

The available pipelines cover every aspect of your Omie implementation, from financial control to inventory management. Query the Accounts Receivable Transactions pipeline to instantly check outstanding payment amounts and receipt dates, or explore Stock Movements and Stock Adjustments to track product flows across warehouse locations. The Sales Orders and Opportunities pipelines reveal deal progression and potential revenue, while Clients and Suppliers data provides context for relationship management. The Product Families and Categories pipelines further enable segmentation analysis when discussing revenue breakdowns or inventory turnover by product line. Combine Accounts Payable Transactions with Current Accounts Daily Balance to analyze working capital trends, or merge Purchase Orders with Product Shipments to evaluate supplier performance and delivery timelines. Since Kondado replicates data on a configurable schedule, your conversations with Claude or ChatGPT always reference current information rather than outdated spreadsheets.

How to connect Omie to Claude, ChatGPT and other AI clients

MCP is an open standard. Add the Kondado server to the connections of Claude (Web or Desktop), ChatGPT, or any other MCP client you use, and authorize via OAuth at app.kondado.com.br. Setup through the UI, no code.

Kondado MCP server: https://mcp.kondado.io/mcp
AI vocabulary

Omie tables and metrics available via Kondado

Each item below is something Claude, ChatGPT or another MCP client already knows how to query — no schema setup, no manual mapping.

77
Tables
2201
Fields
Ad-hoc questions
Stock Adjustments
Adjustment movements include fields like id_ajuste, quantity, and value, allowing tracking of product entries and exits in stock.
Banks
The list of configured banks features fields like codigo, name, and type, essential for financial operations on the platform.
Categories
Financial categories include fields like codigo, description, and codigo_dre, used to control revenues and expenses.
Cenários de impostos
Cenários de impostos: detalhes
Clients and Suppliers
The clients and suppliers table features fields like name, email, and status, facilitating the management of business relationships.
Clients and Suppliers: Characteristics
Characteristics of clients and suppliers include fields detailing additional information, such as contact type and preferences.
Clients and Suppliers: Subscriber Type
Subscriber type for clients and suppliers is defined by fields that categorize business relationships and their characteristics.
Buyers
The buyers table includes fields like id_buyer, name, and status, allowing effective tracking of transactions.
Purchases: Stock
Purchase movements in stock are recorded with fields like id_purchase, product, and quantity, facilitating inventory management.
Purchases: Payment Methods
Table presenting payment methods used in purchases, including fields such as payment_method_id, description, and type.
Competitors
Table listing competitors with fields such as competitor_id, name, and market.
Accounts
Table containing information about accounts, including fields such as account_id, description, and account type.
DRE Accounts
Table presenting DRE accounts with fields such as dre_code, description, and revenue_account.
Accounts Payable: Transactions
Table detailing accounts payable transactions, including fields such as transaction_id, amount, and due_date.
Accounts Receivable: Transactions
Table presenting accounts receivable transactions, with fields such as transaction_id, amount, and receipt_date.
Current Accounts
Table listing current accounts with fields such as current_account_id, balance, and account_type.
Current Accounts: Transactions
Table detailing transactions in current accounts, including fields such as transaction_id, amount, and date.
Current Accounts: Daily Balance
Table presenting the daily balance of current accounts, with fields such as current_account_id, date, and balance.
Contacts
Table containing contact information, including fields such as contact_id, name, and email.
Tax Coupons
Table containing information about tax coupons, including fields such as code, issue date, and total amount.
Tax Coupon Items
Table detailing items associated with tax coupons, with fields such as product code, quantity, and unit price.
Tax Coupon Payments
Table presenting information about payments for tax coupons, including fields such as payment method, amount, and payment date.
My Company Data
Table with company information, including fields such as name, CNPJ, address, and phone number.
Departments
Table listing the company's departments, with fields such as code, name, and description.
Product Families
Table categorizing products into families, including fields such as code, name, and family description.
Phases
Table describing the phases of a process, with fields such as code, name, and phase description.
Taxes: CEST
Table listing CEST codes for tax classification, including fields such as code and description.
Taxes: CFOP
Table containing CFOP codes used in taxation, with fields such as code and description.
Taxes: CNAE
Table listing CNAE codes for economic activities, including fields such as code and activity description.
Taxes: COFINS - CST
Table provides information on COFINS classification, including fields such as code, description, and rate.
Taxes: ICMS - CSOSN
Table presents data on ICMS classification, with fields such as code, description, and applicable rate.
Taxes: ICMS - CST
Table includes information on ICMS classification, with fields such as code, description, and rate.
Taxes: ICMS - origin of goods
Table provides data on the origin of goods for ICMS, including fields such as code, description, and type of origin.
Taxes: IPI - CST
Table contains information on IPI classification, with fields such as code, description, and rate.
Taxes: IPI - classification
Table presents data on IPI classification, including fields such as code, description, and type of classification.
Taxes: PIS - CST
Table includes information on PIS classification, with fields such as code, description, and rate.
Taxes: Calculation type
Table provides data on tax calculation types, including fields such as code, description, and calculation method.
Items of price tables
Table contains information on price items, including fields such as product code, description, and value.
Stock Locations
Table presents data on stock locations, including fields such as code, name, and address of the location.
Reasons
Table contains information about reasons for stock adjustments, including fields such as id_reason, description, and type.
Stock Movement
Table details stock movements, with fields such as id_movement, stock_location_code, and quantity.
Financial Movements
Table presents financial movements, including fields such as id_movement, type, value, and date.
Incoming Notes
Table records incoming notes, with fields such as id_note, supplier, date, and total value.
Invoices: Receipt
Table contains information about receipt invoices, including fields such as id_invoice, supplier, and value.
Opportunities
Table lists sales opportunities, with fields such as id_opportunity, client, status, and potential value.
Production Orders
Table details production orders, including fields such as id_order, product, quantity, and start date.
Origins
Table presents sales origins, with fields such as id_origin, description, and origin type.
Cash Budget
Table contains information about cash budget, including fields such as id_budget, date, and planned value.
Partners
Table lists business partners, with fields such as id_partner, name, type, and status.
Purchase Order
Contains information about purchase orders, including fields such as order_id, date, supplier, and status.
Sales Orders
Records details of sales orders, with fields such as order_id, customer, date, and total.
Sales Orders: To Invoice
Lists sales orders pending invoicing, including fields such as order_id, customer, and total value.
Sales Orders: Stages
Presents the stages of sales orders, with fields such as order_id, status, and stage date.
Products
Includes information about products, with fields such as product_code, name, category, and price.
Products: Characteristics
Details product characteristics, including fields such as product_id, attribute, and value.
Products: Structure
Describes the structure of products, with fields such as product_id, type, and components.
Projects
Contains information about projects, including fields such as project_id, name, status, and start date.
Pre-Sales
Records information about pre-sales, including fields such as pre_sale_id, customer, and date.
Product List by Supplier
Presents the list of products by supplier, with fields such as supplier_id, product_code, and product name.
Product Shipments
Includes information on shipment ID, product code, and quantity shipped, allowing tracking of inventory movements.
Purchase Requisitions
Contains data on requisition ID, requested product, and quantity, facilitating the management of purchase orders.
Services: NFSe
Presents information on service ID, description, and value, essential for issuing service invoices.
Services: Service Classification
Includes data on classification code, description, and service category, aiding in the organization of provided services.
Services: Service Contracts
Provides information on contract ID, client, and value, enabling effective management of service contracts.
Services: Service Contracts in Billing
Includes details on contract ID, billing status, and total value, essential for financial control.
Services: Service Orders
Presents information on order ID, service description, and status, facilitating the tracking of requests.
Services: Service Orders in Billing
Includes data on order ID, billing status, and value, essential for financial management.
Solutions
Contains information on solution ID, description, and category, helping in the organization of offered solutions.
Status
Includes data on status ID, description, and category, allowing tracking of process progress.
Tasks
Table containing information about tasks, including fields such as task_id, description, and status.
Task Types
Table classifying task types, featuring fields such as type_id, description, and priority.
Telemarketing
Table containing telemarketing data, including fields such as telemarketing_id, client, and result.
Delivery Type
Table describing delivery types, with fields such as delivery_type_id, description, and deadline.
Types
Table listing different types, including fields such as type_id and description.
Types of My Company's Activity
Table categorizing company activities, featuring fields such as activity_id and description.
Types of Current Accounts
Table classifying types of current accounts, including fields such as account_type_id and description.

How to connect and use AI with your data

In 3 steps: connect on Kondado, pick dashboard or chat, analyze.

1
Connect Omie at Kondado

Connect your Omie data source at app.kondado.com.br and select a 'Via Kondado' destination. This replicates your financial, sales, and inventory data, making it available for AI chat and the report templates.

2
Add MCP server in Claude or ChatGPT

In Claude (Web or Desktop) or ChatGPT, add the Kondado MCP server in the connection settings and authorize once via OAuth. The same simple setup works in both clients with no command line or code required.

3
Ask about Omie data in chat

Start asking natural language questions about your Omie data in chat; for ongoing visual monitoring, open a ready Power BI or Looker Studio report template powered by the same pipelines.

Other connectors with AI via MCP

Same Kondado data, in chat through Claude, ChatGPT and other MCP clients.

CRM and Sales

Marketing and Automation

Advertising and Media

E-commerce and Marketplaces

Financial and Payments

Support and Customer Service

Databases

Productivity and Collaboration

Social Media

User Analytics

Storage and Transfer

Frequently asked questions about AI

How ready dashboards and chat via Claude / ChatGPT work together with your data via Kondado.

What business questions can I ask Claude or ChatGPT about my Omie data?
You can ask about accounts receivable aging, cash budget status, stock adjustment trends, sales order progression, and supplier payment terms. The AI retrieves specific values, compares periods, and identifies patterns across your 77 available pipelines without requiring SQL knowledge or spreadsheet formulas.
How do I configure Claude or ChatGPT to access my Omie data through Kondado?
In Claude Web or Desktop, or directly in ChatGPT, navigate to the connection settings and add the Kondado MCP server. You will authorize access once via OAuth at app.kondado.com.br, granting the AI read access to your replicated Omie pipelines without writing code or using command line tools.
Can the AI execute actions in Omie or write data back to the system?
No, this setup provides read-only analytical chat capabilities. Claude and ChatGPT can query and analyze your financial movements, inventory levels, and sales data, but cannot generate invoices, post journal entries, adjust stock levels, or execute any commands within your Omie environment.
How frequently is the Omie data updated for AI queries?
Kondado replicates your Omie data on a configurable schedule, which you set based on your business needs. This ensures that when you ask questions in chat, the AI references recent information while maintaining optimal performance.
What report templates are available for visualizing Omie data?
Kondado offers ready report templates in Power BI and Looker Studio that visualize the same data available through AI chat. These templates cover financial statements, sales performance, and inventory management, providing visual monitoring alongside your conversational analysis.
What is the difference between asking the AI about Omie data and using a ready report?
AI chat allows exploratory, specific questions like "Which clients have overdue invoices from last quarter?" while ready reports provide fixed visual layouts for recurring monitoring of KPIs. Chat offers flexibility for ad-hoc analysis; reports offer structured visualization for regular reviews.
Do other MCP clients work besides Claude and ChatGPT?
Yes, any MCP-compatible client can connect to Kondado's server to query your Omie data. While Claude and ChatGPT are the most popular options, other MCP clients also work with the same OAuth authentication and pipeline access.

Try out all the features for free for 14 days