Assessor Financeiro ToolInstall

Summary

Registers a new or ongoing installment purchase (e.g., credit card, boleto, crediário, financing) in the Meu Assessor Financeiro account.

Inputs

• phone (required) — User's phone number to authenticate with the API.
• installmentDescription — Description of the purchase (e.g., product, store, service).
• installmentTotalAmount — Total purchase value in reais (not the installment amount).
• installmentCount — Total number of installments (minimum 2, maximum 72).
• startingInstallment — For ongoing purchases; indicates the current installment number (default 1).
• installmentFirstDate — Due date of the first installment. For credit cards, can be left empty for auto-calculation.
• installmentAccountName — Bank account name used for payment (for boleto/financing).
• installmentCategory — Category for the purchase (prefer subcategories).
• installmentPaymentMethod — Payment method: credit_card, boleto, crediario, or financing.
• installmentCardName — Name of the credit card (required when paymentMethod=credit_card).
• installmentSplits — JSON array to split the installment across multiple categories.
• installmentAttachmentUrl — URL of a receipt image to be downloaded and attached.
• installmentAttachmentBase64 — Receipt image in base64 format (alternative to URL).
• installmentPersonType — Nature of the transaction: 'pf' (personal) or 'pj' (company).
• toolDescription — Description for the AI Agent to decide when to use this tool.

Output shape

A single record (item) containing the response from the API.

The node returns an item with a JSON body from the API (e.g., success status, created installment ID).

Examples

Example 1: Register a new iPhone purchase on a credit card.

Total amount: 5000, 10 installments, payment method: credit_card, card name: Nubank.

Example 2: Register an ongoing car financing (financing).

Total amount: 20000, 48 installments, starting at installment 5, account name: Itaú.

Example 3: Register a store installment (crediário).

Total amount: 1500, 3 installments, payment method: crediario, attachment: invoice URL.

Links

• n8n community nodes installation guide