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Finance & invoicing

Era Context MCP

Connect Era Context MCP so your agent can check account and transaction context during a call.

Era Context MCP gives your agent controlled access to personal finance context. With it connected, your agent can look up approved account and transaction details, record notes against a customer's financial context, and handle approved billing and connection workflows. Access is limited to what the connected account is authorized to do, so your agent only works within the permissions you set in the tool. Connect it with your own credentials from the tool's settings, then choose which workflows the agent may use.

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What your agent can do with Era Context MCP

  • Look up approved account and transaction context while a caller is on the line
  • Add or update financial context notes linked to a customer record
  • Run approved billing and subscription workflows from a call
  • Check connection status for linked accounts before answering a question
  • Follow up after a call with a summary of what was checked or changed

Era Context MCP exposes 51 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks about a recent charge

  1. Caller

    Hi, I see a charge from last Tuesday that I don't recognize. Can you check it?

  2. Agent

    Of course. Can I have the email address on your account, please?

  3. Caller

    It's dana.rivera@example.com.

  4. Agent

    Thanks, Dana. I found a charge of $48.00 on Tuesday, March 4, for a monthly plan renewal. Would you like me to leave a note on your account for the team to review?

Updating financial context before a review

  1. Caller

    I want to make sure my notes are current before my review next week.

  2. Agent

    I can help with that. What would you like to add?

  3. Caller

    Please note that I moved my savings to a new account last month.

  4. Agent

    Done. I've added that note to your financial context and marked it for your advisor to see before Thursday.

Follow-up after a plan question

  1. Agent

    Hi Marcus, this is calling from Harbor Tax Services about the connection we set up for your accounts.

  2. Caller

    Oh yes, is something wrong?

  3. Agent

    Nothing is wrong. One of your linked accounts needs a quick reauthorization. It takes about two minutes. Would you like me to send you the link now?

  4. Caller

    Yes, please send it to my phone.

  5. Agent

    Sent. You should see it in a text message within a minute.

How to connect Era Context MCP

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Era Context MCP

    From Integrations in the dashboard, choose Era Context MCP and enter the connection details from your Era Context MCP account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Era Context MCP actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does it work during the call or after it?

Both. Your agent can look up approved context and make updates while the caller is on the line, and it can send follow-up messages after the call ends.

What do I need to connect Era Context MCP?

You need an account with Era Context MCP and credentials from its settings. Add them in the AgentCalls dashboard, then choose which workflows your agent may use.

Which plan includes this integration?

Tool integrations, including Era Context MCP, are included from the Growth plan.

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Put your agent to work with Era Context MCP.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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