TOTVS RM API: REST APIs and web services with AI agents
TOTVS RM, an ERP from the Brazilian vendor TOTVS, offers REST APIs and SOAP web services to read and write data, run processes and execute registered SQL queries. IT teams in companies and institutions use them to connect RM to portals, apps and other systems. Access is through the customer's own server, with an RM integration user.
What the TOTVS RM API offers
Data servers
Read and write records of master data and transactions through the RM data servers.
Registered SQL queries
Run RM SQL statements with parameters.
Processes
Trigger system processes, such as calculations and integrations.
Reports
Generate reports configured in RM.
REST APIs by module
Use the published APIs for HR, finance and education, depending on the version.
How to access the TOTVS RM API
- With your company’s credentialsAn RM integration user with profile permissions, authenticated by username and password or a token, on the company's own server.
- Enable only the data servers and queries that are needed in the user's profile.
- RM sits in the customer's environment, so agree on network and VPN with IT.
- Payroll data is personal and sensitive under Brazil's data-protection law (LGPD).
Official documentation: tdn.totvs.com
What an iTeam agent does with the TOTVS RM API
Employee question answered
The agent checks vacation, time bank and payslip in RM and replies in Teams or WhatsApp.
Approval with context
Purchase or expense requests reach the approver with the history and budget looked up in RM.
Tuition delinquency
The agent reads open receivables and leads the negotiation within the approved policy.
Month-end report
The agent runs registered SQL queries and assembles the closing for the controller's office.
From the credential to the agent at work, with approval
Create the integration user
IT creates an integration user in RM with a restricted profile and publishes the REST or SOAP services that are needed.
Set permissions per agent
In iTeam, the TOTVS RM credential goes into the vault and each agent gets a closed list of actions (run queries, read master data). Actions that change data require approval from a person.
Validate small, then scale
Start with one case: run a registered read-only SQL query. Once the result is checked, the process takes on more volume, always with an audit trail and approval wherever there is risk.
Ready-made AI teams for this work
Bank reconciliation team
Bank lines, Stripe payouts and ledger entries are matched each morning. You only see what did not match, with a reason.
Accounts payable team
Invoices arrive by e-mail and in shared folders. The team reads them, checks them and lines them up for your approval before the due date.
Collections team
Before and after each due date, customers get a clear reminder with a payment link. Disputes and promises to pay go to your team.
Cash flow forecast team
Every week the projection is rebuilt from your books, open invoices and bills, with a plain note on what changed and why.
Bookkeeping team
Transactions are categorized as they come in, receipts are matched, and the month-end close starts with a short list of questions.
Inventory planning team
Stock, sales and lead times are checked every day. You get a reorder list per SKU and a warning about what is not selling.
Questions about the TOTVS RM API
Is the TOTVS RM API free?
The APIs are part of the product; use depends on the licenses and the RM version contracted with TOTVS.
Do I need to write code to use the TOTVS RM API with iTeam?
No. iTeam reads the TOTVS RM API documentation and builds the calls, and the deployment team adjusts the flow with you. Your company approves and follows up.
Does RM have to be in the TOTVS cloud?
No. The agent reaches the RM server wherever it is, as long as IT enables the connection securely.
