# Diese MCP for AI Agents AI Agent Connect > Diese lets your AI agent manage your ERP projects, track invoices, and monitor resource planning directly from your chat. It connects to the Diese API so you can pull project details, check expense statuses, and manage tasks without switching tabs. ## Overview - **Category:** project-management - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_Ia8Gp6F7NrTjQzB0CzeFXg2n9a1jvemOKvZy58M0/ai-agent-connect - **Tags:** erp, resource-planning, invoicing, project-tracking, expense-management ## Description Imagine you're in the middle of a project update and need to know exactly how many resources are left for next week. Instead of logging into a separate dashboard and digging through nested menus, you just ask your agent. This Connector bridges the gap between your daily conversation and your enterprise data. You can ask about specific invoice statuses, see which project tasks are falling behind, or pull a list of business partners for a quick check. It turns your ERP from a static database into an active teammate. Because Vinkius hosts this Connector, you can plug it into your existing workflow and start querying your business data instantly. It's about getting answers in seconds so you can get back to the actual work of running your company. You can monitor your sales invoices and business expenses to keep your finances on track. The integration handles the heavy lifting of fetching your project configurations and resource allocations, so you can focus on high-level strategy instead of manual data entry. It gives you a clear view of your entire project portfolio and your team's capacity in one place. ## Tools ### list_overdue_erp_tasks Find tasks that have missed their deadlines. This helps you spot bottlenecks quickly. ### list_resource_planning View scheduled planning entries and how resources are allocated. Use this to prevent overbooking. ### get_account_metadata See your account's current usage limits and basic info. This helps you keep an eye on your API consumption. ### get_project_details Pull deep configuration data for a specific ERP project. Use this to get the full picture of a project's setup. ### list_erp_contacts Get a full list of all your business partners and contacts. It's a fast way to see who you're working with. ### list_business_expenses See every recorded business expense and its approval status. This keeps your spending transparent. ### list_sales_invoices View all generated sales invoices and see if they've been paid. It makes tracking revenue much simpler. ### list_erp_projects See a list of all active and archived projects. This gives you a high-level view of your entire portfolio. ### list_project_tasks Get a list of all pending and completed tasks across every project. It's the best way to see what's getting done. ### search_projects_by_name Find a specific project just by typing its name. This saves you from scrolling through long lists. ## Prompt Examples **Prompt:** ``` Are there any overdue tasks? ``` **Response:** ``` ### Overdue Project Tasks I've identified the following tasks that have passed their deadlines: | Task Name | Project | Deadline | | :--- | :--- | :--- | | Document Final Review | Project Alpha | June 10th | | Server Migration | Infrastructure | June 12th | Would you like me to see who is assigned to these tasks? ``` **Prompt:** ``` What's the status of our invoices? ``` **Response:** ``` ### Sales Invoice Summary I've retrieved the latest invoices for you: * **Alpha Corp**: $2,200 (Unpaid) * **Beta Systems**: $4,500 (Paid) * **Gamma Inc**: $1,200 (Paid) **Total Outstanding**: $2,200 Should I get the contact details for the Alpha Corp finance department? ``` **Prompt:** ``` Who are our current business partners? ``` **Response:** ``` ### Business Contacts Here are the primary partners currently in the system: * **Alpha Corp** (Vendor) * **Beta Systems** (Client) * **Gamma Inc** (Client) * **Delta Logistics** (Partner) Let me know if you need specific contact details for any of these. ``` ## Capabilities ### List active and archived projects Get a full overview of every project in your Diese account. ### Check sales invoice payment status See which invoices are paid and which are still pending. ### Identify overdue project tasks Quickly find tasks that have missed their deadlines across all projects. ### View resource planning and allocations See how your team's time and resources are scheduled. ### Monitor business expense approvals Track the status of company expenses and their approval workflow. ### Search for specific business partners Find contact information for your partners using simple keywords. ## Use Cases ### Overdue Task Alert A project manager notices a delay and asks the agent to list overdue tasks. The agent uses list_overdue_erp_tasks to find three items and identifies the blockers. ### Invoice Audit A finance lead wants to know the status of last month's billing. The agent uses list_sales_invoices to pull a summary of paid vs. unpaid items. ### Resource Check During a planning meeting, a lead asks if the team can handle a new project. The agent checks list_resource_planning to see current allocations. ### Partner Search An ops leader needs to find a specific vendor's contact info. The agent uses list_erp_contacts to pull the relevant details instantly. ## Benefits - Get instant updates on project statuses using list_erp_projects without opening your browser. - Track your cash flow in real-time by querying list_sales_invoices to see what's paid. - Prevent team burnout by checking list_resource_planning to see who's overbooked. - Identify and resolve bottlenecks immediately with list_overdue_erp_tasks to keep projects moving. - Monitor company spending and approval workflows using list_business_expenses for better oversight. - Quickly pull partner data with list_erp_contacts to speed up your research and outreach. ## How It Works The bottom line is you get real-time ERP data and project oversight without leaving your chat interface. 1. Connect the Diese MCP to your AI client via the Vinkius dashboard. 2. Provide your Diese API Key and portal subdomain for authorization. 3. Start asking questions about your projects, invoices, or resources in plain English. ## Frequently Asked Questions **Can Diese help me track project deadlines?** Yes, the Diese MCP allows your agent to identify tasks that have passed their deadlines. You can ask for a list of overdue items to see exactly where projects are stalling. **How does Diese connect to my AI agent?** You connect it through the Vinkius dashboard. Once authorized with your API key, your AI client can pull data from your ERP directly. **Can I see my company expenses with Diese?** Yes, you can query your business expenses to see their status and approval history. This helps you monitor spending without manual searching. **Does Diese show my resource planning?** It does. You can ask your agent to list resource planning entries to see how your team and equipment are allocated across different projects. **Can I use Diese to find business contacts?** Yes, the Connector can pull a list of all business contacts and partners from your system, making it easy to find the right person for a task. **Will Diese help my finance team audit invoices?** Definitely. Your team can use the agent to pull lists of sales invoices and check their payment statuses in seconds, making audits much faster. **How do I get a Diese API Key?** Log in to your Diese account, navigate to **Settings > API**, and you will find your API Key there. You will also need your account subdomain. **Can the agent update task statuses?** This integration currently focuses on listing and retrieving ERP data for analysis. Modifying task statuses or project details should be managed via the Diese dashboard. **Is resource planning data included?** Yes, you can use the list_resource_planning tool to retrieve scheduled planning entries and resource allocations across your projects.