# Erply ERP & POS MCP for AI Agents AI Agent Connect > Erply ERP & POS MCP. Manage your retail products, track sales invoices, and monitor inventory levels via the Erply API. Connect your ERP to your AI client to handle stock levels, pricing, and customer data through natural language conversation. ## Overview - **Category:** ecommerce - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_PgMMccwdNOA9n3y5gxLBhzLslzn53d2ko2KUu8hP/ai-agent-connect - **Tags:** point-of-sale, retail-management, inventory-tracking, sales-invoicing, product-catalog, cloud-erp ## Description Managing a retail business usually means jumping between five different tabs just to see if a product is in stock or to check a recent invoice. You're constantly toggling between your ERP and your sales dashboard, trying to keep the numbers straight while customers wait for answers. This Connector changes that by bringing Erply's data directly into your AI workflow. Instead of digging through complex menus, you can just ask your agent to find a specific SKU, check the total amount on a pending invoice, or see how many units are left in a specific warehouse. It turns your ERP from a static database into a conversational tool you can actually use while you're on the move. Since Vinkius hosts over 4,000 Connectors in one catalog, you can plug this into your existing setup and start managing your entire retail operation without adding more software to your stack. You get a clear view of your retail health without the manual data entry headache. Your agent handles the heavy lifting of querying the database so you can focus on moving products. ## Tools ### quick_retail_performance_audit Get a high-level summary of your products and sales. This gives you a snapshot of your retail health in one go. ### list_latest_sales_transactions See the most recent sales that just hit your system. Use this to monitor live order flow. ### search_products_by_name Find products using a simple keyword search. It is much faster than scrolling through a long catalog. ### get_erply_user_metadata Retrieve the settings and profile info for the current user. It helps your agent understand your specific account context. ### list_inventory_stock_levels See real-time stock counts for every product in your system. Use this to spot items that are running low across all locations. ### get_product_detailed_data Pull every single detail about a specific SKU. It is the best way to see pricing, specs, and unique settings. ### list_crm_customers See everyone registered in your ERP's customer database. Use this to manage your client list or find specific accounts. ### list_sales_documents Pull a list of all your sales invoices and documents. It makes tracking payments and orders much faster. ### list_retail_price_lists View all your active price lists and promotion schemes. This helps you check which discounts are currently live. ### list_retail_products Get a full list of every product in your Erply account. It is the starting point for any product related query. ## Prompt Examples **Prompt:** ``` Are we running low on any items in the warehouse? ``` **Response:** ``` I've checked the current stock levels. Here are the items currently below our threshold: | Product | Stock Level | Status | | :--- | :--- | :--- | | **Vintage Denim Jacket** | 3 | Low Stock | | **Leather Belt (Black)** | 0 | Out of Stock | Would you like me to pull the detailed data for these items? ``` **Prompt:** ``` Show me the most recent sales. ``` **Response:** ``` Here are the latest transactions recorded in your Erply account: * **#INV-9988**: $150.00 (Paid) * **#INV-9977**: $240.00 (Pending) * **#INV-9976**: $85.00 (Paid) I can pull the line items for any of these if you need more detail. ``` **Prompt:** ``` Search for any products related to 'Wireless Mouse'. ``` **Response:** ``` I found 3 products matching your search: 1. **Basic Wireless Mouse** - $25.00 2. **Pro Gaming Mouse** - $85.00 3. **Ergo Mouse** - $45.00 All three are currently in stock. Which one would you like more details on? ``` ## Capabilities ### Check real-time stock levels See how many units are available across all your locations instantly. ### Pull detailed product data Get specific details like pricing, SKUs, and settings for any item. ### Track sales documents View all your sales invoices and documents in one list. ### Audit retail performance Get a high-level summary of products, sales, and stock health. ### List CRM customers Access your entire customer database through natural language. ### Search products by name Find specific items in your catalog using simple keywords. ## Use Cases ### Low stock alerts An inventory specialist asks about 'Vintage Denim Jacket' stock and gets a real-time count using list_inventory_stock_levels. ### Invoice status checks A manager asks to see the last 5 invoices to see if they were paid using list_sales_documents. ### Quick product lookups A sales rep searches for 'Wireless Mouse' to find the best price for a customer using search_products_by_name. ### Retail health audits A store owner asks for a summary of sales and stock to plan their next order using quick_retail_performance_audit. ## Benefits - Check stock instantly using list_inventory_stock_levels so you never overpromise a product to a customer who is ready to buy. - Audit your entire retail performance with quick_retail_performance_audit to see what is moving and what is sitting on the shelf. - Pull specific invoice details with list_sales_documents to quickly resolve payment statuses without digging through folders. - Manage your entire product catalog using list_retail_products to keep your AI agent updated on your full inventory. - Access your full customer base with list_crm_customers to personalize your outreach and keep your records organized. - Quickly find items using search_products_by_name to save time when you need to pull specs for a specific SKU. ## How It Works The bottom line is you get a conversational way to query your entire Erply retail backend. 1. Connect the Erply MCP to your preferred AI client. 2. Authorize the connection using your Erply Client Code and Session Token. 3. Ask your agent questions about your inventory, sales, or customer data. ## Frequently Asked Questions **Can the Erply ERP & POS MCP help me manage my retail inventory?** Yes. It allows your AI client to check real-time stock levels across all your locations and retrieve detailed SKU information instantly. **How does the Erply ERP & POS MCP handle sales invoices?** The Connector can list all your sales documents and identify the most recent transactions, making it easy to check payment statuses. **Can I use the Erply ERP & POS MCP to see my customers?** Yes, the Connector includes a tool to list all customers registered in your ERP, so you can access your customer database via chat. **Does the Erply ERP & POS MCP work with my existing AI client?** It works with any MCP-compatible client, including Claude, Cursor, and Windsurf, allowing you to talk to your retail data naturally. **Is the Erply ERP & POS MCP good for retail auditing?** It is perfect for quick audits. You can ask for a high-level summary of your product volume, sales performance, and inventory health. **What kind of retail data can I access with the Erply ERP & POS MCP?** You can access product catalogs, real-time stock counts, sales invoices, price lists, and customer metadata directly from your ERP. **How do I get Erply API credentials?** You need your **Client Code** (found in your Erply account URL) and a **Session Token**. You can generate a Session Token by making a login request to the Erply API using your credentials. Please refer to the Erply API documentation for details on generating long-lived tokens. **Is the inventory data real-time?** Yes, you can use the list_inventory_stock_levels tool to retrieve current available and reserved counts directly from the Erply database. **Can the agent process new sales in the POS?** This integration currently focuses on listing and auditing products, sales documents, and inventory. Processing live transactions should be performed via the Erply POS interface or dedicated hardware.