# Omie ERP MCP for AI Agents AI Agent Connect

> Omie ERP MCP connects your ERP data to your AI agent so you can manage clients, stock, and sales orders through a simple chat interface. It lets you pull up real-time inventory, track accounts payable, and create new orders without leaving your workspace. It's a direct bridge between your business operations and your favorite AI client.

## Overview
- **Category:** ecommerce
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_aFKzmR1Tjjh2o0bzcJ3Dls1zxbJu4Blaa8IMuQkZ/ai-agent-connect
- **Tags:** business-management, inventory-tracking, financial-reporting, client-management, cloud-erp

## Description

Stop jumping between tabs in your ERP just to find a single customer's tax ID or check if a specific item is back in stock. This Connector connects your Omie ERP account directly to your AI agent. It turns your business data into a conversation. Instead of digging through complex menus, you can just ask your agent to pull up a list of overdue invoices or tell it to create a new sales order for a recurring client. It handles the heavy lifting of data retrieval and creation. You can focus on making decisions rather than clicking through nested folders. When you use this with the Vinkius catalog, you get a unified way to keep your business moving without the friction of traditional dashboard navigation. It's about getting the right data at the right moment, whether you're checking bank balances or updating a product's stock level.

## Tools

### create_product
Add new items to your catalog with pricing, tax info, and stock quantities.

### create_sales_order
Generate a new sales order with specific products, quantities, and prices.

### get_sales_order
Get the full details of a specific sales order to verify data before you invoice it.

### list_accounts_payable
See a list of all your bills, including due dates, amounts, and payment status.

### list_accounts_receivable
View all incoming payments and identify which clients still owe you money.

### list_clients
Search your database to find specific customers or suppliers by name or ID.

### list_products
Browse your full catalog of physical products and non-physical services.

### list_sales_orders
Browse your entire sales pipeline to find specific orders or see recent activity.

### get_stock_summary
Check the current stock level and availability for a specific product code.

### list_bank_accounts
Pull a list of your configured bank accounts along with their current balances.

### create_client
Add a new customer or supplier to your ERP with their tax ID and contact info.

### get_client
Pull up the full profile for a specific client to verify details before an order.

### get_product
Get the complete specs and pricing for a specific product in your catalog.

### list_services
View all the non-physical services your business offers to clients.

### list_stock
See a comprehensive list of inventory levels across all your warehouse locations.

### update_client
Edit existing client details like addresses or payment terms in your ERP.

## Prompt Examples

**Prompt:** 
```
List my top 5 clients and tell me if they have any overdue balances.
```

**Response:** 
```
I've retrieved your client list. Here are the top 5 clients with outstanding balances:

| Client Name | Outstanding Balance | Status |
| :--- | :--- | :--- |
| TechCorp Ltda | R$ 45,230.00 | Overdue |
| Distribuidora ABC | R$ 28,900.00 | Open |
| Consultoria XYZ | R$ 12,450.00 | Overdue |
| Retail Group | R$ 5,000.00 | Open |
| Logistics Inc | R$ 2,200.00 | Open |

Would you like to see the specific invoices for any of these clients?
```

**Prompt:** 
```
Create a sales order for 'Global Retail' for 10 units of 'Widget A' at R$ 50 each.
```

**Response:** 
```
I've created the sales order successfully:
- **Order Code**: PV-20260407-001
- **Client**: Global Retail
- **Item**: Widget A — 10 units × R$ 50.00 = R$ 500.00
- **Total**: R$ 500.00
- **Status**: Open

The order is now in Omie and ready for invoicing. Would you like to generate the invoice (NF-e) for this order?
```

**Prompt:** 
```
What's our current stock level for 'Widget B' and do we need to reorder?
```

**Response:** 
```
I checked the stock summary for **Widget B**:

- **Current Stock**: 4 units
- **Minimum Reorder Level**: 10 units
- **Status**: Low Stock

Since you're below the minimum level, I recommend placing a reorder soon. Would you like me to list all products that are currently below their reorder levels?
```

## Capabilities

### Create new clients
Add new customers or suppliers with full tax details and contact information.

### Track stock levels
Check real-time inventory counts and warehouse locations for any product.

### Generate sales orders
Create new orders with specific line items, pricing, and payment terms.

### Monitor accounts payable
View all outgoing bills and identify which ones are due or overdue.

### Track accounts receivable
See all incoming payments and track which clients still owe you money.

### Check bank balances
Retrieve current balances for all your configured bank accounts.

### Update client records
Modify existing customer details like addresses or payment terms instantly.

## Use Cases

### Checking stock during a sales call
A sales rep asks the agent to check the stock summary for a specific code. The agent confirms availability instantly so the rep can close the sale.

### Identifying overdue bills
A business owner asks for all overdue accounts payable. The agent lists the bills due this week so the owner can prioritize payments.

### Adding a new supplier quickly
An admin tells the agent the supplier's name and tax ID. The agent uses `create_client` to add them to the ERP without opening a new tab.

### Reviewing the sales pipeline
A manager asks to see all sales orders from yesterday. The agent uses `list_sales_orders` to provide a summary of recent activity.

## Benefits

- Stop digging through menus to find client info by using `list_clients` to get instant answers.
- Keep your sales moving by using `create_sales_order` to generate orders without leaving your chat.
- Stay on top of your cash flow by using `list_accounts_receivable` to find overdue payments quickly.
- Prevent overselling by using `get_stock_summary` to check real-time availability before confirming sales.
- Simplify your data entry by using `create_client` to add new customers with one simple request.
- Save time on reconciliations by using `list_bank_accounts` to see balances across all your accounts.

## How It Works

The bottom line is you get a conversational interface for your entire Omie ERP backend.

1. Subscribe to the Omie ERP MCP via the Vinkius Marketplace.
2. Enter your Omie App Key and App Secret from your developer portal.
3. Ask your AI client to list products, check stock, or create orders.

## Frequently Asked Questions

**Can I use the Omie ERP MCP to create new customers?**
Yes, you can add new customers or suppliers directly through your AI agent. Just provide the business name and tax ID, and the Connector handles the rest.

**How does the Omie ERP MCP help with inventory?**
It allows you to check real-time stock levels and warehouse locations instantly. You can also get a full inventory summary to see what needs reordering.

**Can I see my bank balances using the Omie ERP MCP?**
Yes, the Connector can pull a list of all your configured bank accounts along with their current balances for quick financial checks.

**Is the Omie ERP MCP good for tracking unpaid bills?**
It's excellent for that. You can ask your agent to list accounts receivable to identify which clients still owe you money and see their due dates.

**Can I use the Omie ERP MCP to create sales orders?**
Yes, you can generate new sales orders with specific products, quantities, and pricing using simple conversational commands.

**Does the Omie ERP MCP work with any AI client?**
Yes, it works with any MCP-compatible client, including Claude, Cursor, and Windsurf, making it easy to integrate into your existing workflow.

**How do I get Omie API credentials (App Key and App Secret)?**
Log in to your Omie ERP account, go to **Configurações > Aplicativos** (Settings > Applications), and create a new application. Omie will automatically generate an **App Key** and **App Secret** for you. Copy both values immediately — the App Secret is shown only once. Paste them into the respective fields below. These credentials are used to authenticate all API requests.

**Can I create new clients and products through this integration?**
Yes! Use the `create_client` tool to add new clients (customers/suppliers) and `create_product` to add new products to your Omie catalog. You'll need to provide the data as JSON objects matching Omie's schema. The AI agent can help you structure the data correctly. After creation, you'll receive the new client or product code for future reference.

**How can I monitor overdue invoices and payments?**
Use `list_accounts_receivable` to see all money owed to your company, and `list_accounts_payable` to see all money you owe. Each entry includes the due date, amount, and status. You can filter and identify overdue items by comparing the due date with today's date. The AI agent can help you analyze the results and highlight which invoices need immediate attention.

**What ERP modules are accessible through this API?**
This integration covers the core Omie modules: **Clients** (customers, suppliers, transporters), **Products & Services** (catalog management), **Sales Orders** (pedidos de venda), **Accounts Receivable** (contas a receber), **Accounts Payable** (contas a pagar), **Bank Accounts** (contas correntes), and **Inventory/Stock** (estoque). Additional modules like NF-e, NFS-e, CRM, and purchases are available through Omie's full API but may be added in future updates.