# PHC GO MCP for AI Agents AI Agent Connect > PHC GO MCP connects your AI agent to your PHC GO ERP. It lets you query customer data, check real-time stock across warehouses, map taxes, and generate invoices or estimates using natural language. No more jumping between tabs to find out if a product is in stock or who owes you money. ## Overview - **Category:** erp-operations - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_lMSieJ56kMsJTeTASqO7iv1yNoScvtachzcXNy5O/ai-agent-connect - **Tags:** invoicing, business-management, retail-logic, tax-mapping, logistics ## Description This Connector turns your AI client into a functional team member that knows your inventory and customer history inside out. You can ask about stock levels in different warehouses or pull up a customer's payment history while you're in the middle of a conversation. It handles the heavy lifting of fetching data so you can focus on closing deals or resolving issues. When you add this to the Vinkius catalog, you're giving your agent a direct line into your business's heartbeat. It handles the tedious stuff like looking up tax codes or checking if a specific item is ready to ship so you can get back to the high-level work that actually moves the needle. It's about making your data accessible without the friction of traditional navigation. ## Tools ### create_customer Add a new entity to your system immediately. You can build a profile without leaving your chat interface. ### list_products See every article and service in your catalog. This is your go-to for checking what you actually sell. ### get_product_details Pull specific info on a single item by its ID. Use this to see exact specs or service descriptions. ### create_product Add a new product or service to your ERP. It makes expanding your catalog much faster. ### list_documents View your commercial documents by type. You can quickly see your latest invoices, orders, or receipts. ### create_document Issue a new invoice, estimate, or order. It turns a conversation into a formal business record. ### list_stocks Check stock movements and availability. You can filter by product to see exactly where items are. ### list_current_accounts See all customer balances and pending movements. It helps you spot who owes money at a glance. ### list_taxes Get a list of configured IVA and other taxes. Use this to ensure your billing logic stays accurate. ### list_series View document numbering series like FT 2026. This keeps your record-keeping consistent across the business. ### list_payment_methods See all accepted payments like MBWay or Cheque. It's the fastest way to check how a customer can pay. ### list_warehouses See all your configured storage locations. Use it to get a birds-eye view of your logistics network. ### get_document_details See the full breakdown of a specific document. This includes all the individual lines and totals. ### list_customers Get a full list of your registered customers. Use this to browse your entire client base. ### get_customer_details Pull the full profile of a specific customer. This gives you all the data you need for a specific account. ### search_customers Find a client by name, NIF, or code. It's the quickest way to jump to a specific account. ## Prompt Examples **Prompt:** ``` How many units of the 'Pro Tablet' do we have in the Central warehouse? ``` **Response:** ``` I checked your PHC GO inventory. You currently have **14 units** of the 'Pro Tablet' available in the Central warehouse. Would you like me to check the other locations as well? ``` **Prompt:** ``` Can you create a new customer for 'Global Tech' with the NIF 50012345? ``` **Response:** ``` I've added **Global Tech** to your PHC GO system. They've been assigned the internal ID `CUST-44921`. Let me know if you need to add any other details to their profile. ``` **Prompt:** ``` Show me the outstanding balances for our current accounts. ``` **Response:** ``` Here are the current outstanding balances from your PHC GO accounts: | Customer | Balance | Status | | :--- | :--- | :--- | | Acme Corp | €1,200.00 | Overdue | | Stark Ind. | €450.00 | Pending | | Wayne Ent. | €3,100.00 | Overdue | Total outstanding: **€4,750.00**. ``` ## Capabilities ### Pull real-time stock levels Get an instant count of items across all your different warehouse locations. ### Create new customer profiles Register new clients into your ERP directly from your chat interface. ### Generate invoices and estimates Turn a conversation into a formal business document like an invoice or quote. ### Check outstanding balances See who owes you money and view pending movements on customer accounts. ### Look up tax and payment rules Retrieve configured IVA taxes and accepted payment methods like MBWay or Cheque. ### Search product catalogs Quickly find specific articles or services and pull their full details. ## Use Cases ### Checking stock for a sale A rep asks if a laptop is in the North warehouse. The agent uses `list_stocks` and confirms 30 units are ready. ### Creating a new client A manager wants to add a new vendor. They tell the agent the details, and it uses `create_customer` to register them. ### Auditing debt A finance lead asks for overdue accounts from January. The agent runs `list_current_accounts` and summarizes the debts. ### Generating an estimate A salesperson needs a quote for a new order. The agent pulls the product info and uses `create_document` to draft it. ## Benefits - Stop manual data entry for new customers by using `create_customer` to build profiles directly in your chat. - Get instant stock answers with `list_stocks` so you never have to tell a customer 'I'll have to check' again. - Speed up your billing cycle by using `create_document` to turn a chat summary into a formal invoice. - Keep your finance team on top of debt by using `list_current_accounts` to see overdue balances in seconds. - Simplify complex logistics by using `list_warehouses` to see your entire storage footprint at once. - Standardize your sales process by pulling payment methods and tax rules using `list_payment_methods` and `list_taxes`. ## How It Works The bottom line is you get a conversational interface for your entire ERP system. 1. Enter your PHC GO Backend URL and your API Access Token in your AI client. 2. Describe the task you need done in plain English, like asking for a stock count. 3. Get the data back as a clean summary or a draft document ready for use. ## Frequently Asked Questions **What is the PHC GO MCP for?** It connects your PHC GO ERP to your AI client so you can manage inventory, customers, and billing using natural language. **Can I use this to check my stock levels?** Yes, you can ask your agent to check stock for specific products across all your warehouses instantly. **Can this Connector create new invoices?** It can. Your agent can use the `create_document` tool to generate invoices, estimates, and orders directly from your chat. **Does this work with Claude and Cursor?** Yes, it works with any MCP-compatible client, including Claude, Cursor, and Windsurf. **How do I connect my PHC GO account?** You'll need your PHC GO Backend URL and an API Access Token to link the system to your AI client. **Can I use it to find customers by their NIF?** Yes, you can ask the agent to search for customers using their name, NIF, or internal code. **Is my data safe with this Connector?** Your data stays within your PHC GO ecosystem; the Connector simply provides a bridge for your AI client to interact with your existing API. **Can my AI actively search for a specific customer before creating an invoice?** Yes. It can sequentially execute `search_customers` to find the precise Unique ID of the customer using fuzzy name matching, and subsequently inject that accurate payload into `create_document` without human error. **Is 'list_stocks' showing data in real-time?** Yes. Since this operates as a direct pass-through via the Connector to the PHC GO platform API, all stock matrices, warehouse item counts, and current accounts represent the exact live state of your corporate database in the split second the AI requests it. **Can I query products that exist across multiple warehouses?** Absolutely. By commanding the agent to align returns from both `list_products` and `list_warehouses` against `list_stocks`, your LLM can map out a matrix comparing which warehouse holds the higher volume of the targeted SKUs.