How to Use the Erply ERP & POS MCP in Windsurf

Let Cascade autonomously audit inventory, fetch pricing, and update your retail records inside Windsurf.

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Connect Erply ERP & POS MCP to Windsurf

Create your Vinkius account to connect Erply ERP & POS to Windsurf and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Erply ERP & POS with Windsurf

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Claude

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Autopilot Stock Audits

Cascade uses this MCP Server to run stock checks so you don't have to trigger each step manually. Give your agent a goal to find low stock, and it chains `list_inventory_stock_levels` with `get_product_detailed_data` to pinpoint exactly which SKUs need reordering before you run out. You don't need to manually query every product. Your agent cross-references live warehouse numbers with `quick_retail_performance_audit` to highlight your fastest-moving items and write a restock plan directly in your workspace.

Windsurf Automated Price Adjustments

When retail strategies change, Cascade handles the updates across your catalog. It pulls active promotions using `list_retail_price_lists` and instantly compares them to your main database via `list_retail_products` to spot outdated pricing. The agent compiles these pricing gaps and drafts the necessary updates. It can check your session permissions using `get_erply_user_metadata` before executing any modifications.

Direct Sales and Customer Pipelines

Cascade traces customer purchase histories by combining multiple data sources. This MCP Server links buyers from `list_crm_customers` directly to their recent orders using `list_latest_sales_transactions` to build a clear picture of buying habits. This automation lets your agent draft personalized follow-ups or spot payment delays. It reads raw data from `list_sales_documents` and writes the emails in your workspace, keeping your CRM and ledger aligned.

Setup guide

Set up Erply ERP & POS MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the Erply ERP & POS MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my Erply ERP & POS payment history." If connected, Cascade will call the Erply ERP & POS tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

{
  "mcpServers": {
    "erply-erp-pos-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Erply ERP & POS. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Erply ERP & POS MCP in Windsurf

You add the server to your Windsurf MCP configuration file. Once connected, Cascade automatically discovers all ten retail tools and can invoke them directly during your chat sessions.

Yes, that is Cascade's core strength. You can ask it to audit a specific customer's order history, and it will autonomously run `list_crm_customers` and `list_sales_documents` in sequence to give you a complete report.

Just ask Cascade to find a product by name. The agent will call `search_products_by_name` and then use `get_product_detailed_data` to show you stock levels, pricing, and active promotions in one view.

Yes, you can. Ask the agent for a quick health check, and it will run `quick_retail_performance_audit` to summarize your current sales velocity and stock status directly in your IDE sidebar.

Yes, Vinkius runs this server inside an isolated sandbox environment. Your sensitive customer profiles and sales documents are never stored or used to train public AI models.

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