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.

Erply ERP & POS MCP Server for LlamaIndex 10 tools — connect in under 2 minutes

Name: Erply ERP & POS
Availability: InStock
Author: Vinkius

docs.llamaindex.ai/en/stable/module_guides/tools/mcp

Built by Vinkius GDPR 10 Tools Framework

LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Erply ERP & POS as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.

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python

import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
    mcp_tool_spec = McpToolSpec(client=mcp_client)
    tools = await mcp_tool_spec.to_tool_list_async()

    agent = FunctionAgent(
        tools=tools,
        llm=OpenAI(model="gpt-4o"),
        system_prompt=(
            "You are an assistant with access to Erply ERP & POS. "
            "You have 10 tools available."
        ),
    )

    response = await agent.run(
        "What tools are available in Erply ERP & POS?"
    )
    print(response)

asyncio.run(main())

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About Erply ERP & POS MCP Server

Integrate Erply, the powerful enterprise resource planning (ERP) and point-of-sale (POS) platform, directly into your AI workflow. Manage your retail product catalog and pricing, track sales documents and invoices, monitor real-time inventory levels across locations, and oversee your customer database using natural language.

LlamaIndex agents combine Erply ERP & POS tool responses with indexed documents for comprehensive, grounded answers. Connect 10 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.

What you can do

Product Oversight — List and retrieve detailed information, SKUs, and pricing for all your retail products.
Sales Intelligence — Monitor sales documents and invoices, resolving document numbers, total amounts, and payment statuses.
Inventory Management — Access and monitor real-time stock levels, tracking available quantities and reserved counts across your ERP.
Retail Auditing — Retrieve high-level summaries of product volume, sales performance, and organizational inventory health instantly.

The Erply ERP & POS MCP Server exposes 10 tools through the Vinkius. Connect it to LlamaIndex in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Erply ERP & POS to LlamaIndex via MCP

Follow these steps to integrate the Erply ERP & POS MCP Server with LlamaIndex.

Install dependencies

Run pip install llama-index-tools-mcp llama-index-llms-openai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Run the agent

Save to agent.py and run: python agent.py

Explore tools

The agent discovers 10 tools from Erply ERP & POS

Why Use LlamaIndex with the Erply ERP & POS MCP Server

LlamaIndex provides unique advantages when paired with Erply ERP & POS through the Model Context Protocol.

Data-first architecture: LlamaIndex agents combine Erply ERP & POS tool responses with indexed documents for comprehensive, grounded answers

Query pipeline framework lets you chain Erply ERP & POS tool calls with transformations, filters, and re-rankers in a typed pipeline

Multi-source reasoning: agents can query Erply ERP & POS, a vector store, and a SQL database in a single turn and synthesize results

Observability integrations show exactly what Erply ERP & POS tools were called, what data was returned, and how it influenced the final answer

Erply ERP & POS + LlamaIndex Use Cases

Practical scenarios where LlamaIndex combined with the Erply ERP & POS MCP Server delivers measurable value.

Hybrid search: combine Erply ERP & POS real-time data with embedded document indexes for answers that are both current and comprehensive

Data enrichment: query Erply ERP & POS to augment indexed data with live information before generating user-facing responses

Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Erply ERP & POS for fresh data

Analytical workflows: chain Erply ERP & POS queries with LlamaIndex's data connectors to build multi-source analytical reports

Erply ERP & POS MCP Tools for LlamaIndex (10)

These 10 tools become available when you connect Erply ERP & POS to LlamaIndex via MCP:

get_erply_user_metadata

Retrieve metadata and settings for the current Erply user

get_product_detailed_data

Get detailed settings and information for a specific product

list_crm_customers

List all customers registered in your ERP

list_inventory_stock_levels

List real-time inventory levels across all products

list_latest_sales_transactions

Identify the most recently recorded sales documents

list_retail_price_lists

List all active price lists and promotion schemes

list_retail_products

List all products in your Erply retail account

list_sales_documents

List all sales invoices and documents

quick_retail_performance_audit

Retrieve a high-level summary of products, sales, and stock

search_products_by_name

Search for products using a name keyword

Example Prompts for Erply ERP & POS in LlamaIndex

Ready-to-use prompts you can give your LlamaIndex agent to start working with Erply ERP & POS immediately.

"List all products with zero stock."

"Show me the last 5 sales invoices."

"Search for product 'Wireless Mouse'."

Troubleshooting Erply ERP & POS MCP Server with LlamaIndex

Common issues when connecting Erply ERP & POS to LlamaIndex through the Vinkius, and how to resolve them.

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

Erply ERP & POS + LlamaIndex FAQ

Common questions about integrating Erply ERP & POS MCP Server with LlamaIndex.

How does LlamaIndex connect to MCP servers?

Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.

Can I combine MCP tools with vector stores?

Yes. LlamaIndex agents can query Erply ERP & POS tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.