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Kingdee MCP. Manage forms, records, and business flows instantly.

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Just plug in your AI agents and start using Vinkius.

Kingdee / 金蝶 MCP Server manages your entire enterprise ERP platform. It lets your AI agent interact with master data, financial records, and operational workflows directly.

Use the server to list forms, view details, save new records, submit approvals, or execute complex queries across your business units without touching the Kingdee Cloud Cosmic UI.

What your AI agents can do

Audit form

Marks an ERP form as approved or audited.

Delete form

Permanently deletes an ERP form record.

Get org info

Retrieves metadata about the organization's structure.

+ 7 more capabilities included
Manage Master Records

View, create, and update core business data like materials, customers, and suppliers.

Control Business Approvals

Submit, audit, or revoke approval status on any ERP form record.

Query Business Data

Run complex queries against the ERP system to retrieve specific datasets and run analysis.

Control Form Lifecycle

List available forms, view their details, and manually change their operational status.

Manage Organizational Info

Retrieve high-level details about your enterprise organizational units and data centers.

Supported MCP Clients

Claude Claude
ChatGPT ChatGPT
Cursor Cursor
Gemini Gemini
Windsurf Windsurf
VS Code VS Code
JetBrains JetBrains
Vercel Vercel
+ other MCP clients
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AI Agent

Kingdee / 金蝶 MCP Server: 10 Tools for ERP Form Management

These tools allow your AI agent to perform every key operation within your Kingdee ERP system—from querying data to managing full form approvals.

audit019d844e

audit form

Marks an ERP form as approved or audited.

delete019d844e

delete form

Permanently deletes an ERP form record.

get019d844e

get org info

Retrieves metadata about the organization's structure.

list019d844e

list forms

Lists all common types of ERP forms available in the system.

query019d844e

query data

Runs a custom business query against the ERP database.

save019d844e

save form

Creates and saves a new ERP form record.

status019d844e

status convert

Changes the operational status of an ERP form.

submit019d844e

submit form

Submits an ERP form, initiating its formal workflow.

un019d844e

un audit form

Reverses an approval status or revokes an audit mark on a form.

view019d844e

view form

Retrieves the detailed information for a specific ERP form record.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

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Start building

Make Your AI Do More

Start with Kingdee / 金蝶, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 4,700+ others, all in one place
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  • Every connection is secured and compliant automatically
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  • Works with Claude, ChatGPT, Cursor, and more
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What you can do with this MCP connector

This Kingdee MCP Server lets your AI agent talk directly to your whole enterprise ERP platform. You don't gotta log into the Kingdee Cloud Cosmic UI to get work done; your agent handles it for you. You can manage master data, financial records, and operational workflows directly.

Manage Master Records

  • view_form gets you the full details for any specific ERP form record.
  • save_form lets you create and save a brand-new ERP form record.
  • list_forms shows you all the common types of ERP forms available in the system.
  • get_org_info pulls metadata on your organization's structure.

Control Business Approvals

  • submit_form submits an ERP form, kicking off its formal workflow.
  • audit_form marks an ERP form as approved or audited.
  • un_audit_form revokes an approval status or takes off an audit mark from a form.
  • status_convert changes the operational status of an ERP form.
  • delete_form permanently deletes an ERP form record.

Query Business Data

  • query_data runs a custom business query against the ERP database, letting you pull specific datasets and run analysis.

Control Form Lifecycle

  • view_form retrieves the detailed information for a specific ERP form record.
  • list_forms lists all common types of ERP forms available in the system.
  • status_convert changes the operational status of an ERP form.
  • delete_form permanently removes an ERP form record.

Manage Organizational Info

  • get_org_info retrieves high-level details about your enterprise organizational units and data centers.

How Kingdee MCP Works

  1. 1 First, your AI client sends a command (e.g., 'What are the open purchase orders?').
  2. 2 The server maps this request to the appropriate tool (e.g., query_data) and executes the API call.
  3. 3 The server returns the structured data to your AI client, which then presents the result to you in plain English.

The bottom line is, your AI client talks to the server, and the server executes the necessary API calls to get the data.

Who Is Kingdee MCP For?

This server is for Operations Managers, Finance Teams, and IT Administrators. If you spend time manually cross-referencing data across multiple Kingdee modules—tracking materials, approving invoices, or checking organizational structures—this is for you. It shifts you from being a data navigator to a data director.

Operations Manager

Monitor supply chain progress, audit master data, and manage inventory records via natural language questions.

Finance Team

Coordinate invoice approvals, track financial documents, and audit sales orders directly from your AI workspace.

IT Administrator

Oversee organizational unit structures and manage ERP integrations without writing SQL or hitting the UI.

What Changes When You Connect

  • Query specific data: Instead of running complex reports in the Kingdee UI, use query_data to pull exactly the dataset you need—whether it's sales figures or material stock levels. You get the answer, period.
  • Control the workflow: Approving an invoice or revoking a purchase order doesn't mean clicking through four screens. Use audit_form or un_audit_form to manage the form status directly through conversation.
  • Handle master data: Need to check if a customer ID exists or update a material supplier? Use save_form and view_form to read and write core records without manual UI navigation.
  • Streamline approvals: Submitting a request or triggering a status change is simple. The submit_form and status_convert tools let you move records through the full life cycle just by asking your agent.
  • Know your structure: Use get_org_info to pull organizational metadata. You get a clean, structured overview of your data centers or business units, eliminating the need to browse setup menus.
  • Audit records: Need to prove who approved what and when? Use audit_form to validate the status of any form, giving you a clear audit trail instantly.

Real-World Use Cases

01

Tracking a Delayed Shipment

The Ops Manager needs to know why a purchase order is stalled. They ask their agent, 'What is the status of PO-452?' The agent runs view_form and finds the record is stuck. They then ask, 'Audit the PO-452 form.' The agent runs audit_form, marking it approved, and the process continues.

02

Auditing Financial Records

The Finance Team needs to reconcile last quarter's sales. They ask their agent to run a query: 'Get all sales records for the 'Industrial Lubricants' category from Q1.' The agent executes query_data and returns a clean, filtered list, saving hours of manual spreadsheet work.

03

Updating Master Supplier Data

A procurement specialist finds a typo in a supplier's address. They ask the agent to 'Update the address for Supplier XYZ.' The agent uses save_form to create the updated record and view_form to confirm the change was saved correctly.

04

Reversing an Approval

A manager realizes a contract was approved too early. They instruct their agent: 'Revoke approval for Contract C-101.' The agent runs un_audit_form, instantly resetting the status and alerting the team that the record is no longer approved.

The Tradeoffs

Trying to find a record's status manually

Manually navigating the Kingdee UI, clicking through 'Master Data' > 'Forms' > 'Search' > entering criteria, and hoping you land on the correct record.

Don't click. Just ask your agent to view_form or query_data. Give it the form ID or criteria, and the data comes straight to your chat window.

Forgetting to submit a form change

The agent updates a record using save_form, but the process never moves forward because the final approval step was missed.

After saving or updating, you must use submit_form. This tells the ERP system that the record is ready for the next stage of the business process.

Using the wrong tool for data retrieval

Asking the agent to 'List all forms' (list_forms) when you actually need a list of specific transactions (e.g., purchase orders).

If you need specific data points, use query_data. Use list_forms only when you need to know what types of forms exist in the system.

When It Fits, When It Doesn't

Use this server if your workflow involves managing the full lifecycle of structured business records (e.g., invoices, purchase orders, materials). You need to move data from 'draft' to 'approved' to 'archived' status. You must be able to query specific fields across multiple records.

Don't use this if you just need a general document lookup or if the business logic is handled by a separate, non-ERP system. If your needs are simple data viewing, your client's basic read-only API might suffice. But if you need to change the state—like submitting or auditing a form—you need the full set of tools here.

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Kingdee / 金蝶. 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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Works with Claude, ChatGPT, Cursor, and more

The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.

This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.

Available Capabilities

audit_form delete_form get_org_info list_forms query_data save_form status_convert submit_form un_audit_form view_form

Dealing with ERP data requires navigating dozens of clicks and tabs.

Today, managing a simple business flow means logging into the Kingdee UI. You click 'Create Form,' fill in fields, hit 'Save,' then find the 'Submit' button, and maybe click 'Audit' a day later. If you need to check a record's status, you run a search, click the record, and scroll through tabs until you find the status badge.

With this MCP server, you talk to your agent. You simply tell it, 'Audit the sales order SAL-9921.' Done. The agent runs the `audit_form` tool, and you get the confirmation. The UI becomes irrelevant.

Kingdee / 金蝶 MCP Server: Manage Forms, Records & Flows

The manual steps that disappear are the initial navigation, the repetitive data entry, and the complex status change process. You no longer have to remember which button moves a form from 'Draft' to 'Pending' to 'Approved.'

Your agent handles the state machine. You just tell it the goal, and it uses the necessary tools (`submit_form`, `status_convert`, `audit_form`) in the right sequence. It's a direct conversation with your back-end system.

Common Questions About Kingdee MCP

How do I query data using the `query_data` tool? +

You provide the necessary search parameters (e.g., date range, material code, customer ID) and the specific fields you want returned. The agent executes the query and returns a structured table of results.

What is the difference between `save_form` and `submit_form`? +

save_form simply creates a record and saves it to the database. submit_form moves the record into the formal business process workflow, making it actionable for approvals.

Can I reverse an approval using `un_audit_form`? +

Yes. un_audit_form is specifically designed to revoke an existing approval mark, returning the record to a pre-approved state. This is crucial for auditing and error correction.

What is `get_org_info` used for? +

This tool retrieves high-level metadata about your entire organization structure. It helps you understand your data centers or business unit hierarchy without needing direct access to the setup console.

How do I check if a form exists before I edit it? +

First, use list_forms to see the types of forms available. Then, use view_form with the specific ID to confirm the record exists and retrieve its current details.

How do I list all available ERP forms using the `list_forms` tool? +

The list_forms tool returns a list of common master data and business forms available in Kingdee. This lets you know exactly which records you can query or manipulate before you write a complex query.

What happens if I try to save a form that already exists using `save_form`? +

The save_form tool handles both creation and updating. If the form record already exists, the tool updates the specified fields, preventing data duplication.

Does the `view_form` tool show historical changes or just the current data? +

The view_form tool shows the current details of the record. To track historical changes, you must use the query_data tool to run an audit report on the form's activity log.

How do I find my Kingdee Account ID (acctid)? +

Your Account ID (acctid) is the unique identifier for your Kingdee data center. You can find it on the login screen of your Kingdee Cloud instance or in the system management settings.

Can I perform business queries through this server? +

Yes. Use the query_data tool with the target form ID and field keys. You can also provide a filter string to retrieve specific subsets of your ERP data.

How do I audit/approve a record? +

Use the audit_form tool with the form ID and the comma-separated list of record IDs (Numbers) you wish to approve. Ensure the records have been successfully submitted first.

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Claude Claude
ChatGPT ChatGPT
Cursor Cursor
Gemini Gemini
Windsurf Windsurf
VS Code VS Code
JetBrains JetBrains
Vercel Vercel
+ other MCP clients

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