• SUPPLIERS
  • CUSTOMERS
  • LISTS
  • HUMAN

How to lookup supplier and customer data with your AI

Connect Cin7 Core to your AI client once. After that, you can pull partner details without ever logging into your ERP again.

Ask AI about this page

Short answer

Can I get partner contact and credit info through my AI?

Yes. Your AI can pull contact details, payment terms, and credit limits for both customers and suppliers. You'll get specific partner data through a simple chat interface.

Data outcomes

What you get from your AI

The AI pulls specific records from Cin7 Core to answer your questions.

SUPPLIERS

Vendor contact details

The AI pulls supplier information like contact names and payment terms. You'll have vendor details ready for your next order.

CUSTOMERS

Customer credit limits

Get instant access to customer credit limits and contact info. This lets you check if a customer can place an order without leaving your chat.

LISTS

Full partner directories

Ask for a complete list of all customers or suppliers. The AI retrieves the full set of records for you to review.

HUMAN

Manual edits required

The AI only reads data. If you need to update a credit limit or change a phone number, you must do that in Cin7 Core.

The workflow

What your AI does when you ask for data.

Your agent handles the heavy lifting of searching through your ERP records.

  1. Identify the request

    The AI looks at your question to decide if you need supplier or customer information.

    list_crm_supplierslist_crm_customers

  2. Fetch the records

    The agent pulls the relevant contact lists from your Cin7 Core account.

    list_crm_supplierslist_crm_customers

  3. Filter for details

    The AI scans the retrieved data to find the specific credit limits or payment terms you asked for.

    list_crm_supplierslist_crm_customers

  4. Deliver the answer

    The AI presents the requested partner info directly in your chat window.

    list_crm_supplierslist_crm_customers

Try it

Copy these to start.

Paste these into your chat to test the connection.

Starting points

Replace the company names in these examples with the actual partners you want to check.

Cin7 Core Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_d08gJQMpx0AA2FDtjwdhLjnZTEVXimuIAeAUhRIQ/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Cin7 Core capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "cin7-core-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_d08gJQMpx0AA2FDtjwdhLjnZTEVXimuIAeAUhRIQ/mcp"
    }
  }
}
Copy into chat04

  • List all my suppliers in Cin7 Core.

  • What is the credit limit for Blue Widget Co?

  • Show me the payment terms for my customer, Zenith Retail.

  • Who is the contact person for North Star Supplies?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Cin7 Core once, then ask.

Follow the link to authorize the connection. Your login stays encrypted on our side, and you can find the full setup details on the Connector page.

Connect Cin7 Core to your AI

FAQ

How this task behaves

  • 01

    Can the AI update a customer's credit limit?

    No. The AI can only read and list data. You have to make all updates manually in Cin7 Core.

  • 02

    Can I delete a supplier using my AI client?

    No. This MCP does not have tools to delete or modify any records.

  • 03

    Can I ask for a list of all my customers?

    Yes. The AI can pull your entire customer list from Cin7 Core.

  • 04

    Does the AI see my inventory levels?

    No. This specific task is limited to retrieving supplier and customer contact and credit data.

  • 05

    Can the AI create a new customer record?

    No. The available tools are only for listing existing customers and suppliers.

  • More questions about Cin7 Core? The Connector page answers them. See everything the Cin7 Core Connector can do

Connect Cin7 Core to Claude, Cursor, ChatGPT & more