• INBOUND
  • OUTBOUND
  • DETAILS
  • HUMAN

How to track sales and purchase orders with your AI

Connect Cin7 Omni to your AI client to turn chat into a real-time order monitor. You stop digging through tabs and start asking questions.

Ask AI about this page

Short answer

Can I track my Cin7 Omni orders using AI?

Yes. Your AI uses Cin7 Omni tools to pull lists of sales and purchase orders or grab specific order details instantly. You get a clear view of inbound shipments and outbound customer status through your chat interface.

Order visibility outcomes

Where your data lands.

What you get when you ask your AI for updates.

INBOUND

Track incoming stock

The AI pulls your latest purchase orders so you know what's arriving. You can check shipment status without manual lookups.

OUTBOUND

Monitor customer orders

Get a quick rundown of sales orders to see what's ready to ship. Your AI identifies which customer orders are pending.

DETAILS

Deep dive into orders

When you need more than a list, the AI pulls specific line items. You get the granular info needed for troubleshooting.

HUMAN

Manual intervention

The AI only reads and lists data. You still handle the actual inventory adjustments or order modifications in Cin7 Omni.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your chat interface and your Cin7 Omni database.

  1. Fetch order lists

    The AI scans your account to find all relevant sales or purchase records.

    list_sales_orderslist_purchase_orders

  2. Retrieve specific info

    If you ask about a specific order number, the AI pulls the full breakdown.

    get_sales_order_details

  3. Summarize status

    The AI looks at the order data to tell you which shipments are inbound or outbound.

    list_purchase_orders

  4. Identify discrepancies

    You can ask the AI to compare lists to find missing or pending orders.

    list_sales_orders

Try it

Copy these to start.

Use these prompts to begin interacting with your Cin7 Omni data.

Starting points

Swap out the bracketed text with your actual order numbers or customer names.

Cin7 Omni Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_PMBrPYf5rJmjP6WywhoO8wJs87wf5kqYTxLGSLnk/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 Omni capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "cin7-omni-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_PMBrPYf5rJmjP6WywhoO8wJs87wf5kqYTxLGSLnk/mcp"
    }
  }
}
Copy into chat04

  • List my most recent sales orders from Cin7 Omni.

  • Show me all purchase orders for the supplier 'Global Logistics'.

  • Get the details for sales order #SO-9982.

  • What is the status of my latest inbound purchase orders?

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

Start here

Connect Cin7 Omni once, then ask.

Just link your account via the Vinkius dashboard. Your credentials stay encrypted, and you can immediately start chatting with your data in any compatible client.

Connect Cin7 Omni to your AI

FAQ

How this task behaves

  • 01

    Can the AI change order statuses in Cin7 Omni?

    No. The AI can only read and list data. You must log in to Cin7 Omni to make any changes to orders or inventory.

  • 02

    Can I ask the AI to create a new purchase order?

    No. There are no tools available to create or edit records, only to list and retrieve existing ones.

  • 03

    Does the AI see all my Cin7 Omni data?

    The AI only sees the data it can access through the specific tools provided, such as sales and purchase orders.

  • 04

    Can I use this with Claude?

    Yes, as long as you are using an MCP-compatible client like Claude Desktop.

  • 05

    Will the AI delete any of my orders?

    No. The AI has no capability to delete or modify any data in your Cin7 Omni account.

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

Connect Cin7 Omni to Claude, Cursor, ChatGPT & more