• TOTALS
  • HISTORY
  • DETAILS
  • HUMAN

How to analyze sales revenue with your AI

Connect eGestor ERP to your AI client to turn raw transaction data into clear revenue reports.

Ask AI about this page

Short answer

How can I use my AI to check my sales revenue?

Your AI uses eGestor ERP tools to pull lists of recent sales and calculate totals for specific timeframes. You get immediate access to transaction history and monthly revenue summaries.

Revenue outcomes

Financial insights

What you get after your AI processes the data.

TOTALS

Monthly revenue sums

The AI calculates total sales for any month you specify. You get a clean number for your financial tracking.

HISTORY

Recent transaction lists

Your agent pulls a list of recent sales. This shows you exactly what was sold and when.

DETAILS

Single sale lookups

If you need to dig deeper, the AI fetches the full details of a specific transaction. This helps you verify individual orders.

HUMAN

Manual adjustments

The AI only reads data from eGestor ERP. You still need to log in to the ERP if you want to change prices or delete orders.

The workflow

What your AI does when the data arrives.

The AI follows a specific sequence to move from raw data to a finished report.

  1. Gather sales data

    The AI scans your eGestor ERP records to find all relevant sales entries for the period you requested.

    list_sales

  2. Calculate totals

    Once it has the list, the AI sums up the revenue to give you a monthly total.

    list_sales

  3. Verify specific orders

    If a number looks off, the AI pulls the specific details for a single transaction to confirm the amount.

    get_sale

  4. Format the report

    The AI organizes the numbers and transaction lists into a readable summary for you.

    list_salesget_sale

Try it

Copy these to start.

Use these prompts to begin your analysis.

Starting points

These are basic requests. Swap out the months or specific order IDs to get different results.

eGestor Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_LszmsrBfzQaf6FYqsyuXcQoFIFlp7E5Ceu9RqYSi/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 — eGestor capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "egestor-erp-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_LszmsrBfzQaf6FYqsyuXcQoFIFlp7E5Ceu9RqYSi/mcp"
    }
  }
}
Copy into chat04

  • What was my total revenue for last month?

  • List all sales from the last seven days.

  • Show me the details for sale ID 5502.

  • Compare my revenue from January to February.

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

Start here

Connect eGestor ERP once, then ask.

Just follow the link to connect your account. Your credentials stay encrypted and secure, and you can start asking questions immediately.

Connect eGestor ERP to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my sales data?

    No. The AI can only read sales data to perform calculations and lists. It cannot edit, delete, or add transactions in eGestor ERP.

  • 02

    Can I use this with Claude or Cursor?

    Yes. As long as you are using an MCP-compatible client, you can use this connector.

  • 03

    Does the AI see my login password?

    No. Your login information is handled securely and is never visible to the AI.

  • 04

    Can the AI create new invoices?

    No. The current tools only allow the AI to list and retrieve existing sales data.

  • 05

    How does the AI know which sales to sum up?

    It uses the list of sales provided by the connector to identify the amounts and dates for the timeframe you ask about.

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

Connect eGestor to Claude, Cursor, ChatGPT & more