• CRM
  • INVENTORY
  • SEARCH
  • HUMAN

How to lookup customer and product data with your AI

Connect Erply to your AI client to pull real-time database info. Once linked, your agent handles the queries while you stay in your chat interface.

Ask AI about this page

Short answer

How can I find customer and product details in my AI?

Your AI uses Erply tools to fetch specific customer profiles and deep product specifications. You get exact data points from your database without leaving your chat window. This breakdown shows you exactly how the data flows.

Data outcomes

What you get

The specific information your agent pulls from Erply.

CRM

Customer profiles

The AI pulls contact details and history from your CRM. You get a clear view of specific customer records.

INVENTORY

Product specs

Get granular details on any item in your catalog. This includes specific attributes and technical data.

SEARCH

Filtered lists

The agent can scan your entire product or customer list. You receive organized results based on your specific criteria.

HUMAN

Manual updates

The AI only reads data. If you need to change a price or update a customer address, you must do that in Erply directly.

The workflow

What your AI does when the request arrives.

The agent translates your natural language into specific database calls.

  1. Identify the target

    The agent looks through your customer database to find the right person or group.

    list_crm_customers

  2. Locate products

    It scans your retail inventory to find the specific items you asked about.

    list_retail_products

  3. Fetch deep details

    Once the item is found, the agent pulls the full technical specifications for that specific product.

    get_product_detailed_data

  4. Deliver answer

    The agent formats the raw Erply data into a readable response in your chat.

    get_product_detailed_data

Try it

Copy these to start.

Use these prompts to trigger the Erply tools.

Starting points

Swap the bracketed info for your actual Erply names or IDs.

Erply ERP & POS Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_PgMMccwdNOA9n3y5gxLBhzLslzn53d2ko2KUu8hP/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 — Erply ERP & POS capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "erply-erp-pos-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_PgMMccwdNOA9n3y5gxLBhzLslzn53d2ko2KUu8hP/mcp"
    }
  }
}
Copy into chat04

  • Show me the profile for the customer named [Name].

  • List all products in the [Category] category.

  • Get the detailed specs for product [SKU or Name].

  • Find all customers who have purchased [Product Name].

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

Start here

Connect Erply ERP & POS once, then ask.

One click connects your Erply account to your AI client. Your credentials stay encrypted and secure, and you can start querying immediately.

Connect Erply ERP & POS to your AI

FAQ

How this task behaves

  • 01

    Can the AI change product prices in Erply?

    No. This connector is read-only. It can only fetch data, not modify your database.

  • 02

    Can I delete customer records using my AI?

    No. The tools provided do not have permission to delete or remove any data from Erply.

  • 03

    Does the AI see my login password?

    No. Vinkius handles the connection securely so your sensitive credentials are never exposed to the AI.

  • 04

    How does the AI find a specific product?

    It uses the product list and detailed data tools to match your description to the items in your Erply catalog.

  • 05

    Can I use this with Claude or Cursor?

    Yes. Any MCP-compatible client will work once you connect the connector through Vinkius.

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

Connect Erply ERP & POS to Claude, Cursor, ChatGPT & more