• PENDING
  • APPROVED
  • REJECTED
  • HUMAN

How to approve and audit business forms with your AI

Connect Kingdee to your AI client to handle document reviews and permission changes directly from your chat interface.

Ask AI about this page

Short answer

Can I use my AI to approve Kingdee documents?

Yes. Your AI can pull pending forms, check their details, and execute approvals or revocations. You'll see exactly how these actions move through your ERP.

Document outcomes.

Where your actions land.

The AI moves data between your chat and Kingdee based on your commands.

PENDING

Reviewing drafts

The AI pulls specific documents so you can check line items or totals before making a decision.

APPROVED

Finalizing orders

Once you give the word, the AI updates the document status to move it through your ERP workflow.

REJECTED

Revoking permissions

If a form is incorrect, the AI can undo an approval or mark a document as un-audited.

HUMAN

Manual intervention

Complex disputes or high-value overrides that require physical signatures stay in Kingdee for you to handle manually.

The workflow

What your AI does when a document arrives.

The AI acts as a bridge between your conversation and the Kingdee database.

  1. Fetch the data

    The AI looks up the specific sales order or purchase request you're asking about.

    view_form

  2. Validate the entry

    The AI checks the form against your instructions to ensure it meets your requirements.

    audit_form

  3. Apply the decision

    The AI pushes the approval or rejection directly into the ERP system.

    status_convert

  4. Undo an error

    If a mistake was made, the AI can revert a previously processed form.

    un_audit_form

Try it

Copy these to start.

Use these prompts to trigger actions in Kingdee.

Starting points

Swap out the bracketed text for your actual Kingdee document IDs or names.

Kingdee / 金蝶 Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_i2hjR1PH6eobfkKp2wyW0m2QOoVbvoBNsSfV4mwo/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 — Kingdee / 金蝶 capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "kingdee-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_i2hjR1PH6eobfkKp2wyW0m2QOoVbvoBNsSfV4mwo/mcp"
    }
  }
}
Copy into chat04

  • Show me the details for sales order [ID].

  • Audit the pending purchase request [ID] and tell me if it looks correct.

  • Approve the sales order [ID] in Kingdee.

  • Un-audit the document [ID] because the vendor changed the terms.

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

Start here

Connect Kingdee once, then ask.

Link your account in one click. Your credentials stay encrypted, and you can immediately start managing forms through your preferred AI client.

Connect Kingdee to your AI

FAQ

How the Kingdee Connector behaves

  • 01

    Can the AI create a brand new sales order from scratch?

    No. The AI can only view, audit, or change the status of existing forms in Kingdee.

  • 02

    Does the AI have permission to delete records?

    No. The AI can only modify the status or audit state of a document. It cannot delete data from Kingdee.

  • 03

    How does the AI know which form to approve?

    You must provide the specific document ID or name in your prompt so the AI can find the right record.

  • 04

    Can I use this with Claude or Cursor?

    Yes. Any MCP-compatible client will work once you've connected the Kingdee MCP through Vinkius.

  • 05

    Who is responsible for the final approval?

    You are. The AI performs the action in Kingdee based on your direct command.

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

Connect Kingdee / 金蝶 to Claude, Cursor, ChatGPT & more