• DATA
  • STRUCTURE
  • CONTEXT
  • HUMAN

How to retrieve ERP datasets with your AI

Connect Kingdee to your AI client once. After that, you can pull business data using plain English instead of running manual reports.

Ask AI about this page

Short answer

How can I pull Kingdee data using my AI?

Your AI uses specific tools to browse your Kingdee forms and run queries against your business datasets. You get the exact filtered information you need without navigating the ERP interface.

Data outcomes

What you get from your queries

The AI turns your questions into structured data pulls.

DATA

Filtered datasets

The AI pulls specific rows from your Kingdee forms based on your criteria. You get clean, structured information ready for analysis.

STRUCTURE

Form layouts

Your agent identifies which forms exist in your system. This helps it understand where specific business data lives.

CONTEXT

Org details

The AI retrieves organizational information to ensure the data it pulls matches the correct business unit or entity.

HUMAN

Manual review

You check the retrieved data to ensure it meets your requirements. The AI provides the data, but you make the final call on its accuracy.

The workflow

What your AI does when the request arrives.

The AI follows a logical path to find and extract your Kingdee records.

  1. Identify the target

    The AI looks up your organizational structure to find the right context for your request.

    get_org_info

  2. Locate the data source

    It scans your Kingdee instance to find the specific forms that contain the information you asked for.

    list_forms

  3. Execute the search

    The AI runs a targeted query to pull the specific records or filtered datasets you requested.

    query_data

  4. Present the results

    The agent organizes the retrieved data into a readable format for your chat interface.

    query_data

Try it

Copy these to start.

Use these prompts to begin interacting with your Kingdee data.

Starting points

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

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 organizational info for the North America division.

  • List all the available forms in my Kingdee instance.

  • Query the sales orders form for all orders placed last Tuesday.

  • Find the details for the customer record with ID 99283.

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

Start here

Connect Kingdee once, then ask.

Follow the link to authorize the connection. Your credentials stay encrypted, and you can immediately start chatting with your data in any compatible client.

Connect Kingdee to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change or delete data in Kingdee?

    No. The tools provided only allow the AI to read organizational info, list forms, and query data. It cannot modify or delete your records.

  • 02

    Does the AI see all my Kingdee data?

    The AI only accesses the data it needs to answer your specific query through the available tools.

  • 03

    Can I use this with Claude?

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

  • 04

    Can the AI create new business records?

    No. The current toolset is limited to retrieving and querying existing information.

  • 05

    How does the AI know which form to look at?

    It uses the list_forms capability to see what is available and then targets the correct form to run your query.

  • More questions about Kingdee? See everything the Kingdee Connector can do

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