# Diese MCP MCP > Diese MCP connects your AI agent directly to cloud ERP functions, letting you manage business projects and track finances using natural language. You can list active and archived projects, check resource schedules, monitor sales invoices, and audit recorded expenses—all without clicking through a dashboard. ## Overview - **Category:** project-management - **Price:** Free - **Tags:** erp, resource-planning, invoicing, project-tracking, expense-management ## Description This connector lets you operate within the core data of your enterprise resource planning system via conversational prompts. Instead of logging into multiple dashboards to pull reports or verify status updates, you talk directly to your agent about your business processes. Need to know which projects are stalled? Ask it. Want an audit trail of expenses and invoices? It finds that for you. The whole suite of functions—from checking resource capacity to listing overdue tasks—is available through the Vinkius catalog, giving your AI client a single point of access to core operations data. ## Tools ### get_account_metadata Retrieve metadata and usage limits for your Diese account ### get_project_details Get detailed information for a specific ERP project ### list_erp_contacts List all business contacts and partners in the system ### list_business_expenses List all recorded business expenses and their approval status ### list_sales_invoices List all generated sales invoices and their payment status ### list_overdue_erp_tasks Identify project tasks that have passed their deadline (mock logic) ### list_resource_planning List scheduled planning entries and resource allocations ### list_erp_projects List all active and archived projects in your Diese account ### list_project_tasks List pending and completed tasks across all projects ### search_projects_by_name Search for a project using a name keyword ## Prompt Examples **Prompt:** ``` List all active ERP projects. ``` **Response:** ``` I've found 5 active projects in your account, including 'Product Launch Phase 2' and 'Client X Onboarding'. Would you like to see the assigned resources for any of these? ``` **Prompt:** ``` Show me the unpaid invoices from last month. ``` **Response:** ``` I've retrieved 3 unpaid invoices from last month, totaling $4,500. The largest is for 'Alpha Corp' ($2,200). Should I check the contact details for their finance department? ``` **Prompt:** ``` Are there any project tasks overdue? ``` **Response:** ``` Yes, I found 2 overdue tasks: 'Document Final Review' (Deadline: June 10th) and 'Server Migration' (Deadline: June 12th). Would you like to see who is assigned to these tasks? ``` ## Capabilities ### Verify project scope and status You can retrieve detailed information on any specific ERP project or list all projects, both active and archived. ### Audit financial records The system tracks recorded business expenses by listing their approval status, and it provides a rundown of generated sales invoices and their payment status. ### Check resource availability You can see scheduled planning entries and current resource allocations to estimate project efficiency. ### Manage project tasks It lists all pending or completed project tasks, identifying any items that have already passed their deadline. ## Use Cases ### Need an immediate status report on stalled projects? A Project Manager asks their agent, 'What tasks are past due?' The agent executes `list_overdue_erp_tasks`, providing a list of specific items and the responsible parties. This eliminates the need to cross-reference multiple task boards. ### Audit expenses for month-end closing? A Finance Analyst asks, 'Show all unapproved business expenses.' The agent uses `list_business_expenses` and filters by approval status. This provides the exact data needed to correct budget discrepancies before submission. ### Determine if a new client is viable for resource allocation? An Operations Leader needs to check capacity. The agent first runs `list_erp_contacts` to verify the partner's existence, then uses `list_resource_planning` to see if there are enough available hours without conflicting with existing assignments. ## Benefits - Instead of manually compiling a list of current projects, calling `list_erp_projects` gives your agent the full scope immediately. You can then use `search_projects_by_name` to drill down without complex filters. - You don't need separate reports for finances. By listing sales invoices or running `list_business_expenses`, you get real-time visibility into payment status and approval chains. - Pinpoint project roadblocks instantly. Running `list_overdue_erp_tasks` tells you exactly what needs attention, saving the time of manually checking task statuses. - Planning capacity is always visible. The `list_resource_planning` tool shows resource allocations right away, allowing you to prevent over-committing personnel before they happen. - Get a complete picture of your current workload by using `list_project_tasks`, which covers both completed and pending items across all records. ## How It Works The bottom line is that you operate your entire enterprise planning and finance cycle through conversation alone. 1. Connect the Diese MCP to your AI client and authorize it using your API Key and portal Subdomain. 2. State the business query directly (e.g., 'List all overdue tasks for Finance'). 3. The agent executes the necessary tool calls, retrieving structured data about projects, expenses, or resources. ## Frequently Asked Questions **How do I find out if my account has limits using get_account_metadata?** You run `get_account_metadata` to pull usage data. This tool returns specific details about your account's metadata and what the current operational limits are. **Can I check if a resource is free before listing projects? list_resource_planning?** Yes, running `list_resource_planning` shows all scheduled allocations. You can then cross-reference that data to ensure the team has capacity for any project you plan. **What is the best way to check multiple projects? list_erp_projects vs search_projects_by_name?** Use `list_erp_projects` if you need a full inventory of every project. Use `search_projects_by_name` when you know a keyword and just want quick access to one or two specific records. **How do I see which projects are currently stalled? list_overdue_erp_tasks?** Call `list_overdue_erp_tasks`. This tool specifically identifies project tasks that have passed their deadline, giving you a direct action item list. **When calling `list_sales_invoices`, how do I filter by payment status?** You specify the desired status directly in your API call parameters. This lets you pull only outstanding or paid invoices immediately, so you don't have to review every single record. **If I am auditing spending across departments, should I use `list_business_expenses`?** Yes, `list_business_expenses` pulls all recorded business expenses regardless of which project they are tied to. You can then cross-reference the results with other data points for context. **How does `list_project_tasks` differentiate between completed versus pending tasks?** The tool returns a comprehensive list that includes every task's completion status and due date. You can filter the resulting data by the 'status' field to isolate only what is currently pending. **What specific details do I get when running `get_project_details`?** This tool provides the full configuration for one single ERP project. It includes key information like its assigned team, budget allocation, and current operational phase status. **How do I get a Diese API Key?** Log in to your Diese account, navigate to **Settings > API**, and you will find your API Key there. You will also need your account subdomain. **Can the agent update task statuses?** This integration currently focuses on listing and retrieving ERP data for analysis. Modifying task statuses or project details should be managed via the Diese dashboard. **Is resource planning data included?** Yes, you can use the list_resource_planning tool to retrieve scheduled planning entries and resource allocations across your projects.