# Erply ERP & POS MCP

> Erply ERP & POS: Manage your entire retail operation using natural language. This MCP connects to Erply's core systems, letting your agent check real-time inventory, list products and pricing details, audit sales invoices, and pull customer records—all without logging into a dashboard.

## Overview
- **Category:** ecommerce
- **Price:** Free
- **Tags:** point-of-sale, retail-management, inventory-tracking, sales-invoicing, product-catalog, cloud-erp

## Description

You can now manage your whole retail business directly through conversation. Whether you need to know if the 'Pro Gaming Mouse' is in stock or what total amounts were paid on last week's invoices, your AI client handles it. It pulls data from product catalogs, tracks inventory counts across locations, and retrieves customer records from the Erply database. This means no more switching between tabs or running separate reports. All this core retail intelligence is available through Vinkius, so you connect once and gain access to powerful tools like this MCP.

Use it to pull a high-level summary of sales performance, get detailed information on specific products, or even list all active price lists and promotions. It's about getting the answers instantly and acting on them immediately, making your job much faster.

## Tools

### get_erply_user_metadata
Retrieves basic setting information for the current user accessing the system.

### list_inventory_stock_levels
Lists the real-time available inventory count across all products in your store or warehouse.

### get_product_detailed_data
Pulls specific settings and full information for one particular product you name.

### quick_retail_performance_audit
Generates a quick, high-level report summarizing products, sales activity, and overall stock health.

### list_crm_customers
Provides a complete list of every customer record saved in your ERP system.

### list_sales_documents
Lists all sales invoices and transactional documents that have been recorded.

### list_retail_price_lists
Shows every active price list or promotion scheme currently running in your store.

### list_retail_products
Retrieves a full directory of all products available in your retail account.

### list_latest_sales_transactions
Identifies and lists the sales documents that were most recently created.

### search_products_by_name
Searches your entire product catalog using a simple keyword or name phrase.

## Prompt Examples

**Prompt:** 
```
List all products with zero stock.
```

**Response:** 
```
I've identified several products with zero stock, including 'Vintage Denim Jacket' and 'Leather Belt (Black)'. Would you like to see the last supplier order for these items?
```

**Prompt:** 
```
Show me the last 5 sales invoices.
```

**Response:** 
```
I've retrieved the 5 most recent sales invoices, including '#INV-9988' ($150, Paid) and '#INV-9977' ($240, Pending). Should I pull the line items for the most recent invoice?
```

**Prompt:** 
```
Search for product 'Wireless Mouse'.
```

**Response:** 
```
I've found 3 products matching 'Wireless Mouse': 'Basic Wireless Mouse' ($25), 'Pro Gaming Mouse' ($85), and 'Ergo Mouse' ($45). All are currently in stock. Would you like the detailed data for the Pro Gaming Mouse?
```

## Capabilities

### Check current stock levels
List real-time inventory counts for every product in your system.

### Get product specifics
Retrieve detailed settings, SKUs, and pricing information for any single item.

### Audit sales performance
Pull a quick summary of overall products sold, sales figures, and stock health.

### Review customer lists
Generate a list of all registered customers in your ERP system.

### Manage sales documents
List all recorded sales invoices and transaction details for review.

## Use Cases

### Checking stock before placing an order
An Inventory Specialist needs to know if three different items are in stock across two locations. They simply ask their agent, which uses `list_inventory_stock_levels`, getting a consolidated list of available quantities without manually checking the ERP dashboard.

### Auditing end-of-day sales
A Retail Manager asks for a summary of sales performance and recent invoices. The agent uses `list_latest_sales_transactions` and then runs a quick audit, giving the manager all necessary financial data in one conversational flow.

### Finding pricing errors
An Operations Coordinator notices prices seem wrong. They use the MCP to list all active price lists (`list_retail_price_lists`) and then run `get_product_detailed_data` on a specific product to compare what should be charged versus what is listed.

### Pulling customer data for follow-up
A team member needs the details of all clients who bought premium gear last month. They use `list_crm_customers` to pull the full list, then filter it by purchase history using their agent.

## Benefits

- You can immediately check stock levels for any product using `list_inventory_stock_levels`. Need to know if you have enough shirts? Ask your agent; it pulls the live count without delay.
- The ability to run a quick retail performance audit (`quick_retail_performance_audit`) means you get an instant snapshot of sales vs. stock, letting you spot issues fast, like a slow-moving product or an unexpected spike in transactions.
- Instead of sifting through spreadsheets, you can ask for all customer records using `list_crm_customers`. It gives you the complete client list right in your chat window—simple and clean.
- When reviewing payments, the MCP lets you list all sales documents (`list_sales_documents`) to confirm total amounts and payment statuses across multiple invoices at once.
- Need product details? Use `get_product_detailed_data` to instantly pull SKUs and pricing information for a specific item without having to navigate deep into the admin panel.

## How It Works

The bottom line is that you talk to your AI client, and it does the heavy lifting across your entire retail backend.

1. Connect this MCP to your preferred AI client. You'll need your Erply Client Code and Session Token, which you generate through the API or dashboard.
2. Authorize access so your agent can communicate with the Erply platform.
3. Ask a question using natural language, like 'Show me all products currently out of stock,' and get the data returned to your chat window.

## Frequently Asked Questions

**How do I check stock levels with Erply ERP & POS MCP?**
You use the `list_inventory_stock_levels` tool. Just ask your agent to list current inventory, and it pulls real-time counts across all products for you.

**Can I see past sales documents using Erply ERP & POS MCP?**
Yes. Use `list_sales_documents` to view a history of invoices and transactions. This lets you check total amounts and payment statuses easily.

**Does the Erply ERP & POS MCP help with customer data?**
Absolutely. The `list_crm_customers` tool gives you access to all customer records, letting you pull a list of clients without needing the main CRM interface.

**How do I find specific products by name?**
Use the `search_products_by_name` tool. You only need to provide a keyword, and it searches your entire catalog for matching items immediately.

**Is Erply ERP & POS MCP good for pricing checks?**
Yes. You can use `list_retail_price_lists` to see all active promotions and schemes, ensuring you know which price applies when generating an invoice.