# Omie ERP MCP

> Omie ERP MCP connects your AI agent directly to your business data. Manage clients, products, sales orders, inventory levels, and accounts receivable/payable without ever opening the Omie dashboard. Your AI handles complex tasks like creating new customers or checking overdue payments just through natural conversation.

## Overview
- **Category:** ecommerce
- **Price:** Free
- **Tags:** business-management, inventory-tracking, financial-reporting, client-management, cloud-erp

## Description

Your AI client can take full control of your day-to-day business operations using this MCP. Instead of jumping between tabs in the ERP, you simply talk to your agent. It connects directly to your Omie ERP account, giving it access to every core function: managing clients, tracking products, processing sales orders, and monitoring financials.

For example, if a salesperson needs to check product availability or update client contact details, they just ask the AI instead of logging into the system. Financial managers can track who owes money (accounts receivable) or what bills are due (accounts payable). You don't need to memorize API calls; you just describe the task in plain English. It’s like having a dedicated ERP assistant sitting right next to your chat window, giving you access to the entire Omie catalog through Vinkius.

## Tools

### create_client
Generates a new customer or supplier record, requiring the business name and tax ID number.

### create_product
Adds a new product to your catalog, specifying its code, description, and pricing details.

### create_sales_order
Builds a complete sales order by linking a client ID with specific products, quantities, and prices.

### get_client
Retrieves all detailed information about one specific customer or supplier using their unique code.

### get_product
Pulls up full product details, useful for verifying specifications before an order is placed.

### get_sales_order
Shows all line items and payment terms for a specific sales order number.

### get_stock_summary
Checks the current inventory levels for any product code to determine immediate availability.

### list_accounts_payable
Shows a list of all bills and payments owed, helping you track what money needs to go out soon.

### list_accounts_receivable
Retrieves a full report of incoming funds, identifying which clients have overdue invoices.

### list_bank_accounts
Lists all bank accounts configured in Omie ERP and their current balances for reconciliation.

### list_clients
Browses your entire database of customers and suppliers by name or document ID.

### list_products
Shows a catalog view of all physical products and non-physical services you sell.

### list_sales_orders
Provides an overview of your sales pipeline, letting you find orders by number or client name.

### list_services
Lists all non-physical services (like consulting) that you offer to clients for billing.

### list_stock
Provides a detailed summary of inventory levels across all products and warehouse locations.

### update_client
Changes client information, such as correcting an address or updating payment terms for an existing record.

## Prompt Examples

**Prompt:** 
```
List all my clients and show me their total outstanding balances.
```

**Response:** 
```
I've retrieved your client list. You have 247 clients registered. Top clients by outstanding balance:
1. **TechCorp Ltda** (CNPJ: 12.345.678/0001-90) — R$ 45,230.00 outstanding
2. **Distribuidora ABC** (CNPJ: 98.765.432/0001-10) — R$ 28,900.00 outstanding
3. **Consultoria XYZ** (CPF: 123.456.789-00) — R$ 12,450.00 outstanding

Would you like the full details of any specific client or their payment history?
```

**Prompt:** 
```
Create a new sales order for client TechCorp with 5 units of product 'Consulting Hours' at R$ 150/hour.
```

**Response:** 
```
I've created the sales order successfully:
- **Order Code**: PV-20260407-001
- **Client**: TechCorp Ltda (CNPJ: 12.345.678/0001-90)
- **Item**: Consulting Hours — 5 units × R$ 150.00 = R$ 750.00
- **Total**: R$ 750.00
- **Status**: Open

The order is now in Omie and ready for invoicing. Would you like to generate the invoice (NF-e) for this order?
```

**Prompt:** 
```
Show me all overdue accounts payable and the total amount owed.
```

**Response:** 
```
I found 5 overdue accounts payable totaling R$ 18,750.00:

1. **Supplier ABC** — R$ 5,200.00 — Due: 2026-03-15 (23 days overdue)
2. **Office Rent** — R$ 4,500.00 — Due: 2026-03-20 (18 days overdue)
3. **Internet Provider** — R$ 350.00 — Due: 2026-03-25 (13 days overdue)
4. **Software License** — R$ 2,700.00 — Due: 2026-04-01 (6 days overdue)
5. **Cleaning Services** — R$ 6,000.00 — Due: 2026-04-05 (2 days overdue)

Would you like me to help you prioritize which payments to process first?
```

## Capabilities

### Manage Client Records
You can create new clients or update existing ones with detailed contact and tax information.

### Handle Product Cataloging
The MCP lets you list products, check stock levels, or even create entirely new items in your inventory.

### Process Sales Orders
You can generate full sales orders, specifying clients, multiple line items, and pricing details instantly.

### Monitor Cash Flow
Review accounts payable and receivable to quickly identify overdue payments or available bank balances.

### Track Inventory Status
Get a real-time summary of stock for specific products, helping you know exactly what needs reordering.

## Use Cases

### The Sales Team Needs an Order Check
A salesperson needs to know if a client, TechCorp Ltda, is set up correctly and how many units of 'Consulting Hours' are available. They ask the agent, which uses get_client and then checks get_product before finally calling create_sales_order.

### The CFO Needs a Cash Flow Report
The financial manager asks the AI to list all accounts payable due this month. The agent calls list_accounts_payable, presenting an immediate list of bills and total amounts needing payment review.

### Inventory Gap Identification
Operations staff realize they need a full count of products. They use the list_stock tool to see all item codes, quantities, and minimum stock thresholds across the entire warehouse.

### Client Record Cleanup
The billing department discovers an outdated address for a major client. Instead of sending an email, they simply ask the agent to update_client with the correct details using the client's ID.

## Benefits

- Stop switching apps. You can create and inspect sales orders, check client details, and confirm product stock—all without leaving the chat window.
- Streamline finance checks by calling list_accounts_receivable or list_accounts_payable to instantly see who owes money or what bills are due.
- Keep inventory tight. Use get_stock_summary on a specific product code to know if you need to reorder before making a sale.
- Simplify client onboarding. You can create new clients using the create_client tool, automatically capturing all necessary tax and contact details.
- Better process management means less manual data entry. Instead of updating records in three places, use update_client to correct information once.
- Get comprehensive views by list_products for physical goods or list_services for intangible offerings.

## How It Works

The bottom line is that this MCP turns complex ERP workflows into simple conversation prompts.

1. First, subscribe to this MCP and provide your Omie App Key and Secret credentials.
2. Next, tell your AI agent the task: 'List all overdue accounts payable for Supplier X.'
3. Finally, your agent retrieves the current data, processes it, and gives you a clear, actionable answer without requiring any manual dashboard navigation.

## Frequently Asked Questions

**How do I use the Omie ERP MCP to check stock?**
You use list_stock or get_stock_summary. List_stock gives a full overview of everything, while get_stock_summary lets you check one product's current availability right away.

**Can I create multiple items in one sales order using the Omie ERP MCP?**
Yes. When calling create_sales_order, you provide a list of line items, specifying the product code, quantity, and price for every item on that single order.

**Is this MCP only for sales? Can I handle finances?**
No. It handles full business cycles. You can use list_accounts_receivable to track outstanding invoices or list_bank_accounts to check current balances.

**What if a client's information is wrong? How do I fix it with Omie ERP MCP?**
You first get the full details using get_client. Then, you use update_client to correct any fields like addresses or payment terms.

**Does this MCP support services that aren't physical products?**
Yes. You can manage non-physical offerings by listing and creating records using list_services and list_products, ensuring they are ready for billing.