# Orderry MCP > Orderry connects your AI agent directly to your service center's backend. It lets you track repair orders, manage client data across individuals and businesses, monitor stock levels in multiple warehouses, and create new leads or work tickets—all from a single conversation. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** repair-shop, service-center, crm, inventory, automation, orderry, ai-agents, mcp ## Description **Orderry connects your AI agent directly to your service center's backend. It lets you handle everything—from initial client contact to final inventory counts—all through one conversation.** **Managing Client Records and Leads** You can add new individual customers using `create_client` and retrieve a full list of past clients with `list_clients`. If your business deals with companies, you'll manage those accounts by pulling lists of organizations using `list_organizations`. For sales opportunities, when you find a potential customer, you record them straight away with `create_lead`, or review the entire database of prospects using `list_leads`. **Handling Work Orders and Service Jobs** When a service job starts, you generate an official work order right away with `create_order`. You never have to guess what's going on; you pull all specific data for any existing job by providing the ID or number through `get_order_details`, and you can see every active or historical job in one go using `list_orders`. **Tracking Physical Assets and Staff** You control your inventory across multiple locations. To check what products you've got on hand, run `list_inventory_stock` to get a full count of product availability everywhere. You can also see which physical spots hold stock by running `list_warehouses`. For staffing context, you pull the current roster of employees with `list_employees`. Your agent also checks your own account profile when needed for verification using `get_me`. **Summary of Capabilities** * You'll get a list of all individual people who used your services by calling `list_clients`. * You can record new sales opportunities and then review them with `list_leads`. * Generating or pulling up service job details is done via `create_order` and `get_order_details`. * To see which business accounts you're servicing, use `list_organizations`. * You always know where your product stock is by using `list_inventory_stock`, and you can check which facility locations are involved with `list_warehouses`. ## Tools ### create_lead Records a brand-new sales lead opportunity. ### create_order Generates an official work order for service or repair. ### create_client Adds a new individual client record to the system. ### get_me Retrieves the account profile information for verification purposes. ### get_order_details Pulls all specific data points for a single, existing work order number or ID. ### list_employees Lists all current staff members working at the facility. ### list_leads List sales leads ### list_orders Lists all active or historical work orders managed by the system. ### list_organizations Retrieves a list of business clients that require services. ### list_clients Retrieves a list of individual people who have used your services. ### list_inventory_stock Provides a full list of products and their current stock count across locations. ### list_warehouses Lists all physical facility locations where stock is held. ## Prompt Examples **Prompt:** ``` List all active work orders in Orderry. ``` **Response:** ``` I've found 5 active orders: 1. iPhone Screen Repair (ID: 101), 2. Oil Change (ID: 102), etc. ``` **Prompt:** ``` Show me all open work orders assigned to the repair team this week. ``` **Response:** ``` The repair team has 18 open work orders this week. 7 are iPhone screen replacements (average turnaround: 2 hours), 4 are laptop diagnostics, 3 are printer maintenance contracts, and 4 are custom device repairs. Total estimated revenue: $3,420. 3 orders are marked as urgent with same-day SLA commitments. ``` **Prompt:** ``` Create a new work order for a MacBook Pro battery replacement for customer ID cust_2847. ``` **Response:** ``` Work order #WO-5923 created successfully. Service: MacBook Pro Battery Replacement. Customer: James Wilson (cust_2847). Estimated cost: $189. Parts required: 1x A2141 battery module (in stock). Assigned to technician: David Park. Estimated completion: May 13th. Customer has been notified via email. ``` ## Capabilities ### Manage Client Records Create, list, and retrieve detailed records for individual clients, organizations, and leads. ### Handle Work Orders Generate new service work orders or pull specific job details to track repair progress. ### Track Inventory Stock List current stock levels and product availability across all connected warehouses. ### View Business Assets Retrieve lists of staff members, organizational clients, and facility locations. ### Automate Lead Capture Record new sales leads when an opportunity arises in the service center. ## Use Cases ### The client calls about a pending repair. A customer calls asking about their MacBook Pro. Instead of checking the dashboard, you tell your agent: 'What's the status for job ID 401?' The agent runs `get_order_details`, sees it needs parts, checks `list_inventory_stock` to confirm availability, and reports back a precise timeline. ### A new corporate account needs service. The sales rep meets a potential large client. They use the agent to first call `create_lead` with the contact info. Once the deal closes, they immediately convert it into an official business record using `list_organizations`, making sure the whole history is logged. ### Inventory discrepancy found during a job. A technician realizes they are running low on a specific part. They ask the agent to check stock across all sites, triggering `list_warehouses` and then calling `list_inventory_stock` for that SKU. The system identifies which facility needs an immediate restock order. ### A quick follow-up on a past customer. You want to check if a client from last month, who had a screen repair, is still active. You run `list_clients` and filter by name. The agent pulls up their contact details and service history in one go. ## Benefits - You can instantly check job status by calling `get_order_details`. This avoids manually logging into the work order system just to see if a repair is done. - Never lose a sales opportunity. Use `create_lead` and then, when ready, use `list_leads` to track every prospect until they become a paying client via `create_client`. - Keep your shop running smoothly by calling `list_inventory_stock`. You'll know immediately if you have enough parts before promising a repair completion date. - Track both individuals and companies. The server lets you differentiate between single clients (`list_clients`) and corporate accounts (`list_organizations`) in the same workflow. - Staff management becomes simple. Use `list_employees` to verify who is assigned to which job, keeping your field service operations accountable. ## How It Works The bottom line is that you talk to your agent in natural language, and the agent executes the required database actions in the background. 1. Grab your API Key from the Orderry dashboard under Settings > API. This key authenticates your connection. 2. Input those credentials into the Vinkius platform to establish the link between your AI client and Orderry's data layer. 3. Start chatting with your agent. You instruct it (e.g., 'Show me all open jobs for John Smith'), and it runs the necessary tools automatically. ## Frequently Asked Questions **How do I use Orderry MCP Server to check if a client exists?** You run `list_clients` first. This gives you the full list of individual clients, and you can filter that output by name or ID before proceeding with any other action. **Can Orderry MCP Server manage stock across multiple locations?** Yes. The `list_warehouses` tool lets you see all facility IDs. Then, running `list_inventory_stock` allows the agent to check product counts for those specific warehouse locations. **What is the best way to create a new service job with Orderry MCP Server?** You must use the `create_order` tool. For best results, include the client ID and estimate parts needed in your initial prompt so the agent can perform necessary pre-checks. **Does Orderry MCP Server track business clients or only individuals?** It tracks both. Use `list_organizations` for company records, and use `list_clients` when dealing with single people. The agent handles the context switch for you. **If I make a new lead, how do I ensure it becomes an order?** First, run `create_lead`. When the deal is closed, use that information to call `create_client` (if necessary) and then immediately follow up with `create_order`, using the gathered data. **How does Orderry MCP Server verify my account credentials using the `get_me` tool?** It first uses the `get_me` tool. This confirms your active user profile and associated permissions, ensuring your agent has the rights to perform actions before running any other commands. **What is the proper way to use Orderry MCP Server to manage staff records?** You run the `list_employees` tool. This retrieves a complete roster of all current staff members, including their designated roles and internal IDs for record keeping. **If I need specific component details, which Orderry MCP Server tool should I use?** Use the `get_order_details` tool. This function pulls deep data on a single order ID, including required parts, assigned technicians, and estimated completion dates. **Can I check stock levels across warehouses?** Yes, the list_inventory_stock tool provides real-time availability across all configured storage locations. **How do I create a new repair ticket?** Use the create_order tool and provide a detailed description of the problem or task.