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Acumatica MCP connector

Connect Acumatica to Elaichi and Claude, ChatGPT, Cursor or any MCP client can look up customers, invoices, orders and reports, create and update records, and attach files, with each person's own Acumatica access enforced and every call logged.

Connect on Elaichi How to connect

  • How it connects. Connects with an API key. The credential goes into a vault nobody reads back.

  • One address. https://api.elaichi.ai/mcp, the same for every user.

  • Their own access. An agent never gets more than the person it acts for.

How to connect

How to connect Acumatica to Claude, ChatGPT or Cursor

Two steps, about a minute.

1

In Elaichi

Connect Acumatica once

  1. Open Connections, choose Add connection, and pick Acumatica.

  2. Optionally set Share with to give a team access, then press Connect.

  3. Supply your own Acumatica app, then approve. Acumatica needs an OAuth app you register yourself, so bring its client ID and secret. One person does this once for the organization.

The credential is vaulted. Nobody reads it back, not even the AI.

Add connection

Choose a connector.

acumatica
Acumatica
Bexio
Buildium
DualEntry
FloQast
Fortnox
2

In your AI client

Point it at one endpoint

Everyone in the organization uses the same address, and each person only ever reaches what their own account allows.

Acumatica MCP connector for Claude

  1. 1

    Open Customize, then Connectors.

  2. 2

    Press Add.

  3. 3

    Name it, paste the MCP server URL, then Continue.

    https://api.elaichi.ai/mcp
  4. 4

    Sign in and approve.

On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.

Acumatica MCP connector for ChatGPT

  1. 1

    Open Plugins, then press the + button.

  2. 2

    Name it and paste the endpoint into Server URL.

    https://api.elaichi.ai/mcp
  3. 3

    Leave Authentication on OAuth, then tick the risk acknowledgement.

  4. 4

    Press Create, then sign in and approve.

Works on the web today. The plugin directory lives at chatgpt.com/plugins.

Acumatica MCP connector for Cursor

  1. 1

    Open ~/.cursor/mcp.json.

  2. 2

    Add the endpoint under mcpServers.

    https://api.elaichi.ai/mcp
  3. 3

    Reload Cursor, then sign in and approve.

~/.cursor/mcp.json

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

Set up per machine, so repeat it on each computer you work from.

Connect Acumatica to any MCP client

  1. 1

    Add the endpoint as a remote MCP server.

    https://api.elaichi.ai/mcp
  2. 2

    Sign in and approve.

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

The Elaichi Agent already has these tools, with nothing to set up.

Connect Acumatica on Elaichi See pricing

Use cases

What teams do with Acumatica through Elaichi

Every one of these runs inside the access the person already has, and lands in the same audit log.

  • Finance

    Catch a bill up after the vendor calls

    Ask for the open bill, update the due date or terms in Acumatica, and attach the corrected PDF to it without opening a second screen.

  • Accounts receivable

    Find out what a customer still owes

    Pull the customer's open invoices and payment history from Acumatica and draft the reminder from live balances rather than last week's export.

  • Sales

    Create the sales order from the signed quote

    Turn the accepted quote into a sales order in Acumatica and attach the signed document to it while the customer is still on the line.

  • Purchasing

    Chase a purchase order through receipt

    Look up the purchase order, check what has been received against it, and run the release action once everything has arrived.

  • Controller

    Run the report before the close meeting

    Pull the aged receivables or trial balance report from Acumatica and ask for a plain summary of what moved since the last close.

  • Operations

    Release the shipment once it is confirmed

    Ask for the shipment record, check the lines, and run the confirm or release action on it, with the action logged under your own name.

Try asking

  • “Show me open bills for Acme Supply due this month”
  • “Create a sales order for Northwind from yesterday's quote”
  • “Pull the aged receivables report and summarize the biggest balances”

See all 13 Acumatica tools below

AI tools

Acumatica tools for your AI agents

13 tools are ready to call through Elaichi's MCP endpoint the moment you connect Acumatica, governed by the same roles, restrictions, and audit log as everything else in Elaichi.

See it in Elaichi

What connecting Acumatica gets you

6 screens from the product, each doing one job for your Acumatica account.

The agent

Ask Acumatica questions in plain language.

Open invoices, overdue bills and sales orders answered from live Acumatica records, not exports.

  • records
  • attachments
  • files
  • reports

Ask Elaichi to work across your apps.

Show me open bills for Acme Supply due this month

Create a sales order for Northwind from yesterday's quote

Pull the aged receivables report and summarize the biggest balances

Also runs in Claude, ChatGPT or Cursor

MCP clients

Acumatica in Claude, ChatGPT and Cursor at once.

One governed endpoint for the whole organization, no SDK and no shared API key.

ElaichiMCP clients
Claude ChatGPT Cursor

Copy the endpoint

https://api.elaichi.ai/mcp
Client Connected by Status Last used
Claude
E

Emma Laurent

 • Connected 4 minutes ago
Cursor
S

Sofia Ricci

 • Connected 2 hours ago
ChatGPT
C

Clara Nowak

 • Connected Yesterday

Tool catalog

13 Acumatica tools ready with no code.

Records, attachments, actions and reports, all covered without writing a line of custom code.

  • Acumatica instance get version
  • List all Acumatica records
  • Update a Acumatica record by ID
  • Delete a Acumatica record by ID
ElaichiTools
Tool Action Description
Acumatica instance get version Get Get the Acumatica ERP version of the connected instance — one of the three instance-level methods of the contract-based REST API (alongside Sign in and Sign out). Returns: version. Takes no parameters.
List all Acumatica records List List records of an Acumatica entity. Returns records with id, rowNumber, note, custom, and entity-specific fields. Required: endpoint_name, endpoint_version, entity. Supports $filter, $select, $expand, and $custom to shape results.
Update a Acumatica record by ID Update Update an Acumatica record by id. Returns the updated record with id, rowNumber, note, custom, and entity-specific fields. Required: endpoint_name, endpoint_version, entity, id.
Delete a Acumatica record by ID Delete Delete an Acumatica record by id. Returns an empty 204 response on success. Required: endpoint_name, endpoint_version, entity, id.
Get single Acumatica record by ID Get Get a single Acumatica record by id. Returns the record with id, rowNumber, note, custom, and entity-specific fields. Required: endpoint_name, endpoint_version, entity, id.

Toolboxes

Every team gets its own Acumatica toolbox.

Finance, sales and purchasing each work from a toolbox scoped to their job.

  • Finance
  • Accounts receivable
  • Sales
  • Purchasing
ElaichiToolboxes
Name Source template Tools Created

Finance toolbox

Acumatica · bills and payments

 Acumatica starter 18 Mar 4, 2026

Accounts receivable toolbox

Acumatica · invoices and collections

 — 9 Mar 2, 2026

Sales toolbox

Acumatica · sales orders and customers

 — 24 Feb 27, 2026

Purchasing toolbox

Acumatica · purchase orders and vendors

 Acumatica starter 6 Feb 19, 2026

Operations toolbox

Acumatica · shipments and inventory

 — 31 Jan 30, 2026

Controller toolbox

Acumatica · reports and journal entries

 — 12 Jan 22, 2026

Shared connections

Share one Acumatica connection, never a credential.

Teammates work through the connection while the client ID and secret stay out of sight.

  • Finance
  • Accounts receivable
  • Sales
  • Purchasing
ElaichiConnections
Connection Scope Status Access
AC

Acumatica (Finance)

Connected by Emma Laurent

 Personal • Active 1 team · 6 members
AC

Acumatica (Accounts receivable)

Connected by James Whitfield

 Organization • Active 3 teams · 24 members
AC

Acumatica (Sales)

Connected by Sofia Ricci

 Organization • Active 2 teams · 11 members
AC

Acumatica (Purchasing)

Connected by Daniel Ortega

 Personal • Needs re-auth 1 team · 3 members
AC

Acumatica (Operations)

Connected by Clara Nowak

 Personal • Active Not shared
AC

Acumatica (Controller)

Connected by Michael Brennan

 Personal • Active 2 teams · 9 members

Audit log

Know who touched every Acumatica record.

When, who, what happened and which invoice or order, in an append-only log.

  • When
  • Who
  • What happened
  • Type
ElaichiAudit log
When Who What happened Type

2 minutes ago

Mar 6, 2026, 3:10 PM
E

Emma Laurent

[email protected]

 Restriction Created Access

8 minutes ago

Mar 6, 2026, 3:04 PM
J

James Whitfield

[email protected]

 Restriction Updated Access

14 minutes ago

Mar 6, 2026, 2:58 PM
S

Sofia Ricci

[email protected]

 Role Assigned Access

20 minutes ago

Mar 6, 2026, 2:52 PM
D

Daniel Ortega

[email protected]

 Acumatica Users Updated MCP

26 minutes ago

Mar 6, 2026, 2:46 PM
C

Clara Nowak

[email protected]

 Acumatica Records Created MCP

32 minutes ago

Mar 6, 2026, 2:40 PM
M

Michael Brennan

[email protected]

 Acumatica Records List Toolbox

Launching soon

From answering questions to doing the work

A person no longer has to ask. A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations and live dashboards are launching soon, on the Black plan.

Automations

A schedule starts the work in Acumatica.

Overdue invoices fetched, grouped, drafted into a digest, approved by a person, posted back.

Acumatica digest

Run 418 · started 2 minutes ago · on behalf of Emma Laurent

  1. ✓

    Schedule

    Every weekday at 08:00

    0.2s
  2. ✓

    Fetch records

    Acumatica

    1.4s
  3. ✓

    Group by owner

    Transform

    0.1s
  4. ✓

    Draft the digest

    Agent step

    Ran with 4 tools, returned a structured summary

    6.2s

  5. Approve the digest

    Needs approval

    Assigned to Michael Brennan

    Approve

  6. Post the digest

    Acumatica

    Queued

Collections and dashboards

Acumatica health numbers without asking anyone.

Records created over 14 days, split by team, refreshed on a schedule with no model involved.

Acumatica health

Refreshed 4 minutes ago · every 15 minutes · from the records collection

Live

Records

1,284 ↓ 12%

Attachments

96 ↓ 8%

Needs attention

3 ↑ 2

Updated this week

412 ↑ 9%

Records created

Last 14 days

By team

Share of activity

Finance 34%

Accounts receivable 27%

Sales 21%

Purchasing 18%

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FAQ

Frequently asked questions

How do I connect Acumatica to Claude?

Connect Acumatica in Elaichi, then in Claude go to Customize, then Connectors, then Add, and paste https://api.elaichi.ai/mcp. Acumatica requires a connected application registered inside your own Acumatica instance, so an administrator creates one there and enters its client ID and secret in Elaichi a single time. Nobody else on the team ever handles that client ID or secret; they simply sign in to Elaichi as themselves and Acumatica appears in Claude.

Does Acumatica work with ChatGPT and Cursor as well as Claude?

Yes. Once Acumatica is connected in Elaichi, Claude, ChatGPT, Cursor, any other MCP client and the Elaichi Agent all reach it through the same endpoint, https://api.elaichi.ai/mcp. You connect Acumatica once and every client you use picks it up.

What can an AI agent actually do with my Acumatica data?

It can look up any Acumatica record, whether a customer, an invoice, a bill, a sales order or a journal transaction, create new ones, update fields on existing ones, and run the actions a person would normally click, such as releasing a document. It can also list and add attachments on a record and pull a report. Short, concrete asks work best, such as 'show me the open bills for this vendor', rather than a long paragraph of instructions.

Does connecting Acumatica give the AI everything in my instance?

No. Every call runs as the person who signed in, so the agent sees only the companies, branches and screens that person's Acumatica role already allows. Elaichi can narrow that further by team or by action, and it can never grant more than Acumatica itself gives that person.

Can my team share one Acumatica connection?

Yes. One administrator connects Acumatica and shares the connection with a team in Elaichi, and teammates use it without ever seeing the client ID or secret. Each person still signs in to Elaichi as themselves, so the audit log records who looked up a customer or released an invoice, not a shared service account.

Can I stop an agent from deleting or changing things in Acumatica?

Yes. Restrictions in Elaichi apply per action, so you can allow reading and creating records in Acumatica while blocking updates, deletions or running document actions. A restricted action is never shown to Claude, ChatGPT or any other client at all, so no prompt, however it is worded, can reach it.

What happens to an Acumatica connection when someone leaves?

Offboarding that person in Elaichi ends their access to Acumatica through every AI client at once. A connection they shared keeps working for everyone else on the team. If you want the Acumatica connection gone entirely, disconnect it once in Elaichi and it disappears from Claude, ChatGPT, Cursor and every other client together.

Does the Acumatica MCP connector work with Gemini, Codex, Claude Code or other MCP clients?

Yes. Acumatica is reached over the same MCP endpoint every client uses, so anything that speaks MCP can call it — Gemini, Codex, Claude Code, Windsurf, Cline, Zed and OpenCode among them — alongside Claude, ChatGPT, Cursor, and the Elaichi Agent. The tools on offer and the access behind them are identical whichever client asks. Only the setup screen differs.

Put Acumatica in front of your team

14 days on Gold, no credit card. Connect it once and pick what each team can call.

Connect Acumatica Talk to us
Works with
Claude ChatGPT Cursor and any other MCP client, or the Elaichi Agent.
When the trial ends
Nothing is deleted. Connections, roles and the audit log stay where they are, so subscribing picks up exactly where you left off.