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Acumatica MCP connector

Connect Acumatica to Elaichi and Claude, ChatGPT, Cursor, Microsoft Copilot 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.

  • Connects over OAuth
  • Free 14-day trial
  • No credit card
ChatGPT Elaichi connected

Show me open bills for Acme Supply due this month

Working in Acumatica with Elaichi

  • Acumatica instance get version
  • List all Acumatica records
  • Get single Acumatica record by ID
Ask anything…
Governance / Audit log Last 24 hours
Acumatica Get single Acumatica record by ID Emily Carter · ChatGPT · 9:41 AM Done
Acumatica List all Acumatica records Emily Carter · ChatGPT · 9:41 AM Done
Acumatica Acumatica instance get version Emily Carter · ChatGPT · 9:41 AM Done
Acumatica Update a Acumatica record by ID Megan Brooks · Claude · 9:38 AM Done
Acumatica Acumatica actions execute action Ryan Hayes · Cursor · 9:35 AM Done

How to connect Acumatica to Claude, ChatGPT, Cursor or Microsoft Copilot

Step by step, for each AI app

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 Claude Code

  1. 1

    In a terminal, run claude mcp add with the endpoint.

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

    Start Claude Code and run /mcp.

  3. 3

    Pick elaichi, then sign in and approve in the browser.

Terminal

$ claude mcp add --transport http elaichi --scope user https://api.elaichi.ai/mcp

Use --scope project instead to share it with the repository through .mcp.json.

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. 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.

Acumatica MCP connector for Microsoft Copilot

  1. 1

    In Copilot Studio, open your agent, then Tools, Add a tool, New tool and Model Context Protocol.

  2. 2

    Paste the endpoint into Server URL, choose OAuth 2.0, then Dynamic discovery, and press Create.

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

    Create a new connection, sign in and approve, then press Add to agent.

  4. 4

    Under Channels, open Teams and Microsoft Copilot and make the agent available in Microsoft Copilot.

Server URL
https://api.elaichi.ai/mcp
Authentication
OAuth 2.0
Type
Dynamic discovery

Microsoft Copilot was called Microsoft 365 Copilot. Keep the tool on end-user credentials, so each person signs in as themselves.

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.

What teams do with Acumatica through Elaichi

Ask in plain English. Each person’s AI can do only what they’re allowed to, and every action it takes in Acumatica is logged.

  • 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 →

What connecting Acumatica gets you

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

Elaichi Agent

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, Cursor or Microsoft Copilot

The agent

Ask Acumatica questions in plain language.

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

ElaichiAI apps
Claude ChatGPT Cursor Microsoft Copilot

Copy the endpoint

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

Emily Carter

• Connected 4 minutes ago
Cursor
M

Megan Brooks

• Connected 2 hours ago
ChatGPT
R

Ryan Hayes

• Connected Yesterday

AI apps

Acumatica in Claude, ChatGPT, Cursor and Microsoft Copilot at once.

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

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.

Tool catalog

13 Acumatica tools ready with no code.

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

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

Toolboxes

Every team gets its own Acumatica toolbox.

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

ElaichiConnections
Connection Scope Status Access
AC

Acumatica (Finance)

Connected by Emily Carter

Personal • Active 1 team · 6 members
AC

Acumatica (Accounts receivable)

Connected by Jake Morgan

Organization • Active 3 teams · 24 members
AC

Acumatica (Sales)

Connected by Megan Brooks

Organization • Active 2 teams · 11 members
AC

Acumatica (Purchasing)

Connected by Tyler Reed

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

Acumatica (Operations)

Connected by Ryan Hayes

Personal • Active Not shared
AC

Acumatica (Controller)

Connected by Ashley Parker

Personal • Active 2 teams · 9 members

Shared connections

Share one Acumatica connection, never a credential.

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

ElaichiAudit log
When Who What happened Type

2 minutes ago

Mar 6, 2026, 3:10 PM

E

Emily Carter

[email protected]

Restriction Created Access

8 minutes ago

Mar 6, 2026, 3:04 PM

J

Jake Morgan

[email protected]

Restriction Updated Access

14 minutes ago

Mar 6, 2026, 2:58 PM

M

Megan Brooks

[email protected]

Role Assigned Access

20 minutes ago

Mar 6, 2026, 2:52 PM

T

Tyler Reed

[email protected]

Acumatica Users Updated MCP

26 minutes ago

Mar 6, 2026, 2:46 PM

R

Ryan Hayes

[email protected]

Acumatica Records Created MCP

32 minutes ago

Mar 6, 2026, 2:40 PM

A

Ashley Parker

[email protected]

Acumatica Records List Toolbox

Audit log

Know who touched every Acumatica record.

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

From answering questions to doing the work

A trigger starts the work, inside the same permissions and the same audit log as everything else. Workflows, collections and live dashboards come with the Black plan.

Acumatica digest

Run 418 · started 2 minutes ago · on behalf of Emily Carter

  1. ✓

    Schedule

    Every weekday at 8:00 AM

    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 Jake Morgan

    Approve
  6. Post the digest

    Acumatica

    Queued

Workflows

A schedule starts the work in Acumatica.

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

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%

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.

For IT and engineering

Elaichi vs Zapier MCP vs Composio for Acumatica

All three can connect Acumatica to an AI assistant, and all three have admin controls. They differ in where access lives and how you pay.

Elaichi compared with Zapier MCP and Composio for Acumatica, by what to check
What to check Elaichi Zapier MCP Composio
Where the AI connects One address for the whole organization. https://api.elaichi.ai/mcp A server per member, created at sign-in. An MCP endpoint per team, or an SDK.
Control over Acumatica tools Allow or restrict single Acumatica tools, per role or user. App and action restrictions on the account. Role permissions, down to the action.
Record of calls One audit entry per Acumatica call. A History tab of tool calls. A log of every tool call.
Single sign-on SAML or OIDC, plus SCIM, on Gold. SAML on Enterprise. SAML and OIDC on Enterprise.
Price Free for one person; $15 per user per month on Gold. 2 tasks per successful call. Billed per tool call.

Sources: Zapier MCP docs, security, usage; Composio docs, gateway, enterprise, pricing. Checked September 2026.

Longer take: Zapier MCP alternative and when you don't need an MCP gateway.

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.

Questions, answered

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, Microsoft Copilot, 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 restricting updates, deletions or running document actions. A restricted action still appears in Elaichi's tool search, flagged as restricted, but Claude, ChatGPT or any other client cannot run it, whatever the prompt says.

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, Microsoft Copilot 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, Microsoft Copilot, and the Elaichi Agent. The tools on offer and the access behind them are identical whichever client asks. Only the setup screen differs.

Is Elaichi an alternative to Zapier MCP for Acumatica?

Yes. Both let Claude, ChatGPT or Cursor use Acumatica. Zapier MCP fits a team that already automates in Zapier, since each person signs in and acts as themselves in that account. Elaichi fits when IT wants one address for the whole company, per-tool rules by role, and a record of every Acumatica call.

How is Elaichi different from Composio for Acumatica?

Composio gives AI agents tools and sign-in handling across 1,000+ apps, for developers building agents or people using an assistant, billed per tool call. Elaichi gives a company's own people governed access to Acumatica: one address, restrictions per role or user, and $15 per user per month. Both have role permissions and a log of every call.

Put Acumatica in front of your team

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

When the trial ends, nothing is deleted. You move to the free Personal plan, and connections, roles and the audit log stay where they are.

Add one link to your AI app

The same link for everyone on your team.

https://api.elaichi.ai/mcp
  • ChatGPT
  • Claude
  • Cursor
  • Microsoft Copilot