Acumatica

Active

An AI agent for Acumatica. It works in a scene with a live connection to Acumatica. It asks before it writes, and every run is traced.

Connect your Acumatica instance to read orders, inventory, production and ledger data — and put the inquiries your finance team already trusts on a live board.

Finance Custom 6 asset types 11 tools

What you can connect

Add these to your scene and AI gets access.

Instance Instances

A connected Acumatica ERP instance — orders, inventory, production, and the ledger behind them.

Inquiry Inquiries

A Generic Inquiry exposed over OData, rendered live. The finance team's own join — the right surface for a margin, ageing, or plan-vs-actual board.

InquiryLabelFilterColumnsSortRow Limit

Record View Record Views

A saved filter over an entity that stays true as documents come and go — an open-order board, an unbilled-shipment queue, a held-production list.

LabelEntityEndpointFilterFieldsTitle FieldBadge FieldRow Limit

Document Documents

One Acumatica document watched over its life — a large order, a production run mid-flight. Pin the few that matter, not the ledger.

EntityEndpointKeysExpandLabel

Stock Item Stock Items

A SKU worth watching — cost basis, valuation, and on-hand across warehouses.

Inventory IDDescription

Guide Guides

Acumatica setup guides, troubleshooting, and reference — pin one to read it in-scene, or ask the agent.

TitleSummary

Tools

What the agent can do once this is connected.

Reads 7

See data. Nothing changes.

acumatica_discover Report what this Acumatica instance exposes: the resolved endpoint version, whether the Manufacturing endpoint is present, and the entity count.

acumatica_list_entities List every entity an endpoint exposes, read from the tenant's own swagger.json.

acumatica_describe_entity Field names, types and available actions for one entity.

acumatica_list_records Query an entity with an OData filter.

acumatica_get_record Fetch a single record by its key fields (e.g.

acumatica_list_inquiries List the Generic Inquiries this tenant has exposed via OData.

acumatica_run_inquiry Run an exposed Generic Inquiry and return its rows.

Writes 4

Change data in the connected system. Every one of these stages for your approval before it runs.

acumatica_put_record Create or update a record. needs approval

acumatica_invoke_action Invoke an entity action — releasing a document, confirming a shipment, closing a production order. needs approval

acumatica_delete_record Delete a record by key fields or id. needs approval

acumatica_request Send an arbitrary request to this instance, for surfaces the typed tools do not cover: a customization endpoint, a screen-based API, an unusual OData shape. needs approval

Connect Acumatica over MCP

Daslab is itself an MCP server.

Connect Acumatica in a scene, then pin that scene's URL in Claude Code, Cursor, or any MCP client. The agent there gets your Acumatica tools, and your approval gate and trace travel with them.

https://daslab.run/mcp/<your-world>/<your-scene>

One scene can hold Acumatica and everything else you connect, so a single endpoint carries them all. Set up a client.

Use cases

Track a production run's planned versus actual cost while it is still in flight
Put a Generic Inquiry on a live dashboard without exporting a spreadsheet
Reconcile purchase receipts against the quoted material cost on an order

Knowledge base

Connecting an instance connecting
Registering a connected application, which auth mode to pick, why the tenant name matters, and the read-only role worth creating first.
The concurrency budget api-budget
Why the licence tier — not the rate limit — is the real constraint, how sessions get leaked, and what a 429 actually means.
Finding the right entity schema-discovery
Why there is no universal entity list, how to read the tenant's own schema, and where customization fields hide.
Inquiries versus entity queries inquiries-vs-entities
When to use a Generic Inquiry the finance team already trusts, and when assembling it yourself is the only option.
Writing to an ERP writing-safely
The missing-key duplicate, detail lines replaced wholesale, and why a failed delete usually means you wanted an action.