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Glossary

What is an MCP server for ERP?

An MCP server for ERP is a service that offers an ERP system’s data and actions, such as product search, customer lookup and quote creation, as tools an AI agent can call through the Model Context Protocol (MCP). ERP Agent’s MCP server goes further for wholesale distributors: it identifies the right products from the customer’s own words, brings in customer pricing and returns a draft quote or order for your team to approve.

Definition

MCP server for ERP

A server that publishes ERP records and operations as Model Context Protocol tools, so an AI assistant, such as Claude or an in-house agent, can read data and start actions without a custom integration for each AI application. MCP is an open standard for connecting AI applications to external systems, introduced by Anthropic in November 2024.

How is an MCP server different from an ERP API for AI agents?

Both give software access to the ERP, and an MCP server usually sits on top of the API rather than replacing it. What differs is who calls it.

How is an MCP server different from an ERP API for AI agents?
AspectERP REST APIMCP server for ERP
CallerCode a developer writes against fixed endpointsAn AI model choosing tools as it works
Described byAPI reference for developersTool descriptions and input schemas the model reads
DiscoveryRead in the docs at build timeListed by the server at runtime (tools/list)
PermissionsAPI keys or user permissionsThe same credentials; it should never do more than the API

What does an MCP server for ERP need to do in wholesale distribution?

Reading a record is the easy part. Customers write ‘4x16 cu 100m’, their own code or another brand’s part number. Search the catalogue with that phrase and you get something back, often the wrong thing.

An MCP server that only exposes an ERP’s records gives an agent access, not answers: the agent still has to guess which catalogue item each line means, and that is where distributor quoting goes wrong. A useful MCP server separates lookup tools (does this code exist, which account is this) from identification tools that decide which product a line means and say how sure they are, with a match score. Write actions create drafts, so a confused agent’s worst case is a draft nobody approves, not a wrong price in a customer’s inbox.

ERP Agent’s MCP tools, by job

ERP Agent’s MCP server is built around that split. Its identification tools run the same agent as AI quote automation for distributors and handle vague descriptions, competitor codes and customers’ own part numbers.

ERP Agent’s MCP tools, by job
JobToolsWhat the agent gets back
Check the connectionerp_whoamiWhich organisation the key belongs to and what it may do
Look uperp_product_search, erp_customer_searchCatalogue rows by text or product code; customer records by name or number
Identify productserp_product_match, erp_product_match_get, erp_match_listOne line per requested item with the matched product code and a confidence score from 0 to 100
Draft a quote or ordererp_offer_create, erp_offer_get, erp_offer_listA draft with product code, quantity, price and match confidence on every line, plus a review link
Send documentserp_file_createAn upload link for RFQ documents, bills of material and spreadsheets

Example: an AI assistant drafts a quote through MCP

A sales rep pastes a customer’s enquiry into an AI assistant connected to ERP Agent’s MCP server.

Customer requestIllustrative example
Enquiry from an electrical contractor: ‘Please quote for delivery next week.’
  1. 20 x copper cable 4x16 mm², 100 m drums
  2. 50 x wall plugs 6x15
Proposed lines · Illustrative example
StepTool the agent callsWhat comes back
1erp_customer_searchThe customer number for the company in the signature
2erp_offer_create (request_type: offer)An offer id; the run identifies each product and brings in the customer’s pricing
3erp_offer_get, polled until the run finishesLines with product code, quantity, price and match confidence, plus a review link
4None: the rep opens ERP Agent’s reviewThe rep checks the marked lines and approves the draft

Illustrative example with a fictional customer and request; the tool names are real.

What should you check before connecting an AI agent to your ERP?

What should you check before connecting an AI agent to your ERP?
CheckWhy it mattersIn ERP Agent
ScopeA key should reach only the tools it needsMCP access needs the mcp:use scope on the organisation’s API key
Drafts, not bookingsA wrong guess must never reach a customererp_offer_create leaves a draft: nothing is sent to the customer or booked in the ERP until a salesperson approves it
IsolationOne key must never reach another company’s dataKeys are scoped to one organisation, stored only as a hash and shown once
LimitsA looping agent must not flood your ERP60 requests a minute and 5 concurrent runs per key by default
Data handlingCustomer requests carry business dataModels run with zero data retention, and ERP Agent is GDPR-compliant

How does ERP Agent’s MCP server work?

The first agentic AI layer for wholesale distribution ERP systems. ERP Agent runs a remote MCP server at https://erp-agent.com/api/v1/mcp with ten tools, over Streamable HTTP without sessions and on the same organisation-scoped keys as the quote automation REST API. Setup for each client is in the MCP server documentation.

Runs are asynchronous. A typical request takes 3–8 minutes, and fast mode handles requests of up to about 50 lines in 1–3 minutes; according to our case study, a sales rep spends on average 4–7 minutes per line by hand. The agent sends nothing to customers, and a draft reaches your ERP, CRM or other system only after a salesperson approves it.

The MCP server is part of the same agentic AI layer as the agent mailbox and the web app, and it works with any ERP (all ERP connections).

ERP Agent in numbers

95%
average automation across our customers
Over 95%
accuracy in quote-line automation at LVI-WaBeK
0–100
match score on every line, with lines under 80 marked for review

Source

Frequently asked questions

Is an MCP server the same as an ERP API for AI agents?

It is one kind of ERP API for AI agents, in a standard form with tools a model can discover and read about. ERP Agent offers both a REST API and an MCP server on the same keys.

Isn’t my ERP’s own MCP server enough?

An ERP’s own MCP server hands an agent records and functions: access, not answers. ERP Agent’s MCP server identifies the right products from the customer’s own words, part numbers and competitor codes, brings in customer pricing and returns a draft with a match score on every line, on any ERP.

Which ERPs does ERP Agent’s MCP server work with?

Any ERP. ERP Agent integrates with Business Central, SAP, NetSuite, Visma, IFS, Sage and any other ERP or CRM. We set up the connection for your company during onboarding, and you can start with a catalogue file the same week.

Can an AI agent create quotes and sales orders through MCP?

Yes. With ERP Agent, erp_offer_create drafts a quote or a sales order from the customer’s request as written. A salesperson approves the draft, and it lands in your ERP, CRM or other system.

Which AI clients can connect to an MCP server for ERP?

Any MCP client that supports Streamable HTTP with an Authorization header, such as Claude Code, Claude Desktop or your own agent framework. ERP Agent issues the API key with the mcp:use scope.

Is it safe to give an AI agent access to the ERP?

Yes, when the agent’s writes are drafts and its key is narrow. With ERP Agent, nothing reaches a customer or your ERP until a salesperson approves it, each key reaches one organisation only, and the service is GDPR-compliant.

Let’s look at your quote workflow

Connect your own agent to your catalogue

Tell us which AI tools and ERP you use, and we’ll show the MCP server drafting quotes from your own catalogue.

  • Your requests and product catalogue
  • Your pricing and review process
  • A clear scope for the next step
Lauri Pelkonen

Lauri Pelkonen

Founder & CEO

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