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acu-mcp

acu-mcp

by lycheejello

acu-mcp (archived — migrated to tuxton-platform)

This TypeScript project has been ported to Python and moved into the tuxton-platform monorepo as apps/acu_mcp/.

New home: /home/huyson/develop/tuxton-platform/apps/acu_mcp/

The port reuses the shared packages/tuxton_acumatica/ client (OAuth2 + entity REST + OData v3) so acu_etl and acu_mcp can evolve together. OData v4 tools were dropped from the initial port because the /ODataV4/ route is currently 406ing at the IIS layer regardless of client — the underlying helpers still exist in tuxton_acumatica and can be re-wired as tools when the server-side issue clears.

This directory is kept in place for historical reference but should not receive new work. Any new Acumatica REST integration goes into apps/acu_mcp/ or packages/tuxton_acumatica/.


An MCP (Model Context Protocol) server that connects Claude to Acumatica ERP for read-only analytics queries.

Tools

Tool

Description

query_sales_orders

List and filter sales orders with OData expressions

get_sales_order

Get a single order with full line item detail

list_inventory_items

List stock items filtered by class, status, etc.

get_inventory_item

Get a specific item with warehouse stock quantities

query_shipments

List and filter shipments

get_shipment

Get a single shipment with line detail

query_invoices

List and filter AR invoices

get_invoice

Get a single invoice with line detail

query_purchase_orders

List and filter purchase orders

get_purchase_order

Get a single purchase order with line detail

query_customers

List and filter customers

get_customer

Get a single customer with contacts and addresses

list_odata_entities

Discover all available Generic Inquiry entity sets via OData

query_odata

Query any Generic Inquiry by name with OData filter, select, orderby, top, skip

Related MCP server: Acumatica MCP Server

Prerequisites

Installation

git clone git@github.com:lycheejello/acu-mcp.git
cd acu-mcp
npm install
npm run build

Configuration

Copy the example env file and fill in your values:

cp .env.example .env
ACU_BASE_URL=https://yourinstance.acumatica.com/YourTenant
# OData URL is derived automatically: {ACU_BASE_URL}/odata/{ACU_COMPANY}
ACU_USERNAME=mcp-user
ACU_PASSWORD=your_password
ACU_COMPANY=YourCompanyLoginName
ACU_ENDPOINT=Default
ACU_VERSION=25.200.001
# Required for OData access (see Acumatica Setup below)
ACU_CLIENT_ID=your_client_id@YourCompanyLoginName
ACU_CLIENT_SECRET=your_client_secret

Warning: Use a dedicated service account (e.g. mcp-user). Do NOT use your personal Acumatica login.

Claude Integration

Claude Code (CLI)

Run once to register the server globally:

claude mcp add --scope user acumatica \
  -e ACU_BASE_URL=https://yourinstance.acumatica.com/YourTenant \
  -e ACU_USERNAME=mcp-user \
  -e ACU_PASSWORD=your_password \
  -e ACU_COMPANY=YourCompanyLoginName \
  -e ACU_ENDPOINT=Default \
  -e ACU_VERSION=25.200.001 \
  -e ACU_CLIENT_ID=your_client_id@YourCompanyLoginName \
  -e ACU_CLIENT_SECRET=your_client_secret \
  -- node /absolute/path/to/acu-mcp/dist/index.js

Restart Claude Code after running this command.

Claude Desktop — macOS

Edit ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "acumatica": {
      "command": "node",
      "args": ["/absolute/path/to/acu-mcp/dist/index.js"],
      "env": {
        "ACU_BASE_URL": "https://yourinstance.acumatica.com/YourTenant",
        "ACU_USERNAME": "mcp-user",
        "ACU_PASSWORD": "your_password",
        "ACU_COMPANY": "YourCompanyLoginName",
        "ACU_ENDPOINT": "Default",
        "ACU_VERSION": "25.200.001",
        "ACU_CLIENT_ID": "your_client_id@YourCompanyLoginName",
        "ACU_CLIENT_SECRET": "your_client_secret"
      }
    }
  }
}

Claude Desktop — Windows

Edit %APPDATA%\Claude\claude_desktop_config.json with the same structure, using a Windows path:

"args": ["C:\\absolute\\path\\to\\acu-mcp\\dist\\index.js"]

Restart Claude Desktop after saving.

Verify

After restarting, ask Claude:

"Show me the last 5 open sales orders"

Claude should call query_sales_orders and return live data.

Acumatica Setup

Connected Applications (required for OData)

OData access requires a Connected Application registered in Acumatica. Create one per integration (e.g. one for this MCP server, one for Azure Functions) so credentials can be managed and revoked independently.

In SM301000 (Connected Applications):

  1. Click + to add a new application

  2. Set Client Name (display name only, e.g. TuxtonTools MCP or TuxtonTools ETL)

  3. Leave Client ID blank to let Acumatica generate one, or set a custom value

  4. Set Flow to Resource Owner Password — this is the grant type used by the code

  5. Save

  6. On the Shared Secrets tab, click +, enter a Description (e.g. acu-mcp-prod), and click Generate Secret — copy the secret password immediately, it will not be shown again

  7. Note the Client ID and the generated Shared Secret password — use these as ACU_CLIENT_ID and ACU_CLIENT_SECRET

Note: Create separate Connected Applications for each integration. This allows independent credential rotation and audit trails.

Service Account

In SM201010 (Users), create a dedicated service account:

  1. Set Login Name (e.g. mcp-user) and a strong password

  2. Enable the Web Service Access checkbox

  3. On the Roles tab, assign read-only viewer roles for each module (Sales Orders, Inventory, AR, AP, etc.)

  4. Set Max Number of API Logins to at least 5 to allow concurrent sessions during development

Development

npm run dev    # run with tsx (no build step)
npm run build  # compile TypeScript → dist/
npm start      # run compiled output

Adding a New Entity

  1. Create src/tools/{entity}.ts and export a register{Entity}Tools(server: McpServer) function

  2. Call it from src/tools/index.ts

  3. No other changes needed

Roadmap

See PLAN.md for the full architecture and phased development plan.

Phase 1 (complete): Core server with 12 REST tools across Sales Orders, Inventory, Shipments, Invoices, Purchase Orders, and Customers. Phase 2 (in progress): OData/GI passthrough done (list_odata_entities + query_odata); GL balance tools and MCP Resources/Prompts still pending. Phase 3: OAuth 2.0, HTTP/SSE transport, production hardening.

Available Tools

16 tools
get_customerA

Get a specific Acumatica customer with full detail including billing, shipping, and credit info.

Inputs: customerID (required), select.

get_inventory_itemA

Get a specific Acumatica inventory item with warehouse stock quantities.

Inputs: inventoryID (required).

get_invoiceB

Get a single Acumatica sales invoice with full line item detail.

Inputs: type (required), referenceNbr (required), select.

get_purchase_orderA

Get a single Acumatica purchase order with full line item detail.

Inputs: orderNbr (required), orderType (required), select.

get_sales_orderA

Get a single Acumatica sales order with full line item detail. Use this when you need line-level data for a specific known order.

Inputs: orderNbr (required), orderType (required), select.

get_shipmentA

Get a single Acumatica shipment with full line item detail.

Inputs: shipmentNbr (required), select.

list_inventory_itemsA

List Acumatica stock/inventory items. Supports OData filtering. Use this to explore inventory, find items by class or status, or get item lists.

Inputs: top, skip, filter.

list_odata_entitiesA

List all available OData entity sets (Generic Inquiries) exposed by Acumatica. Call this first to discover valid entity names before using query_odata.

Inputs: no named parameters.

list_odata_v4_entitiesA

List all available OData v4 DAC entity sets exposed by Acumatica. Unlike list_odata_entities (Generic Inquiries), this exposes raw DAC tables (SOOrder, BAccount, InventoryItem, GLTran, etc.). Use the returned names with query_odata_v4.

Inputs: no named parameters.

query_customersA

List and filter Acumatica customers. Use this to look up customers by name, class, status, or credit terms for analytics and reporting.

Inputs: top, skip, filter, orderby.

query_invoicesA

List and filter Acumatica sales invoices (AR). Use this for revenue analytics, finding open or overdue invoices, or summarizing invoice activity by customer.

Inputs: top, skip, filter, orderby, +1 more.

query_odataA

Query any Acumatica Generic Inquiry via OData. Use list_odata_entities first to find valid entity names. Supports OData $filter, $select, $orderby, $top, and $skip.

Inputs: entityName (required), top, skip, filter, +2 more.

query_odata_v4A

Query any Acumatica DAC table directly via OData v4. Exposes raw DAC entities (e.g. SOOrder, BAccount, InventoryItem, GLTran, APTran, INTran). Use list_odata_v4_entities to discover valid entity names. Supports OData $filter, $select, $orderby, $top, and $skip. IMPORTANT: Large tables (e.g. GLTran) will timeout without a filter — always apply a date range or other filter. Always use $select to limit returned fields.

Inputs: entityName (required), top, skip, filter, +2 more.

query_purchase_ordersA

List and filter Acumatica purchase orders. Use this for procurement analytics, finding open or pending POs, or summarizing spend by vendor.

Inputs: top, skip, filter, orderby.

query_sales_ordersA

Query Acumatica sales orders using the SO-SalesOrder generic inquiry. Use this for lists, analytics, and summaries. Supports OData $filter and $orderby.

Inputs: top, skip, filter, orderby, +2 more.

query_shipmentsA

List and filter Acumatica shipments. Use this for shipment analytics, tracking open or completed shipments, or finding shipments by customer or warehouse.

Inputs: top, skip, filter, orderby.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

Loading tool schema changelog…

    TDQS

    A3.9/5.0

    Scored across 16 tools

    Disambiguation4/5

    Most tools follow a clear get/query/list pattern with distinct resource scopes, but the specialized query tools (query_sales_orders, query_invoices, etc.) overlap functionally with the generic query_odata tool, which can access the same data. The descriptions help, but an agent might still be unsure which to use for a particular task.

    Naming Consistency4/5

    Tool names are mostly consistent with a verb_noun pattern (get_* for single entities, query_* for filtered lists, list_* for enumerations). However, 'list_inventory_items' breaks the query_ convention used for similar list operations, and the OData tool naming mixes 'list' and 'query' for related actions.

    Tool Count4/5

    16 tools is slightly above the typical 3-15 range, but the breadth is justified for an ERP system covering multiple modules (sales, shipping, invoicing, purchasing, inventory, customers) plus generic OData access. The count feels reasonable for the stated scope.

    Completeness4/5

    The tool set provides comprehensive read/query coverage for key Acumatica resources, and the generic OData tools fill gaps for any entity not covered by specialized wrappers. The main gap is the absence of write operations, but the descriptions emphasize analytics and reporting, making a read-only surface likely intentional.

    Maintenance

    ActivityInactive
    ResponsivenessNo recent community issues

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