# Acumatica MCP server

Source: https://agentic-cmms.klementine.xyz/integrations/acumatica

> Connect Acumatica to Claude, ChatGPT and other AI agents. Ask about service orders, equipment, projects, stock items and bills in plain language.

Acumatica is a cloud ERP for small and mid-sized businesses that grew past basic accounting. Distributors, manufacturers, construction firms and field service companies use it for financials, inventory, purchasing, project accounting and service management. Its industry editions add construction and field service features, so many companies run their office and their crews from one system. The more modules you add, the more screens a simple question has to cross.

Agentic CMMS opens Acumatica to Claude, ChatGPT and any other agent your staff like. A service manager, a project manager or a controller sends one question, and the agent works through Acumatica on their behalf. It answers from live data, explains the numbers, and saves your team from building yet another generic inquiry.

## What your AI agent can do with Acumatica

- **Review service orders.** "Which service orders for Harlow Medical are open, and which technician is assigned to each appointment?"
- **Check equipment history.** "Show the service history of the rooftop unit at the Kingsway site, with parts used."
- **Follow a project.** "How does committed cost compare with the revised budget on the depot refurbishment project?"
- **Look up stock items.** "How many of the 24 V relays do we have in each warehouse, and how many are on purchase orders?"
- **Read AP bills.** "Which subcontractor bills for the school project are still on hold for approval?"
- **See customer status.** "Which customers have overdue invoices and active service contracts at the same time?"
- **Plan purchasing.** "Which stock items are below their reorder point, and who is the default vendor?"
- **Book a visit.** "Create a service order for a boiler service at 12 Mill Lane next Tuesday." With write access, the agent creates it for your dispatcher.

## Acumatica with your other systems

Acumatica customers often run specialist tools for the field, the site and the sales team. Connect them and one request can use all of them:

- Combine asset work orders in [Fracttal](/integrations/fracttal) with Acumatica bills to see the full cost of maintaining a client's site.
- Match a construction schedule in [Procore](/integrations/procore) with Acumatica project costs and change orders.
- Compare van locations and hours in [Samsara](/integrations/samsara) with the service appointments booked in Acumatica.
- Check a deal in [HubSpot](/integrations/hubspot) against existing Acumatica service contracts before you quote a renewal.

## For firms that sell projects and service

Acumatica customers earn their living on jobs, visits and contracts, so the useful answers combine time, materials and money. An agent brings those together without a custom report, so a project manager can check margin on a job from the site and a service lead can see which contracts are profitable before renewal season. Each technician or manager approves an agent for themselves, admins decide the roles per tool so technicians see their jobs and not your margins, and every call lands in the activity log.

## Questions and answers

### Can ChatGPT schedule a service appointment in Acumatica?

With write access and a tool your admins allow, the agent can create a service order or appointment from your request. Your dispatcher still sees and adjusts it as usual.

### Can Claude read Acumatica project budgets?

Yes. The agent compares the original budget, revised budget, committed cost and actual cost of a project, and explains where the money went.

### Do we need a developer to connect Acumatica to an AI agent?

No. An owner or admin enters the Acumatica connection details on the Connect page, and each person approves their own agent. No custom code is required.