> For the complete documentation index, see [llms.txt](https://docs.xorosoft.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xorosoft.com/other-products/mcp-usage/mcp-setup-and-configuration.md).

# MCP Setup and Configuration

This section describes the complete setup process, starting with enabling the MCP App Module, creating a Private App, and ending with connecting ChatGPT and Claude to XoroERP.

### Creating a Private App

#### Step 1: Before configuring the MCP connection, ensure that **MCP has been enabled for your ERP instance**.

 If MCP is not available, contact the **Xorosoft Support Team** for assistance.

Once access is enabled, proceed to configure the Private App.

#### Step 2: Create a Private App

**2.1** Navigate to: **Private App Module**

Create a new Private App and provide the required details.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FfHNArGjlZTP8wjffYEVh%2Fimage.png?alt=media&amp;token=556a30cf-95d0-47cd-abb0-11b3cb754181" alt=""><figcaption></figcaption></figure>

**Private App Configuration**

| Field                                      | Description                                                                                                                         |
| ------------------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------- |
| App Name                                   | Enter a name to identify the Private App.                                                                                           |
| Description                                | Enter a description explaining the purpose of the Private App.                                                                      |
| Enable MCP connection for this Private App | Select this checkbox to enable MCP connectivity. This option is required for MCP clients and connectors and is disabled by default. |
| Linked ERP User                            | Select the ERP user associated with the Private App. This field is required when MCP connectivity is enabled.                       |

Ensure that the selected ERP user has the appropriate permissions for the intended MCP use cases.

After configuring the required fields and permissions, click **Save**.

#### Step 3: Save the Private App Credentials

After clicking Save, the **Private App Created** pop-up window appears.

This window displays the credentials required to establish the MCP connection.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FiQYO4bVD7A4c9NXEO3jD%2Fimage.png?alt=media&amp;token=e7c1b6b7-9f25-413f-affb-1f20877d20ed" alt=""><figcaption></figcaption></figure>

| Credential | Description                                                |
| ---------- | ---------------------------------------------------------- |
| API Key    | The API key associated with the newly created Private App. |
| Password   | The password generated for the Private App.                |

{% hint style="info" %}
**Important:** Copy and securely store both credentials when the pop-up appears. For security reasons, these credentials will not be displayed again.
{% endhint %}

If the credentials need to be retrieved or rotated later, submit a support ticket.

### Connect XoroERP MCP with ChatGPT

#### Step 1: Configure the MCP Connection in ChatGPT

After creating the Private App and copying its credentials, configure the connection in ChatGPT.

**1.1** Open ChatGPT.

**1.2** Navigate to **Plugins**.

**1.3** Open the **Security and Login** tab.

**1.4** Enable **Developer Mode**.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FmXBDE6dTwHMTfthiqD3h%2Fimage.png?alt=media&amp;token=43e002e6-d0c1-4583-b2d5-ee2eb741ee15" alt=""><figcaption></figcaption></figure>

#### Step 2: Navigate to the Plugins tab and select the option to add a new connection.&#x20;

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FYaTJCVGLauFSRRwte2mc%2Fimage.png?alt=media&amp;token=c1db55f5-feb2-418d-8154-c81eee0d70aa" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FEedPTJIIPGlMmtmPKoiF%2Fimage.png?alt=media&amp;token=e24ee902-215c-4a03-8f8c-3a01461dd813" alt="Use this to add another connection to already added connection"><figcaption></figcaption></figure>

#### Step 3: Select or configure the XoroERP MCP connection.

**3.1 Add a New Plugin Connection**

Click the **+ (Add)** button to add a new account and in the **New Plugin** window, enter the following details:

| Field                   | Description                                                                                                                              |
| ----------------------- | ---------------------------------------------------------------------------------------------------------------------------------------- |
| Name                    | Enter a name for the connection, such as `XoroERP MCP`, to easily identify the plugin.                                                   |
| Description             | Enter a brief description of the connection, such as `Connect XoroERP to ChatGPT through MCP for accessing authorized ERP capabilities.` |
| Connection – Server URL | **Enter the MCP server URL: `https://mcp-erp.xorosoft.io`**                                                                              |
| Authentication          | Select `OAuth` as the authentication method.                                                                                             |

Once the connection is configured, continue with the **Connect XoroERP MCP** and **Authorize XoroERP MCP** steps to complete the setup.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FE5LkxXNULXTv2B8gGjS7%2Fimage.png?alt=media&amp;token=ecd96141-a20a-4c74-8aeb-3b684b60c873" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2F7IM0mpyRUx8TvkNB6fka%2Fimage.png?alt=media&amp;token=ce19bc0c-4512-4d7c-9553-725dd3d44838" alt=""><figcaption></figcaption></figure>

The following connection details are displayed during the setup process.

Connect your XORO Private App to work with approved ERP capabilities through a secure, scoped MCP connection.

**3.2 Connect XoroERP MCP**

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FayuD650v45LRBgD7HAPP%2Fimage.png?alt=media&amp;token=9ac09883-1318-446c-b0ad-d1d604b4ebee" alt=""><figcaption></figcaption></figure>

Provide the required XoroERP Private App credentials to establish the connection.

**3.3 Authorize XoroERP MCP**

Confirm the connection details before proceeding with authorization.

Once the connection is successfully authorized, the connected account will appear in the plugin details.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FSU9gJfpngfjfwaK4WEkA%2Fimage.png?alt=media&amp;token=2f890096-e681-4661-be0c-4e0876d44c2e" alt=""><figcaption></figcaption></figure>

#### Step 4: Access MCP

Once the MCP connection is established, permissions are configured, users can ask ChatGPT natural-language questions based on the authorized ERP data and available MCP tools

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2Fv9M9nP9LWtTxR1FDD6L4%2Fimage.png?alt=media&amp;token=7bcaeed2-4a8a-4cde-b6ac-fd9e03668a07" alt=""><figcaption></figcaption></figure>

#### Business Data and Query Coverage

XoroERP MCP enables users to retrieve business information and explore operational and financial data through natural-language queries in ChatGPT.

Its query coverage spans multiple functional areas within XoroERP, helping users retrieve relevant information and gain insights into business operations.

The following categories provide an overview of the business topics and information users can explore through MCP.

| Business Area                           | Information and Query Coverage                                   |
| --------------------------------------- | ---------------------------------------------------------------- |
| Accounts Payable                        | Vendor bill details and related payable information.             |
| Advance Shipping Notices (ASN)          | ASN line details and inbound shipment information.               |
| Chart of Accounts                       | Account details and financial account classification.            |
| Financial Statements                    | Financial statement summaries and high-level financial insights. |
| General Ledger                          | General ledger transaction details and accounting entries.       |
| Inventory                               | Inventory balances and stock-related information.                |
| Invoice Revenue                         | Revenue information derived from invoice transactions.           |
| Item Receipts                           | Item receipt line details and receiving-related information.     |
| Net Sales                               | Net sales transaction details and sales performance insights.    |
| Purchase Orders                         | Purchased product details and purchasing information.            |
| Returns Merchandise Authorization (RMA) | RMA line details and return-related information.                 |
| Sales Orders                            | Sales order details and associated product lines.                |
| Warehouse Waves                         | Wave details and warehouse fulfillment activity.                 |

{% hint style="info" %}
**Note:** The categories above provide a general overview of the business topics users can explore through XoroERP MCP.
{% endhint %}

***

### Connect XoroERP MCP with Claude.ai

Once MCP has been enabled for your XoroERP instance, you can connect XoroERP MCP to Claude.ai using the following steps.

#### Step 1: Open Connectors in Claude.ai

1. Sign in to **Claude.ai**.
2. Go to **Settings → Connectors**.

{% hint style="info" %}
On Team or Enterprise plans, organization owners may find this option under **Organization Settings → Connectors**.
{% endhint %}

#### Step 2: Add XoroERP MCP

1. Click **Add Connector** or **Add custom connector**.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FpFNkVupxSiXYpL3c6QXV%2Fimage.png?alt=media&amp;token=ef68a878-cc0f-4ed6-ae40-ebb6bf5c594f" alt=""><figcaption></figcaption></figure>

#### Step 3: Enter the XoroERP MCP Details

1. Enter the following details:

| Field          | Value                         |
| -------------- | ----------------------------- |
| **Name**       | `xoroerp-mcp`                 |
| **Server URL** | `https://mcp-erp.xorosoft.io` |

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FVXCTJHttYHxWyF3dWcTU%2Fimage.png?alt=media&amp;token=556d0d9f-77f7-4b67-943a-96ace148cf5c" alt=""><figcaption></figcaption></figure>

Click **Continue**.

2. Complete the **OAuth authentication** and click Add.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FEVpgNLVDgaXUJZjGhmgt%2Fimage.png?alt=media&amp;token=f5ffae75-790e-4f59-8124-8cdb6ed7c0be" alt=""><figcaption></figcaption></figure>

#### Step 4: Connect XoroERP MCP

Provide the required XoroERP Private App credentials to establish the connection.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FtKKf5BRzpUS6D1ZSPbq0%2Fimage.png?alt=media&amp;token=4d80e668-e938-4cce-8f22-6af0bee69492" alt=""><figcaption></figcaption></figure>

Follow the on-screen instructions to authorize the connection.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FcZNU0YqgZhdlETwD1Xhc%2Fimage.png?alt=media&amp;token=97b766f3-36a8-40ae-add4-56ad31cac9f7" alt=""><figcaption></figcaption></figure>

Once the authorization is complete, XoroERP MCP is connected to Claude.ai.

#### Step 5: Start Using XoroERP MCP

After adding the connector:

You can find **XoroERP MCP** in the Connectors list.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FJwBYERgZqMpzSw19HHUs%2Fimage.png?alt=media&amp;token=f3262c90-15a0-4986-b84f-3ca4f63f1348" alt=""><figcaption></figcaption></figure>

You can now ask Claude natural-language questions about your XoroERP business data.

For example, you can ask questions about:

* Accounts Payable
* Inventory
* Sales Orders
* Purchase Orders
* General Ledger
* Financial Statements
* Net Sales
* Invoice Revenue
* Item Receipts
* Returns
* Warehouse Waves
* Advance Shipping Notices (ASN)

To disconnect a connection, click **Disconnect** next to the corresponding connection.

#### Quick Connection Flow

**Claude.ai → Settings → Connectors → Add Connector → Remote → Enter XoroERP MCP Details → Add → Connect → OAuth Authorization → Start Using XoroERP MCP**


---

# Agent Instructions
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If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
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