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.

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.

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

Important: Copy and securely store both credentials when the pop-up appears. For security reasons, these credentials will not be displayed again.

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.

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

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.

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

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.

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

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.

Note: The categories above provide a general overview of the business topics users can explore through XoroERP MCP.

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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.

On Team or Enterprise plans, organization owners may find this option under Organization Settings → Connectors.

Step 2: Add XoroERP MCP

1. Click Add Connector or Add custom connector.

Step 3: Enter the XoroERP MCP Details

1. Enter the following details:

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

Click Continue.

1. Complete the OAuth authentication and click Add.

Step 4: Connect XoroERP MCP

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

Follow the on-screen instructions to authorize the connection.

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.

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