What is MCP Usage module
Overview
The XoroERP MCP (Model Context Protocol) Module enables AI clients, such as ChatGPT, to securely connect with XoroERP and access approved ERP capabilities through a scoped connection.
Once connected, ChatGPT can dynamically invoke the tools exposed by the XoroERP MCP integration to answer business queries, retrieve operational metrics, and access authorized ERP data.
Specific ERP capabilities, such as checking inventory, retrieving employee details, and reviewing order status, are mapped to descriptive tools that AI clients can invoke using natural language.
The MCP connection operates within the access permissions assigned to the linked ERP user and the associated Private App.
Accessing the MCP Module
The MCP functionality can be accessed through either of the following modules:
MCP Usage Module: Menu>Admin> MCP Usage - Provides visibility into MCP usage, subscription details, active connections, and usage trends.
Private App Module: Allows users to create and configure a Private App with MCP connectivity.
MCP Usage Module
The MCP Usage Module provides visibility into MCP subscription utilization, connection activity, and usage trends for an ERP instance.
It allows authorized users and support personnel to review how MCP is being used, monitor available question allowances, and manage subscription-related settings.
The module provides information such as:
Who used the MCP connection.
Current question allowance and usage.
Available question balance.
Next cycle information.
Active connections.
Manual resets.
Instance-level usage.
Usage during the current cycle, last 30 days, or last 90 days.
MCP usage trends.
MCP Usage Metrics
User
Displays the ERP user associated with MCP activity.
Used
Displays the number of questions consumed during the applicable usage period.
Available Now
Displays the remaining question allowance available for use.
Cycle Allowance
Displays the total question allowance assigned for the current subscription cycle.
Next Cycle
Displays information about the next usage cycle.
Active Connections
Displays the number of active MCP connections.
Manual Resets
Displays the number of manual usage resets performed.
Instance Usage
Displays MCP usage at the ERP instance level.
Usage Period
Allows users to review usage for the current cycle, last 30 days, or last 90 days.
Usage Trend
Displays the MCP usage trend over the selected period.
Update Subscription
The Update Subscription option allows authorized users to modify the MCP subscription associated with the ERP instance.
Changes made here affect the live MCP subscription. Use this option only after confirming the customer's contract or obtaining the required support approval.
Click Update Subscription to open the subscription configuration pop-up.
Subscription Fields
Subscription Plan
Defines the MCP question allowance assigned to the ERP instance. Available plans include Trial (100 questions), Plus (200 questions), Pro (400 questions), and Enterprise (2,000 questions).
Status
Defines the current subscription status. Available options are Active, Suspended, and Deregistered.
Question Allowance Override
Allows an authorized user to override the default question allowance for the subscription.
Request Reset
Allows the user to request a reset of the MCP question allowance.
Save
Saves the subscription changes.
Subscription Status Options
Active
Indicates that the MCP subscription is active.
Suspended
Indicates that the MCP subscription has been suspended.
Deregistered
Indicates that the MCP subscription has been deregistered.
MCP Subscription
The XoroERP MCP Module is subscription-based. A trial plan is available to help users get started with MCP functionality.
Initial Trial Plan
When MCP is initially enabled for an ERP instance, the subscription starts with the Trial plan, with a defined number of questions available for initial MCP usage.
Once the trial allowance is exhausted or if additional MCP usage is required, you can upgrade to a higher subscription plan by clicking Upgrade Subscription and contacting the Xorosoft Support Team.
Upgrading the Subscription
If you need to move from the Trial plan to a higher subscription plan:
Open the MCP Usage module.
Click Upgrade Subscription.
Contact the Xorosoft Support Team to discuss the available subscription options and complete the upgrade process.
The appropriate subscription can be selected based on the organization's MCP usage requirements.
The XAdmin Support View provides support personnel with visibility into MCP usage, Private App activity, connections, and recent usage events.
Support personnel can inspect usage details and submit subscription or reset changes.
The XAdmin Support View contains the following tabs:
Overview
Private Apps
Connections
Support Audit
Common Filters
The same set of filters is available across all four tabs. These filters allow support personnel to narrow down the information displayed based on the selected criteria.
Private App
Allows users to select All Private Apps or a specific Private App to view its associated MCP information.
ERP User
Filters MCP information based on the associated ERP user.
Connection
Filters information based on the connection status, such as Active, Disconnected, or Inactive.
Event Type
Filters information based on the event type, such as Completion, Reservation, Stale, Pending, or Completion-related events.
Overview Tab
The Overview tab provides a consolidated view of MCP usage and activity for the selected ERP instance or Private App.
Support personnel can apply the common filters to review MCP activity based on the selected Private App, ERP user, connection status, and event type.
This tab helps provide a high-level view of MCP usage and connection activity.
Private Apps Tab
The Private Apps tab provides usage details for individual Private Apps configured within the ERP instance.
Support personnel can use the common filters to narrow down the information displayed for specific Private Apps or ERP users.
Column Descriptions
Private App
Displays the name of the Private App associated with the usage record.
Hash
Displays the hash identifier associated with the Private App usage record.
Used
Displays the number of questions used by the Private App.
Pending
Displays the number of pending questions or requests associated with the Private App.
Blocked
Displays the number of blocked questions or requests associated with the Private App.
Last Used
Displays the date and time when the Private App was last used.
Connections Tab
The Connections tab provides information about MCP connections established through the configured Private Apps.
Support personnel can use the common filters to review connection details and identify the associated client, authentication information, ERP user, and connection status.
Column Descriptions
Private App
Displays the name of the Private App associated with the connection.
Agent/Client
Displays the agent or client associated with the MCP connection.
Auth
Displays the authentication information or authentication method associated with the connection.
ERP User
Displays the ERP user linked to the MCP connection.
Status
Displays the current connection status.
Last Seen
Displays the date and time when the connection was last seen.
Support Audit Tab
The Support Audit tab provides a record of recent MCP usage events and support-related activities.
Support personnel can use this tab to review event details, identify the associated Private App and user, and inspect usage or reset-related information.
The common filters are available to narrow down the audit records.
Column Descriptions
Time
Displays the date and time when the event occurred.
Private App
Displays the name of the Private App associated with the event.
Event
Displays the type of MCP event recorded.
Manual Resets
Displays the manual reset information associated with the audit record.
Cycle Resets
Displays the cycle reset information associated with the audit record.
Reason
Displays the reason associated with the event or support action.
Tool
Displays the MCP tool associated with the event, where applicable.
Questions
Displays the question usage associated with the event.
User
Displays the user associated with the event.
XoroERP MCP Setup and Configuration
Follow the steps below to enable MCP access in XoroERP, configure a Private App, and connect it to ChatGPT.
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 and Configure a Private App
Navigate to the Private App Module in XoroERP.
Create a new Private App.
Enter the required details and configure the MCP settings as described below.
App Name
Enter a name to identify the Private App.
Description
Enter a brief description of the Private App and its intended purpose.
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 to associate with the Private App. This field is required when MCP connectivity is enabled.
After configuring the Private App and assigning the required access, click Save.
Step 3: Copy the Private App Credentials
After saving the Private App, the Private App Created pop-up window appears.
This window displays the credentials required for the MCP connection.
API Key
The API key generated for the 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.
Once the credentials have been saved securely, proceed to configure the MCP connection in ChatGPT.
Step 4: Enable Developer Mode in ChatGPT
Open ChatGPT.
Navigate to Plugins.
Open the Security and Login tab.
Enable Developer Mode.
Return to the Plugins tab.
Developer Mode allows you to add a custom MCP connection.
Step 5: Add a New MCP Connection
In the Plugins tab, click the + (Add) button to add a new account.
The New Plugin window appears.
Enter the following connection details:
Name
Enter a name to identify the connection, such as XoroERP MCP.
Description
Enter a brief description of the connection, such as Connect ChatGPT to XoroERP through MCP to access authorized ERP capabilities.
Connection – Server URL
Enter the XoroERP MCP server URL: https://mcp-erp.xorosoft.io
Authentication
Select OAuth as the authentication method.
Verify the entered details.
Proceed to create or add the connection.
Step 6: Connect to XoroERP MCP
After adding the new plugin, proceed with the connection process.
The Connect XoroERP MCP screen appears.
Connect your XORO Private App to work with approved ERP capabilities through a secure, scoped MCP connection.
Use the credentials generated during Private App creation to establish the connection, as prompted.
Ensure that you use the credentials associated with the Private App configured for MCP connectivity.
Step 7: Authorize the MCP Connection
After providing the required connection details, proceed to authorization.
The Authorize XoroERP MCP screen appears.
Confirm the connection details before continuing.
Review the connection information and complete the authorization process.
Once the connection is successfully authorized, the connected account will appear in the plugin details.
Step 8: Verify Analytics Access and Start Using MCP
After establishing the connection, verify that the linked ERP user has access to the required Analytics Studio models.
Navigate to Analytical Studio > Administration > Access Manager in XoroERP.
Select the relevant dashboard from the sidebar.
Review the access grants for the required models, such as AP Bill Headers, Chart of Accounts, and other applicable models.
Ensure that the linked ERP user has the required permissions.
Once the connection and permissions are configured, you can begin asking ChatGPT natural-language questions about authorized ERP data and operational metrics.
For example, you can ask questions related to inventory, order status, or financial information, depending on the MCP tools and analytics models available to your connected account.
Summary
The XoroERP MCP Module enables secure, permission-based access to ERP capabilities through AI clients such as ChatGPT.
The Private App Module is used to configure MCP connectivity and assign the required ERP user and analytics permissions. Once connected, ChatGPT can access approved tools and analytics models based on the permissions assigned to the linked ERP user.
The MCP Usage Module and XAdmin Support View provide visibility into usage, subscriptions, connections, and audit events, allowing authorized users and support personnel to monitor and manage MCP activity.
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