MCP4Acumatica -- Example Prompts

Example prompts for Claude (or any MCP client) using the MCP4Acumatica. Each example shows the prompt and which tools Claude will invoke.

Note on IDs: Specific IDs in these examples (e.g. C000042, AALEGO500, MAIN, EP00000001, 40000) are illustrative only. Acumatica numbering sequences are configured per instance — your customer/inventory/warehouse/employee/account codes will follow whatever format your administrator set up.

Table of Contents

Getting Started

Discover what fields an entity has

"What fields are available on the Customer entity?"

Tools invoked: acumatica_describe_entity (entityName: Customer)

Find records matching criteria

"Show me all customers in California"

Tools invoked:

  1. acumatica_describe_entity (entityName: Customer) -- to discover field names
  2. acumatica_list_entities (entityName: Customer, filterExpression: State eq 'CA')

Customer & Sales

Look up a specific customer

"Get me the details for customer C000042"

Tools invoked: acumatica_get_customer (customerID: C000042)

Find customers with overdue balances

"List all customers with a balance over $10,000"

Tools invoked: acumatica_list_entities (entityName: Customer, filterExpression: Balance gt 10000, orderBy: Balance desc)

Look up a sales order

"Show me sales order SO-005432"

Tools invoked: acumatica_get_sales_order (orderType: SO, orderNbr: 005432)

Find open sales orders for a customer

"What open sales orders does customer C000042 have?"

Tools invoked: acumatica_list_entities (entityName: SalesOrder, filterExpression: CustomerID eq 'C000042' and Status eq 'Open')

Recent large sales orders

"Show me the 10 largest sales orders from the last 30 days"

Tools invoked: acumatica_list_entities (entityName: SalesOrder, filterExpression: Date gt datetimeoffset'2026-03-08', orderBy: OrderTotal desc, topN: 10)

Financial / Accounting

Look up an invoice

"Get invoice INV-001234"

Tools invoked: acumatica_get_invoice (type: Invoice, referenceNbr: 001234)

Find unpaid invoices

"Show all open invoices over $5,000 sorted by amount"

Tools invoked: acumatica_list_entities (entityName: Invoice, filterExpression: Status eq 'Open' and Amount gt 5000, orderBy: Amount desc)

Look up an AP bill

"Show me bill BL-000789"

Tools invoked: acumatica_get_bill (type: Bill, referenceNbr: 000789)

GL journal entry details

"Show me the journal entry for batch GL-000123"

Tools invoked: acumatica_get_journal_transaction (batchNbr: GL-000123)

Chart of accounts lookup

"What is GL account 40000?"

Tools invoked: acumatica_get_account (accountCD: 40000)

AP check details

"Show me check CHK-005678"

Tools invoked: acumatica_get_check (type: Check, referenceNbr: 005678)

AR payment details

"Get the details on payment PMT-001111"

Tools invoked: acumatica_get_payment (type: Payment, referenceNbr: 001111)

Inventory & Warehouse

Stock item details

"Tell me about stock item AALEGO500"

Tools invoked: acumatica_get_stock_item (inventoryID: AALEGO500)

Check inventory availability

"How much of AALEGO500 do we have available?"

Tools invoked: acumatica_get_inventory_quantity_available (inventoryID: AALEGO500)

Inventory by warehouse

"Show me inventory summary for AALEGO500 in the MAIN warehouse"

Tools invoked: acumatica_get_inventory_summary (inventoryID: AALEGO500, warehouseID: MAIN)

Find low-stock items

"Which stock items have less than 10 units on hand?"

Tools invoked: acumatica_list_entities (entityName: StockItem, filterExpression: DefaultPrice gt 0, selectFields: InventoryID,Description,DefaultPrice)

Note: Quantity on hand is typically checked via the InventoryQuantityAvailable entity or a Generic Inquiry configured for low-stock alerts.

Warehouse details

"Show me the MAIN warehouse details and locations"

Tools invoked: acumatica_get_warehouse (warehouseID: MAIN)

Purchasing

Purchase order details

"Show me PO-001234"

Tools invoked: acumatica_get_purchase_order (type: Normal, orderNbr: 001234)

Find open purchase orders

"List all open purchase orders sorted by total descending"

Tools invoked: acumatica_list_entities (entityName: PurchaseOrder, filterExpression: Status eq 'Open', orderBy: OrderTotal desc)

Purchase receipt

"Show receipt RC-000456"

Tools invoked: acumatica_get_purchase_receipt (type: Receipt, receiptNbr: 000456)

Projects

Project overview

"Give me the details on project PROJ-001"

Tools invoked: acumatica_get_project (projectID: PROJ-001)

Project budget vs actuals

"Show me the budget for project PROJ-001, task PHASE1, account group LABOR"

Tools invoked: acumatica_get_project_budget (projectID: PROJ-001, projectTaskID: PHASE1, accountGroup: LABOR)

Find active projects

"List all active projects"

Tools invoked: acumatica_list_entities (entityName: Project, filterExpression: Status eq 'Active')

Project transactions

"Show me the PM transactions for reference PMT-000123"

Tools invoked: acumatica_get_project_transaction (module: PM, referenceNbr: PMT-000123)

Service & Field

Support case details

"Show me case C000001"

Tools invoked: acumatica_get_case (caseID: C000001)

Find open high-priority cases

"List all open cases with high priority"

Tools invoked: acumatica_list_entities (entityName: Case, filterExpression: Status eq 'Open' and Priority eq 'High')

Service order details

"Show service order SL-000789"

Tools invoked: acumatica_get_service_order (serviceOrderType: SL, serviceOrderNbr: 000789)

Appointment details

"Show me appointment APT-001234"

Tools invoked: acumatica_get_appointment (serviceOrderType: SL, appointmentNbr: 001234)

CRM

Contact lookup

"Show me contact 12345"

Tools invoked: acumatica_get_contact (contactID: 12345)

Find leads by source

"Show all leads from the Web source"

Tools invoked: acumatica_list_entities (entityName: Lead, filterExpression: Source eq 'Web')

Opportunity pipeline

"List all open opportunities over $50,000 sorted by amount"

Tools invoked: acumatica_list_entities (entityName: Opportunity, filterExpression: Status eq 'Open' and Amount gt 50000, orderBy: Amount desc)

Business account lookup

"Show me business account ACME"

Tools invoked: acumatica_get_business_account (businessAccountID: ACME)

Recent emails for a contact

"Show me recent email activities"

Tools invoked: acumatica_list_entities (entityName: Email, orderBy: Date desc, topN: 20)

HR & Payroll

Employee lookup

"Get employee EP00000001"

Tools invoked: acumatica_get_employee (employeeID: EP00000001)

Expense claim details

"Show me expense claim EC-000123"

Tools invoked: acumatica_get_expense_claim (refNbr: EC-000123)

Find pending expense claims

"List all expense claims pending approval"

Tools invoked: acumatica_list_entities (entityName: ExpenseClaim, filterExpression: Status eq 'Pending')

Data Analysis Workflows

These examples show multi-step workflows where Claude chains multiple tools together.

Customer aging analysis

"Analyze our top 20 customers by outstanding balance and show me their overdue invoices"

Tools invoked (multi-step):

  1. acumatica_list_entities (entityName: Customer, orderBy: Balance desc, topN: 20, selectFields: CustomerID,CustomerName,Balance)
  2. For each top customer: acumatica_list_entities (entityName: Invoice, filterExpression: CustomerID eq '{id}' and Status eq 'Open')

Vendor spending report

"Show me our top 10 vendors by purchase order volume this quarter"

Tools invoked (multi-step):

  1. acumatica_list_entities (entityName: PurchaseOrder, filterExpression: Date gt datetimeoffset'2026-01-01' and Status ne 'Cancelled', orderBy: OrderTotal desc, selectFields: VendorID,OrderTotal,Status,Date)
  2. Claude aggregates and summarizes the data

Schema-driven exploration

"I want to analyze sales invoices but I don't know what fields are available. Help me explore."

Tools invoked (multi-step):

  1. acumatica_describe_entity (entityName: SalesInvoice) -- discover fields
  2. acumatica_list_entities (entityName: SalesInvoice, topN: 5) -- sample data
  3. acumatica_list_entities with refined filters based on discovered fields

Cross-entity comparison

"Compare open sales orders against available inventory for the top 10 items by order volume"

Tools invoked (multi-step):

  1. acumatica_list_entities (entityName: SalesOrder, filterExpression: Status eq 'Open', expand: Details)
  2. For top items: acumatica_get_inventory_quantity_available (inventoryID: {each item})
  3. Claude compares demand vs availability

Generic Inquiries

Discover available GIs

"What Generic Inquiries are available in Acumatica?"

Tools invoked: acumatica_list_generic_inquiries

Find GIs by topic

"Are there any Generic Inquiries related to projects?"

Tools invoked: acumatica_list_generic_inquiries (titleFilter: project)

Understand a GI before running it

"What fields does the AR-Aging inquiry return?"

Tools invoked: acumatica_describe_inquiry (inquiryName: AR-Aging)

Full GI discovery workflow

"I need to run a report on open AP bills. Help me find the right GI and run it."

Tools invoked (multi-step):

  1. acumatica_list_generic_inquiries (titleFilter: AP) -- discover relevant GIs
  2. acumatica_describe_inquiry (inquiryName: OpenAPBills) -- learn available fields
  3. acumatica_run_inquiry (inquiryName: OpenAPBills, filterExpression: Status eq 'Open')

Run a custom report

"Run the AR Aging inquiry filtered to branch BTC"

Tools invoked: acumatica_run_inquiry (inquiryName: AR-Aging, filterExpression: BranchID eq 'BTC')

Filtered inquiry with field selection

"Run the open orders inquiry and just show me CustomerID, OrderTotal, and Status"

Tools invoked: acumatica_run_inquiry (inquiryName: OpenOrders, selectFields: CustomerID,OrderTotal,Status)

Tip: Use acumatica_list_generic_inquiries to discover available GI names and acumatica_describe_inquiry to see what fields each GI returns before querying it.