{
  "markdown": "# Acumatica Plugin\n\nA plugin for [Claude Cowork](https://www.anthropic.com/) and [Claude Code](https://claude.ai/code) that lets business users interact with [Acumatica ERP](https://www.acumatica.com/) using natural language. Read, write, update, and report across Finance, Inventory/Purchasing, and CRM modules.\n\n## What You Can Do\n\nAsk Claude things like:\n\n- *\"Show me all unpaid invoices over $10,000\"*\n- *\"Create a purchase order for 50 units of WIDGET from vendor ACME\"*\n- *\"What are my top 5 customers by balance?\"*\n- *\"Run the aged receivables report\"*\n- *\"Convert lead John Smith to an opportunity\"*\n- *\"Release invoice INV000123\"*\n\n## Modules\n\n| Module | Record Types |\n|--------|-------------|\n| **Finance** | Invoice, Bill, Payment, Journal Entry, Cash Account |\n| **Inventory & Purchasing** | Stock Item, Purchase Order, Receipt, Vendor |\n| **CRM** | Customer, Lead, Opportunity, Contact |\n\n## Requirements\n\n- [Claude Cowork](https://www.anthropic.com/) desktop app **or** [Claude Code](https://claude.ai/code) CLI\n- Node.js 20+\n- An Acumatica instance with API access enabled\n\n## Installation\n\n### Claude Cowork (recommended)\n\n1. Download `acumatica.plugin` from the [Releases](https://github.com/allanwei/claude-acu-try/releases) page.\n2. In Cowork, open **Settings → Plugins → Install from file** and select `acumatica.plugin`.\n3. Cowork automatically builds the MCP server on first use.\n\n### Claude Code (manual)\n\n1. Clone this repository:\n   ```bash\n   git clone https://github.com/allanwei/claude-acu-try.git\n   cd claude-acu-try\n   ```\n\n2. Install and build the MCP server:\n   ```bash\n   cd mcp-server && npm install && npm run build\n   ```\n\n3. Register the plugin in Claude Code by pointing it at `plugin.json`.\n\n## Setup\n\nThe first time you use the plugin, ask Claude:\n\n> \"Connect me to Acumatica\"\n\nClaude will walk you through entering your instance URL, company name, and credentials. Two authentication methods are supported:\n\n| Method | When to use |\n|--------|------------|\n| **Basic** (username + password) | Simpler; works for most setups |\n| **OAuth 2.0** | More secure; requires an OAuth app registered in Acumatica |\n\nConnection settings are saved to `~/.acumatica-plugin.json` with owner-only file permissions.\n\n## Usage Examples\n\n### Finance\n\n```\nShow me open invoices due this week\nList bills from vendor ACME that haven't been paid\nRelease invoice INV000456\n```\n\n### Inventory\n\n```\nWhich stock items are below reorder point?\nCreate a PO for 100 units of item WIDGET from vendor ACME at $12.50 each\nConfirm purchase order PO000042\n```\n\n### CRM\n\n```\nShow all open opportunities over $50,000 closing this quarter\nCreate a new lead: Jane Doe, jane@contoso.com, Contoso Ltd\nConvert lead LD000012 to an opportunity\n```\n\n### Reports\n\n```\nRun aged receivables report\nShow me a trial balance\nWho are our top 10 customers by balance?\nWhat invoices are overdue this month?\n```\n\n> **Write safety:** Before creating, updating, or triggering any action, Claude will always describe what it's about to do and ask for your confirmation.\n\n## Architecture\n\n```\nacumatica-plugin/\n├── .claude-plugin/\n│   └── plugin.json          Cowork plugin manifest\n├── .mcp.json                MCP server config (Cowork)\n├── plugin.json              Claude Code plugin manifest\n├── mcp-server/              Node.js/TypeScript MCP server\n│   └── src/\n│       ├── index.ts         10 MCP tools\n│       ├── config.ts        Connection config (~/.acumatica-plugin.json)\n│       ├── auth/\n│       │   ├── basic.ts     Session cookie auth\n│       │   └── oauth.ts     OAuth 2.0 auth code flow\n│       ├── client.ts        Acumatica REST API client\n│       ├── modules/         Finance / Inventory / CRM type registries\n│       └── reports.ts       Report ID mapping + query summarization\n└── skills/                  5 domain skills (Cowork & Claude Code)\n    ├── acumatica-setup/\n    ├── acumatica-finance/\n    ├── acumatica-inventory/\n    ├── acumatica-crm/\n    └── acumatica-reports/\n```\n\n## Available MCP Tools\n\n| Tool | Description |\n|------|-------------|\n| `acumatica_configure` | Save connection settings |\n| `acumatica_connect` | Establish authenticated session |\n| `acumatica_disconnect` | End session |\n| `acumatica_get` | Read a single record by type + ID |\n| `acumatica_list` | List/search records with OData filter |\n| `acumatica_create` | Create a new record |\n| `acumatica_update` | Update an existing record |\n| `acumatica_action` | Trigger a business action (Release, Confirm, etc.) |\n| `acumatica_report` | Run a named built-in report |\n| `acumatica_query_summary` | Query records for ad-hoc analysis |\n\n## Development\n\n```bash\ncd mcp-server\n\n# Run tests\nnpm test\n\n# Build\nnpm run build\n\n# Verify server starts and lists tools\necho '{\"jsonrpc\":\"2.0\",\"id\":1,\"method\":\"tools/list\",\"params\":{}}' | node dist/index.js\n```\n\n**25 tests, 4 test suites** covering config, auth, HTTP client, and reports.\n",
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