Query your Softone ERP (customers, CRM actions, products, stock, sales & invoices) directly from Claude. Read-only by default, multi-tenant, secured with OAuth.
clientID token, or your Softone web-user username & password.
Click Test connection to confirm. For stock per warehouse, download the free read-only service template, have your Softone partner install and check it, then enter its URL in the panel. If Softone rejects the login
(for example invalid credentials), the panel shows that Softone message.
Network, DNS and blocked-address failures stay a generic message, without
internal details.https://mcp.syncerp.gr/mcpLog in with your panel email & password when prompted (OAuth).
| Tool | What it does |
|---|---|
search_customers | Find customers by name / code / VAT / phone |
get_customer | Full customer card (incl. custom fields and balance) |
customer_balance | Balance («Υπόλοιπο») from the customer card's financial data |
supplier_balance | Official supplier balance (TRDFINDATA.LBAL, no sign flip). Multiple matches are returned for you to choose. A bare id is accepted only when the trader is a supplier (SODTYPE 12); a customer id is rejected. No supplier ledger yet. |
customer_ledger | Customer ledger card (debit / credit / running balance), optional Excel |
export_customers_excel | Bulk Excel export with selectable fields, including turnover per period. The download link is single-use and bound to the company that created it |
list_crm_actions | CRM actions. Full history for one customer, or a date range. Handler, assigner and salesman are separate. group_by=customer counts scanned rows (cap 1000 per form). counts_complete=false when the scan is cut, a form does not answer, or the date range falls back to the ~5-day window; the reason is in limitations. |
list_softone_users | SoftOne login users (USERS) with a stable id |
customer_documents | A customer's entire invoice history |
customer_last_purchase | Last purchase with line items. A newer Soft1 row is kept when it is not a known non-sale. With turnover sign 0, προτιμολόγιο, παραγγελία, προσφορά, a bare δελτίο αποστολής, απόδειξη είσπραξης, ακυρωτικό and πιστωτικό are skipped even if the name also says λιανικής. Τιμολόγιο - Δελτίο Αποστολής and Τιμολόγιο-Δελτίο Αποστολής stay a purchase. |
customer_document_totals | Lifetime turnover (net/VAT/gross) |
search_items / item_stock | Products & per-warehouse stock |
documents_on_date | All documents on any date |
erp_setup_check | Checks how your Softone is set up (columns, date range, document types). No customers or amounts. What it cannot detect goes to ERP settings in the panel. |
documents_summary | Daily totals grouped by store / series |
get_document | One full document (header + lines) |
recent_documents | Recent documents (last ~5 days) |
list_series_labels / remember_series_label / forget_series_label | Teach the connector which document series is which store or channel |
list_facts / remember_fact / forget_fact | Business notes the connector should remember for your company |
Every tool above is read-only against your ERP — the
connector never writes to Softone. The remember_* / forget_*
tools write only to your company's own settings inside the connector (series labels
and notes), never to your ERP.
Two additional tools, create_order and
update_customer, do write to Softone. They are
disabled and hidden by default: they only appear in Claude after
your company explicitly requests write permissions from the panel
(Δικαιώματα εγγραφής → Αίτημα), and Claude is instructed to show you the
exact change and ask for confirmation before calling them.
Ask: "What was the last purchase of customer Eleni Vougiouka and how much?"
Claude calls search_customers → customer_last_purchase and
replies with the date, the line items, and the amount.
Ask: "Give me yesterday's sales per store."
Claude calls documents_summary for that date and returns a table of
each store/series with transaction count, total turnover and average receipt.
Ask: "Which calls, meetings and tasks did salesperson Maria enter from 28/10/2026 to 03/11/2026?"
Claude calls list_crm_actions with that user and the inclusive dates.
The action date and the insert date are separate. For every action of one customer,
omit the dates. If the company's browser does not show who entered the action,
Claude says so instead of listing everyone's actions.
Ask: "Show me all invoices for customer code 106609 and the total."
Claude calls customer_documents + customer_document_totals
and lists every document with the lifetime net/VAT/gross totals.
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