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Connectors · Accounting & finance

Acumatica Cloud ERP MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Acumatica Cloud ERP and the rest of your systems. It gives your agent 1,236 Acumatica Cloud ERP actions (478 reads, 503 writes and 255 that wait for a confirmation) and holds the Acumatica Cloud ERP credential itself, so the agent never does. It paces Acumatica Cloud ERP's limits and records every call. Connecting Acumatica Cloud ERP needs your own Acumatica Cloud ERP OAuth app and one admin sign-in.

Connect Acumatica Cloud ERP freeSee pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp
the first call
do {  action: "acumatica.invoice.list",  intent: "check which Acumatica Cloud ERP account is connected"}# List Invoice records · read · 1 upstream call
  • 1,236actionsin one signed file
  • 478readlook, never change
  • 503writecreate and update
  • 255wait for a yesdestructive, confirmed first

Set up

Connect Acumatica Cloud ERP in three steps.

  1. 01

    Add actionlake to Claude.

    Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.

    https://connect.actionlake.com/mcp
  2. 02

    Connect Acumatica Cloud ERP.

    OAuth 2.0, authorization code. You register your own OAuth app with Acumatica Cloud ERP, an admin signs in once, and you paste the app's client id and secret and the tokens from that sign-in; actionlake renews the access token from then on. actionlake stores what you paste write-only, sealed under your tenant's key.

    Before the first sign-in, Acumatica Cloud ERP needs an OAuth app of your own, registered in its developer portal. actionlake has no Acumatica Cloud ERP app to lend you.

    • access_tokenAccess token from one sign-in with your own OAuth app
    • refresh_tokenRefresh token from the same sign-in; the access token is renewed from it
    • client_idClient ID of a connected application registered on the Acumatica instance (Connected Applications, SM303010; flow
    • client_secretShared secret added to the same connected application (Secrets tab)
    • endpoint_versionYour Acumatica Cloud ERP endpoint version
    • hostWhere your Acumatica Cloud ERP lives: your host
    • tenantYour Acumatica Cloud ERP tenant
    account { op: "connections.requirements", service: "acumatica" }
# free: exactly what to paste, and what is found for you
  3. 03

    Make the first call. Check before a write.

    Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

    do    { action: "acumatica.invoice.list" }# list invoice records · read · 1 upstream callcheck { action: "acumatica.invoice.delete", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Acumatica Cloud ERP at a glance

Sign-in
OAuth 2.0, authorization code. You register your own OAuth app with Acumatica Cloud ERP, an admin signs in once, and you paste the app's client id and secret and the tokens from that sign-in; actionlake renews the access token from then on.
You provide
access_tokenrefresh_tokenclient_idclient_secret
Setup fields
endpoint_versionhosttenant
Limits we pace to
50 calls a minute, per connection
API covered
Contract-based REST API, Default endpoint 25.200.001 (OpenAPI 3.0.1), at your Acumatica Cloud ERP instance's API base URL, which you enter when connecting
Built from
Acumatica Cloud ERP's documentation, read 23 October 2026GitHubhelp.acumatica.com
Service file
Version 1.0.0, signed (Ed25519)
Cached reads
478 of 478 reads, for up to 5 minutes; a write clears what it affects
Shared entities
18, so ask can line Acumatica Cloud ERP up with your other systems
Data
Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Acumatica Cloud ERP.

1,236 actions in 121 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

  • 478readlook, never change
  • 503writecreate and update
  • 255destructivewait for a confirmation

  1. Project

    24

    4 read · 17 write · 3 destructive

    List Project records · Get a Project by ID · Delete a Project by ID · Create or update a Project

  2. Email

    22

    4 read · 15 write · 3 destructive

    Create Case From Email (Email) · Create Contact From Email (Email) · Create Event From Email (Email) · Create Expense Receipt From Email (Email)

  3. Appointment

    19

    4 read · 12 write · 3 destructive

    List Appointment records · Get the Appointment custom-field schema · App Recalc External Tax (Appointment) · Close Appointment (Appointment)

  4. Sales order

    18

    4 read · 11 write · 3 destructive

    List Sales Order records · Get a Sales Order by ID · Delete a Sales Order by ID · Create or update a Sales Order

  5. Service order

    17

    4 read · 10 write · 3 destructive

    List Service Order records · Get the Service Order custom-field schema · Allow Billing (Service Order) · Close Order (Service Order)

  6. Change order

    16

    4 read · 9 write · 3 destructive

    List Change Order records · Get the Change Order custom-field schema · Approve Change Order (Change Order) · Email Change Order (Change Order)

  7. Event

    16

    4 read · 9 write · 3 destructive

    List Event records · Accept Invitation Event (Event) · Get the Event custom-field schema · Complete Event (Event)

  8. Business account

    15

    4 read · 9 write · 2 destructive

    Convert Business Account To Customer (Business Account) · Create Contact From Business Account (Business Account) · List Business Account records · Get the Business Account custom-field schema

113 more areas · 1,089 actions
  • Lead 15
  • Pro forma invoice 15
  • Expense claim 14
  • Expense receipt 14
  • Payment 14
  • Contact 13
  • Opportunity 13
  • Project task 13
  • Shipment 13
  • Bill 12
  • Physical inventory review 12
  • Case 11
  • Check 11
  • Email processing 11
  • Project template 11
  • Purchase receipt 11
  • Subcontract 11
  • Task 11
  • Time entry 11
  • Activity 10
  • Cash sale 10
  • Cash transaction 10
  • Cost code 10
  • Customer 10
  • Discount 10
  • Employee 10
  • Employee payroll settings 10
  • Inventory adjustment 10
  • Inventory issue 10
  • Inventory receipt 10
  • Invoice 10
  • Journal transaction 10
  • Kit assembly 10
  • Non stock item 10
  • Payroll batch 10
  • Project transaction 10
  • Sales invoice 10
  • Sales price worksheet 10
  • Stock item 10
  • Transfer order 10
  • Vendor 10
  • Vendor price worksheet 10
  • Account 9
  • Account details for period inquiry 9
  • Account group 9
  • Account summary inquiry 9
  • Amazon store 9
  • Attribute definition 9
  • Big commerce stores 9
  • Budget 9
  • Carrier 9
  • Change order class 9
  • Companies structure 9
  • Company financial period 9
  • Contract usage 9
  • Currency 9
  • Customer class 9
  • Customer location 9
  • Customer payment method 9
  • Customer price class 9
  • Deduction benefit code 9
  • Discount code 9
  • Earning type code 9
  • Employee payroll class 9
  • External commitment 9
  • Financial period 9
  • Financial year 9
  • Fob point 9
  • Inventory allocation inquiry 9
  • Inventory quantity available 9
  • Inventory summary inquiry 9
  • Item class 9
  • Item sales category 9
  • Item warehouse 9
  • Kit specification 9
  • Labor cost rate 9
  • Ledger 9
  • Lot serial class 9
  • Pay group 9
  • Pay period 9
  • Payment method 9
  • Payroll union local 9
  • Payroll WCC code 9
  • Physical inventory count 9
  • Project budget 9
  • Project template task 9
  • Pto bank 9
  • Purchase order 9
  • Sales prices inquiry 9
  • Salesperson 9
  • Ship via 9
  • Shipping box 9
  • Shipping term 9
  • Shipping zones 9
  • Shopify store 9
  • Storage details by location inquiry 9
  • Storage details inquiry 9
  • Subaccount 9
  • Tax 9
  • Tax category 9
  • Tax reporting settings 9
  • Tax zone 9
  • Template items 9
  • Union local 9
  • Units of measure 9
  • Vendor class 9
  • Vendor prices inquiry 9
  • Warehouse 9
  • Work calendar 9
  • Work class compensation code 9
  • Work location 9
  • Endpoints 1
  • Generic inquiries 1

Top actions

The Acumatica Cloud ERP API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 72 of Acumatica Cloud ERP's 72 action names are shared with at least one other connector, so an agent learns them once.

ActionWhat it doesEffectSame name in
acumatica.invoice.listList Invoice recordsList Invoice records, optionally filtered.readfinance.invoice.list101 connectors
acumatica.payment.listList Payment recordsList Payment records, optionally filtered.readfinance.payment.list75 connectors
acumatica.purchase_order.listList Purchase Order recordsList Purchase Order records, optionally filtered.readfinance.purchase_order.list45 connectors
acumatica.contact.listList Contact recordsList Contact records, optionally filtered.readcrm.contact.list177 connectors
acumatica.customer.listList Customer recordsList Customer records, optionally filtered.readcrm.company.list162 connectors
acumatica.account.listList Account recordsList Account records, optionally filtered.readfinance.ledger_account.list36 connectors
acumatica.bill.listList Bill recordsList Bill records, optionally filtered.readfinance.bill.list31 connectors
acumatica.journal_transaction.listList Journal Transaction recordsList Journal Transaction records, optionally filtered.readfinance.journal_entry.list25 connectors
acumatica.invoice.deleteDelete an Invoice by IDDelete one Invoice record by its entity ID.destructivefinance.invoice.delete56 connectors
acumatica.contact.upsertCreate or update a ContactCreate a Contact, or update the existing one its key fields or `id` identify.writecrm.contact.upsert25 connectors
acumatica.invoice.upsertCreate or update an InvoiceCreate a Invoice, or update the existing one its key fields or `id` identify.writefinance.invoice.upsert4 connectors
acumatica.customer.upsertCreate or update a CustomerCreate a Customer, or update the existing one its key fields or `id` identify.writecrm.company.upsert15 connectors

Try it

Prompts to paste into Claude.

Each one names the Acumatica Cloud ERP actions it will call, so you know what it reads and what it changes before you send it.

  1. Readread

    Which Acumatica Cloud ERP invoices are more than 30 days overdue? Group them by customer with the total owed.

    callsacumatica.invoice.list

  2. Writewrite

    Create or update a Contact in Acumatica Cloud ERP. Show me exactly what you will send before you save it.

    callsacumatica.contact.upsert

  3. Across systemsread

    For each customer, how many tickets are in Acumatica Cloud ERP and how many invoices in ConnectWise PSA?

    callsacumatica.case.listconnectwise_manage.invoices.list

Across your systems

Acumatica Cloud ERP, joined to the rest of your business.

One ask fetches from Acumatica Cloud ERP and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

  • For each customer, how many tickets are in Acumatica Cloud ERP and how many invoices in ConnectWise PSA?

    acumatica.case.list + connectwise_manage.invoices.list, on crm.company · ConnectWise PSA

  • Which customers with tickets in Acumatica Cloud ERP are also companies in HubSpot CRM?

    acumatica.case.list + hubspot_crm.companies.list, on crm.company · HubSpot CRM

Also mapped by other connectorscrm.company 227crm.contact 192work.project 116commerce.product 109work.task 105finance.invoice 91commerce.order 86hr.employee 63
ask
ask {  intent: "for each customer, how many tickets are in Acumatica Cloud ERP and how many invoices in ConnectWise PSA",  steps: [    { action: "acumatica.case.list", as: "tix", input: {}, limit: 100, max_pages: 5 },    { action: "connectwise_manage.invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "tix",        right: "inv",        on: "crm.company",        group_by: "tix.company_name",        select: ["tix.company_name", "count(tix.id) as tickets", "count(inv.id) as invoices"]    } }  ]}
Example. Run it through check first: it validates the steps and prices them, and it is free.

Governance for Acumatica Cloud ERP

Destructive actions wait for a yes.

255 Acumatica Cloud ERP actions are destructive. The first 10:

  • Delete an Invoice by IDacumatica.invoice.delete
  • Delete a Payment by IDacumatica.payment.delete
  • Delete a Contact by IDacumatica.contact.delete
  • Delete a Customer by IDacumatica.customer.delete
  • Delete a Purchase Order by IDacumatica.purchase_order.delete
  • Delete a Bill by IDacumatica.bill.delete
  • Delete an Account by IDacumatica.account.delete
  • Delete a Journal Transaction by IDacumatica.journal_transaction.delete
  • Delete an Opportunity by IDacumatica.opportunity.delete
  • Delete a Task by IDacumatica.task.delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

doacumatica.invoice.deleteconfirm_policy: human

Delete an Invoice by ID?

intent: the user asked me to delete an Invoice by ID

run suspended · waiting for a named person · key acumatica-agent cannot confirm itself
In the console, or from an emailed signed link.
a key for this connector
account {  op: "keys.create", name: "acumatica-agent",  allowed_actions: ["acumatica.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "acumatica.invoice.delete", approver: "[email protected]" },    { match: "acumatica.payment.delete", approver: "[email protected]" },    { match: "acumatica.contact.delete", approver: "[email protected]" }  ]}
Illustrative. Scoped to Acumatica Cloud ERP only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Acumatica Cloud ERP costs on actionlake.

Every Acumatica Cloud ERP action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Acumatica Cloud ERP refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

  • 1upstream call per actionall 1,236 Acumatica Cloud ERP actions
  • 1,236actions pageeach page of a long list is one call
  • 478reads can be cacheda cache hit costs nothing
  • 100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Acumatica Cloud ERP action.

1,236 actions by area: the id your agent calls, what it does, and its effect.

Project24
  • acumatica.project.deleteDelete a Project by IDdestructive
  • acumatica.project.getGet a Project by IDread
  • acumatica.project.listList Project recordsread
  • acumatica.project.upsertCreate or update a Projectwrite
  • acumatica.project.activate_projectActivate Project (Project)write
  • acumatica.project.ad_hoc_schemaGet the Project custom-field schemaread
  • and 18 more in this area
Email22
  • acumatica.email.create_case_from_emailCreate Case From Email (Email)write
  • acumatica.email.create_contact_from_emailCreate Contact From Email (Email)write
  • acumatica.email.create_event_from_emailCreate Event From Email (Email)write
  • acumatica.email.create_expense_receipt_from_emailCreate Expense Receipt From Email (Email)write
  • acumatica.email.ad_hoc_schemaGet the Email custom-field schemaread
  • acumatica.email.archive_emailArchive Email (Email)write
  • and 16 more in this area
Appointment19
  • acumatica.appointment.ad_hoc_schemaGet the Appointment custom-field schemaread
  • acumatica.appointment.app_recalc_external_taxApp Recalc External Tax (Appointment)write
  • acumatica.appointment.close_appointmentClose Appointment (Appointment)write
  • acumatica.appointment.listList Appointment recordsread
  • acumatica.appointment.cancel_appointmentCancel Appointment (Appointment)destructive
  • acumatica.appointment.complete_appointmentComplete Appointment (Appointment)write
  • and 13 more in this area
Sales order18
  • acumatica.sales_order.deleteDelete a Sales Order by IDdestructive
  • acumatica.sales_order.getGet a Sales Order by IDread
  • acumatica.sales_order.listList Sales Order recordsread
  • acumatica.sales_order.upsertCreate or update a Sales Orderwrite
  • acumatica.sales_order.ad_hoc_schemaGet the Sales Order custom-field schemaread
  • acumatica.sales_order.auto_recalculate_discountsAuto Recalculate Discounts (Sales Order)write
  • and 12 more in this area
Service order17
  • acumatica.service_order.ad_hoc_schemaGet the Service Order custom-field schemaread
  • acumatica.service_order.allow_billingAllow Billing (Service Order)write
  • acumatica.service_order.close_orderClose Order (Service Order)write
  • acumatica.service_order.listList Service Order recordsread
  • acumatica.service_order.cancel_orderCancel Order (Service Order)destructive
  • acumatica.service_order.complete_orderComplete Order (Service Order)write
  • and 11 more in this area
Change order16
  • acumatica.change_order.ad_hoc_schemaGet the Change Order custom-field schemaread
  • acumatica.change_order.approve_change_orderApprove Change Order (Change Order)write
  • acumatica.change_order.email_change_orderEmail Change Order (Change Order)write
  • acumatica.change_order.listList Change Order recordsread
  • acumatica.change_order.deleteDelete a Change Order by IDdestructive
  • acumatica.change_order.delete_by_keysDelete a Change Order by key valuesdestructive
  • and 10 more in this area
Event16
  • acumatica.event.accept_invitation_eventAccept Invitation Event (Event)write
  • acumatica.event.ad_hoc_schemaGet the Event custom-field schemaread
  • acumatica.event.complete_eventComplete Event (Event)write
  • acumatica.event.listList Event recordsread
  • acumatica.event.cancel_activity_eventCancel Activity Event (Event)destructive
  • acumatica.event.deleteDelete an Event by IDdestructive
  • and 10 more in this area
Business account15
  • acumatica.business_account.ad_hoc_schemaGet the Business Account custom-field schemaread
  • acumatica.business_account.convert_business_account_to_customerConvert Business Account To Customer (Business Account)write
  • acumatica.business_account.create_contact_from_business_accountCreate Contact From Business Account (Business Account)write
  • acumatica.business_account.listList Business Account recordsread
  • acumatica.business_account.change_business_account_idChange Business Account ID (Business Account)write
  • acumatica.business_account.check_for_business_account_duplicatesCheck For Business Account Duplicates (Business Account)write
  • and 9 more in this area
Lead15
  • acumatica.lead.deleteDelete a Lead by IDdestructive
  • acumatica.lead.getGet a Lead by IDread
  • acumatica.lead.listList Lead recordsread
  • acumatica.lead.upsertCreate or update a Leadwrite
  • acumatica.lead.ad_hoc_schemaGet the Lead custom-field schemaread
  • acumatica.lead.check_lead_for_duplicatesCheck Lead For Duplicates (Lead)write
  • and 9 more in this area
Pro forma invoice15
  • acumatica.pro_forma_invoice.ad_hoc_schemaGet the Pro Forma Invoice custom-field schemaread
  • acumatica.pro_forma_invoice.approve_pro_forma_invoiceApprove Pro Forma Invoice (Pro Forma Invoice)write
  • acumatica.pro_forma_invoice.email_pro_forma_invoiceEmail Pro Forma Invoice (Pro Forma Invoice)write
  • acumatica.pro_forma_invoice.listList Pro Forma Invoice recordsread
  • acumatica.pro_forma_invoice.deleteDelete a Pro Forma Invoice by IDdestructive
  • acumatica.pro_forma_invoice.delete_by_keysDelete a Pro Forma Invoice by key valuesdestructive
  • and 9 more in this area
Expense claim14
  • acumatica.expense_claim.ad_hoc_schemaGet the Expense Claim custom-field schemaread
  • acumatica.expense_claim.approve_expense_claimApprove Expense Claim (Expense Claim)write
  • acumatica.expense_claim.getGet an Expense Claim by IDread
  • acumatica.expense_claim.listList Expense Claim recordsread
  • acumatica.expense_claim.deleteDelete an Expense Claim by IDdestructive
  • acumatica.expense_claim.delete_by_keysDelete an Expense Claim by key valuesdestructive
  • and 8 more in this area
Expense receipt14
  • acumatica.expense_receipt.ad_hoc_schemaGet the Expense Receipt custom-field schemaread
  • acumatica.expense_receipt.approve_expense_receiptApprove Expense Receipt (Expense Receipt)write
  • acumatica.expense_receipt.claim_expense_receiptClaim Expense Receipt (Expense Receipt)write
  • acumatica.expense_receipt.listList Expense Receipt recordsread
  • acumatica.expense_receipt.deleteDelete an Expense Receipt by IDdestructive
  • acumatica.expense_receipt.delete_by_keysDelete an Expense Receipt by key valuesdestructive
  • and 8 more in this area
Payment14
  • acumatica.payment.deleteDelete a Payment by IDdestructive
  • acumatica.payment.getGet a Payment by IDread
  • acumatica.payment.listList Payment recordsread
  • acumatica.payment.upsertCreate or update a Paymentwrite
  • acumatica.payment.ad_hoc_schemaGet the Payment custom-field schemaread
  • acumatica.payment.capture_credit_card_paymentCapture Credit Card Payment (Payment)destructive
  • and 8 more in this area
Contact13
  • acumatica.contact.deleteDelete a Contact by IDdestructive
  • acumatica.contact.getGet a Contact by IDread
  • acumatica.contact.listList Contact recordsread
  • acumatica.contact.upsertCreate or update a Contactwrite
  • acumatica.contact.ad_hoc_schemaGet the Contact custom-field schemaread
  • acumatica.contact.check_for_contact_duplicatesCheck For Contact Duplicates (Contact)write
  • and 7 more in this area
Opportunity13
  • acumatica.opportunity.deleteDelete an Opportunity by IDdestructive
  • acumatica.opportunity.getGet an Opportunity by IDread
  • acumatica.opportunity.listList Opportunity recordsread
  • acumatica.opportunity.upsertCreate or update an Opportunitywrite
  • acumatica.opportunity.ad_hoc_schemaGet the Opportunity custom-field schemaread
  • acumatica.opportunity.create_account_from_opportunityCreate Account From Opportunity (Opportunity)write
  • and 7 more in this area
Project task13
  • acumatica.project_task.activate_project_taskActivate Project Task (Project Task)write
  • acumatica.project_task.ad_hoc_schemaGet the Project Task custom-field schemaread
  • acumatica.project_task.complete_project_taskComplete Project Task (Project Task)write
  • acumatica.project_task.listList Project Task recordsread
  • acumatica.project_task.cancel_project_taskCancel Project Task (Project Task)destructive
  • acumatica.project_task.deleteDelete a Project Task by IDdestructive
  • and 7 more in this area
Shipment13
  • acumatica.shipment.ad_hoc_schemaGet the Shipment custom-field schemaread
  • acumatica.shipment.confirm_shipmentConfirm Shipment (Shipment)write
  • acumatica.shipment.correct_shipmentCorrect Shipment (Shipment)write
  • acumatica.shipment.listList Shipment recordsread
  • acumatica.shipment.deleteDelete a Shipment by IDdestructive
  • acumatica.shipment.delete_by_keysDelete a Shipment by key valuesdestructive
  • and 7 more in this area
Bill12
  • acumatica.bill.deleteDelete a Bill by IDdestructive
  • acumatica.bill.getGet a Bill by IDread
  • acumatica.bill.listList Bill recordsread
  • acumatica.bill.upsertCreate or update a Billwrite
  • acumatica.bill.ad_hoc_schemaGet the Bill custom-field schemaread
  • acumatica.bill.delete_by_keysDelete a Bill by key valuesdestructive
  • and 6 more in this area
Physical inventory review12
  • acumatica.physical_inventory_review.ad_hoc_schemaGet the Physical Inventory Review custom-field schemaread
  • acumatica.physical_inventory_review.complete_physical_inventoryComplete Physical Inventory (Physical Inventory Review)write
  • acumatica.physical_inventory_review.finish_counting_physical_inventoryFinish Counting Physical Inventory (Physical Inventory Review)write
  • acumatica.physical_inventory_review.listList Physical Inventory Review recordsread
  • acumatica.physical_inventory_review.cancel_physical_inventoryCancel Physical Inventory (Physical Inventory Review)destructive
  • acumatica.physical_inventory_review.deleteDelete a Physical Inventory Review by IDdestructive
  • and 6 more in this area
Case11
  • acumatica.case.deleteDelete a Case by IDdestructive
  • acumatica.case.getGet a Case by IDread
  • acumatica.case.listList Case recordsread
  • acumatica.case.upsertCreate or update a Casewrite
  • acumatica.case.ad_hoc_schemaGet the Case custom-field schemaread
  • acumatica.case.assign_caseAssign Case (Case)write
  • and 5 more in this area
Check11
  • acumatica.check.ad_hoc_schemaGet the Check custom-field schemaread
  • acumatica.check.getGet a Check by IDread
  • acumatica.check.get_by_keysGet a Check by key valuesread
  • acumatica.check.listList Check recordsread
  • acumatica.check.deleteDelete a Check by IDdestructive
  • acumatica.check.delete_by_keysDelete a Check by key valuesdestructive
  • and 5 more in this area
Email processing11
  • acumatica.email_processing.ad_hoc_schemaGet the Email Processing custom-field schemaread
  • acumatica.email_processing.getGet an Email Processing by IDread
  • acumatica.email_processing.get_by_keysGet an Email Processing by key valuesread
  • acumatica.email_processing.listList Email Processing recordsread
  • acumatica.email_processing.deleteDelete an Email Processing by IDdestructive
  • acumatica.email_processing.delete_by_keysDelete an Email Processing by key valuesdestructive
  • and 5 more in this area
Project template11
  • acumatica.project_template.activate_project_templateActivate Project Template (Project Template)write
  • acumatica.project_template.ad_hoc_schemaGet the Project Template custom-field schemaread
  • acumatica.project_template.getGet a Project Template by IDread
  • acumatica.project_template.listList Project Template recordsread
  • acumatica.project_template.deleteDelete a Project Template by IDdestructive
  • acumatica.project_template.delete_by_keysDelete a Project Template by key valuesdestructive
  • and 5 more in this area
Purchase receipt11
  • acumatica.purchase_receipt.ad_hoc_schemaGet the Purchase Receipt custom-field schemaread
  • acumatica.purchase_receipt.create_ap_billCreate AP Bill (Purchase Receipt)write
  • acumatica.purchase_receipt.getGet a Purchase Receipt by IDread
  • acumatica.purchase_receipt.listList Purchase Receipt recordsread
  • acumatica.purchase_receipt.deleteDelete a Purchase Receipt by IDdestructive
  • acumatica.purchase_receipt.delete_by_keysDelete a Purchase Receipt by key valuesdestructive
  • and 5 more in this area
Subcontract11
  • acumatica.subcontract.ad_hoc_schemaGet the Subcontract custom-field schemaread
  • acumatica.subcontract.getGet a Subcontract by IDread
  • acumatica.subcontract.get_by_keysGet a Subcontract by key valuesread
  • acumatica.subcontract.listList Subcontract recordsread
  • acumatica.subcontract.deleteDelete a Subcontract by IDdestructive
  • acumatica.subcontract.delete_by_keysDelete a Subcontract by key valuesdestructive
  • and 5 more in this area
Task11
  • acumatica.task.deleteDelete a Task by IDdestructive
  • acumatica.task.getGet a Task by IDread
  • acumatica.task.listList Task recordsread
  • acumatica.task.upsertCreate or update a Taskwrite
  • acumatica.task.ad_hoc_schemaGet the Task custom-field schemaread
  • acumatica.task.cancel_activity_taskCancel Activity Task (Task)destructive
  • and 5 more in this area
Time entry11
  • acumatica.time_entry.deleteDelete a Time Entry by IDdestructive
  • acumatica.time_entry.getGet a Time Entry by IDread
  • acumatica.time_entry.listList Time Entry recordsread
  • acumatica.time_entry.upsertCreate or update a Time Entrywrite
  • acumatica.time_entry.ad_hoc_schemaGet the Time Entry custom-field schemaread
  • acumatica.time_entry.complete_time_entryComplete Time Entry (Time Entry)write
  • and 5 more in this area
Activity10
  • acumatica.activity.ad_hoc_schemaGet the Activity custom-field schemaread
  • acumatica.activity.complete_activityComplete Activity (Activity)write
  • acumatica.activity.getGet an Activity by IDread
  • acumatica.activity.listList Activity recordsread
  • acumatica.activity.deleteDelete an Activity by IDdestructive
  • acumatica.activity.delete_by_keysDelete an Activity by key valuesdestructive
  • and 4 more in this area
Cash sale10
  • acumatica.cash_sale.ad_hoc_schemaGet the Cash Sale custom-field schemaread
  • acumatica.cash_sale.getGet a Cash Sale by IDread
  • acumatica.cash_sale.get_by_keysGet a Cash Sale by key valuesread
  • acumatica.cash_sale.listList Cash Sale recordsread
  • acumatica.cash_sale.deleteDelete a Cash Sale by IDdestructive
  • acumatica.cash_sale.delete_by_keysDelete a Cash Sale by key valuesdestructive
  • and 4 more in this area
Cash transaction10
  • acumatica.cash_transaction.ad_hoc_schemaGet the Cash Transaction custom-field schemaread
  • acumatica.cash_transaction.getGet a Cash Transaction by IDread
  • acumatica.cash_transaction.get_by_keysGet a Cash Transaction by key valuesread
  • acumatica.cash_transaction.listList Cash Transaction recordsread
  • acumatica.cash_transaction.deleteDelete a Cash Transaction by IDdestructive
  • acumatica.cash_transaction.delete_by_keysDelete a Cash Transaction by key valuesdestructive
  • and 4 more in this area

Cost code 10Customer 10Discount 10Employee 10Employee payroll settings 10Inventory adjustment 10Inventory issue 10Inventory receipt 10Invoice 10Journal transaction 10Kit assembly 10Non stock item 10Payroll batch 10Project transaction 10Sales invoice 10Sales price worksheet 10Stock item 10Transfer order 10Vendor 10Vendor price worksheet 10Account 9Account details for period inquiry 9Account group 9Account summary inquiry 9Amazon store 9Attribute definition 9Big commerce stores 9Budget 9Carrier 9Change order class 9Companies structure 9Company financial period 9Contract usage 9Currency 9Customer class 9Customer location 9Customer payment method 9Customer price class 9Deduction benefit code 9Discount code 9Earning type code 9Employee payroll class 9External commitment 9Financial period 9Financial year 9Fob point 9Inventory allocation inquiry 9Inventory quantity available 9Inventory summary inquiry 9Item class 9Item sales category 9Item warehouse 9Kit specification 9Labor cost rate 9Ledger 9Lot serial class 9Pay group 9Pay period 9Payment method 9Payroll union local 9Payroll WCC code 9Physical inventory count 9Project budget 9Project template task 9Pto bank 9Purchase order 9Sales prices inquiry 9Salesperson 9Ship via 9Shipping box 9Shipping term 9Shipping zones 9Shopify store 9Storage details by location inquiry 9Storage details inquiry 9Subaccount 9Tax 9Tax category 9Tax reporting settings 9Tax zone 9Template items 9Union local 9Units of measure 9Vendor class 9Vendor prices inquiry 9Warehouse 9Work calendar 9Work class compensation code 9Work location 9Endpoints 1Generic inquiries 1

This index shows a sample of each area. All 1,236 actions, with their inputs and prices, are in the catalogue, which a free sandbox key can search.

Questions

The Acumatica Cloud ERP MCP server, answered.

Is there an Acumatica Cloud ERP MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 1,236 Acumatica Cloud ERP actions across project, email, appointment and sales order, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Acumatica Cloud ERP.

What do I need to connect Acumatica Cloud ERP?

Your own Acumatica Cloud ERP OAuth app, registered with Acumatica Cloud ERP (its client id and client secret), and the access and refresh tokens from one admin sign-in. actionlake has no Acumatica Cloud ERP app of its own, so this is not a one-step consent. actionlake renews the access token as it expires. Plus your endpoint version, your host and your tenant. The free call account { op: "connections.requirements", service: "acumatica" } lists exactly what to paste.

Can an AI agent delete or change things in Acumatica Cloud ERP?

Only if its key allows it, and only with an explicit confirmation. 255 Acumatica Cloud ERP actions are destructive, including delete an Invoice by ID, delete a Payment by ID and delete a Contact by ID. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Acumatica Cloud ERP API limit?

actionlake paces every call to the limits in the Acumatica Cloud ERP service file: 50 calls a minute per connection. Repeated reads are answered from cache (478 Acumatica Cloud ERP actions can be), which never reaches Acumatica Cloud ERP.

What does an Acumatica Cloud ERP action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (1,236 Acumatica Cloud ERP actions page). Cache hits, searches, dry runs and calls Acumatica Cloud ERP refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Acumatica Cloud ERP API does it cover?

The Contract-based REST API, Default endpoint 25.200.001 (OpenAPI 3.0.1) at your Acumatica Cloud ERP instance's API base URL, which you enter when connecting. It is built from Acumatica Cloud ERP's documentation as read on 23 October 2026. 1,236 actions in 121 areas, each one in the signed service file (version 1.0.0).

Can I combine Acumatica Cloud ERP with my other systems?

Yes. ask joins Acumatica Cloud ERP to ConnectWise PSA or HubSpot CRM on the same customer and returns the answer rather than every row. Acumatica Cloud ERP maps crm.company, which 227 other connectors also map.

Does actionlake keep my Acumatica Cloud ERP data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Acumatica Cloud ERP credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

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actionlake is independent. It is not made or endorsed by Acumatica Cloud ERP; the name is the vendor's own. Counts are from the Acumatica Cloud ERP service file, version 1.0.0.

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