---
title: "Acumatica Cloud ERP MCP server for AI agents - actionlake"
description: "Give Claude 1,236 Acumatica Cloud ERP actions through one MCP server: project, email. Your agent never holds the credential. 100,000 calls a month free."
canonical: https://actionlake.com/connectors/acumatica-cloud-erp
updated: 2026-10-23
---

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 free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/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
```

- 1,236 actions in one signed file
- 478 read look, never change
- 503 write create and update
- 255 wait for a yes destructive, 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_token` Access token from one sign-in with your own OAuth app
   - `refresh_token` Refresh token from the same sign-in; the access token is renewed from it
   - `client_id` Client ID of a connected application registered on the Acumatica instance (Connected Applications, SM303010; flow
   - `client_secret` Shared secret added to the same connected application (Secrets tab)
   - `endpoint_version` Your Acumatica Cloud ERP endpoint version
   - `host` Where your Acumatica Cloud ERP lives: your host
   - `tenant` Your 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 call
   check { 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_token` `refresh_token` `client_id` `client_secret`

**Setup fields**

`endpoint_version` `host` `tenant`

**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 2026[GitHub](https://github.com/Acumatica/AcumaticaRESTAPIClientForCSharp/blob/HEAD/EndpointDefinitions/Default_25.200.001) [help.acumatica.com](https://help.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.

- **478** read look, never change
- **503** write create and update
- **255** destructive wait 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.

| Action | What it does | Effect | Same name in |
| --- | --- | --- | --- |
| `acumatica.invoice.list` List Invoice records | List Invoice records, optionally filtered. | read | `finance.invoice.list` 101 connectors |
| `acumatica.payment.list` List Payment records | List Payment records, optionally filtered. | read | `finance.payment.list` 75 connectors |
| `acumatica.purchase_order.list` List Purchase Order records | List Purchase Order records, optionally filtered. | read | `finance.purchase_order.list` 45 connectors |
| `acumatica.contact.list` List Contact records | List Contact records, optionally filtered. | read | `crm.contact.list` 177 connectors |
| `acumatica.customer.list` List Customer records | List Customer records, optionally filtered. | read | `crm.company.list` 162 connectors |
| `acumatica.account.list` List Account records | List Account records, optionally filtered. | read | `finance.ledger_account.list` 36 connectors |
| `acumatica.bill.list` List Bill records | List Bill records, optionally filtered. | read | `finance.bill.list` 31 connectors |
| `acumatica.journal_transaction.list` List Journal Transaction records | List Journal Transaction records, optionally filtered. | read | `finance.journal_entry.list` 25 connectors |
| `acumatica.invoice.delete` Delete an Invoice by ID | Delete one Invoice record by its entity ID. | destructive | `finance.invoice.delete` 56 connectors |
| `acumatica.contact.upsert` Create or update a Contact | Create a Contact, or update the existing one its key fields or `id` identify. | write | `crm.contact.upsert` 25 connectors |
| `acumatica.invoice.upsert` Create or update an Invoice | Create a Invoice, or update the existing one its key fields or `id` identify. | write | `finance.invoice.upsert` 4 connectors |
| `acumatica.customer.upsert` Create or update a Customer | Create a Customer, or update the existing one its key fields or `id` identify. | write | `crm.company.upsert` 15 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. Read read
   Which Acumatica Cloud ERP invoices are more than 30 days overdue? Group them by customer with the total owed.
   calls `acumatica.invoice.list`
2. Write write
   Create or update a Contact in Acumatica Cloud ERP. Show me exactly what you will send before you save it.
   calls `acumatica.contact.upsert`
3. Across systems read
   For each customer, how many tickets are in Acumatica Cloud ERP and how many invoices in ConnectWise PSA?
   calls `acumatica.case.list` `connectwise_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](https://actionlake.com/connectors/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](https://actionlake.com/connectors/hubspot-crm)

Also mapped by other connectors `crm.company` **227** `crm.contact` **192** `work.project` **116** `commerce.product` **109** `work.task` **105** `finance.invoice` **91** `commerce.order` **86** `hr.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 ID `acumatica.invoice.delete`
- Delete a Payment by ID `acumatica.payment.delete`
- Delete a Contact by ID `acumatica.contact.delete`
- Delete a Customer by ID `acumatica.customer.delete`
- Delete a Purchase Order by ID `acumatica.purchase_order.delete`
- Delete a Bill by ID `acumatica.bill.delete`
- Delete an Account by ID `acumatica.account.delete`
- Delete a Journal Transaction by ID `acumatica.journal_transaction.delete`
- Delete an Opportunity by ID `acumatica.opportunity.delete`
- Delete a Task by ID `acumatica.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.

do acumatica.invoice.delete confirm_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: "lead@example.com" },
    { match: "acumatica.payment.delete", approver: "lead@example.com" },
    { match: "acumatica.contact.delete", approver: "lead@example.com" }
  ]
}
```

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.

- 1 upstream call per action all 1,236 Acumatica Cloud ERP actions
- 1,236 actions page each page of a long list is one call
- 478 reads can be cached a cache hit costs nothing
- 100,000 calls a month, free paid plans from US$49 a month for 250,000

[See pricing](https://actionlake.com/pricing)

Action index

## Every Acumatica Cloud ERP action.

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

**Project 24**

- `acumatica.project.delete` Delete a Project by ID destructive
- `acumatica.project.get` Get a Project by ID read
- `acumatica.project.list` List Project records read
- `acumatica.project.upsert` Create or update a Project write
- `acumatica.project.activate_project` Activate Project (Project) write
- `acumatica.project.ad_hoc_schema` Get the Project custom-field schema read
- and 18 more in this area

**Email 22**

- `acumatica.email.create_case_from_email` Create Case From Email (Email) write
- `acumatica.email.create_contact_from_email` Create Contact From Email (Email) write
- `acumatica.email.create_event_from_email` Create Event From Email (Email) write
- `acumatica.email.create_expense_receipt_from_email` Create Expense Receipt From Email (Email) write
- `acumatica.email.ad_hoc_schema` Get the Email custom-field schema read
- `acumatica.email.archive_email` Archive Email (Email) write
- and 16 more in this area

**Appointment 19**

- `acumatica.appointment.ad_hoc_schema` Get the Appointment custom-field schema read
- `acumatica.appointment.app_recalc_external_tax` App Recalc External Tax (Appointment) write
- `acumatica.appointment.close_appointment` Close Appointment (Appointment) write
- `acumatica.appointment.list` List Appointment records read
- `acumatica.appointment.cancel_appointment` Cancel Appointment (Appointment) destructive
- `acumatica.appointment.complete_appointment` Complete Appointment (Appointment) write
- and 13 more in this area

**Sales order 18**

- `acumatica.sales_order.delete` Delete a Sales Order by ID destructive
- `acumatica.sales_order.get` Get a Sales Order by ID read
- `acumatica.sales_order.list` List Sales Order records read
- `acumatica.sales_order.upsert` Create or update a Sales Order write
- `acumatica.sales_order.ad_hoc_schema` Get the Sales Order custom-field schema read
- `acumatica.sales_order.auto_recalculate_discounts` Auto Recalculate Discounts (Sales Order) write
- and 12 more in this area

**Service order 17**

- `acumatica.service_order.ad_hoc_schema` Get the Service Order custom-field schema read
- `acumatica.service_order.allow_billing` Allow Billing (Service Order) write
- `acumatica.service_order.close_order` Close Order (Service Order) write
- `acumatica.service_order.list` List Service Order records read
- `acumatica.service_order.cancel_order` Cancel Order (Service Order) destructive
- `acumatica.service_order.complete_order` Complete Order (Service Order) write
- and 11 more in this area

**Change order 16**

- `acumatica.change_order.ad_hoc_schema` Get the Change Order custom-field schema read
- `acumatica.change_order.approve_change_order` Approve Change Order (Change Order) write
- `acumatica.change_order.email_change_order` Email Change Order (Change Order) write
- `acumatica.change_order.list` List Change Order records read
- `acumatica.change_order.delete` Delete a Change Order by ID destructive
- `acumatica.change_order.delete_by_keys` Delete a Change Order by key values destructive
- and 10 more in this area

**Event 16**

- `acumatica.event.accept_invitation_event` Accept Invitation Event (Event) write
- `acumatica.event.ad_hoc_schema` Get the Event custom-field schema read
- `acumatica.event.complete_event` Complete Event (Event) write
- `acumatica.event.list` List Event records read
- `acumatica.event.cancel_activity_event` Cancel Activity Event (Event) destructive
- `acumatica.event.delete` Delete an Event by ID destructive
- and 10 more in this area

**Business account 15**

- `acumatica.business_account.ad_hoc_schema` Get the Business Account custom-field schema read
- `acumatica.business_account.convert_business_account_to_customer` Convert Business Account To Customer (Business Account) write
- `acumatica.business_account.create_contact_from_business_account` Create Contact From Business Account (Business Account) write
- `acumatica.business_account.list` List Business Account records read
- `acumatica.business_account.change_business_account_id` Change Business Account ID (Business Account) write
- `acumatica.business_account.check_for_business_account_duplicates` Check For Business Account Duplicates (Business Account) write
- and 9 more in this area

**Lead 15**

- `acumatica.lead.delete` Delete a Lead by ID destructive
- `acumatica.lead.get` Get a Lead by ID read
- `acumatica.lead.list` List Lead records read
- `acumatica.lead.upsert` Create or update a Lead write
- `acumatica.lead.ad_hoc_schema` Get the Lead custom-field schema read
- `acumatica.lead.check_lead_for_duplicates` Check Lead For Duplicates (Lead) write
- and 9 more in this area

**Pro forma invoice 15**

- `acumatica.pro_forma_invoice.ad_hoc_schema` Get the Pro Forma Invoice custom-field schema read
- `acumatica.pro_forma_invoice.approve_pro_forma_invoice` Approve Pro Forma Invoice (Pro Forma Invoice) write
- `acumatica.pro_forma_invoice.email_pro_forma_invoice` Email Pro Forma Invoice (Pro Forma Invoice) write
- `acumatica.pro_forma_invoice.list` List Pro Forma Invoice records read
- `acumatica.pro_forma_invoice.delete` Delete a Pro Forma Invoice by ID destructive
- `acumatica.pro_forma_invoice.delete_by_keys` Delete a Pro Forma Invoice by key values destructive
- and 9 more in this area

**Expense claim 14**

- `acumatica.expense_claim.ad_hoc_schema` Get the Expense Claim custom-field schema read
- `acumatica.expense_claim.approve_expense_claim` Approve Expense Claim (Expense Claim) write
- `acumatica.expense_claim.get` Get an Expense Claim by ID read
- `acumatica.expense_claim.list` List Expense Claim records read
- `acumatica.expense_claim.delete` Delete an Expense Claim by ID destructive
- `acumatica.expense_claim.delete_by_keys` Delete an Expense Claim by key values destructive
- and 8 more in this area

**Expense receipt 14**

- `acumatica.expense_receipt.ad_hoc_schema` Get the Expense Receipt custom-field schema read
- `acumatica.expense_receipt.approve_expense_receipt` Approve Expense Receipt (Expense Receipt) write
- `acumatica.expense_receipt.claim_expense_receipt` Claim Expense Receipt (Expense Receipt) write
- `acumatica.expense_receipt.list` List Expense Receipt records read
- `acumatica.expense_receipt.delete` Delete an Expense Receipt by ID destructive
- `acumatica.expense_receipt.delete_by_keys` Delete an Expense Receipt by key values destructive
- and 8 more in this area

**Payment 14**

- `acumatica.payment.delete` Delete a Payment by ID destructive
- `acumatica.payment.get` Get a Payment by ID read
- `acumatica.payment.list` List Payment records read
- `acumatica.payment.upsert` Create or update a Payment write
- `acumatica.payment.ad_hoc_schema` Get the Payment custom-field schema read
- `acumatica.payment.capture_credit_card_payment` Capture Credit Card Payment (Payment) destructive
- and 8 more in this area

**Contact 13**

- `acumatica.contact.delete` Delete a Contact by ID destructive
- `acumatica.contact.get` Get a Contact by ID read
- `acumatica.contact.list` List Contact records read
- `acumatica.contact.upsert` Create or update a Contact write
- `acumatica.contact.ad_hoc_schema` Get the Contact custom-field schema read
- `acumatica.contact.check_for_contact_duplicates` Check For Contact Duplicates (Contact) write
- and 7 more in this area

**Opportunity 13**

- `acumatica.opportunity.delete` Delete an Opportunity by ID destructive
- `acumatica.opportunity.get` Get an Opportunity by ID read
- `acumatica.opportunity.list` List Opportunity records read
- `acumatica.opportunity.upsert` Create or update an Opportunity write
- `acumatica.opportunity.ad_hoc_schema` Get the Opportunity custom-field schema read
- `acumatica.opportunity.create_account_from_opportunity` Create Account From Opportunity (Opportunity) write
- and 7 more in this area

**Project task 13**

- `acumatica.project_task.activate_project_task` Activate Project Task (Project Task) write
- `acumatica.project_task.ad_hoc_schema` Get the Project Task custom-field schema read
- `acumatica.project_task.complete_project_task` Complete Project Task (Project Task) write
- `acumatica.project_task.list` List Project Task records read
- `acumatica.project_task.cancel_project_task` Cancel Project Task (Project Task) destructive
- `acumatica.project_task.delete` Delete a Project Task by ID destructive
- and 7 more in this area

**Shipment 13**

- `acumatica.shipment.ad_hoc_schema` Get the Shipment custom-field schema read
- `acumatica.shipment.confirm_shipment` Confirm Shipment (Shipment) write
- `acumatica.shipment.correct_shipment` Correct Shipment (Shipment) write
- `acumatica.shipment.list` List Shipment records read
- `acumatica.shipment.delete` Delete a Shipment by ID destructive
- `acumatica.shipment.delete_by_keys` Delete a Shipment by key values destructive
- and 7 more in this area

**Bill 12**

- `acumatica.bill.delete` Delete a Bill by ID destructive
- `acumatica.bill.get` Get a Bill by ID read
- `acumatica.bill.list` List Bill records read
- `acumatica.bill.upsert` Create or update a Bill write
- `acumatica.bill.ad_hoc_schema` Get the Bill custom-field schema read
- `acumatica.bill.delete_by_keys` Delete a Bill by key values destructive
- and 6 more in this area

**Physical inventory review 12**

- `acumatica.physical_inventory_review.ad_hoc_schema` Get the Physical Inventory Review custom-field schema read
- `acumatica.physical_inventory_review.complete_physical_inventory` Complete Physical Inventory (Physical Inventory Review) write
- `acumatica.physical_inventory_review.finish_counting_physical_inventory` Finish Counting Physical Inventory (Physical Inventory Review) write
- `acumatica.physical_inventory_review.list` List Physical Inventory Review records read
- `acumatica.physical_inventory_review.cancel_physical_inventory` Cancel Physical Inventory (Physical Inventory Review) destructive
- `acumatica.physical_inventory_review.delete` Delete a Physical Inventory Review by ID destructive
- and 6 more in this area

**Case 11**

- `acumatica.case.delete` Delete a Case by ID destructive
- `acumatica.case.get` Get a Case by ID read
- `acumatica.case.list` List Case records read
- `acumatica.case.upsert` Create or update a Case write
- `acumatica.case.ad_hoc_schema` Get the Case custom-field schema read
- `acumatica.case.assign_case` Assign Case (Case) write
- and 5 more in this area

**Check 11**

- `acumatica.check.ad_hoc_schema` Get the Check custom-field schema read
- `acumatica.check.get` Get a Check by ID read
- `acumatica.check.get_by_keys` Get a Check by key values read
- `acumatica.check.list` List Check records read
- `acumatica.check.delete` Delete a Check by ID destructive
- `acumatica.check.delete_by_keys` Delete a Check by key values destructive
- and 5 more in this area

**Email processing 11**

- `acumatica.email_processing.ad_hoc_schema` Get the Email Processing custom-field schema read
- `acumatica.email_processing.get` Get an Email Processing by ID read
- `acumatica.email_processing.get_by_keys` Get an Email Processing by key values read
- `acumatica.email_processing.list` List Email Processing records read
- `acumatica.email_processing.delete` Delete an Email Processing by ID destructive
- `acumatica.email_processing.delete_by_keys` Delete an Email Processing by key values destructive
- and 5 more in this area

**Project template 11**

- `acumatica.project_template.activate_project_template` Activate Project Template (Project Template) write
- `acumatica.project_template.ad_hoc_schema` Get the Project Template custom-field schema read
- `acumatica.project_template.get` Get a Project Template by ID read
- `acumatica.project_template.list` List Project Template records read
- `acumatica.project_template.delete` Delete a Project Template by ID destructive
- `acumatica.project_template.delete_by_keys` Delete a Project Template by key values destructive
- and 5 more in this area

**Purchase receipt 11**

- `acumatica.purchase_receipt.ad_hoc_schema` Get the Purchase Receipt custom-field schema read
- `acumatica.purchase_receipt.create_ap_bill` Create AP Bill (Purchase Receipt) write
- `acumatica.purchase_receipt.get` Get a Purchase Receipt by ID read
- `acumatica.purchase_receipt.list` List Purchase Receipt records read
- `acumatica.purchase_receipt.delete` Delete a Purchase Receipt by ID destructive
- `acumatica.purchase_receipt.delete_by_keys` Delete a Purchase Receipt by key values destructive
- and 5 more in this area

**Subcontract 11**

- `acumatica.subcontract.ad_hoc_schema` Get the Subcontract custom-field schema read
- `acumatica.subcontract.get` Get a Subcontract by ID read
- `acumatica.subcontract.get_by_keys` Get a Subcontract by key values read
- `acumatica.subcontract.list` List Subcontract records read
- `acumatica.subcontract.delete` Delete a Subcontract by ID destructive
- `acumatica.subcontract.delete_by_keys` Delete a Subcontract by key values destructive
- and 5 more in this area

**Task 11**

- `acumatica.task.delete` Delete a Task by ID destructive
- `acumatica.task.get` Get a Task by ID read
- `acumatica.task.list` List Task records read
- `acumatica.task.upsert` Create or update a Task write
- `acumatica.task.ad_hoc_schema` Get the Task custom-field schema read
- `acumatica.task.cancel_activity_task` Cancel Activity Task (Task) destructive
- and 5 more in this area

**Time entry 11**

- `acumatica.time_entry.delete` Delete a Time Entry by ID destructive
- `acumatica.time_entry.get` Get a Time Entry by ID read
- `acumatica.time_entry.list` List Time Entry records read
- `acumatica.time_entry.upsert` Create or update a Time Entry write
- `acumatica.time_entry.ad_hoc_schema` Get the Time Entry custom-field schema read
- `acumatica.time_entry.complete_time_entry` Complete Time Entry (Time Entry) write
- and 5 more in this area

**Activity 10**

- `acumatica.activity.ad_hoc_schema` Get the Activity custom-field schema read
- `acumatica.activity.complete_activity` Complete Activity (Activity) write
- `acumatica.activity.get` Get an Activity by ID read
- `acumatica.activity.list` List Activity records read
- `acumatica.activity.delete` Delete an Activity by ID destructive
- `acumatica.activity.delete_by_keys` Delete an Activity by key values destructive
- and 4 more in this area

**Cash sale 10**

- `acumatica.cash_sale.ad_hoc_schema` Get the Cash Sale custom-field schema read
- `acumatica.cash_sale.get` Get a Cash Sale by ID read
- `acumatica.cash_sale.get_by_keys` Get a Cash Sale by key values read
- `acumatica.cash_sale.list` List Cash Sale records read
- `acumatica.cash_sale.delete` Delete a Cash Sale by ID destructive
- `acumatica.cash_sale.delete_by_keys` Delete a Cash Sale by key values destructive
- and 4 more in this area

**Cash transaction 10**

- `acumatica.cash_transaction.ad_hoc_schema` Get the Cash Transaction custom-field schema read
- `acumatica.cash_transaction.get` Get a Cash Transaction by ID read
- `acumatica.cash_transaction.get_by_keys` Get a Cash Transaction by key values read
- `acumatica.cash_transaction.list` List Cash Transaction records read
- `acumatica.cash_transaction.delete` Delete a Cash Transaction by ID destructive
- `acumatica.cash_transaction.delete_by_keys` Delete a Cash Transaction by key values destructive
- and 4 more in this area

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**

This index shows a sample of each area. All 1,236 actions, with their inputs and prices, are in the [catalogue](https://actionlake.com/console/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.

## More connectors like Acumatica Cloud ERP

Shares the most action names with

- [ERPNext (Frappe) 51](https://actionlake.com/connectors/erpnext-frappe)
- [Exact Online 38](https://actionlake.com/connectors/exact-online)
- [Holded 37](https://actionlake.com/connectors/holded)
- [Epicor Kinetic 33](https://actionlake.com/connectors/epicor-kinetic)
- [Tripletex 32](https://actionlake.com/connectors/tripletex)
- [Simpro 27](https://actionlake.com/connectors/simpro)

Joins with, on shared entities

- [HaloPSA 11](https://actionlake.com/connectors/halopsa)
- [Zoho CRM 10](https://actionlake.com/connectors/zoho-crm)
- [ConnectWise PSA 9](https://actionlake.com/connectors/connectwise-psa)
- [Microsoft Dynamics 365 9](https://actionlake.com/connectors/microsoft-dynamics-365)
- [Kaseya BMS 9](https://actionlake.com/connectors/kaseya-bms)
- [Planhat 9](https://actionlake.com/connectors/planhat)

Browse

- [All Accounting & finance connectors](https://actionlake.com/connectors/category/accounting-and-finance)
- [All connectors](https://actionlake.com/connectors)
- [How actionlake compares](https://actionlake.com/compare)

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.

## Give your agent Acumatica Cloud ERP today.

[Connect Acumatica Cloud ERP free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing)

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.

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Source: https://actionlake.com/connectors/acumatica-cloud-erp
More: https://actionlake.com/llms.txt