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Custom Connectors

Full read-write Claude connector for Epicor

Make Claude create orders and update records in Epicor

Stop switching between Epicor screens and a chat window to look up parts and re-key data. Claude reads availability, drafts the order or adjustment inside Epicor with your account's permissions, and commits only once you approve.

Epicor is an ERP platform that manufacturers, distributors, and retailers run operations from, covering orders, inventory, production, and finance. Teams want Claude to do more than look up records: to create and update them inside Epicor with the right approvals.

What is an Epicor MCP server?

A Epicor MCP server is a small hosted service that exposes Epicor's data and actions to Claude over the Model Context Protocol, so Claude can inventory, orders, and operations inside your own account. We build it as a custom connector with separate read and write tools, and destructive actions stay gated behind your approval.

What can Epicor's current connector do today?

Today, Epicor does not ship a first-party Claude or MCP connector, so out-of-the-box access tends to be read-leaning through its REST API or a reporting layer. A custom Epicor connector can add scoped write actions, such as creating orders or updating records, with separated tools and human-in-the-loop approval on anything that commits or sends.

What does full read-write Epicor access unlock?

Full read-write Epicor access lets Claude create and update sales orders, adjust inventory, post or release records, and update customer details once you approve. The lookups and data entry that meant switching between Epicor screens and a chat window happen in one place, with the same permissions your account already carries.

  • Create a sales order from a customer request and add line items
  • Update inventory quantities or post a stock adjustment
  • Create or update a customer or supplier record
  • Release a job or work order after you confirm the details
  • Update the status of a purchase order or quote
  • Look up part availability across sites and propose a reorder

Can Claude create a sales order in Epicor?

Yes. With a custom read-write Epicor connector, Claude can create a sales order from a customer request and add the line items inside Epicor, using scoped create tools mapped to your API permissions. It enters the order in the system rather than handing it back for manual re-keying.

Can Claude update inventory and customer records in Epicor?

Claude can update inventory quantities, post a stock adjustment, and create or update customer and supplier records, all through scoped write tools. It looks up part availability across sites first, proposes the change, and writes it inside Epicor with the same permissions your account already carries.

Will Claude release records in Epicor without my approval?

No. Posting, releasing a job or work order, and other committing actions are separate, gated write tools. Claude can prepare the order, adjustment, or job and show you the details, but the action runs only after you confirm it, so nothing commits in Epicor by surprise.

How an Epicor connector works

We build a small MCP server that connects to Epicor through its REST API or a scoped service account, using the narrowest permissions the work needs. Read tools (lookups, availability) and write tools (create order, adjust inventory, post record) are kept separate, and committing or releasing actions require your confirmation. Where Epicor runs on-premise or behind a private network, we work within IP allowlisting and your firewall rules, and Claude never has more access than the account it authenticates as.

Frequently asked questions

Can Claude create and update orders in Epicor, not just read them?
Yes, with a custom connector. Because Epicor has no first-party Claude connector today, write actions like creating a sales order or updating inventory need a purpose-built MCP server. It exposes scoped create and update tools mapped to your Epicor API permissions, so Claude enters data inside Epicor rather than handing it back for manual re-keying.
Will Claude post or release records in Epicor without my approval?
No. Posting, releasing, and other committing actions are separate, gated write tools. Claude can prepare the order, adjustment, or job and show you the details, but the action only runs after you approve it. You decide which lookups are automatic and which write steps always require a confirmation.
Is write access to our Epicor data safe, especially on-premise?
The connector authenticates with a scoped account and inherits only the permissions that account already has, so it never reaches data your own login cannot. For on-premise or privately networked Epicor, we work within your firewall and IP allowlisting. Read and write tools stay separated, and you keep approval control over anything that commits.

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