MCP4Acumatica

Disclaimer: This project is an independent, community-built integration and is not affiliated with, endorsed by, or supported by Acumatica, Inc. "Acumatica" is a registered trademark of Acumatica, Inc. Use of the Acumatica name and API is for interoperability purposes only.

A remote Model Context Protocol (MCP) server that connects Claude to Acumatica ERP 2025 R2. Runs on Cloudflare Workers with per-user OAuth authentication against your Acumatica instance.

Each user authenticates with their own Acumatica credentials. Their Acumatica role controls which records they can access. The MCP server additionally requires a specific Acumatica role for access, shows a consent interstitial, and automatically redacts sensitive fields before data reaches the AI model.

Features

• 48 tools -- 38 read-only lookups + 6 utility/discovery + 4 schema-knowledge tools (see Available Tools)
• Per-user OAuth -- users log in with their Acumatica credentials (or SSO)
• Role-based access -- Acumatica's security model governs what each user sees
• Role gate -- only users with a designated Acumatica role (e.g., MCP Access) can connect
• Consent interstitial -- users must acknowledge AI data processing before accessing tools
• Sensitive field redaction -- SSN, bank accounts, salary, and other PII fields are automatically redacted before data leaves the server
• Rate limiting -- 3 concurrent requests, 40 requests/minute per user
• Pagination refusal -- list/query tools return a structured { truncated, paginationSupported: false, actionRequired } envelope when results hit the record cap, instructing the AI to ask the user for a narrower filter rather than calling the tool again
• Structured audit logging -- all tool invocations, auth events, and field redactions are logged
• Admin console -- web-based admin interface at /docs/admin for viewing logs and managing runtime settings without redeploying
• Long-term log retention -- R2-backed log storage via Cloudflare Logpush with searchable log viewer

Architecture

Claude (claude.ai / Desktop / API)
    |
    v  MCP over streamable-http
+----------------------------------+
|  Cloudflare Worker               |
|  OAuth 2.1 Provider              |
|    /authorize -> Acumatica login |
|    /callback  <- Acumatica       |
|      (role gate + OIDC userinfo) |
|    /consent   -> AI data consent |
|    /token, /register (DCR)       |
|    /mcp -> McpAgent DO (48 tools)|
+---------------+------------------+
                |  Bearer token (per-user)
                v
        Acumatica 25R2 SaaS
        Contract-Based REST API
        Default/25.200.001

Prerequisites

• Node.js >= 18
• A Cloudflare account (Workers paid plan for Durable Objects)
• An Acumatica 2025 R2 instance with:
  • A Connected Application configured in SM303010 with the Authorization Code OAuth 2.0 flow (scopes are sent by the server in the request, not configured on the app)
  • A redirect URI pointing to your worker's /callback endpoint
  • An MCP Access role (SM201005) -- a marker role with no permissions required
  • An MCPAccess Generic Inquiry (SM208000) -- a trivial GI assigned only to the MCP Access role, with Expose via OData enabled (see Architecture docs for details)

Setup

There are three install paths. All three rely on the same Acumatica-side prerequisites — finish those first (see "Acumatica-side configuration" below) regardless of which path you pick.

Path	Best for	Terminal needed?
A. Deploy to Cloudflare button	Adopters who want a fully GUI install	No
B. One-line installer	Developers who already have git / node / npm	Yes (one command)
C. Manual setup	Anyone who wants to inspect each step	Yes

Path A — Deploy to Cloudflare button (no terminal)

Deploy to Cloudflare

The button forks this repo to your GitHub account, reads wrangler.jsonc, auto-creates the KV namespace and R2 bucket, prompts for secrets, and deploys. Step-by-step:

1. Click the button. Cloudflare will ask you to sign in (or create an account) and authorize a GitHub fork.

2. Confirm bindings. You'll be prompted to create KV namespaces twice — once for the TOKEN_STORE binding (app data: tokens, OAuth state, cache, config, admin sessions) and once for OAUTH_KV (used internally by the OAuth library). This is expected: they're two separate bindings and never share keys.

   ⚠️ Give the two namespaces different names (e.g. mcp4acumatica-app for TOKEN_STORE and mcp4acumatica-oauth for OAUTH_KV). Cloudflare auto-provisioning derives the default title from the Worker name, so both fields default to mcp4acumatica — and creating two namespaces with the same title fails with "Cannot provision a KV Namespace with the title … because it already exists." If you already hit that error, a half-finished namespace was left behind: go to Storage & Databases → KV and delete the orphaned mcp4acumatica namespace, then retry with two distinct names. (Cloudflare's GUI auto-provisioning can't point both bindings at one namespace, and config can't pre-set distinct titles — so two separate namespaces with distinct names is the way. If the GUI keeps failing, use a terminal install path below: setup.sh creates one namespace and binds both to it.)

   The R2 buckets (mcp4acumatica-logs, mcp4acumatica-index) are created the same way, but their names are fixed in wrangler.jsonc so they don't collide.

3. Set secrets. When prompted, paste:

   • ACUMATICA_CLIENT_ID — from your Connected Application (SM303010)
   • ACUMATICA_CLIENT_SECRET — from the same screen
   • COOKIE_ENCRYPTION_KEY — open your browser console on any page and run:

     [...crypto.getRandomValues(new Uint8Array(32))].map(b => b.toString(16).padStart(2,'0')).join('')
     

     Copy the resulting 64-character hex string.
   • ADMIN_SECRET — any password you'll remember (protects the /docs/admin console). Generate one with [...crypto.getRandomValues(new Uint8Array(24))].map(b => b.toString(16).padStart(2,'0')).join('') if you don't have a preference.

4. Deploy. Cloudflare connects the fork to Workers Builds and pushes the first deployment.

5. Update the Acumatica vars. After the deploy completes, open Workers & Pages → mcp4acumatica → Settings → Variables and Secrets in the Cloudflare dashboard and edit:

   • ACUMATICA_URL (e.g. https://yourcompany.acumatica.com)
   • ACUMATICA_TENANT (your login company)
   • Optionally ACUMATICA_MAX_RECORDS, ACUMATICA_MCP_ROLE, REDACT_PATTERNS, REDACT_SKIP Click Save and Deploy — Cloudflare redeploys with the new values.

6. Add a redirect URI to your Connected Application. Your worker is now reachable at https://mcp4acumatica.<your-account>.workers.dev. Add https://<that-host>/callback to the redirect URIs in Acumatica's SM303010 screen. (To use a custom domain instead, see "Custom domain" below.)

7. Test the deploy. Visit https://<your-host>/docs/admin/preflight, log in with your ADMIN_SECRET, and run the preflight diagnostic. It probes Acumatica connectivity, the OIDC discovery endpoint, the Connected App credentials, the tenant path, and the contract API version — any misconfiguration is called out by name.

After this point Claude can connect (see "Connecting Claude" below).

Path B — One-line installer (terminal)

If you already have git, node, and npm, run:

curl -fsSL https://mcp4acumatica.hallboys.com/install.sh | bash

This clones the repo, installs dependencies, and runs ./setup.sh. The setup script prompts for the Acumatica values you must supply (URL, tenant, Connected App client ID and secret), auto-generates the crypto secrets, creates the KV namespace and R2 bucket, uploads secrets, deploys, and then runs the preflight check.

If you prefer to inspect the script first:

curl -fsSL https://mcp4acumatica.hallboys.com/install.sh -o install.sh
less install.sh   # read it
bash install.sh   # then run

Path C — Manual setup (terminal)

1. Clone and install

git clone https://github.com/hallboys/MCP4Acumatica.git
cd MCP4Acumatica
npm install

2. Create KV namespace

npx wrangler kv namespace create TOKEN_STORE

Note the namespace ID from the output — you'll paste it into wrangler.jsonc next. The same ID is used for both the TOKEN_STORE and OAUTH_KV bindings.

3. Configure wrangler

wrangler.jsonc is tracked in the repo as the deploy template. Edit it in place and fill in:

• The KV namespace ID from step 2 (both TOKEN_STORE and OAUTH_KV bindings — same id)
• ACUMATICA_URL — your Acumatica instance URL (e.g. https://yourcompany.acumatica.com)
• ACUMATICA_TENANT — your Acumatica company/tenant name

To keep your local values out of git status (so you can still pull updates without conflicts):

git update-index --skip-worktree wrangler.jsonc

4. Set secrets

npx wrangler secret put ACUMATICA_CLIENT_ID
npx wrangler secret put ACUMATICA_CLIENT_SECRET
npx wrangler secret put COOKIE_ENCRYPTION_KEY      # use `openssl rand -hex 32`
npx wrangler secret put ADMIN_SECRET                # any password — protects /docs/admin

5. Deploy

npx wrangler deploy

6. Local development (optional)

cp .dev.vars.example .dev.vars
# Edit .dev.vars with your Acumatica credentials
npx wrangler dev

Acumatica-side configuration

These steps are required regardless of which install path you pick. They can't be automated — Acumatica's API doesn't expose them.

Connected Application (SM303010)

1. In Acumatica: System > Integration > Connected Applications (SM303010).
2. Create a new Connected Application.
3. Set the OAuth 2.0 Flow to Authorization Code.
4. Add a redirect URI: https://<your-worker-url>/callback (use the *.workers.dev hostname or your custom domain).
5. Note the Client ID and Client Secret — you'll provide these as secrets during deploy.

There is no scope field to configure here. OAuth scopes (api openid profile email offline_access, including the offline_access that makes Acumatica issue refresh tokens) are sent by the MCP server in the authorization request — they aren't set on the Connected Application.

Role and Generic Inquiry (SM201005, SM208000)

The MCP server requires users to have a specific Acumatica role before they can access AI tools. This is enforced via a canary Generic Inquiry (GI) that is assigned only to that role.

1. Create role: System > Access Rights > User Roles (SM201005) → create a role named MCP Access. No screen permissions are needed — it's purely a marker role.
2. Create Generic Inquiry: System > Customization > Generic Inquiry (SM208000) → create a GI named MCPAccess with any trivial query (a single column from any table is fine). Assign it only to the MCP Access role. Enable Expose via OData.
3. Assign role to users: Assign the MCP Access role to each Acumatica user who should have AI assistant access.

The role name is configurable via the ACUMATICA_MCP_ROLE variable. Edit it in the Cloudflare dashboard (Variables and Secrets) or in wrangler.jsonc.

Generic Inquiry exposure to AI (strongly recommended)

A mature Acumatica instance can have hundreds of Generic Inquiries, most built for human screens (wide report grids, dashboards, ad-hoc queries). Exposing all of them to the assistant floods its context and makes it pick the wrong inquiry — and, worse, a parameterized GI exposed via OData returns silently wrong data: queried without its parameters, Acumatica returns default/unfiltered rows with no error, which the model cannot detect. The GI exposure gate flips this to opt-in: you tag the GIs that are genuinely useful and correct for an AI agent to query (ExposedToMCP), and the model sees only those.

The gate is inactive until you configure it — the server runs, but with no registry the assistant cannot discover GIs (acumatica_list_generic_inquiries returns nothing; a user can still run a GI by exact name). Configuring it gives the assistant a curated set it can safely discover. Enabling it is a one-time Acumatica customization project — bundled in acumatica/, it adds the custom fields UsrExposedToMCP / UsrAIDescription (GIDesign) and UsrResAIDescription (GIResult) plus the SM208000 form changes — followed by the MCPGIs / MCPGIFields feed GIs, read access on the feeds for the MCP Access role, and tagging the GIs you want exposed. See docs/generic-inquiries.md.

See Generic Inquiries for the full rationale, how to decide which GIs to expose, and step-by-step setup.

Custom domain (optional)

The deploy gives you a *.workers.dev hostname out of the box. To attach a branded hostname:

• Via the Cloudflare dashboard: Workers & Pages → mcp4acumatica → Settings → Domains & Routes → Add. The domain's zone must be on your Cloudflare account.
• Via wrangler.jsonc: uncomment the routes block at the top of the file, edit pattern and zone_name, redeploy.

If you change hostnames, remember to add the new https://<host>/callback to your Connected Application's redirect URIs in SM303010.

Connecting Claude

Claude.ai / Claude Desktop

1. Go to Settings > Connectors
2. Click Add Connector and enter the URL: https://<your-worker-url>/mcp
3. On first use, you'll be redirected to your Acumatica login page
4. If your account has the MCP Access role, you'll see a consent page explaining AI data processing
5. After acknowledging consent, Claude will have access to all 48 tools

Claude Code (CLI)

claude mcp add acumatica-erp --transport streamable-http https://<your-worker-url>/mcp

API (via Anthropic SDK)

When using the Anthropic API with MCP, point the MCP client to https://<your-worker-url>/mcp. The server supports OAuth 2.1 with Dynamic Client Registration at /register.

Available Tools

Core

Tool	Description
acumatica_get_customer	Customer record with contacts, credit rules, balance
acumatica_get_vendor	Vendor record with contacts, terms, tax info
acumatica_get_sales_order	Sales order with line items, totals, shipping

Financial / Accounting

Tool	Description
acumatica_get_invoice	AR invoice with line items and tax details
acumatica_get_bill	AP bill with line items and PO linkage
acumatica_get_journal_transaction	GL journal batch with debit/credit details
acumatica_get_payment	AR payment with applied documents and orders
acumatica_get_account	GL chart of accounts lookup
acumatica_get_check	AP check/vendor payment with history

Inventory & Warehouse

Tool	Description
acumatica_get_stock_item	Stock item with pricing, warehouse qty, vendors
acumatica_get_non_stock_item	Non-stock item (service, labor, expense)
acumatica_get_inventory_quantity_available	Real-time available quantity across warehouses
acumatica_get_inventory_summary	Aggregated inventory balances by warehouse
acumatica_get_warehouse	Warehouse with locations and settings
acumatica_get_item_class	Item classification defaults

Purchasing

Tool	Description
acumatica_get_purchase_order	PO with line items, vendor, totals
acumatica_get_purchase_receipt	Receipt with received qty and PO linkage

Projects

Tool	Description
acumatica_get_project	Project header, status, financials
acumatica_get_project_task	Task within a project
acumatica_get_project_budget	Budget line with actuals vs budgeted
acumatica_get_project_transaction	Project cost/revenue transaction details

Service & Field

Tool	Description
acumatica_get_case	Support case with SLA, priority, time tracking
acumatica_get_service_order	Field service order with details and appointments
acumatica_get_appointment	Scheduled/actual times, staff, cost/profit

Sales & CRM

Tool	Description
acumatica_get_contact	CRM contact with address, phone, owner
acumatica_get_business_account	Unified prospect/customer/vendor record
acumatica_get_opportunity	Sales pipeline deal with products and amounts
acumatica_get_lead	Marketing lead with status and source
acumatica_get_salesperson	Sales rep with commission settings

Shipping & Fulfillment

Tool	Description
acumatica_get_shipment	Shipment with packages, tracking, freight
acumatica_get_sales_invoice	Invoice with SO/shipment linkage

HR & Payroll

Tool	Description
acumatica_get_employee	Employee with contact and financial settings
acumatica_get_expense_claim	Expense report with line items and approval
acumatica_get_time_entry	Time tracking with project, billable/overtime

CRM Activities

Tool	Description
acumatica_get_email	Email activity with from/to/body
acumatica_get_event	Calendar event with attendees
acumatica_get_activity	General CRM activity
acumatica_get_task	CRM task with related activities

Utility / Discovery

Tool	Description
acumatica_run_inquiry	Execute any configured Generic Inquiry (GI) with filtering
acumatica_list_entities	List/search any entity with OData filtering, sorting, field selection
acumatica_describe_entity	Discover fields, types, and sub-entities for any entity
acumatica_list_generic_inquiries	List available GIs exposed via OData
acumatica_describe_inquiry	Infer field schema for a GI before running it
acumatica_clear_cache	Clear cached metadata when schemas change

Tip: Use acumatica_describe_entity first to discover available fields, then acumatica_list_entities to search/filter. For Generic Inquiries, use acumatica_list_generic_inquiries to find GI names and acumatica_describe_inquiry to see available fields. See docs/example-prompts.md for usage patterns.

Documentation

Detailed documentation is available in the docs/ folder:

• Tool Reference -- Complete specification for all 48 tools with parameters and endpoints
• Example Prompts -- Example prompts for Claude and other MCP clients organized by use case
• OData Filtering Guide -- Guide to $filter, $orderby, $select, $expand, and $top query parameters
• Generic Inquiries -- Why GIs are gated for AI use, which GIs to expose, and how to enable the opt-in registry
• Schema Knowledge -- Offline schema-discovery tools for building integrations/customizations, and how the schema index is built
• Architecture -- Detailed architecture, OAuth flow, security model, and design decisions
• Self-Hosting Guide -- How to run the MCP server on Node.js or other platforms outside Cloudflare
• Upgrading Acumatica -- Steps to take when changing or upgrading the connected Acumatica version

Security

• No stored credentials. The MCP server does not store Acumatica passwords. It uses OAuth 2.0 authorization code flow -- users authenticate directly with Acumatica.
• Per-user tokens. Each user's Acumatica access token is stored in the platform key-value store (Cloudflare KV on the default deployment), scoped to their username. Tokens are automatically refreshed when expired. If a refresh token expires, the connection re-authenticates automatically instead of requiring a manual reconnect.
• Role gate. Only users with the MCP Access role (configurable) can connect. This is enforced via a canary Generic Inquiry check during login -- users without the role see an access denied page.
• Consent interstitial. After passing the role check, users must acknowledge that their data will be processed by an external AI model before the MCP session activates.
• Sensitive field redaction. Tool responses are automatically scanned for sensitive field names (SSN, bank accounts, salary, credit card, etc.) and matched values are replaced with [REDACTED]. Patterns are configurable via REDACT_PATTERNS and REDACT_SKIP environment variables.
• Role-based access. The user's Acumatica role determines which records they can read. If a user doesn't have access to a record in Acumatica, they won't be able to access it through the MCP server either.
• Read-only. All current tools are read-only lookups. No data is created, modified, or deleted.
• Rate limiting. 3 concurrent requests, 40 requests per minute, and a configurable record cap per query to protect your Acumatica instance.
• Pagination refusal. The list/query tools (acumatica_list_entities, acumatica_run_inquiry, acumatica_list_generic_inquiries) do not support pagination. When a response hits ACUMATICA_MAX_RECORDS, the tool returns a structured envelope (truncated: true, paginationSupported: false, actionRequired: "...") instructing the AI to stop and ask the user for a narrower filter rather than retrieving more records.
• Audit logging. All tool invocations, auth events (login success/denied, consent accepted), and field redaction events are logged as structured JSON. View with npx wrangler tail.

Platform Portability

While the default deployment targets Cloudflare Workers, the tool handlers and core libraries are platform-agnostic. A storage abstraction (IKeyValueStore interface + AppEnv type) decouples tool logic from Cloudflare-specific APIs, enabling self-hosted deployments on Node.js with Redis, SQLite, or other storage backends. See the Self-Hosting Guide for details.

Tech Stack

• Runtime: Cloudflare Workers + Durable Objects
• MCP: agents SDK (McpAgent), @modelcontextprotocol/sdk
• Auth: @cloudflare/workers-oauth-provider
• HTTP routing: Hono
• Language: TypeScript
• Validation: Zod

Development

npx wrangler dev       # Start local dev server
npx tsc --noEmit       # Type check
npx wrangler tail      # Stream live logs from deployed worker

License

Apache 2.0 -- Copyright 2026 Hall Boys, Inc.