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When AI can read your ERP, agree on what the numbers mean

An ERP connection can return the right stock figure without establishing what sales can promise. Episode 2 examines data definitions, API tools, MCP, permissions and approval before AI records a transaction.

26 Oct 20266 minModel Context Protocol
Agentic AIERPAPIMCPEnterprise AI
AI-generated fictional illustration of two people checking a pick list and tablet in an electrical components warehouse
Fictional AI-generated illustration for this article. It depicts no actual customer or team, and is not a product screen or demonstrated result.

A salesperson asks AI, "Do we have enough of this product to deliver on Friday?" AI reads the ERP and reports 120 units. That sounds useful. But if 80 are reserved for other orders and another 20, outside those reservations, are awaiting inspection, the salesperson still cannot promise the shipment.

A connection can work correctly and still leave this question unanswered. The system returned the requested figure. The figure and the business question mean different things.

Episode 1 separated protocols, standards and open source to ask which parts of a company's investment could move with it when it changes AI products. This episode follows the stock-availability question into the ERP connection: what AI can read, how it obtains that information and what it may do next. Business owners need to decide these points with sales, warehouse staff and the systems team, even if they never write an API themselves.

The API provides access; the tool defines the task

An ERP integration may use the system's API to retrieve data or submit an action. The application can then wrap that access in a tool AI can call, such as product search or an availability check. The tool's name, required inputs and returned fields influence what AI can understand and attempt.

Model Context Protocol, or MCP, is one option for connecting these tools to AI applications. MCP servers can expose named tools with schemas, allowing interaction with external systems, including APIs and databases. MCP Tools specification

The user's aim might be simple: ask what is available and receive an answer they can check. The technical team must decide whether to connect the application's tools directly to the ERP API or introduce MCP for tools that several applications may share. That choice depends on the existing systems, intended reuse and maintenance costs. With one application and a clear API, consider what an additional integration component would cost to maintain.

MCP defines context exchange. It does not prescribe how an application uses its model or manages that context. A successful connection therefore still needs a business check: does the answer follow the company's rules? MCP architecture

Start with the question the employee must answer

Choose one question salespeople actually need answered. Ask the warehouse owner what they check before saying "we can ship." One company may subtract reservations; another must also consider the customer's assigned warehouse, quality inspection or transport arrangements.

Agree on which records determine availability, when the data was refreshed, which unit of measure applies and which company and warehouse are included. If the ERP has no reliable delivery-date evidence, the tool should report what it can establish and identify what a person still needs to check.

This makes a design choice easier to assess. A general query tool offers flexibility, but reviewers must establish which data AI selected. A tool that requires a product code, warehouse and reference date narrows the work and makes its meaning easier to inspect. For an initial pilot, a scope that people can verify deserves priority.

"Read only" needs a boundary too. Sales staff may need quantities and allocation status without product costs or another group company's records. Test with the actual accounts and data boundaries intended for the pilot.

The MCP specification makes authorization support optional for implementations. Its authorization flow covers HTTP transports; STDIO implementations instead obtain credentials from their environment. These connection mechanisms do not settle who may approve a discount, credit limit or stock reservation. The company still needs to implement its own authority rules. MCP Authorization

A hypothetical check before promising a customer

Consider an electrical-equipment distributor piloting AI for stock enquiries, without allowing it to create sales orders. This is a constructed example to explain design choices, not an Enersys customer project or a measured result.

The salesperson supplies the product code, a request for 60 units, the shipping warehouse and the required date. AI passes those inputs to an availability tool. Under the user's permissions, the tool reads 120 units in the warehouse. Of these, 80 are reserved and another 20, outside the reserved group, await inspection. This hypothetical company's rule excludes both groups, leaving 20 available. The records must establish that the two groups do not overlap before subtracting them.

The proposed answer is: "At the time checked, 20 units were available for allocation. We cannot yet confirm shipment of all 60 units." It should include the reference time, product, warehouse and underlying records that an authorized employee can inspect. An inbound shipment record may inform the answer, but does not become a guaranteed delivery date.

The pilot evidence should include the user's request, tool inputs, ERP response time and final answer. The warehouse owner checks the calculation against the agreed rule. Sales staff check whether the response supports a decision without misleading the customer.

If the reservation data cannot be read, the tool should report an incomplete check. AI should stop short of reporting an available quantity and refer the employee to the usual ERP review. Inferring availability from total stock would turn a convenient connection into a bad sales promise.

Reading data and recording a transaction need separate decisions

Once reading works, the team may want AI to reserve stock. That needs another review because a reservation affects other orders. A proposed starting point is for AI to prepare a request and let an authorized person inspect the product, quantity, warehouse and consequences before confirming.

Approval should attach to the transaction that will actually be recorded. If the quantity or warehouse changes afterwards, require another review. A message saying "approved" should not replace checking the approver's authority in the system.

The technical design also needs a fresh check before committing, prevention of duplicate requests and a way to reconcile an uncertain outcome. If the system goes quiet after submission, the employee needs somewhere to check the result before trying again. Installing MCP does not implement these controls automatically.

Test incomplete data, similar product codes, different units and accounts that cannot see the requested warehouse. Have employees compare answers with the ERP, including the cases where AI should stop. Easy questions alone demonstrate a successful demo.

Before the pilot, have sales and warehouse staff write down the conditions behind "ready to ship" and the cases that require human review. Before allowing transactions, the team should have a supported question list, agreed data definitions, reviewable evidence and an owner for incomplete answers. Episode 3 will turn to the next question: how Agent Skills and a SKILL.md file can help organize the company's working procedures for an agent to follow.

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