AI Features for ES ERP
Enterprise-grade AI integration powered by Claude and the Model Context Protocol (MCP). Interact with your entire ES ERP system using natural language.
⚡ Key Features
🤖 AI-Powered Natural Language Operations
- Conversational Interface – Query business data using plain English instead of navigating screens
- Document Creation – Create invoices, orders, and records through simple commands
- Complex Operations – Execute multi-step workflows with a single conversational request
- Context Awareness – AI understands your business context and provides relevant responses
- Multi-Assistant Support – Works with Claude and other AI assistants
🔌 Plug & Play via MCP
- Zero-Config Setup – Install and start interacting immediately with no complex configuration
- Standard Protocol – Built on the open MCP protocol for broad AI assistant compatibility
- Seamless Connection – Direct integration between AI assistants and your ES ERP data
- Real-Time Sync – Live access to current ERP data with no batch delays
- Multiple Endpoints – Connect to production, staging, or demo environments
🔒 Enterprise-Grade Security
- Native Permissions – Every operation respects ES ERP's built-in role-based access control
- Audit Logging – Comprehensive logging of all AI-initiated actions and queries
- Secure Authentication – Token-based authentication with session management
- Data Isolation – Users only access data they are authorised to see
- Sandboxed Execution – Code runs in isolated environments for complete safety
📄 Intelligent Document Operations
- Full CRUD – Create, Read, Update, Delete, and Search any DocType via natural language
- Auto-Validation – Automatic field validation and required-field enforcement
- Workflow Integration – Respects document workflow states and transition rules
- Child Table Support – Handle complex documents with line items and sub-tables
- Bulk Operations – Process multiple records efficiently in a single session
📊 Advanced Analytics & Visualisation
- Statistical Analysis – Mean, median, standard deviation, quartiles, and trend analysis
- 30+ Python Libraries – pandas, matplotlib, scikit-learn, seaborn, numpy, and more
- Chart Generation – Create bar, line, pie, heatmap, and scatter charts from live data
- Business Intelligence – AI-powered insights automatically streamed to visual artefacts
- Report Execution – Run any pre-built ES ERP report with natural language filters
🐍 Secure Python Code Execution
- Sandboxed Runtime – Execute custom Python scripts within a secure, isolated environment
- Full Framework Access – Access the complete ES ERP / ES ERP framework API
- Pre-loaded Libraries – pandas, numpy, matplotlib, seaborn, and more ready to use
- Read-Only Database – SELECT-only access prevents accidental data modification
- Timeout Protection – Configurable execution timeouts prevent runaway processes
🧩 Modular Plugin Architecture
- Custom Tools – Developers can create new AI capabilities as plugins
- External App Support – Build tools in separate ES ERP apps for clean separation
- Atomic Operations – Each tool operation is self-contained and transactional
- State Persistence – Thread-safe state management across tool invocations
- Hot Reload – Deploy new tools without system restart
🔍 Real-Time Global Search & Discovery
- Cross-DocType Search – Search across all accessible document types instantly
- Permission-Aware – Results filtered by user's role and permissions
- Semantic Understanding – AI interprets search intent, not just keyword matching
- Link Field Search – Find and validate linked records for form completion
- Vector Search – OpenAI-powered vector store search for document discovery
🧩 Module Components
📊 Supported Analysis Types
The analytics engine supports five analysis modes that can be applied to any DocType in ES ERP. Each mode provides specialised insights tailored to business decision-making.
📋 Profile
Data overview with nulls, types, unique counts, and field statistics. Provides a complete data summary and field analysis.
📈 Statistics
Business metrics including mean, median, standard deviation, and quartiles. Delivers detailed statistical breakdowns.
📉 Trends
Time-series patterns with daily/monthly growth rates. Generates growth charts and trend lines for forecasting.
✅ Quality
Data health score assessing duplicates, nulls, and consistency. Produces quality scores and issues reports.
🔗 Correlations
Relationships and dependencies between fields. Outputs correlation matrices and actionable insights.
📦 Pre-loaded Python Libraries
📋 Supported Chart Types
🔒 Security Architecture
🔗 Integration & Compatibility
🔧 Technical Requirements
- ✓ ES ERP Framework v15+
- ✓ ES ERP v15+
- ✓ Python 3.10+
- ✓ MariaDB 10.6+ or PostgreSQL 13+
- ✓ Node.js 18+
- ✓ ES ERP Assistant Core app installed
🔌 ES ERP Integration
- ✓ Full access to all DocTypes via document operations
- ✓ User permission context support
- ✓ Multi-company support via Company links
- ✓ Script, Query & Custom Report execution
- ✓ Dashboard Chart document creation
- ✓ Workflow actions on submittable documents
🌐 API & Protocol Access
- ✓ Model Context Protocol (MCP)
- ✓ Full REST API for all DocTypes
- ✓ Webhook support for external integrations
- ✓ Standard ES ERP API endpoints
- ✓ Bulk import/export capabilities
💡 Example Use Cases
Technical Specifications
Platform
- ✓ ES ERP Framework v15+
- ✓ ES ERP v15+
- ✓ Python 3.10, 3.11, 3.12
Database
- ✓ MariaDB 10.6+
- ✓ PostgreSQL 13+
AI & Protocol
- ✓ Claude AI (Anthropic)
- ✓ Model Context Protocol
- ✓ REST API
Dependencies
- ✓ Node.js 18+
- ✓ ES ERP Assistant Core
Ready to Transform Your ERP Experience?
Get started with AI-powered ES ERP today. Connect your AI assistant and start having intelligent conversations with your business data.
AI Features for ES ERP v1.2.0 | Powered by Enterprise Systems Australia
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