ES ERP AI Integration

 

Version 1.2.0

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.

🤖 AI Assistant 💬 Natural Language 📊 Analytics 🔌 MCP Protocol 🔒 Security
8
Core Capabilities
30+
Python Libraries
Full
CRUD Support
REST
API Access
MCP
Protocol

⚡ 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

Component Purpose Key Functions
Document Operations Full CRUD on any DocType Create, Read, Update, Delete, List, Search
Report Engine Execute pre-built business reports Script Reports, Query Reports, Custom Reports
Analytics Engine Statistical analysis & data profiling Profile, Statistics, Trends, Quality, Correlations
Python Executor Custom code execution in sandbox Data analysis, charting, custom calculations
SQL Query Runner Direct database queries (SELECT only) Complex joins, aggregations, statistical analysis
Dashboard Builder Create charts & dashboards Line, Bar, Pie, Donut, Heatmap charts
Workflow Engine Execute workflow actions on documents Submit, Approve, Reject, Cancel, Reopen
File Processor Extract content from uploaded files PDF, Images (OCR), CSV/Excel, DOCX extraction
Search & Discovery Global and DocType-specific search Semantic search, link search, global search

📊 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

pandasData Manipulation numpyNumerical Computing matplotlibVisualisation seabornStatistical Charts scikit-learnMachine Learning statisticsStatistical Functions datetimeDate/Time Operations collectionsData Structures

📋 Supported Chart Types

📈 LineTrends Over Time 📊 BarCategory Comparison 🥧 Pie / DonutProportions 📉 PercentageProgress / Completion 🗺️ HeatmapData Density 📋 Custommatplotlib / seaborn

🔒 Security Architecture

Security Layer Implementation Scope
Authentication Token-based with secure session management All API requests
Authorisation Native ES ERP role-based permission system Every document operation
Data Isolation User context preserved across all tool invocations All data access
Code Sandboxing Isolated execution environment with no filesystem or network access Python execution
Database Protection Read-only (SELECT) access — no INSERT, UPDATE, or DELETE SQL queries
Audit Trail Full logging of all AI-initiated operations All actions
Input Validation Code security scanning blocks dangerous operations Python execution

🔗 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

Use Case What You Say What Happens
Sales Reporting "Show me top 10 customers by revenue this quarter" AI queries Sales Invoices, aggregates by customer, presents ranked results
Document Creation "Create a purchase order for 100 units of Widget A from Acme Supplies" AI creates PO with proper item, supplier, and warehouse references
Data Analysis "Analyse our outstanding receivables and show collection trends" AI runs Accounts Receivable report, generates trend charts with insights
Stock Check "What's our current stock level for all items in the Main warehouse?" AI queries Stock Balance report filtered by warehouse
Workflow Action "Submit and approve Sales Order SO-2026-001" AI executes workflow transitions respecting permissions
Dashboard Creation "Create a sales dashboard with monthly revenue and top customers" AI creates Dashboard Charts and links them into a Dashboard

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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