Supply chain and logistics · Available

Cin7 for Claude, ChatGPT and Copilot

Product brands on Cin7 ask about available stock per location, sales waiting to be picked, purchases partly received and assemblies short of components. mcpbizapps lets Claude, ChatGPT or Copilot answer across channels and warehouses, within each person's role. Cin7 Core and Cin7 Omni both work, and the guided pilot uses the product families and locations you already have.

Status
Available
Setup
Guided pilot with your team
AI assistants
Claude, ChatGPT, Copilot Studio
Access
By role, view only or with approvals

Ask in a sentence

What can your team ask Cin7?

Questions from operations manager, purchasing manager, inventory planner and others, answered from live Cin7 data and only for the people allowed to see them.

Records it works with

  • Products
  • Sales
  • Purchases
  • Stock transfers
  • Assemblies
  • Bills of materials
  • Customers
  • Locations
  • Operations manager

    “Which wholesale sales for Marlow Home are authorised but not yet picked?”

  • Purchasing manager

    “Which purchases from our Portugal supplier are only partly received?”

  • Inventory planner

    “How much of the linen duvet set is available at the Auckland warehouse after allocations?”

  • Production coordinator

    “Which assemblies scheduled this week are missing components, and how many?”

  • Wholesale account manager

    “What did Coastline Living order from us in the last 90 days?”

  • Finance manager

    “What is our stock on hand value by location at the end of last month?”

Changes, governed

What the assistant can prepare in Cin7

The assistant never saves on its own. It prepares the change, the person checks the preview and confirms, and anything above your limits waits for an approver.

  1. 1 Prepare The assistant drafts the change from the request.
  2. 2 Preview and confirm The person sees exactly what will change.
  3. 3 Approve Above your limits, a second person decides.
  4. 4 Saved and logged Written to Cin7 under a named person.
  • Create a stock transfer between two warehouses

    Transfers worth over $10,000 need the operations manager to approve.

  • Draft a purchase from a reorder suggestion

    Purchases above $7,500 or from a new supplier need the purchasing manager.

  • Prepare an assembly for a finished product

    Assemblies run on the coordinator's check unless they use more than half a component's stock; then the planner approves.

Example rules. During the pilot you set the limits, the approvers and which roles may prepare each change.

Why it needs care

Governance built for Cin7

Cin7 keeps one stock picture across every sales channel, so an error in one place oversells everywhere. Transfers worth over $10,000 need the operations manager. Purchases above $7,500, or from a new supplier, go to the purchasing manager. Wholesale, ecommerce and purchasing teams stay apart, and stocktake reviews can see who asked for each movement.

  • Sign-in by work email

    Only people you invite, with a one-time code. No shared logins.

  • Roles per tool

    Each role reaches only the Cin7 records it needs.

  • View only, if you prefer

    Admins can keep a connection to lookups with one switch.

  • A preview first

    Every change is shown in full before anything is saved.

  • Approval rules

    Above your limits, a second person approves the change.

  • One audit log

    Every request tied to a named person, ready for review.

Setup

How Cin7 gets connected

We connect Cin7 for your team in a guided pilot, on the same gateway every app uses. No code on your side.

  1. 01

    Agree the questions

    We list the Cin7 questions and changes your team needs, and who may use each.

  2. 02

    Connect with your admin

    Your Cin7 administrator creates a dedicated integration user with only that access.

  3. 03

    Test with your people

    A small group tries it in Claude, ChatGPT or Copilot while we tune the tools.

  4. 04

    Roll out with rules

    Roles, approval limits and the audit log are in place before everyone joins.

Then people use it from the assistant they already have

Cin7 questions

Does it work with Cin7 Core and Cin7 Omni?

We connect whichever edition you run during the pilot. The record names differ a little between them, and the assistant uses the terms your edition shows, so your staff recognize every record it mentions.

Can it answer stock questions across all our channels?

Yes. Ask about available, allocated or on order quantities for a product, and the answer reflects all channels Cin7 manages, broken down by location or channel when you ask for it.

Does mcpbizapps keep a copy of our Cin7 data?

No. When someone asks a question, mcpbizapps reads the answer live from Cin7 through a dedicated integration user and returns it without storing it. The audit log records who asked, which tool ran and the result, with personal fields and free text removed.

Cin7 is a trademark of its owner. mcpbizapps is not affiliated with Cin7; the name describes the connection only.

Start

Bring Cin7 into your AI assistant

Tell us how your team uses Cin7, and we will plan a guided pilot around your own questions.

  • We agree the tools and approval rules with you
  • Your admin creates the integration user; no code
  • Business data is read live and not stored

Start a Cin7 pilot

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