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Manufacturing and industrial · Available

Katana for Claude, ChatGPT and Copilot

In a small manufacturing business on Katana, the owner usually asks: which manufacturing orders are blocked by missing materials, which sales orders can ship this week, what a product costs to make and which purchase orders are late. mcpbizapps lets Claude, ChatGPT or Copilot answer, with workshop leads seeing their own orders and buyers their own suppliers. Makers and buyers start in a guided pilot built on your recipes and locations.

Start a pilot What it can do
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 Katana?

Questions from production manager, founder, sales manager and others, answered from live Katana data and only for the people allowed to see them.

Records it works with

  • Manufacturing orders
  • Sales orders
  • Purchase orders
  • Products
  • Materials
  • Bills of materials
  • Stock adjustments
  • Production manager

    “Which manufacturing orders this week are blocked by missing materials, and which ones?”

  • Founder

    “What is the current cost to make one walnut serving board, including operations?”

  • Sales manager

    “Which sales orders for Brookhaven Market can be fulfilled from stock today?”

  • Purchasing manager

    “Which purchase orders for beeswax and cotton wick are past their expected arrival?”

  • Inventory manager

    “Which materials will run short if we take the 600-unit order from Juniper Goods?”

  • Bookkeeper

    “What was the total value of stock adjustments recorded last month?”

Changes, governed

What the assistant can prepare in Katana

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 Katana under a named person.

  • Create a manufacturing order for a product from a sales order

    Orders that consume more than $3,000 of materials need the production manager to approve.

  • Draft a purchase order for short materials

    Purchase orders above $2,500 need the owner to approve.

  • Record a stock adjustment after a count

    Adjustments over $250 in value need the inventory manager to approve.

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 Katana

Katana ties materials, production and sales together, and its stock values flow into your accounting software. A stock adjustment over $250 goes to the inventory manager, so counts do not quietly change your books. Purchase orders above $2,500 need the owner, and orders using more than $3,000 of materials need the production manager. Month end checks can see who asked for each.

Security and data handling

  • 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 Katana 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 Katana gets connected

We connect Katana 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 Katana questions and changes your team needs, and who may use each.

  2. 02

    Connect with your admin

    Your Katana 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

Katana questions

Can the assistant tell us if we can make an order in time?

Yes. Ask about a sales order and it checks stock, open manufacturing orders and materials in Katana, then says what is short and what would need to be bought or made.

Does it work with Katana and our accounting app together?

It reads Katana for production and stock. If you also use QuickBooks Online or Xero, those can be connected separately so questions about invoices and payments go to the right app.

Does mcpbizapps keep a copy of our Katana data?

No. When someone asks a question, mcpbizapps reads the answer live from Katana 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.

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

Related

Often connected alongside Katana

All Manufacturing and industrial apps

Part of Supply chain and commerce: Inventory, shipping, production and online stores.

Start

Bring Katana into your AI assistant

Tell us how your team uses Katana, 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 Katana pilot

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