# Connect your AI assistant

Simafri ERP connects to your AI assistant through **MCP** (Model Context Protocol), the open protocol that Claude, ChatGPT and the leading assistants speak. Once connected, your assistant runs your business management with you: it draws up your quotations, issues your invoices, records your payments, prepares your reminders, enters your purchases and reconciles your bank, across every company on your account.

|                            |                                                                                         |
| -------------------------- | --------------------------------------------------------------------------------------- |
| **Simafri ERP MCP server** | `https://erp-mcp.simafri.com/mcp`                                                       |
| **Transport**              | Streamable HTTP                                                                         |
| **Connection**             | connector authorised from your workspace at [erp.simafri.com](https://erp.simafri.com/) |

## What your assistant does with your business management

| Area                             | What the assistant does                                                                                                                                           |
| -------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Sales**                        | draws up a quotation, an invoice or a credit note, adds and removes lines, issues the document with its numbering, converts an accepted quotation into an invoice |
| **Recurring invoicing**          | prepares an invoice that comes back every month or every year, suspends it, resumes it, produces the instalment due today                                         |
| **Collection**                   | records a payment, allocates it to one or several invoices, creates an online payment link, runs the reminders for overdue invoices                               |
| **Purchases**                    | enters a received invoice, breaks it down by VAT rate, records and allocates the payment to the supplier                                                          |
| **Bank**                         | loads a statement, reconciles each movement with the payment that matches it, sets aside a movement with no document behind it                                    |
| **Stock**                        | reads the level of each item, posts goods in, goods out or a stocktake, sets the alert threshold                                                                  |
| **Accounting**                   | reads the chart of accounts and its mapping, exports the journal for a period for your accountant                                                                 |
| **Customers, catalogue and CRM** | creates and updates a customer, a supplier or an item, keeps your prospecting campaigns and the history of each contact                                           |
| **Supporting documents**         | attaches a scan to a document and reads back a supporting document already attached                                                                               |
| **Overview**                     | reads your companies, their invoicing settings, their currencies and their exchange rates                                                                         |

What your assistant records is recorded exactly as on screen: same numbering, same checks, same log, in the name of your account.

### What you can ask it

* "Draw up a quotation for Martin Ltd for three days of training, at the catalogue price."
* "Quotation D-2026-0142 has been accepted: convert it into an invoice, issue it and create the payment link."
* "Who owes me money, and since when? Run the scheduled reminders."
* "Here is this month's bank statement: load it and reconcile everything that can be reconciled."
* "Enter the attached supplier invoice, broken down at 20%, and prepare its payment."
* "Export the quarter's journal for my accountant."

## Connect with a connector

This is the simplest route: nothing to copy, nothing to paste. It serves assistants that add an MCP server by its address, such as Claude and ChatGPT connectors.

1. In your assistant, add a **custom connector** and give it the address `https://erp-mcp.simafri.com/mcp`.

2. The assistant opens your workspace at [erp.simafri.com](https://erp.simafri.com/): sign in with an access at the **Propriétaire** (Owner) rank.

3. The authorisation page shows the software requesting access and the address it will send you back to. Choose **what it will be able to do**:

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   * **Lecture seule** (Read only): it consults your books;
   * **Lecture et écriture** (Read and write): it consults and records, just as you would on screen.

4. Click **Autoriser** (Authorise). The Simafri ERP tools appear in your assistant: ask it, for example, for the list of this month's invoices.

The connection covers **every company on the account**, including those you open later. Connecting the same assistant a second time updates the existing connection.

## Connect with a key

For software where you set the headers yourself (Claude Code, a program of your company), Simafri ERP also connects with an **API key**. Send the request to your **Simafri support channel**, stating the scope you want, read or write: we hand you the key. With Claude Code:

```
claude mcp add --transport http --scope user simafri-erp https://erp-mcp.simafri.com/mcp --header "Authorization: Bearer YOUR_KEY"
```

## See and remove a connection

The **Connecteurs** (Connectors) screen, in the **Le compte** (The account) group of the left-hand menu, lists the software connected to your account. Each line shows the software, what it can do, the person who authorised it, the date of the connection and when it was last used.

**Révoquer** (Revoke) cuts the connection immediately and completely: the software loses access that very second, on all your companies. To connect it again, simply authorise it once more.

## A helping hand

Go through your **Simafri support channel** and tell us which assistant you use: we will guide you through the connection.