Introducing Acumatica Cloud ERP: 2026R2
AI Agents, AI Automation, AI Assistants, Tool Calling, MCP, AI Orchestration, AI Anomaly Detection, AI Receipt Recognition | use to Tag Posts
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Over the past several months, we have heard from partners and customers across our ecosystem who share the same interest: a place to talk about AI at Acumatica, together. This space is our response to that, and we are glad to finally open it up.This is a space to:Learn — follow AI and ML concepts, agents, and emerging approaches as they apply to Acumatica and ERP Share — post your own ideas, experiments, prototypes, and real-world use cases Connect — exchange perspectives with peers, partners, and Acumatica staff on where AI is headedFrom time to time, Acumatica will contribute content on specific feature functionality and practical walkthroughs. The goal is not to tell you how to use AI, but to help you feel confident building your own agents and AI-driven solutions on the platform, at your own pace.This space will grow based on what you bring to it. Whether you are just getting started with AI or already deep into building agents, there is a place for you here. Introduce yourself, sh
Hi all,Two pieces of news for MCP4Acumatica, our open-source (Apache-2.0) MCP server that gives AI assistants governed access to Acumatica:It now runs on Acumatica 2026 R2. It can run Generic Inquiries that take parameters. Until this release it refused them, and the reason is worth knowing even if you never use our server.Acumatica 2026 R2We've been running a second MCP4Acumatica worker against a 2026 R2 sandbox (contract endpoint 26.200.001) alongside our 2025 R2 production one. On 2026 R2 we've exercised the Generic Inquiry tools (listing, describing, running, parameters, filters), entity lookups and searches on the contract API, and the documentation tools answering from the 2026 R2 documentation, release notes included.What went into it:Documentation index for the new docs format. From 2026 R2 the official Markdown documentation ships as one file per help topic; the ingestion script handles that layout since 0.54 (and still builds the older monolithic guides). Exact totals (0.55,
Acumatica 2026 R2's built-in MCP server, compared with MCP4Acumatica2026 R2 ships its own MCP server (the MCP Server feature under AI Studio, configured on MCP Servers, SM302100). We maintain MCP4Acumatica, an open-source (Apache-2.0) MCP server for Acumatica that runs on Cloudflare Workers, so we put the two side by side on a 2026 R2 sandbox: same user, same Generic Inquiries, same queries, Claude as the client. Along the way we found a few things about GI OData that matter to anyone using it directly, and we checked those on 2025 R2 as well.Short versionThe built-in server is the easiest way to give an AI client curated GIs — if you license AI Studio. No hosting, parameterized GIs work, and every response carries an exact total with skip/top paging. The MCP Server feature sits in the AI Studio feature group, so it is only available when AI Studio is part of your Acumatica license. It is GI-only, and the model gets no help when a query is wrong. Every failure we triggered came back as
Model Context Protocol (MCP) is becoming an increasingly relevant topic in ERP, particularly as AI applications move beyond retrieving information and begin interacting with business systems through executable tools.At first glance, MCP might appear to be another integration mechanism.Acumatica already provides REST APIs, Generic Inquiries, Business Events, and other mechanisms for exchanging data with external applications.So the question isn’t necessarily:“Can an AI application retrieve data from Acumatica?”Through existing integration mechanisms, it can.The more interesting question is:“How does an AI application determine which Acumatica operations to execute, and what happens when those operations begin modifying business transactions?”That distinction becomes important when evaluating MCP, AI agents, API permissions, transaction processing, and the role of Acumatica’s existing business logic.Start With the Difference Between MCP and REST APIsThere are two concepts to keep separat
Hi all,Happy Mothers Day!I needed a way to connect Claude to our Acumatica 2025 R2 instance right now, and the official Acumatica integration looks like it's still some time away. So I built one (entirely using Claude Code), ran it in production against our own ERP for a few weeks, and have now open-sourced it under Apache 2.0:Repo: https://github.com/hallboys/MCP4AcumaticaMCP4Acumatica is a remote MCP (Model Context Protocol) server that runs on Cloudflare Workers. Each user logs in with their own Acumatica credentials — the server holds nothing centrally beyond an encrypted refresh token, and a user's normal Acumatica role governs what records they can read. Any MCP client (Claude.ai, Claude Desktop, Claude Code, ChatGPT) can talk to it.What's in the box (v0.31.1):38 read-only entity tools — Customer, Vendor, Sales Order, Invoice, Bill, Payment, Stock Item, Project, Case, Service Order, Shipment, Employee, and most of the common screens. 6 utility/discovery tools — generic-inquiry l
We are being asked by our clients, with eager expectation, about trying out the new AI features in 26R2. Some of them are still on the Advanced pricing. Others are not due for upgrade yet but they want to test it. We as VARS are also looking for a few licences for our demo sites to test and demonstrate.So it would be useful to know when and how to obtain these demo licences. ThanksJames
Hey everyone!I've been exploring the AI Automation agent functionality in 2026 R2 and was curious if there's been any additional discussion around expanding the supported LLM providers.Currently, we have OpenAI, Anthropic, Azure, and AWS Bedrock available through Agent LLM Connections. I saw the community poll earlier this year regarding potential support for additional providers like Google Gemini, Grok, Mistral, and others.Has Acumatica shared any updates on whether additional providers are planned for an upcoming release, or if there's a tentative timeline for expanding the available options?I'm particularly interested in whether we'll eventually see more flexibility in selecting models from additional providers when configuring agents.Would love to hear if anyone has any insight into what's on the roadmap!
The Acumatica-AI-Resources repository continues to grow—with new resources for Acumatica 2026 R2, two skills from an external contributor, and a documentation branch for 2025 R2 requested by the community. Here’s what’s new and where to find it.New Acumatica release, new repository branchWith the release of Acumatica 2026 R2, we’ve added the 2026R2 branch with documentation and AI resources aligned to the new product version. This is now the repository’s default branch.Choose the branch that matches your Acumatica version to give your AI tools the relevant release-specific context.Two new skills contributed by the communityWe’ve added two skills that help to: acumatica-wiki-authoring: Create, review, update, and troubleshoot custom Acumatica wiki articles and form help. acumatica-classic-to-modern-ui-conversion: Convert Acumatica screens and customizations from the Classic UI to the Modern UI. A big thank-you to our external contributor for sharing these skills with the community!202
Hi everyone,I've created prompts in AI Automation that validate records (for example accounting entries).I'm currently writing the result to a UDF. However, I think the notes field of a record would be a better option. But that field isn't listed among the input fields.Have any of you dealt with this requirement before, and how did you implement it?
Wondering if anyone else is running into the problem where output format of LLM Prompt response being very inconsistent and display the raw JOSN into the output field. We have been using the LLM action to generate case closure notes for a while now it has been working great until recently when we upgrade to 26r1. I understand that the AI Studio requires JSON output, but from my understanding, once the response reaches to the closure notes tab of the case screen, it should display in regular text in the format we specify in the instruction.Every time when I test the prompt, the preview tab shows exactly how I want to see it. But when I click on the LLM Action button within the case, I would sometimes get the raw json with no additional formatting. If I say in the instruction that I don’t want any json or code blocks, Acumatica would throw an error saying system couldn’t parse output as valid JSON. Has anyone else run into this? And if you haven’t, what does your instruction or output f
In case anyone missed the Acumatica Podcast Featuring @Omar Ghazi and @Doug Johnson, check it out and subscribe with the podcast provider of choice!https://www.acumatica.com/erp-podcast/
Hi everyone,I’d love to hear from the Acumatica developer community.Acumatica is evolving quickly with Modern UI, AI, APIs, automation, and cloud technologies. For developers who want to grow their careers, I’m curious:👉 What skills do you think an Acumatica Developer should focus on learning in 2026?Some areas I’m considering:🔹 Acumatica Modern UI 🔹 AI / AI Studio 🔹 C# & .NET 🔹 REST / SOAP APIs 🔹 Generic Inquiries 🔹 Acumatica customization 🔹 Performance optimization 🔹 Integrations with external applications 🔹 Azure & cloud technologies 🔹 Automation and workflowsFor experienced Acumatica developers:What skill has helped you the most in your career?For developers who are currently learning Acumatica:What are you focusing on right now?Would love to hear your experiences, recommendations, and learning resources.Let’s help each other grow as Acumatica developers! 🙌
Hi Acumatica Community!I’m releasing Acumatica Knowledge MCP, a free, read-only knowledge server for AI tools that support MCP.It gives AI assistants searchable Acumatica reference context across Help Wiki documentation, DACs and fields, OData entities, Contract-Based REST API entities, and Generic Inquiry XML examples.It does not require an Acumatica tenant connection. It is safe to use because it is read-only and does not write anything back to Acumatica.Setup is simple: add a single MCP URL to any agent or AI tool that supports MCP.Website with connection details and how it works:https://knowledge.acutools.netThis is the first public release, so feedback is very welcome. I’d especially appreciate hearing where the search results are useful, where they miss, and what Acumatica knowledge areas or tools you would like to see added next.I’m also happy to help anyone get it set up or answer questions.
Check it out here:
Good afternoon, We recently upgraded from 25R1 to 25R2, and upon trying to create the LLM connection through Anthropic for Claude, we are getting the following error when trying to test the connection:“The max_completion_tokens parameter has an invalid value. Specify the correct value for this parameter on the LLM Connection form.” Has anyone else experienced this error and is there a solution to fix it there is no field on the LLM Connection form. Our partner did ask Acumatica about it, but their response leaves a lot to desire and provides no solution.
Hello, this is a message aimed at current Case Management customers,The CRM team is exploring a potential new AI feature for Acumatica CRM that automatically surfaces similar past cases, so support teams can find and locate solutions faster instead of solving the same problem from scratch every time. The goal is less manual digging, quicker resolutions, and more consistent answers across your team.To build this well, we want to test it against real-world data — so we're looking for a few community members with large, established case databases that make use of the Closure Notes functionality who'd be willing to work with us during early development. This would involve reviewing early versions and giving us direct feedback on relevance and usefulness of our findings.If you're interested (or just curious to learn more before committing), please reach me directly via DM — we'd love to chat. Thanks in advance to anyone willing to help shape this idea into reality. Best, The Acumatica CRM P
Hi all,We've open-sourced acumatica-claude-kit, a Claude Code plugin that packages the integration gotchas we've collected building against Acumatica's contract-based REST API and OData Generic Inquiries:https://github.com/hallboys/acumatica-claude-kitWhat's in it:Auth/session traps — why naive clients leak API license seats, License_LoginLimitExceeded, lockout causes, and the session model behind them. Silent failure modes — writes that return HTTP 200 but persist nothing, filters that return empty sets instead of errors, CannotOptimizeException, and how to detect each. GIQL / OData GI pitfalls — the v3-vs-v4 dialect split, datetime/UTC handling, parameterized-GI behavior over OData, empty-result diagnosis. Entity/action naming — the actual names for common contract-API operations (Release, ConfirmShipment, FinishCounting, etc.).Two design points that might interest other teams:Every entry is tagged UNIVERSAL vs TENANT, so platform truths are never mixed up with one instance's configu
For anyone new to the thread: MCP4Acumatica is an open-source (Apache-2.0) remote MCP server that connects Claude — and other MCP clients — to an Acumatica instance through the contract-based REST API and OData. It runs on Cloudflare Workers, each user logs in with their own Acumatica credentials (so their Acumatica role governs what the AI can access), sensitive fields are redacted, and every call is logged. It ships ~38 read-only entity lookups plus Generic Inquiry, schema-discovery, and utility tools. Repo: https://github.com/hallboys/MCP4AcumaticaHere's what's new since my last update (Previous thread). Current Version 0.38.3Generic Inquiry governance (the headline)Exposing GIs to an AI assistant needs guardrails, so there's now an opt-in exposure gate (Note: This feature Needs a Customization and Couple of GIs):You choose which GIs the AI can see. Tag a GI with a new Exposed to MCP checkbox; only tagged GIs are discoverable/queryable. Until you configure it, the assistant can't b
hello all,We have the AI Assistant feature from 26R1, however I would like to know if anyone has experimented it, and how?Thanks.
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