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Integration · ERP

AI agents for Cin7 Core

Find and add customers, look up products and stock availability by location, read sales and purchases, and enter sales with order lines in Cin7 Core (formerly DEAR Inventory).

Actions
12
Read
9
Write
3

Actions

What your agents can do in Cin7 Core

12 actions. Each one is a tool your agents can call and a step your workflows can run.

Read 9

Look things up. Nothing changes.

  • Find customers

    Finds customers whose name starts with a text, or whose contact's name starts with or email equals a text, or changed since a time.

  • Find products

    Finds products whose name or SKU contains a text, or changed since a time.

  • Check stock availability

    Reads stock per product and location (and bin and batch): by product name (starts with), SKU, product ID, location name, batch or category.

  • Find sales

    Lists sales by a search text (matched in order number, status, customer, invoice number, customer reference and credit note number), by status, order, quote, invoice or shipping status, external ID.

  • Read a sale

    Reads one sale by its ID with every stage.

  • Find purchases

    Lists purchases by a search text (matched in order number, status, supplier, invoice and credit note numbers), status, order status, required-by date, or changed since a time.

  • Read a purchase

    Reads one simple or service purchase by its ID (advanced purchases are read in Cin7 Core).

  • List locations

    Lists stock locations (warehouses), by name.

  • List tax rules

    Lists tax rules, optionally only active ones used for sales.

Write 3

Create, change or send.

  • Create a customer

    Creates an active customer.

  • Start a sale

    Starts a sale for a customer (its ID) from a stock location.

  • Add a sale order

    Adds the order (its lines) to a sale started without a quote, as a draft by default or authorised.

A person can approve first

Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.

Connection

How it connects

Connect it once in the console, then give it to the agents and workflows that need it.

Sign-in details

Enter the sign-in details Cin7 Core gives you for its API.

What you enter

  • Account ID
  • Application key

Kept safe

  • Credentials are stored encrypted with your organization's own keys.
  • They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
  • Calls go only to the tool's own servers.

How we protect your data

Ideas

Ideas to start with

Starting points made only from the actions above. Mix them with any other tool your agents can use.

  • 01

    Ask about your Cin7 Core data

    Ask a question in plain words. The agent can find customers, find products or check stock availability in Cin7 Core, then answers with what it found.

  • 02

    Let an agent update Cin7 Core

    Have the agent create a customer or start a sale in Cin7 Core as part of a larger task. Turn on approval and a person signs off on each change first.

  • 03

    Share what it finds in Slack

    Give one agent Cin7 Core and Slack: it can find customers in Cin7 Core and post a summary to a Slack channel in the same run.

FAQ

Cin7 Core and MyDeepAgents

Can MyDeepAgents connect to Cin7 Core?

Yes. The Cin7 Core connector has 12 actions: 9 read and 3 make changes. Your agents can call them as tools, and your workflows can run them as steps.

How do I connect Cin7 Core?

Enter the sign-in details Cin7 Core gives you for its API. You'll need: Account ID and Application key. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.

Can an agent change data in Cin7 Core without asking?

Only if you let it. Each of the 3 actions that change data can be set to wait for a person's approval before it runs.

Can I use Cin7 Core in workflows as well as agents?

Yes. Every Cin7 Core action also works as a step in a workflow, and the same connection serves your agents and your workflows.

Early access

Put Cin7 Core to work

Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.