Integration · ERP
AI agents for Epicor Kinetic
Run BAQs and Epicor Functions, look up customers, parts, stock, sales orders, quotes, AR invoices and purchase orders, enter sales orders, and call any business object in Epicor Kinetic.
- Actions
- 12
- Read
- 8
- Write
- 4
Actions
What your agents can do in Epicor Kinetic
Run BAQs and Epicor Functions, look up customers, parts, stock, sales orders, quotes, AR invoices and purchase orders, enter sales orders, and call any business object in Epicor Kinetic (and Epicor ERP 10.2.400 on), cloud or on-premise, through REST v2.
Read 8
Look things up. Nothing changes.
Run a BAQ
Runs a Business Activity Query by its ID and returns its rows: the most reliable way to read Kinetic data, including joined and calculated columns.
Query a business object
Reads rows from any business object's entity set with OData $filter, $select, $expand and $orderby, like Erp.BO.CustomerSvc / Customers, Erp.BO.PartSvc / Parts, Erp.BO.SalesOrderSvc / SalesOrders.
Find customers
Finds customers whose name or customer ID starts with a text.
Find parts
Finds parts whose number or description starts with a text.
Stock of a part
Shows a part's stock by site and warehouse: on hand, demand, allocated and reserved quantities.
Find sales orders
Lists sales orders, newest first, for a customer (by CustNum), a PO number, or open orders only.
Get a sales order
Reads one sales order by its number, with its lines in OrderDtls (OrderLine, PartNum, LineDesc, SellingQuantity, UnitPrice, DocExtPriceDtl, OpenLine, NeedByDate).
Open AR invoices
Lists a customer's open AR invoices (by CustNum), oldest due first.
Write 4
Create, change or send.
Enter a sales order header
Opens a sales order for a customer (by CustNum) with a PO number and need-by date; Kinetic numbers it.
Add an order line
Adds a part line to a sales order: part number, description, quantity in the selling unit, and a unit price.
Call a business object method
Calls a method of a business object with its parameters as a JSON body, the way Kinetic's screens do.
Run an Epicor Function
Runs an Epicor Function from a published function library with its request parameters as a JSON body, the way a company packages its own business rules for integrations.
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.
Enter the sign-in details Epicor Kinetic gives you for its API.
What you enter
- Epicor user ID
- Password
- API key
Settings
- Kinetic address
- Company ID
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.
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 Epicor Kinetic data
Ask a question in plain words. The agent can run a BAQ, query a business object or find customers in Epicor Kinetic, then answers with what it found.
- 02
Let an agent update Epicor Kinetic
Have the agent enter a sales order header or add an order line in Epicor Kinetic 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 Epicor Kinetic and Slack: it can run a BAQ in Epicor Kinetic and post a summary to a Slack channel in the same run.
Works well with
More ERP tools
- Oracle NetSuite15 actionsRun SuiteQL queries, find customers, contacts, vendors, employees, items and transactions, read and update any record, and add customers, contacts, sales orders, invoices from orders.
- SAP S/4HANA11 actionsFind business partners, sales orders, products, stock and billing documents, enter sales orders, and query any OData API in SAP S/4HANA (Cloud Public Edition, Private Edition or on-premise), as a communication user.
- SAP Business One10 actionsFind and add business partners, look up items and stock, read and enter sales orders and quotations, follow invoices, deliveries and purchase orders, and query any Service Layer resource in SAP Business One.
- Dynamics 365 Business Central16 actionsFind customers, vendors and items, enter sales orders, quotes and purchase orders, and read invoices and general ledger entries in Microsoft Dynamics 365 Business Central, as the person who signs in.
- Odoo11 actionsSearch, read, create and update any Odoo record (contacts, leads, quotations, invoices, products, stock, tasks), run actions like confirming an order or posting an invoice, and post notes, on Odoo 19 or later.
- Acumatica16 actionsFind and update customers and contacts, look up stock items, vendors, invoices and purchase orders, follow and enter sales orders, open support cases.
FAQ
Epicor Kinetic and MyDeepAgents
Can MyDeepAgents connect to Epicor Kinetic?
Yes. The Epicor Kinetic connector has 12 actions: 8 read and 4 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Epicor Kinetic?
Enter the sign-in details Epicor Kinetic gives you for its API. You'll need: Epicor user ID, Password and API key. The connection also asks for: Kinetic address and Company ID. 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 Epicor Kinetic without asking?
Only if you let it. Each of the 4 actions that change data can be set to wait for a person's approval before it runs.
Can I use Epicor Kinetic in workflows as well as agents?
Yes. Every Epicor Kinetic action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Epicor Kinetic to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.