Integration · ERP
AI agents for Katana
Look up products, materials, variants and stock by location, read and create sales orders and manufacturing orders, and find or add customers in Katana manufacturing ERP (Katana MRP).
- Actions
- 13
- Read
- 10
- Write
- 3
Actions
What your agents can do in Katana
13 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 10
Look things up. Nothing changes.
Find products
Lists products (things you sell or make), newest first, by name, category, or whether they are sellable, producible or purchasable, or changed since a time.
Find materials
Lists materials (raw materials and components you buy), newest first, by name, category or default supplier, or changed since a time.
Find variants
Finds variants (the sellable or buyable units of products and materials, each with its own SKU) by SKU, product or material, barcode or ID, with the product or material they belong to.
Check stock
Reads current stock per variant and location, for some variants (their IDs from "Find variants"), one location, or everything.
List locations
Lists the factory's locations (warehouses and production sites), by name.
Find customers
Finds customers, newest first, by name, email, phone, company, category or your own reference ID.
Find sales orders
Lists sales orders, newest first, by customer, order number, status.
Read a sales order
Reads one sales order by its ID.
Find manufacturing orders
Lists manufacturing orders, newest first, by status (NOT_STARTED, BLOCKED, IN_PROGRESS, DONE), order number, location, whether linked to a sales order, or created or changed since a time.
Read a manufacturing order
Reads one manufacturing order by its ID.
Write 3
Create, change or send.
Create a customer
Creates a customer with a display name and optionally a first and last name, company, email, phone, currency (ISO 4217), category, your own reference ID and a comment.
Create a sales order
Creates a sales order for a customer with rows (variant ID, quantity, and optionally price per unit without tax, tax rate ID and the location to ship from), a delivery date and the shipping location.
Create a manufacturing order
Creates a manufacturing order to make a planned quantity of a product variant at a location; Katana adds the recipe and operation rows from the product's recipe.
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.
Paste an API key from your Katana account.
What you enter
- API 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.
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 Katana data
Ask a question in plain words. The agent can find products, find materials or find variants in Katana, then answers with what it found.
- 02
Let an agent update Katana
Have the agent create a customer or create a sales order in Katana 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 Katana and Slack: it can find products in Katana and post a summary to a Slack channel in the same run.
FAQ
Katana and MyDeepAgents
Can MyDeepAgents connect to Katana?
Yes. The Katana connector has 13 actions: 10 read and 3 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Katana?
Paste an API key from your Katana account. You'll need: API 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 Katana 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 Katana in workflows as well as agents?
Yes. Every Katana action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Katana to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.