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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.

API key

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.

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 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.