【MCP Server】Acumatica × Claude Desktop 連携ガイド | AI でデータを徹底活用

Model Context Protocol (MCP) is an emerging, open-source standard for connecting LLMs with external services and data sources. Through MCP Servers, AI clients can perform actions like opening Jira tickets, posting Slack messages, committing GitHub branches and more. With CData MCP Servers, these capabilities expand exponentially.

In this article, we guide the reader through installing the CData MCP Server for Acumatica, configuring the connection to Acumatica, and asking questions of the data in Claude Desktop.

Prerequisites

You need to download Claude Desktop (download) and create an account before continuing.

Overview

Here's a quick overview of the steps:

1. Download and install the CData MCP Server for Acumatica
2. Configure the connection to Acumatica
3. Ask questions about the data in Claude Desktop

Step 1: Download and install the CData MCP Server

1. To begin, navigate to https://www.cdata.com/solutions/mcp/connectors and download the CData MCP Server for Acumatica.
2. Find and double-click the installer to begin the installation.
3. Follow the prompts to complete the installation.

When the installation is complete, you are ready to configure your MCP Server by connecting to Acumatica.

Step 2: Configure the connection to Acumatica

1. After installation, the CData MCP Server configuration wizard should open automatically.

   NOTE: If the wizard does not open automatically, search for "CData MCP Server" in the Windows search bar and double-click the application.

2. Click the dropdown menu in MCP Configuration > Configuration Name and select ""
3. Name the configuration (e.g. "cdataacumatica") and click "OK."

   NOTE: This name is used as the name for the MCP server and as the prefix for all of the MCP Server's tools.

   

4. Connecting to Acumatica

   Acumatica 接続プロパティの取得・設定方法

   Acumatica への接続

   Acumatica データソースに接続するには、次の接続プロパティを指定する必要があります。

   • URL：（必須）Acumatica ERP インスタンスのベースURL。例：https://domain.acumatica.com/。
   • Schema：（オプション）異なるデータを含む2つのスキーマがあります。デフォルトはREST で、Acumatica REST コントラクトベースのAPI を使用し、OData スキーマはAcumatica OData API を使用します。OData スキーマはAcumatica Generic Inquiries へのクエリに使用されます。
   • Company：（一部必須）会社名またはテナント名に設定。Schema がOData に設定されている場合は必須です。
   • EndpointVersion：（オプション）Web Services エンドポイントのバージョン。例：24.200.001。これはREST スキーマにのみ適用されます。
   • EndpointName：（オプション）Web Services エンドポイントの名前。例：Default。これはREST スキーマにのみ適用されます。
   詳細はヘルプドキュメントの「接続の確立」セクションを参照してください。

   Acumatica への認証

   Acumatica データソースへの接続に使用できる認証方法は2つあります。Basic およびOAuth です。 Basic 認証では、AuthScheme をBasic に設定し、User とPassword をログイン資格情報に設定します。 OAuth 認証については、ヘルプドキュメントの「接続の確立」セクションにある「OAuth」を参照してください。

   Enter the appropriate connection properties in the configuration wizard.

   
5. Click "Connect" to authenticate with Acumatica.
6. Finally, click "Save Configuration" to save the MCP server.

   NOTE: This saves the configuration details to a separate file and updates the Claude Desktop configuration file (claude_desktop_config.json) to start the CData MCP Server when the Claude Desktop client starts.

With the CData MCP Server configured, you are ready to start asking questions of your live data from Claude.

Step 3: Ask AI for answers from live Acumatica のデータ

Now that we have installed the CData MCP Server and configured a connection, we are ready to start with Acumatica のデータ in Claude Desktop.

1. Open Claude Desktop. It may take a moment for the MCP Servers to start, but you will see the list of servers and tools available in the Claude interface (look for the settings icon below the prompt bar).

   You can individually enable and disable specific tools by clicking on the server name.

2. Now that you have connected, you can ask Claude questions about the Acumatica のデータ. For example: "Can you give me a quantitative analysis about my closed-won opportunities by industry?"

   NOTE: Claude may need to explore the Acumatica のデータ to make sense of it before it can begin answering questions of the data. The tabular model presented by CData alongside the database tools available simplify the data exploration and analysis for an LLM.

   

Connect your AI to your data today!

CData MCP Servers make it easier than ever for LLMs to work with live enterprise data. To explore the technology hands-on, download a free, 30-day trial or visit the CData Community to share insights, ask questions, and help shape the future of enterprise-ready AI.