MCP

Connect Claude, ChatGPT, Cursor or your own agent to Netzo over MCP, and the tools, resources, apps and skills it offers.

An AI assistant works in Netzo through the MCP server at https://app.netzo.ai/mcp. It acts with the permissions of its credential, never more. See AI first.

https://app.netzo.ai/mcp

Connect

Create an API key

In Administration → Integrations → API keys, create a key with a role that allows only what the agent needs. Copy the key: Netzo shows it once.

Add the server

claude mcp add --transport http netzo https://app.netzo.ai/mcp --header "x-api-key: $NETZO_API_KEY"

{
  "mcpServers": {
    "netzo": {
      "type": "http",
      "url": "https://app.netzo.ai/mcp",
      "headers": { "x-api-key": "${env:NETZO_API_KEY}" }
    }
  }
}

{
  "servers": {
    "netzo": {
      "type": "http",
      "url": "https://app.netzo.ai/mcp",
      "headers": { "x-api-key": "${env:NETZO_API_KEY}" }
    }
  }
}

A client that supports MCP OAuth can connect with https://app.netzo.ai/mcp alone: the person signs in, and the agent acts with that person's permissions.

Ask a question

The agent discovers the tables it may use (list_tables, describe_table), reads and writes records, and runs actions. See every tool in Tools.

Start with a prompt

Explore my business in Netzo

Tools

Tools at https://app.netzo.ai/mcp. Each record tool takes the table (tableUid) and, optionally, the place (moduleUid, entityId). An agent sees only the tools and tables its credential allows.

Tool	Does	Kind
`aggregate`	Aggregate Records	Reads
`can`	Can I?	Reads
`count`	Count Records	Reads
`describe_table`	Describe Table	Reads
`find`	Find Records	Reads
`get`	Get Record	Reads
`get_skill`	Get Skill	Reads
`list_skills`	List Skills	Reads
`list_tables`	List Tables	Reads
`search`	Search Procedures	Reads
`attach_file`	Attach File	Writes
`create`	Create Record	Writes
`delete`	Delete Record	Writes
`import_records`	Import Records	Writes
`run_procedure`	Run Procedure	Writes
`update`	Update Record	Writes
`upload_file`	Upload File	Writes

Resources

Data an agent reads by URI: the schema of a table, the event catalog, the skills and the files.

URI	Does
`netzo://blobs/{tableUid}/{recordId}/{uid}`	File: Record Blob
`netzo://events/catalog`	Schema: Event Catalog
`netzo://skills/{name}`	Skill: Protocol
`netzo://skills/{name}/{ref}`	Skill: Reference
`netzo://tables/{tableUid}`	Schema: Table
`netzo://tables/{uid}/semantic`	Semantic view: Table

Prompts

Ready-made instructions the MCP client offers to the person.

Prompt	Does
`explain`	Explain Table

MCP Apps

Views the assistant shows in the conversation, in clients that support MCP Apps: tables, charts, record cards and previews of an action.

App	Does
`accordion`	Show Accordion
`activity-timeline`	Show Record Timeline
`alert-banner`	Show Alert
`approval-form`	Preview Action
`chart`	Chart Rows
`find-table`	Show Table
`hierarchy-tree`	Hierarchy Tree
`kpi-stat`	KPI Stat
`markdown-answer`	Show Answer
`page-gallery`	Page Gallery
`page-grid`	Page Grid
`page-list`	Page List
`progress-meter`	Show Progress
`record-card`	Show Record
`record-link`	Record Link
`status-badge`	Show Record Status
`user-chip`	Show Contact Chip

Skills

A skill teaches an agent a job from start to end. The agent lists them with list_skills and loads one with get_skill. Skills are written for agents, in English.

Use the platform

Skill	Description
`netzo-mcp-discover`	Discover Netzo tables, schemas, and allowed procedures through MCP. Use when the agent must learn which tables the user or API key can access, inspect a table before querying, or choose a module such as sales or purchases.
`netzo-mcp-read`	Read Netzo records, files, and generated PDFs through MCP. Use when listing, searching, counting, aggregating, or fetching a record by id, or when the user asks for an attachment or PDF. Also use when the user asks for a chart (the Netzo chart App).
`netzo-mcp-write`	Create, update, archive, or delete Netzo records and run lifecycle actions through MCP without inventing fields. Use when writing data, publishing or disabling catalog records, running actions such as approve, or when the user asks to remove a record.
`netzo-mcp-import`	Load external rows into Netzo tables through MCP. Use when the user gives a spreadsheet, CSV, JSON, or a document to turn into records. Read each table with describe_table, order tables by required references, match existing rows, then create or update with dryRun first.
`netzo-mcp-attach`	Upload files to Netzo and link them to records through MCP with upload_file and attach_file. Use when the user wants to attach a document, store evidence for a business event, extract fields from a PDF or XML before a create, or review which records miss required documents.
`netzo-cli-discover`	Use Netzo from a shell with the netzo CLI. Use when the agent has a shell and must move files or bulk data, pipe results to other tools, run in CI or a script, or when no Netzo MCP connection is signed in.

Operate

Skill	Description
`netzo-directory-resolve`	Resolve customer and supplier identity in Netzo through MCP. Use when matching a name or tax id from a document to one party, or when finding and cleaning duplicate accounts.
`netzo-sales-process`	Process sales orders through Netzo MCP. Use when a sales order must be approved, should reserve stock, when you must see what is shipped, reserved, or still open, or when a customer returns goods. Do not post the goods issue.
`netzo-catalogs-resolve`	Resolve catalog items in Netzo through MCP. Use when a document line (supplier part number, customer code, barcode, or description) must map to one item, or when finding duplicate products.
`netzo-taxes-resolve`	Resolve which company taxes apply to Netzo catalog items through MCP. Use when items have no tax mapping, when a source says which VAT or excise applies to an item, or when auditing item tax mappings.
`netzo-finances-reconcile-bank`	Reconcile bank statements in Netzo through MCP. Use when imported statement lines must be matched to payments, transfers, or adjustments, when explaining a difference between bank and book balance, or when closing a statement.
`netzo-finances-reconcile-bills`	Reconcile supplier bills in Netzo through MCP (three-way match: bill, purchase order, receipt). Use when a supplier bill must be checked against what was ordered and received, when posting price variances, or when matching freight bills to freight charges.
`netzo-finances-reconcile-receivables`	Allocate customer payments to invoices in Netzo through MCP. Use when money received from a customer must be applied to open invoices, or when a payment has an unapplied amount.
`netzo-fiscalmx-reconcile`	Reconcile Mexican CFDIs with the books in Netzo through MCP. Use when checking a period's issued or received CFDIs against invoices, bills, and payments, finding CFDIs without a host or documents without a CFDI, or comparing CFDI and book totals.
`netzo-inventory-reconcile`	Reconcile physical inventory counts in Netzo through MCP. Use when counting stock at a location, reviewing count variances or open discrepancies, or posting count adjustments.
`netzo-retail-reconcile`	Reconcile store cash register sessions in Netzo through MCP. Use when closing a cashier shift, explaining expected cash, or investigating a cash variance.
`netzo-sales-triage`	Triage inbound sales inquiries and customer claims in Netzo through MCP. Use when a web form, email, or call note must become a deal, quote, or order, or be rejected, or when a customer complains about a delivery.
`netzo-sales-review`	Review sales quotes in Netzo through MCP. Use before a quote is sent (prices, margin, availability, terms, credit), or when recording that the customer accepted, rejected, or asked to revise a quote.
`netzo-purchases-review`	Review purchase requisitions and purchase orders in Netzo through MCP. Use before approving a requisition or purchase order, or when qualifying a supplier or entering a supplier scorecard.
`netzo-purchases-process`	Process purchases in Netzo through MCP. Use when sending a request for quote, awarding a supplier quote, creating a purchase order, preparing its receipt plan, or returning goods to a supplier.
`netzo-inventory-triage`	Triage goods arriving at a site in Netzo through MCP. Use when a delivery note, advance shipping notice, packing list, or transfer arrives and must be matched to the expected receipt.
`netzo-inventory-process`	Process inventory receipts, goods issues, and transfers in Netzo through MCP. Use when receiving goods, picking and issuing stock, transferring between sites, or recording holds, scrap, and conversions.
`netzo-manufacturing-plan`	Plan materials (MRP) in Netzo through MCP. Use when running a planning run for a manufacturing site, explaining make or buy proposals, or turning them into manufacturing orders and purchase requisitions.
`netzo-manufacturing-process`	Process manufacturing orders in Netzo through MCP. Use when starting a production order, issuing materials, recording operations, machine or labor time, downtime, or good and scrapped output.
`netzo-manufacturing-close`	Close manufacturing orders in Netzo through MCP. Use when a production order is finished and must be ended and closed, or when reviewing plan-versus-actual material, time, and output variances.
`netzo-quality-process`	Process quality inspections in Netzo through MCP. Use when inspecting a goods receipt or production output, recording measured or pass-fail results, or posting rejected quantity.
`netzo-quality-triage`	Triage quality nonconformances in Netzo through MCP. Use when rejected material needs a disposition (scrap or use as is), a root cause, or a corrective action, or when a claim or count reveals defective stock.
`netzo-maintenance-triage`	Triage machine breakdowns in Netzo through MCP. Use when a work center fails or stops and the user needs a corrective maintenance order, or must decide whether one is needed.
`netzo-maintenance-process`	Process maintenance orders in Netzo through MCP. Use when recording maintenance work, closing a work order, or scheduling preventive maintenance that is due.
`netzo-logistics-plan`	Plan delivery routes in Netzo through MCP. Use when optimizing routes for a site's shipments or service visits across vehicles, reviewing proposed routes, or applying them.
`netzo-services-process`	Process field and workshop service orders in Netzo through MCP. Use when releasing a service order, scheduling a visit, recording work done, submitting a service confirmation, or completing the order.
`netzo-finances-close`	Close a fiscal period in Netzo through MCP. Use at month or year end to check reconciliations and postings, run depreciation and currency revaluation, or close the period.
`netzo-fiscalmx-close`	Close a Mexican fiscal month in Netzo through MCP. Use when issuing the monthly global CFDI for retail tickets, or preparing VAT (IVA), DIOT, and payroll figures for declarations.
`netzo-employment-review`	Review employee absence and reimbursement requests in Netzo through MCP. Use when a manager must approve or reject a leave request or an expense reimbursement.
`netzo-employment-process`	Onboard or offboard employees in Netzo through MCP. Use when hiring an employee (record, position, salary, shift, fiscal profile) or when an employee leaves.
`netzo-payroll-process`	Prepare a payroll run in Netzo through MCP. Use when collecting absences, overtime, reimbursements, and one-off items for a pay period, or calculating a payroll run.
`netzo-payroll-review`	Review a calculated payroll run in Netzo through MCP. Use before posting payroll, to find missing employees, large pay changes, negative net pay, or components without accounts or SAT keys.
`netzo-payroll-close`	Close payroll in Netzo through MCP. Use when posting a reviewed payroll run, checking that slips are paid and stamped, or closing the pay period.

Analyse

Skill	Description
`netzo-inventory-analyse`	Analyse inventory through Netzo MCP. Use when reviewing stock levels, movement history, daily balance snapshots, or count and operation variances. Derived KPIs (ABC, aging, turnover, IRA) are computed from facts, not stored tables.
`netzo-sales-analyse-pipeline`	Analyse the sales pipeline through Netzo MCP. Use when reporting pipeline value by stage, probability, or stage aging, or when finding branches with or without open deals.
`netzo-sales-analyse-quotes`	Analyse sales quotes and customer order rhythm through Netzo MCP. Use when reviewing the quote conversion funnel, aging of pending quotes, quote pipeline value, or customers who stopped buying.
`netzo-inventory-monitor`	Monitor inventory alerts through Netzo MCP. Use when checking which items are below minimum or above maximum stock levels.
`netzo-employment-monitor`	Monitor employment duty coverage through Netzo MCP. Use when auditing ISO-style role responsibilities: required duties on a company, current holders via positions and assignments, uncovered duties, and missing acknowledgements for the current job revision.
`netzo-inventory-trace`	Trace inventory movements through Netzo MCP. Use when auditing stock flow, verifying balance changes, or researching a cost layer for a product item.
`netzo-sales-trace`	Trace a sales order in Netzo through MCP. Use when a customer or user asks where an order is, whether it shipped, was delivered, invoiced, paid, or stamped.
`netzo-purchases-analyse`	Analyse purchasing spend in Netzo through MCP. Use when reviewing spend by supplier or item, purchase price trends, single-source items, or comparing supplier quotes to recommend an award.
`netzo-purchases-monitor`	Monitor purchase orders in Netzo through MCP. Use when checking late or due deliveries, unconfirmed orders, received but unbilled goods, or requisitions and orders waiting for approval.
`netzo-finances-monitor`	Monitor receivables and payables in Netzo through MCP. Use when reviewing overdue customer invoices, aging, credit limits, unapplied payments, or supplier bills due soon.
`netzo-fiscalmx-monitor`	Monitor Mexican fiscal compliance in Netzo through MCP. Use when checking failed or stuck CFDI stamps, pending cancellations, PPD invoices without payment complements, invoices without CFDI, expiring CSD certificates, or stamp allowance.
`netzo-logistics-trace`	Trace shipments in Netzo through MCP. Use when asking where a shipment is, whether a stop is late, what was delivered, refused, or damaged, or for proof of delivery.
`netzo-manufacturing-monitor`	Monitor production in Netzo through MCP. Use when checking late or idle manufacturing orders, material shortages, scrap rates, work center downtime, or orders ready to close.
`netzo-quality-analyse`	Analyse quality in Netzo through MCP. Use when reviewing first-pass yield, the most frequent defects or root causes, supplier rejection rates, production quality by work center, or open corrective actions.
`netzo-maintenance-analyse`	Analyse maintenance in Netzo through MCP. Use when reviewing machine reliability (MTBF, MTTR), availability, downtime by reason, or preventive maintenance compliance.
`netzo-finances-analyse`	Analyse financial statements in Netzo through MCP. Use when the user asks for profit and loss, a balance sheet, results by cost center, or a period comparison.

WebMCP

Tools the open app offers to an AI agent in the browser, in the session of the person.

API

Every action as an HTTP endpoint: authentication, places, dry runs, errors and OpenAPI.