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Integration · Accounting

Connect Claude & ChatGPT to Bind ERP

Ask your AI about clients, invoices, quotes, sales orders and stock in Bind ERP. It can read an invoice with its lines and totals, download the PDF and list the payments recorded against it. It can also create clients, prospects, products, quotes, sales orders and invoices, and record a payment you have received.

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Free plan, no credit card. Takes about a minute.

Try asking

  • “Show me invoice A-1520 with its lines and status.”

    The AI gets the invoice by number, with lines, totals and status.

  • “Send me the PDF of that invoice.”

    It downloads the invoice PDF.

  • “Make a quote for Grupo Norte: 20 units of product SKU-114.”

    It finds the client, the product and a price list, and creates the quote with the items you give.

What your AI can do

Clients and prospects

List, create and update clients with RFC, legal name, credit terms and price list, read their delivery addresses, and manage prospects.

Sales documents

Create and read quotes, sales orders and invoices, download invoice PDFs, and record and list invoice payments.

Products and stock

List, create and update products, list services and suppliers, and see stock levels per warehouse.

  • “How much stock of SKU-114 is in the Monterrey warehouse?”

    It finds the warehouse ID and lists stock levels in that warehouse, filtered to the product.

  • “Record a payment of 12,500 MXN against invoice A-1520 received today.”

    It records the payment against the invoice with the bank account and reference you give. This is bookkeeping only, no money is moved.

  • “Add a new prospect, Laura Méndez from Café Sol.”

    It creates the prospect with name, company and any email or phone you give.

30 tools for Bind ERP

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

  • create_clientChanges dataCreate a client. Needs `rfc`, `legal_name`, `commercial_name`, `credit_days`, `credit_amount`, `price_list_id` and `accounting_number`; optional email, phone and address.
  • create_invoiceChanges dataCreate a sales invoice for `client_id` with `invoice_date`, `currency_id`, `location_id`, `warehouse_id`, `price_list_id`, `cfdi_use` and product/service lines. `is_fiscal_invoice` controls whether it is issued as a fiscal (CFDI) invoice; issued invoices are official documents.
  • create_productChanges dataCreate a product with `code`, `title`, `price`, `cost` and `currency_id`; optional SKU, description, categories and SAT codes.
  • create_prospectChanges dataCreate a prospect with `name` and optional email, phone, company and comments.
  • create_quoteChanges dataCreate a quote for a client or prospect (`client_prospect`) with `items`, `currency_id`, `location_id` and `price_list_id`; optional emails, comments and discount.
  • create_sales_orderChanges dataCreate a sales order for `client_id` and delivery `address_id` with `order_date`, `currency_id`, `location_id`, `warehouse_id`, `price_list_id` and product/service lines.
  • get_clientGet one client by `customer_id`, including RFC, legal name, credit terms and contact details.
  • get_company_profileGet the company profile of the connected Bind ERP account.
  • get_invoiceGet one invoice by ID or number (`id_or_number`), with lines, totals and status.
  • get_invoice_pdfDownload the PDF of an invoice by `invoice_id`.
  • get_productGet one product by `product_id`, including code, price and cost.
  • get_quoteGet one quote by `quote_id`, with items and totals.
  • get_sales_orderGet one sales order by `order_id`.
  • list_client_addressesList the delivery addresses of a client by `client_id`; needed for sales orders.
  • list_clientsList clients with `limit`, `offset`, `orderby` and a `filter` condition (OData style). Use this to find a client's ID.
  • list_inventoryList stock levels in one warehouse by `warehouse_id`, with `filter` and paging.
  • list_invoice_paymentsList the payments recorded against one invoice by `invoice_id`.
  • list_invoicesList sales invoices with `limit`, `offset`, `orderby` and `filter`.
  • list_price_listsList price lists and their IDs, needed when creating clients, quotes, orders and invoices.
  • list_productsList products with `limit`, `offset`, `orderby` and `filter`.
  • list_prospectsList prospects (leads) with `limit`, `offset`, `orderby` and `filter`.
  • list_quotesList quotes with `limit`, `offset`, `orderby` and `filter`.
  • list_sales_ordersList sales orders with `limit`, `offset`, `orderby` and `filter`.
  • list_servicesList services (non-stock items) with `limit`, `offset`, `orderby` and `filter`.
  • list_suppliersList suppliers (proveedores) with `limit`, `offset`, `orderby` and `filter`.
  • list_warehousesList warehouses and their IDs.
  • record_invoice_paymentChanges dataRecord a payment received against an invoice: `invoice_id`, `amount`, `date`, bank `account_id`, `payment_term` and `reference`. Bookkeeping only; no money is moved.
  • update_clientVisible to othersUpdate a client by `id`. Send the required fields (rfc, legal_name, commercial_name, credit days/amount, price list, accounting number) plus what you want to change.
  • update_productVisible to othersUpdate a product by `id`; send `code`, `title`, `cost` and `currency_id` plus the fields to change.
  • update_prospectVisible to othersUpdate a prospect by `id` (and `name`); only other fields you pass change.

Set up in three steps

  1. 1

    Pick the app

    Create a free PipMCP account and choose Bind ERP from the app list.

  2. 2

    Paste your key

    Paste your Bind ERP API key. In Bind ERP click your user name at the top right and choose Perfil. On the Perfil de Usuario page open the Integraciones tab, enter your password and click "Generar API Key". Copy the key.

  3. 3

    Add the link to your AI

    You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:

    1. Click your name, then Settings › Connectors › Add custom connector.
    2. Paste your link as the Remote MCP server URL.
    3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Bind ERP?

It can read your company profile, clients, client addresses, prospects, invoices, invoice PDFs and payments, quotes, sales orders, products, services, suppliers, warehouses, price lists and stock levels. It can create and update clients, prospects and products, create quotes, sales orders and invoices, and record invoice payments, if you switch those tools on.

Does the AI see my Bind ERP credentials?

No. Your Bind ERP credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with lookups only. Creating an invoice can issue an official fiscal document, and recording a payment changes your books, so those actions can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Bind ERP account.

Can the AI issue a fiscal (CFDI) invoice?

The create_invoice tool has a setting that decides whether the invoice is issued as a fiscal (CFDI) invoice, and issued invoices are official documents. You can keep that tool off, or require your approval so you see the client, lines and settings before anything is created.

Let your AI work in Bind ERP today.

Start free. Your key stays encrypted, and you decide what the AI may do.

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PipMCP is not affiliated with Bind ERP. Product names are trademarks of their owners.