Integration · E-commerce

Connect Claude & ChatGPT to Rackbeat

Ask your AI how much of an item is in stock, which orders are ready to ship, or to create a sales order in Rackbeat. It can work with customers, products, offers, orders, purchase orders and invoices, and turn an accepted offer into an order. You get answers about stock and sales without clicking through lists.

Connect Rackbeat free

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

Try asking

“How many of item 1001 do we have available?”
The AI reads the inventory overview for the item: stock in hand, available, reserved and on order.
“Create an order for customer 10045: 20 of item 2001, delivery on Friday.”
It creates a sales order for the customer with one line and the delivery date you gave.
“Which orders are ready for shipping but not shipped yet?”
It searches sales orders flagged as ready for shipping and not shipped, and lists them with customer and date.

What your AI can do

Sales

Create and update sales orders and offers, convert offers to orders, and create invoices from orders. Search orders, offers and invoices by customer, date or status.

Products and stock

Look up products by number or SKU, see stock in hand, available, reserved and on order, and create or update products.

Customers and purchasing

Search, create and update customers, search suppliers, and create and look up purchase orders.

“Offer 3012 was accepted. Make it an order.”
It checks that the offer has not been converted already, then turns it into a sales order.
“Order 100 of item 2001 from our usual supplier.”
It finds the supplier and creates a purchase order with the item and quantity.
“Invoice order 5520.”
It creates a customer invoice from the sales order.

30 tools for Rackbeat

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

add_order_lineChanges dataAdd a line to a sales order by `order_number` with `item_id` and `quantity`, plus optional price, discount and delivery date.
convert_offer_to_orderChanges dataTurn an accepted offer into a sales order by `offer_number`. Check first that it has not already been converted.
create_customerChanges dataCreate a customer. Requires `company_name`, `vat_zone` (domestic, eu, abroad or domesticexempt), `customer_group_id` and `payment_terms_id`; add address, emails, VAT number and delivery address. Search first to avoid duplicates.
create_invoice_for_orderChanges dataCreate a customer invoice from a sales order by `order_number`.
create_offerChanges dataCreate an offer (quote) for `customer_id` with `lines` (item_id, quantity, optional price and discount), plus optional `offer_date`, `valid_until`, addresses and note.
create_orderChanges dataCreate a sales order for `customer_id` with `lines` (item_id, quantity, optional line_price and discount), plus optional order date, delivery date (`deliver_at`), delivery address, reference and note.
create_productChanges dataCreate a product with `number`, `name`, `sales_price` and a product `group` or `group_id`; optional barcode, unit, cost price, minimum stock, description and default supplier.
create_purchase_orderChanges dataCreate a purchase order for `supplier_id` with `lines` (item_id, quantity, optional price), plus optional `purchase_date`, `preferred_delivery_date` and note.
find_product_by_skuFind a product by its `sku`.
get_current_accountGet the connected Rackbeat account and user. Use to confirm which company you are working in.
get_customerGet one customer by `customer_number`, with addresses, contact details, payment terms and group.
get_invoiceGet one customer invoice by `invoice_id`, with lines and totals.
get_offerGet one offer (quote) by `quote_number`, with lines and totals.
get_orderGet one sales order by `order_number`, with lines, totals, addresses and status.
get_productGet one product by `product_number`, with prices, stock, group, units and supplier.
get_product_stockGet the inventory overview for one item (`item` = product number): stock in hand, available, reserved and on order.
get_purchase_orderGet one purchase order by `order_id`, with lines and receiving status.
list_customer_groupsList customer groups with their IDs, optionally filtered by `name` or `search`. Needed when creating a customer.
list_payment_termsList payment terms with their IDs, optionally filtered by `search`. Needed when creating a customer.
list_product_groupsList product groups with their IDs, optionally filtered by `search`. Needed when creating a product.
list_productsList all items (products and product variants) in Rackbeat with their numbers.
search_customersSearch customers by free text (`search`), `company_name`, `email`, customer `group` or `updated_at_from`/`updated_at_to`. Use this to find a customer's number before other lookups.
search_invoicesSearch customer invoices by free text (`search`), `customer_number`, `order_number`, invoice date range, or flags such as `is_booked` and `is_creditnote` ("true"/"false").
search_offersSearch offers (quotes) by free text (`search`), `customer_number`, offer date range, or status flags such as `is_sent`, `is_accepted`, `is_rejected` and `is_draft` ("true"/"false").
search_ordersSearch sales orders by free text (`search`), `customer_number`, order or delivery date range, or status flags such as `is_booked`, `is_shipped`, `is_ready_for_shipping` and `is_cancelled` ("true"/"false").
search_purchase_ordersSearch purchase orders by free text (`search`), `supplier_number`, purchase or delivery date range, or flags such as `is_approved`, `is_booked` and `is_received` ("true"/"false").
search_suppliersSearch suppliers by free text (`search`), `company_name` or `email`.
update_customerChanges dataUpdate a customer by `customer_number`: name, address, emails, VAT number, group, payment terms or delivery address. Only the fields you pass change.
update_orderChanges dataUpdate a sales order by `order_number`: lines, dates, addresses, references or note. Only the fields you pass change.
update_productChanges dataUpdate a product by `product_number`: name, price, group, barcode, minimum stock, description and more. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Rackbeat from the app list.
2
Paste your key
Paste a Rackbeat API key. In Rackbeat go to Company settings > API and create a new API key with a name. Keep "All permissions" or pick only the scopes you need. Copy the key right away, because Rackbeat shows it only once.
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 Rackbeat?

The AI can search and read customers, products, stock, sales orders, offers, invoices, purchase orders, suppliers, product groups, customer groups and payment terms. It can create and update customers, products and sales orders, add order lines, create offers and purchase orders, convert an offer to an order and create an invoice from an order.

Does the AI see my Rackbeat credentials?

No. Your Rackbeat 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 orders, purchase orders and invoices can require your approval before it runs. 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 Rackbeat account.

Which permissions should the Rackbeat API key have?

When you create the key in Rackbeat you can keep "All permissions" or pick the scopes you need. If you only want the AI to look things up, give the key fewer permissions and switch off the create and update tools in PipMCP. Rackbeat shows the key only once, so copy it straight into PipMCP.