01 / AI integration
Ask your Sage 300 data questions in plain English.
Metabox MCP connects AI assistants like Claude to your Sage 300 company through the open Model Context Protocol. Ask about customers, orders, stock, shipments and sales, and get answers taken straight from Sage.
“How many of the blue 12" pans can we still sell from the main warehouse?”
- Finds the item number from the description
- Reads stock by location: on hand, committed, on PO
- Answers with what’s available: on hand minus committed
The questions your team already asks, answered from Sage.
Customer lookup
Search by name, number, phone or city. See addresses, terms, tax group, credit limit and balance, ship-to addresses, Metabox optional fields and open orders.
Order history
A customer’s sales orders, newest first, with status, PO number, total, lines still owed and the invoice each one produced. Ask for one order to see its lines.
Stock by location
Find an item by number, description, category or part number, then see on hand, committed, available and on order at each location, with the last receipt and shipment dates.
Shipment status
Look up a shipment by number, order, customer or carrier tracking number. See its status, ship-via, tracking, the orders it came from and its invoice.
Sales summaries
Net sales over any date range, grouped by day, month, customer, item, category, salesperson or location. Filter to Metabox POS sales only.
Sage & Crystal reports
Produce invoices, order confirmations, credit notes, picking slips and POS invoices as PDFs from just a document number, or run any other Sage report.
Step by step.
Ask a question
Type it the way you’d say it, using customer names and product descriptions.
Names become numbers
Metabox matches what you said to the right Sage customer and item numbers first.
Metabox reads Sage
Purpose-built lookups pull the answer from your live Sage 300 company.
Get a clear answer
The assistant replies in plain language, or with a report PDF when you need a document.
It understands how Sage 300 works.
Your numbers come out the way your accountant would count them.
Orders aren’t sales
An order is a promise and an invoice is a sale.
Sales totals use posted invoices minus credit notes, net of discounts and before tax. Orders that were never invoiced aren’t counted.
Available means available
Stock that’s already promised to another customer’s order isn’t free to sell.
Available is on hand minus committed, shown for each location.
Knows the Sage data dictionary
Sage column names are hard to guess.
A built-in dictionary based on Sage’s 2022 object model, checked against your live database, describes every table and field before a custom query runs.
More than one company
Many Sage sites run several companies.
Every lookup uses your default company unless you name another one.
Read-only by design
Metabox MCP can’t change anything in Sage. Custom queries accept only SELECT statements, and the database login has no write permission. Changes still happen in Metabox or in Sage itself.
Answers from your live data
Every answer is read from your Sage 300 company when you ask, not from an export or a copy that can go stale.
See it answer questions about your own data.
Talk to us about connecting Metabox MCP to your Sage 300 company.