Use your AI business assistant to explore financial, sales, purchasing and inventory data through secure, read-only access.
1. Before you begin #
Have these ready:
- A ChatGPT account/workspace that permits custom MCP connections.
- Your company’s ERP web address.
- Your personal API4 access key, issued by your ERP administrator.
Ask iX ERP support to confirm your company’s ERP server is approved for connection.
2. Add the plugin in ChatGPT #
- Sign in to ChatGPT.
- Open Plugins.
- Select + → Add custom MCP server.
- If this option is unavailable, contact your ChatGPT workspace administrator. Official setup instructions
3. Enter the connection details #
| Field | Enter or select |
|---|---|
| Name | iX ERP GPT |
| Description | Your AI business assistant for iX ERP. Explore performance, spot trends and make informed decisions through secure, read-only access. |
| Connection | Public HTTPS endpoint, if asked |
| MCP server URL | https://mcp_server.ixerp.net/mcp |
| Authentication | OAuth |
| Registration method | Dynamic Client Registration — DCR |
| Base scopes | erp:read |
| Default scopes | Leave blank |
| OpenID support | Disabled |
ChatGPT will discover the OAuth endpoints automatically.
ChatGPT will registers its connection automatically. OAuth documentation
4. Create the plugin #
- Review the connection warning.
- If you agree, select I understand and want to continue.
- Select Create as a plugin.
- Follow any Connect or Authorize prompt. Account linking may also appear when you first request ERP data.
5. Link your iX ERP account #
On the iX ERP connection page, confirm the browser address begins with:
https://mcp_server.ixerp.net/Enter:
- ERP address: your company’s iX ERP root address, for example
https://erp.yourcompany.com. - API key: your personal key.
Select the read-only consent checkbox, then Authorize read access. You should return to ChatGPT.
Never paste your API key into a chat.
6. Start using iX ERP GPT #
Install the resulting plugin if prompted. Start a new conversation, type @, and select iX ERP GPT. Using the connected plugin
Start with:
What reports and information can I access in iX ERP?
Then try:
Show my profit and loss for the current financial year.
Available information follows your existing iX ERP permissions. The connection cannot change ERP records.
7. If you need help #
Contact iX ERP support with the error message or a screenshot. Hide API keys, authorization headers and other credentials before sharing.
