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Retrieval**: Get records, browse data lists, and generate reports\n- **Data Operations**: Insert, update, delete, and calculate ERP records\n- **Business Intelligence**: Built-in prompts for customer, sales, inventory, and financial analysis\n- **Resources**: Access to API documentation and database schema\n\n## Installation MCP SoftOne\n\n### Claude Desktop\n\nTo use this with Claude Desktop, add the following to your claude_desktop_config.json. The full path on MacOS: ~/Library/Application\\ Support/Claude/claude_desktop_config.json, on Windows: %APPDATA%/Claude/claude_desktop_config.json.\n\n```json\n{\n  \"mcpServers\": {\n    \"softone-mcp\": {\n      \"command\": \"npx\",\n      \"args\": [\n        \"-y\",\n        \"@cactus-digital-sa/mcp-softone-erp\"\n      ]\n    }\n  }\n}\n```\n\n### VS Code\nAdd this to your VS Code MCP config file. See VS Code MCP docs for more info.\n\n```json\n{\n  \"servers\": {\n    \"softone-mcp\": {\n      \"type\": \"stdio\",\n      \"command\": \"npx\",\n      \"args\": [\"-y\", \"@cactus-digital-sa/mcp-softone-erp\"]\n    }\n  }\n}\n```\n\n### Cursor\n\nInstall in Cursor\nGo to: Settings -> Cursor Settings -> MCP -> Add new global MCP server\n\nPasting the following configuration into your Cursor ~/.cursor/mcp.json file is the recommended approach. You may also install in a specific project by creating .cursor/mcp.json in your project folder. See Cursor [MCP docs](https://docs.cursor.com/context/model-context-protocol) for more info.\n\n```json\n{\n  \"mcpServers\": {\n    \"softone-mcp\": {\n      \"command\": \"npx\",\n      \"args\": [\"-y\", \"@cactus-digital-sa/mcp-softone-erp\"]\n    }\n  }\n}\n```\n\n## Usage\n\n### Authentication\nFirst, authenticate with your SoftOne ERP system using the login tool:\n\n```javascript\n{\n  \"registeredName\": \"your-company\",\n  \"username\": \"your-username\", \n  \"password\": \"your-password\",\n  \"appId\": \"your-app-id\"\n}\n```\n\n### Available Tools\n\n#### Authentication\n- `login` - Authenticate with SoftOne ERP system\n\n#### Data Discovery  \n- `getObjects` - Get all available ERP objects\n- `getObjectTables` - Get tables for a specific object\n- `getTableFields` - Get fields for a table\n\n#### Data Retrieval\n- `getData` - Get specific record data by primary key\n- `getBrowserInfo` - Initialize browser query for data lists\n- `getBrowserData` - Get browser query results with pagination\n\n#### Data Operations\n- `calculate` - Calculate field values and business logic\n- `setData` - Insert or update records (not implemented in current version)\n- `delData` - Delete records (not implemented in current version)\n\n#### Convenience Tools\n- `lookupCustomer` - Search customers by code, name, or tax ID\n- `lookupSales` - Search sales documents by date range and optional customer\n\n#### Debug Tools\n- `debugEncoding` - Test character encoding conversion (Windows-1253 → UTF-8)\n\n## Character Encoding\n\nThe server automatically converts responses from **Windows-1253** (Greek encoding) to **UTF-8**, similar to PHP's:\n```php\niconv('Windows-1253', \"UTF-8//TRANSLIT//IGNORE\", $text)\n```\n\nThis ensures proper display of Greek characters in customer names, addresses, product descriptions, and other text fields from SoftOne ERP.\n\n### Testing Encoding\nYou can test the encoding conversion with:\n```bash\n# Basic encoding test\nnpm run test-encoding\n\n# Real-world SoftOne ERP encoding test  \nnpm run test-encoding-real\n\n# Or run directly\nnode encoding-test.js\nnode real-world-encoding-test.js\n```\n\nOr use the debug tool:\n```javascript\nawait debugEncoding({ testString: \"Test Greek text from SoftOne\" });\n```\n\n### Available Resources\n\n- `blackbook://api-documentation` - Complete SoftOne API documentation\n- `s1schema://database-schema` - Database schema and structure\n\n### Business Analysis Prompts\n\n- `analyze-customers` - Comprehensive customer data analysis\n- `analyze-sales` - Sales performance and trends analysis  \n- `analyze-inventory` - Inventory optimization analysis\n- `analyze-financials` - Financial performance analysis\n\n## Configuration\n\nThe server connects to SoftOne ERP systems hosted at `https://{registeredName}.oncloud.gr`.\n\n### Authentication Parameters\n- **registeredName**: Your company's registered name in SoftOne Cloud\n- **username**: Your SoftOne Web Accounts username\n- **password**: Your SoftOne Web Accounts password  \n- **appId**: Service ID defined in SoftOne Web Accounts\n\n\n## Requirements\n\n- Node.js 18+\n- Valid SoftOne ERP credentials\n- Network access to SoftOne cloud services\n\n## Error Handling\n\nThe server provides comprehensive error handling for:\n- Authentication failures\n- API connectivity issues\n- Data validation errors\n- Permission restrictions\n\n## API Reference\n\n### SoftOne ERP Integration\n\nThis server integrates with the SoftOne ERP Web Services API, providing access to:\n\n- Customer management and CRM data\n- Sales document processing and reporting\n- Inventory management and stock control\n- Financial reporting and analysis\n- Custom object manipulation and calculations\n\n### Filter Syntax\n\nWhen using browser queries, you can apply filters using SoftOne's filter syntax:\n- `FIELD=value` - Exact match\n- `FIELD=value*` - Starts with match  \n- `FIELD1=value1&FIELD2=value2` - Multiple conditions (AND)\n- `FIELD1=value1|FIELD2=value2` - Alternative conditions (OR)\n\n## Contributing\n\n1. Fork the repository\n2. Create a feature branch\n3. Make your changes\n4. Add tests if applicable\n5. Submit a pull request\n\n## Privacy & Analytics\n\nThis software includes optional, anonymous usage analytics to help identify potential commercial usage patterns for license compliance. \n\n**What is collected:**\n- Anonymous session ID (machine fingerprint)\n- Platform information (OS, architecture)\n- Environment indicators (production/development)\n- Session duration\n\n**What is NOT collected:**\n- Personal information\n- Business data or ERP content  \n- IP addresses or location data\n- Specific usage patterns or data\n\n**Opt-out:**\n```bash\nexport DISABLE_ANALYTICS=true\n# or\nDISABLE_ANALYTICS=true npx @mcp-servers/softone-erp\n```\n\nAll analytics help us understand usage patterns while maintaining your privacy and helping ensure license compliance.\n\n## Licensing\n\nThis software is available under a **dual-license model**:\n\n### 🆓 **Non-Commercial Use (Free)**\n- ✅ Personal projects and learning\n- ✅ Open source projects\n- ✅ Academic research and education\n- ✅ Non-profit organizations\n- ✅ Evaluation and testing\n\n### 💼 **Commercial Use (Paid License Required)**\n- ❌ For-profit companies and organizations\n- ❌ Production use in business environments\n- ❌ Revenue-generating applications\n- ❌ Organizations with more than 5 employees\n- ❌ Commercial products and services\n\n### License Compliance Checker\n\nNot sure if you need a commercial license? Use our compliance checker:\n\n```bash\n# After installing the package\nnpx softone-erp-license-check\n\n# Or if installed globally\nsoftone-erp-license-check\n```\n\nThis interactive tool will help you determine if your usage requires a commercial license.\n\n## Support\n\nFor issues and questions:\n- Create an issue on GitHub\n- Check the API documentation resource\n- Review the database schema resource\n- Consult the SoftOne ERP documentation\n\n## Changelog\n\n### 1.0.6\n- Initial release\n- Authentication and session management\n- Data discovery and retrieval tools\n- Customer and sales lookup functions\n- Business analysis prompts\n- Resource access for documentation and schema\n","readmeFilename":"README.md"}