Connect work to ERP.AI

Proto can build and update ERP.AI apps, records, workflows, reports, and pages through its ERP.AI actions. The platform remains responsible for the underlying resource and access checks.

Establish the destination

Before a task changes business data, identify the organization, app, and environment it should use. If you are working in a draft branch, make the intended branch explicit. Ask Proto to inspect the existing app before proposing schema changes.

In our supplier-review app, inspect the quote and supplier tables. Explain the fields and relationships you will use, then propose a comparison view. Keep the changes in a draft for review.

This gives the task an actual destination and a clear stopping point. A product description or example schema is not evidence that those tables already exist in your app.

Read the deployed contract

For an external integration, use the API documentation supplied for your deployed ERP.AI environment. Confirm the supported operation, authentication method, field identifiers, pagination, and response shape before writing a client.

ERP.AI’s platform architecture explains service ownership and access boundaries. Its Manufacturing agent guidance also makes the distinction between an intended application contract and the endpoints configured for a particular installation.

These Proto guides intentionally provide no guessed base URL, universal API token, or generic record endpoint. A request example is useful only when it matches the deployed service.

Test the data mapping

Use a small synthetic sample with values that reveal mistakes: a missing field, an alternate currency, a reference to another record, and a duplicate request.

Check these details before expanding the scope:

• The field identifiers come from the target schema, rather than guessed display names.
• Dates, currencies, option values, and record references use the expected representation.
• A write response is followed by a read of the intended saved record.
• The integration detects partial results and does not treat a successful HTTP response as proof that every requested change occurred.

Keep credentials in the connection or secret-management surface provided for the integration. Do not place a desktop account’s credential in a public page, client-side script, sample repository, or reusable skill.

Verify workflows separately

A workflow has several distinct states: its definition can be saved, its provider connections can be configured, its trigger can be enabled, and an execution can succeed or fail. Check each state that the requested outcome depends on.

Test with the actual trigger and inspect the resulting record or external effect. If a provider connection is still missing, a saved workflow should not be reported as active. If you need review before activation, include that requirement in the original Proto task.

Plan for retries and review

For consequential writes, decide how an integration recognizes an already-completed request. After a timeout, inspect the original execution and destination before sending another request. Keep the human decision points from the business process, even when part of the preparation is automated.

Proto’s local approval settings and ERP.AI’s account permissions are separate controls. Review both before expanding a pilot from a few test records to recurring operational work.