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How to Connect SAP Business One to Microsoft Copilot — via MCP

Drive SAP Business One ERP from any AI agent: business partners, items, sales orders and invoices, plus finance (A/P invoices, payments, journal entries, chart of accounts, bank statements). Service Layer OData v4, session-cookie auth via /Login.

HCBy HelpCode teamUpdated 5 min read Open-source on GitHub

No credit card · 7-day trial · Self-host alternative available

SAP Business One

SAP Business One

Drive SAP Business One ERP from any AI agent: business partners, items, sales orders and invoices, plus finance (A/P invoices, payments, journal entries, chart of accounts, bank statements). Service Layer OData v4, session-cookie auth via /Login.

tools

24

Region

DE

Category

ERP

Authentication

Sign-in token

Required env vars

SAP_B1_HOSTSAP_B1_PORTSAP_B1_COMPANY_DBSAP_B1_USERNAMESAP_B1_PASSWORD
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  • GDPR & SOC 2 ready
    EU data residency, audit logs
  • Open-source on GitHub
    Open source · AGPL-3.0
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

Skip the install. Get this working in under 2 minutes.

Start a free trial on cloud.anythingmcp.com, add the SAP Business One in one click, then point your AI client (Claude, ChatGPT, Copilot or Cursor) at the generated MCP endpoint. No Docker, no git clone, zero engineering experience required.

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Summary

Drive SAP Business One ERP from any AI agent: business partners, items, sales orders and invoices, plus finance (A/P invoices, payments, journal entries, chart of accounts, bank statements). Service Layer OData v4, session-cookie auth via /Login.

Try asking

Example prompts for SAP Business One

Click any prompt to copy it. Paste into Claude, ChatGPT, Cursor, Gemini, Copilot or OpenClaw to run it against this connector.

SAP Business One · live via MCP
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Opus 4.7

Claude is AI and can make mistakes. Please double-check responses.

💡 No install? Use cloud.anythingmcp.com directly. Sign in, click Connectors → SAP Business One, paste your credentials, mint an MCP API key — done. No Docker, no git clone, no local server.

SAP Business One + Microsoft Copilot

Drive SAP Business One ERP from any AI agent: business partners, items, sales orders and invoices, plus finance (A/P invoices, payments, journal entries, chart of accounts, bank statements). Service Layer OData v4, session-cookie auth via /Login.

Prerequisites

See the full setup instructions baked into the connector (visible in the in-app store when you select the connector). The required environment variables for this connector are:

SAP_B1_HOST, SAP_B1_PORT, SAP_B1_COMPANY_DB, SAP_B1_USERNAME, SAP_B1_PASSWORD

Step 1 — Get credentials

Setup:

  1. Identify your Service Layer host (on HANA it usually runs on the database server; SQL Server installs and hosting partners run it on a separate host). Default HTTPS port is 50000.
  2. Create or pick a B1 user that has API access for the company database you want to expose. A user without write authorizations is a safe start: every tool except b1_create_order only reads.
  3. Find the CompanyDB name in Choose Company dialog of the B1 client (looks like SBODEMOGB).
  4. Set the five env vars below. The adapter logs in once per session (~25 min TTL) and re-uses the B1SESSION cookie.

…(continued in the in-app connector instructions)

Step 2 — Install the adapter

curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d

Step 3 — Add the connector in Microsoft Copilot

Your server URL: in AnythingMCP, open MCP Servers → the server this connector is on, and copy its URL (https://cloud.anythingmcp.com/mcp/…). Use it wherever this guide shows YOUR_SERVER_ID.

Microsoft Copilot uses MCP servers through agents built in Copilot Studio: you add AnythingMCP to an agent as a tool, then publish the agent to Microsoft 365 Copilot and Teams. Copilot Studio connects from Microsoft's cloud over Streamable HTTP, which AnythingMCP supports.

  1. In Copilot Studio, open your agent (or create one), go to Tools and choose Add a tool → New tool → Model Context Protocol.
  2. Enter a Server name (for example AnythingMCP), a Server description that says what the connector does, and the Server URL https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID. Copilot Studio uses the description to decide when to call the server.
  3. Under authentication, choose API key, set Type to Header and the header name to X-API-Key, then select Create.
  4. In Add tool, choose Create a new connection, paste an MCP API key from AnythingMCP (MCP Servers → your server → API keys) and select Add to agent.
  5. Try it in the agent's Test pane: ask for something that needs the SAP Business One tools.
  6. Select Publish, then Channels → Microsoft 365 and Microsoft Teams, keep Make agent available in Microsoft Copilot selected and choose Add channel. See agent in Teams installs it for you; in Microsoft 365 Copilot, type @ and pick the agent.

Prefer per-user sign-in? Choose OAuth 2.0 → Dynamic discovery instead of an API key: each user then signs in to AnythingMCP the first time the agent calls it.

Self-hosting? Use your instance's public HTTPS address instead of https://cloud.anythingmcp.com. Copilot Studio connects from Microsoft's cloud, so localhost does not work.

Available tools

ToolWhat it does
b1_list_business_partnersList business partners (customers, suppliers, leads)
b1_get_business_partnerGet one business partner by CardCode
b1_list_itemsList inventory items (articles)
b1_get_itemGet one item by ItemCode
b1_list_ordersList sales orders
b1_get_orderGet one sales order by DocEntry (integer primary key)
b1_create_orderCreate a new sales order
b1_list_invoicesList A/R invoices
b1_get_invoiceGet one A/R invoice by DocEntry
b1_list_quotationsList sales quotations
b1_list_delivery_notesList delivery notes (outgoing goods movements)
b1_get_company_infoSanity check: returns company metadata (admin info)
b1_list_credit_notesList A/R credit memos (credit notes issued to customers) with their totals and status
b1_list_purchase_invoicesList A/P invoices (supplier invoices)
b1_get_purchase_invoiceRead one A/P invoice in full, with its lines, taxes and withholding tax
b1_list_purchase_credit_notesList A/P credit memos (credit notes received from suppliers)
b1_list_vendor_paymentsList outgoing payments to suppliers, with the invoices each one settles (PaymentInvoices)
b1_list_incoming_paymentsList incoming payments from customers, with the invoices each one settles (PaymentInvoices)
b1_list_journal_entriesList journal entries with their lines (JournalEntryLines: account, debit, credit)
b1_get_journal_entryRead one journal entry by JdtNum (TransId) with all its lines: account, debit and credit
b1_list_chart_of_accountsList G/L accounts of the chart of accounts with their code, name, type and balance
b1_list_bank_statementsList imported bank statements with their account, date and balances
b1_list_external_reconciliationsList external (bank) reconciliations of G/L or business partner accounts in a date or number range
b1_get_external_reconciliationRead one external (bank) reconciliation: amount, date, type and the journal entry and bank statement lines it matched

FAQ

Which Copilot is this for? Microsoft 365 Copilot at work, through agents built in Copilot Studio. The Microsoft Copilot app for personal accounts has no option to add your own MCP server.

What do I need? A work account with access to Copilot Studio (a license or a trial) to build the agent. People who use it in Microsoft 365 Copilot or Teams need access to the agent: share it with them, or ask an admin to publish it to the organization. If your organization applies data policies to Power Platform connectors, they cover MCP servers too.

The agent doesn't call the tools. Check that the header name is exactly X-API-Key and that the key belongs to the same MCP server as the URL, and make the server description specific: Copilot Studio uses it to decide when to call the server. Publish the agent again after each change; in an open chat, type "start over" to get the new version.

Next steps

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