ConverSight connects Claude to your ERP data and the business context behind it, over MCP. Ask about inventory, orders, suppliers, or margin and get answers grounded in your own numbers.
The ConverSight Claude connector links Claude to your business data in the Digital Cube. It uses MCP (Model Context Protocol), an open standard that lets AI assistants like Claude work with other tools and data. Once it’s switched on, anyone on your team can ask Claude about inventory, orders, suppliers, or margin. They get answers from your own data, and they only see what they already have access to.
ERP, warehouse, CRM, and planning data sit together in the Digital Cube, so one question can draw on orders and inventory at the same time.
Your datasets come with their relationships and calculations already defined, so Claude reads that structure before it writes a query.
Claude queries your data in ConverSight directly, so nobody pulls a CSV first. Questions that span years of history run in the background.
Guardrails
Plus the guardrails that decide who sees what
Your ConverSight account team turns it on for your organization.
The way you'd ask an analyst, about inventory, orders, suppliers, or margin.
The Digital Cube tells Claude where the answer lives in your data
Every step shows in the chat, so anyone can see how a number was pulled.
Make it a chart, a leadership summary, or a what-if to test before it hits the plan.
Supply chain leaders
Exposure and service
Planners & buyers
Stock and POs
Sales
Customers and orders
Finance
Margin and cash
See the exposure before the Monday review.
What they ask in Claude
Claude
ConverSight connected
What they stop doing
Waiting on the weekly report to find out
See the exposure before the Monday review.
Which customers are behind on fill rate this quarter, and what’s driving it?
Waiting on the weekly report to find out
Where are we most exposed if our top supplier slips two weeks?
Stitching POs and on-hand stock together in Excel
Summarize last week’s backorders by region and chart the trend.
Building the weekly chart by hand
Get to the decision without building the spreadsheet first.
Which SKUs fall below reorder point in the next 30 days?
Checking SKUs one screen at a time
Show open POs past their promised date, grouped by supplier.
Scrolling the open PO report line by line
Compare actual lead times to the item master for our top 50 SKUs.
Guessing which lead times have gone stale
Answer the customer before you hang up.
What’s on backorder for my top five accounts, and when does it ship?
Emailing the warehouse for order status
Which of my top 20 customers ordered less this quarter than last, and on which products?
Pulling account history before every review
Which products are selling above forecast this month, and do we have stock to cover it?
Asking planning whether there’s stock to promise
Answer margin questions without filing a data request.
Margin by customer year to date versus last year. Who moved the most?
Rebuilding the margin sheet every month
What’s our inventory value by warehouse, and how much hasn’t moved in 180 days?
Filing a data request and waiting on it
Forecast versus actual by product family for the last six months.
Waiting on month-end close to see accuracy
ConverSight governance
Claude sees what that person can see in ConverSight. Dataset permissions and row-level security still apply, and nothing is shared between users.
Every tool starts on "Needs approval." Your team decides which read-only tools can run freely and keeps anything that changes data behind a sign-off.
Claude can still misread a question. Each tool Claude calls shows up in the conversation, so an analyst can check how a number was pulled before it reaches leadership.
Sign-in uses standard OAuth, tied to your organization's own domain. Disconnect at any time and access ends immediately.
The connector opens the Digital Cube to Claude. Many teams start there. Others add the rest of the ConverSight platform as they grow.
Data and knowledge
One governed model of your business data, built from the systems you already run. MCP opens it to Claude, ChatGPT, or any LLMs
AI assistant and analyst
ConverSight's own assistant. It answers in plain language, traced to the source, in every workspace and in Microsoft Teams.
AI applications
Start from a ready-made blueprint, such as inventory optimization, tailor it with a copilot, or describe a new app.
ConverSight connects there too, over the same MCP connection, with the same data and permissions. Your team picks the model.
Soon
ChatGPT page
Claude
ChatGPT
Any MCP client
ConverSight
“Hiring Athena has jumpstarted a long-awaited digital transformation initiative that is changing the way our entire organization views supply chain, planning and selling.”
“We searched through many data platforms, analytics solutions and BI tools, but ConverSight really stands out as a unified solution, streamlining our workflows and delivering better insights.”
“ConverSight isn’t just a reporting tool for us anymore — it’s embedded in how we operate. From supply planning to client coordination, the team relies on it daily. That level of adoption only happens when the system consistently delivers value.”
MCP (Model Context Protocol) is an open standard that lets AI assistants such as Claude connect to outside tools and data. ConverSight uses MCP to open the Digital Cube to Claude, so answers come from your business data, not the public internet.
No. Claude is one way in. Your team can also ask Athena IQ, ConverSight’s own AI assistant, inside every workspace and Microsoft Teams, or work in an app built in App Studio. All three read the same Digital Cube with the same permissions, so the answers match however people ask.
Only what the signed-in person can already see in ConverSight. Dataset permissions and row-level security apply to every question, and nothing is shared between users.
Not without approval. Every tool starts on “Needs approval,” so a person signs off before anything changes, such as merging a scenario branch.
Your ConverSight account team switches on the connector for your organization. After that, each person signs in with their work account and starts asking in Claude.
Yes. The same MCP connection works with ChatGPT and other AI tools that support MCP, with the same data and permissions.
Acumatica, Fishbowl, Sage, SAP, NetSuite, Dynamics, and Katana, among more than 150 connectors.
Answers come from the data in ConverSight, which refreshes as your systems sync. Repeat questions can be served from cache, so check the refresh time before a time-sensitive decision.
No. Ask the way you’d ask an analyst. The Digital Cube tells Claude where the answer lives, and Claude writes the query. Each step shows in the conversation, so an analyst can check how a number was pulled.
In a demo, we'll walk through the connector with you:
Setting it up in Claude, start to finish
Real supply chain questions answered in Claude, using our demo environment
A what-if scenario, built in a branch and compared side by side
Exactly how permissions and approvals work
Already a ConverSight customer? Your account team can switch on the connector for your organization.
HubSpot form embeds here.
