Anonymised client implementation
How an FMCG distributor analyses ERP sales performance with AI.
Systems Place implemented a custom read-only connection that lets approved users ask about agreed ERP sales measures from the distributor’s selected off-the-shelf AI assistant. The connection uses Model Context Protocol, or MCP, with purpose-built analysis tools.
Anonymised client implementation
From ERP sales data to follow-up analysis.
Approved users can investigate sales performance from their selected AI assistant using purpose-built tools grounded in agreed ERP measures.
Case at a glance
A focused commercial-analysis service built around an existing ERP.
Business context
FMCG distribution
Business need
Investigate sales performance through follow-up questions
Data source
Existing ERP sales data
Solution
Read-only, purpose-built analytical tools used from the selected AI assistant
Business use
Sales-performance analysis across customers, products, and territories
Implemented connection
The ERP remains the source. The assistant receives a result shaped for the approved question.
The connection keeps the ERP as the source of record while giving users a controlled analytical experience in the assistant.
Approved user
Selected assistant
Custom connection
ERP sales data
Analysis result
Purpose-built tools limit the available operations and shape the result around the agreed sales questions.
How answers were checked
The implemented answer path was checked against known business results.
Representative questions, trusted ERP reports, and known examples were used to review the analysis path.
- Representative sales questions and expected follow-up paths.
- Comparisons with trusted ERP reports or agreed examples.
- Review of business definitions, exceptions, and result handling.
- Rechecking after material changes to tools, calculations, sources, or assistant behaviour.
Reference
Trusted reports and agreed examples
Review
Representative answers and business definitions
Change check
Re-run after material change
Change coverage
Tools, calculations, sources, and assistant behaviour
The checks are rerun after material changes to the analysis path.
What this implementation establishes
A custom MCP connection can support follow-up ERP sales analysis in an off-the-shelf AI assistant.
The assessment determines whether that option fits each organisation’s systems, users, controls, and business question.
Apply this approach to your question
Bring the question, source, owner, and trusted report.
Systems Place will assess the available options and identify when a custom MCP connection is unnecessary or premature.