acumatica-assistant

Acumatica Assistant

A reference-backed Claude skill for Acumatica ERP consultants and integrators. Ask in plain English and it looks the answer up in a bundled extraction of Acumatica's own Integration Development Guide, cites where it came from, and tells you what it could not verify. It never guesses an endpoint URL, a query-parameter syntax, a header, a status-code meaning or an OAuth scope.

What it does

The skill switches itself on whenever your question is about Acumatica, even if you only mention an endpoint path, an entity like SalesOrder, a form ID like SO301000, or "connected applications". There is no command to run. More capabilities (SOAP and OData, customization development, versions and upgrades) are planned.

Example prompts

• "Write a request that creates a sales order with two lines for customer ABAKERY on Acumatica 2026 R2, then releases it from hold."
• "Our Acumatica instance is 2024 R2. Give me the $filter and $expand to list stock items changed since yesterday with their warehouse quantities."
• "Set up OAuth for a background service that syncs invoices nightly. Which flow and scopes, and how do we refresh?"
• "My PUT returns 200 but the field is unchanged. Why?"
• "Review this Python Acumatica client" (paste the code).
• "We poll the API every minute for new shipments. Is there a push option?"
• "We're on 2025 R2. Which fields does a sales order line have, and what can I $expand on a shipment?"

Install

There are two ways to use the skill, depending on where you use Claude.

Option 1: Claude Code (terminal, desktop app Code tab, VS Code or JetBrains)

Add this collection once, then install the skill. Type these in Claude Code:

/plugin marketplace add fdtaljaard/claude-skills
/plugin install acumatica-assistant@fdtaljaard-skills

To update later: /plugin marketplace update fdtaljaard-skills. To remove: /plugin uninstall acumatica-assistant@fdtaljaard-skills.

Option 2: Claude desktop app and claude.ai (uploaded skill)

The Claude desktop app and claude.ai accept a packaged skill file under Settings, Capabilities, Skills.

1. Get acumatica-assistant.skill from the Releases page. To build it yourself from this repository instead (needs Python 3.10+ and PyYAML):

   python skills/acumatica-assistant/scripts/package_skill.py skills/acumatica-assistant dist
   

   This validates the skill and writes dist/acumatica-assistant.skill.

2. In Claude, open Settings, Capabilities, Skills and upload the file.

3. If an older version of this skill is already listed, remove it first so only one copy triggers.

To update, upload the newer .skill file and remove the old one.

With the skills CLI:

npx -y skills add fdtaljaard/claude-skills --skill acumatica-assistant --agent claude-code

Manually, copy the folder into your Claude skills directory (~/.claude/skills/ for every project, or <project>/.claude/skills/ for one):

git clone https://github.com/fdtaljaard/claude-skills.git
cp -r claude-skills/skills/acumatica-assistant ~/.claude/skills/

How it answers

Every material claim comes from a file in references/ and is cited:

references/rest/   the REST API guide, query parameters per contract version, authentication and license limits,
                   endpoint and contract versions, the generated examples catalogue, push notifications and
                   webhooks, and the common-mistakes checklist
references/endpoints/  the Default/25.200.001 contract generated from its swagger.json: entities with form IDs,
                   every field, the expand paths and the actions with their parameters

Each folder's INDEX.md lists the sources, the edition or build and the verified date of every file. The skill states which endpoint and contract version it assumed, names only entities, fields and actions that are in the Default/25.200.001 contract snapshot or in the guide's own examples, says which, and asks you to confirm them on your instance's OpenAPI document (swagger.json) or the Web Service Endpoints (SM207060) form when your endpoint is a different one. No custom endpoint, customization or user-defined field is bundled.

Keeping it current and contributing

• SKILL.md is what Claude loads; it describes routing, ground rules, the workflow and the gotchas.
• MAINTENANCE.md explains how to refresh the references when Acumatica publishes a new release of the guide, and how to add a capability.
• evals/evals.json holds test prompts per capability.
• Corrections and additions are welcome. See the repository's CONTRIBUTING.md.

Disclaimer

Acumatica is a trademark of Acumatica, Inc. This skill is independent and not affiliated with or endorsed by Acumatica. Its references are a compact extraction of facts (URL patterns, parameters, headers, status codes, JSON shapes, rules) from the 2026 R2 edition of Acumatica's publicly available Integration Development Guide on beacon.acumatica.com, not a copy of those pages, and Acumatica's own terms apply to that material. The entity, field and action names of one system endpoint (Default/25.200.001, 2025 R2) are bundled as extracted from its OpenAPI document; other endpoint versions and releases differ where the references say so and may differ elsewhere. Confirm against Acumatica's documentation, and on the client's instance, before relying on any of it.