Early Access · Katana MCP

Run your Katana inventory and orders from your favorite AI chat.

Connect Katana to your AI chat — Claude or ChatGPT. Ask about your stock, sales orders, production, and suppliers — and take action without leaving the conversation.

Works on every Katana plan — including Free Sign in once — no API key, no config file Read, create & update your records — ask the AI to walk you through changes before applying them
Claude · connected to Katana
Which SKUs are at or below their safety stock level right now?
Katana MCP 2 SKUs are at or below safety stock:
OO-EV-500 — 12 on hand, safety stock 50
PS-BAS-200 — 3 on hand, safety stock 30
Want me to draft POs for any of these?
→ called katana.get_inventory_levels(below_safety_stock: true)
Create a PO for OO-EV-500 — 200 units from our usual supplier.
Katana MCP PO #892 drafted — 200 × OO-EV-500, Supplier: Olive Valley Ltd. Ready for your review in Katana.
→ called katana.create_purchase_order(...)
Send the PO details to the #purchasing channel in Slack.
Slack Done — posted PO #892 details to #purchasing.
→ called slack.post_message(channel: #purchasing, ...)
Works with Claude (claude.ai) Claude Desktop ChatGPT More AI clients planned
Free to try

No Katana account yet? Start free.

Katana MCP works on every plan, including our Free tier — no credit card needed. Spin up an account in under two minutes, connect your AI chat, and start asking your business questions.

A paid subscription to your AI provider (such as Claude or ChatGPT) is required to use MCP.

WHAT IT IS

Your Katana account, connected to AI you already use.

Katana's MCP (Model Context Protocol) is an open, secure connection between your Katana account and AI clients like Claude and ChatGPT. No exports, no dashboards to build, no engineering needed — just ask, and act.

1

Connect

Add Katana to your AI client in under a minute. Sign in to your Katana account when prompted — no API key, no config file.

2

Ask

Talk to your inventory, orders, production, and suppliers in plain English. Get sourced answers grounded in your live Katana data.

3

Act

Create new records — sales orders, MOs, POs, transfers, SKUs — or update existing ones. Ask the AI to show you what it'll do before you confirm, and it will.

WHAT YOU CAN DO

From "what's the state of my business?" to "do it for me."

Real prompts you can paste into your AI chat today, organized by the four parts of Katana you operate every day.

Inventory & stock

Know what's where, in seconds.

Skip the filters and pivot tables. Ask the question, get the number.

  • What's our on-hand stock for SKU BR-001 across all locations?
  • Which SKUs are at or below their safety stock level right now?
  • Show me everything arriving from suppliers in the next 14 days.
  • Which SKUs will go short — committed quantity exceeds on-hand plus what's expected from suppliers?
Sales orders & fulfillment

Quote, confirm, and fulfill — by asking.

From a customer call to a draft SO in one message.

  • List all open sales orders for customer Acme Corp.
  • Can we fulfill SO-2231 from current stock? What's blocking it?
  • Create a sales order for Acme: 200 × BR-001 and 50 × MS-014, ship next Friday.
  • Push back the delivery date on SO-241 to next Tuesday — customer requested.
Production & manufacturing

Run the shop floor through chat.

Start, find, and unblock manufacturing orders without clicking through screens.

  • Show me all in-progress manufacturing orders and their completion %.
  • Create an MO for 500 units of Product X, due May 28.
  • Which MOs are running late and what's the missing material?
  • We're switching from Ingredient A to Ingredient B across the range — swap it in every BOM that uses it.
Purchasing & suppliers

Place and chase orders, conversationally.

Cut the supplier-portal trawling. Ask once, act once.

  • What's our open PO value with Supplier A and which lines are overdue?
  • Set up these items in Katana from this supplier quote PDF — link them to the supplier with lead times.
  • Lead times on our most recent POs from Supplier C — what's the variance?
  • Supplier B emailed back — they can only ship 800 of the 1,000 units we ordered. Update the open PO.

Across your other tools

Your AI client supports multiple connectors at once — add Slack, Google Sheets, or Confluence alongside Katana and reference them in the same conversation. Each connector is set up separately; Katana doesn't control or provide the others.

Slack

"Post today's production status to #ops."

Google Sheets

"Drop my open sales orders into a sheet for tomorrow's standup."

Confluence

"Draft a weekly inventory snapshot on our ops page."

WHERE IT WORKS

Bring Katana into the AI you're already using.

Katana MCP works inside Claude and ChatGPT today. More clients coming soon.

Claude (claude.ai)

Add as a Custom connector — in-browser, sign in once.

Claude Desktop

Add as a Custom connector — sign in once.

ChatGPT

Add via Settings → Apps — Developer mode required.

HOW TO CONNECT

Up and running in under five minutes.

Pick your AI client below. Each guide has step-by-step instructions plus the exact config to copy.

  1. Open Customize → Connectors and click "+"

    In Claude on the web (claude.ai), click Customize in the left sidebar, then Connectors, then the + button at the top of the list. The Add custom connector modal opens.

  2. Paste the Katana details

    Leave Advanced settings closed. Then click Add.

    Name Katana
    Server URL https://mcp.katanamrp.com
  3. Sign in to your Katana account

    A sign-in page opens. Sign in to Katana and approve the connection. You'll be brought back to Claude.

  4. Try it in a new chat

    Open a new chat and ask: "Show me all my currently open sales orders in my Katana account." Katana's tools are on by default in new chat, you'll see Claude call them and answer.

claude.ai · Customize → Connectors → Add

Name
Katana
Remote MCP server URL
https://mcp.katanamrp.com
▸ Advanced settings — not needed for Katana

Only use connectors from developers you trust. Anthropic does not control which tools developers make available and cannot verify that they will work as intended or that they won't change.

You'll know it worked when you see this in your connector list

Katana Custom
Connected · Live
Model choice matters. Sonnet handles straightforward queries well — stock lookups, order status, simple reports. For deeper work like editing records or analysing across multiple data points, Opus tends to give more thorough answers and is more careful about confirming before making changes.

Troubleshooting

The connector won't save

Double-check the Remote MCP server URL is exactly https://mcp.katanamrp.com with no trailing slash. Custom connectors are a Beta feature — make sure your Claude plan supports custom connectors (available on Pro, Team, and Enterprise).

The sign-in window didn't open (or I'm not redirected back)

Allow popups for claude.ai and your Katana domain. If the redirect back fails, click the Katana connector in Customize → Connectors and choose Reconnect. If you signed in with the wrong Katana account, sign out there first and reconnect.

Katana shows in my connectors but no tools appear in chat

Make sure you're in a new chat — existing sessions won't pick up newly added connectors. If a new chat still doesn't see Katana, open the tools menu to confirm it's enabled, then refresh the page.

How do I disconnect Katana from Claude?

Customize → Connectors → click KatanaDisconnect. That immediately revokes the connection.

  1. Open Customize → Connectors and click "+"

    In Claude Desktop's left sidebar, click Customize, then Connectors, then the + button at the top of the list. The Add custom connector modal opens.

  2. Paste the Katana details

    Leave Advanced settings closed. Then click Add.

    Name Katana
    Server URL https://mcp.katanamrp.com
  3. Sign in to your Katana account

    A browser tab opens. Sign in to Katana and approve the connection. You'll be redirected back to Claude Desktop.

  4. Try it in a new chat

    Open a new chat and ask: "Show me all my currently open sales orders in my Katana account." Katana's tools are on by default in new chat, you'll see Claude call them and answer.

Claude Desktop · Customize → Connectors → Add

Name
Katana
Remote MCP server URL
https://mcp.katanamrp.com
▸ Advanced settings — not needed for Katana

Only use connectors from developers you trust. Anthropic does not control which tools developers make available and cannot verify that they will work as intended or that they won't change.

Model choice matters. Sonnet handles straightforward queries well — stock lookups, order status, simple reports. For deeper work like editing records or analysing across multiple data points, Opus tends to give more thorough answers and is more careful about confirming before making changes.

You'll know it worked when you see this in your connector list

Katana Custom
Connected · Live

Troubleshooting

The connector won't save

Double-check the Remote MCP server URL is exactly https://mcp.katanamrp.com with no trailing slash. Custom connectors require a recent Claude Desktop build — if you don't see the "+" button, update Claude Desktop and try again.

The sign-in window didn't open (or I'm not getting redirected back)

Allow popups for claude.ai and your Katana domain. If the browser opens but the redirect back to Claude Desktop fails, click the Katana connector in Customize → Connectors and choose Reconnect. If sign-in succeeded in another Katana account by mistake, sign out there first and reconnect.

Katana shows in my connectors but no tools appear in chat

Make sure you're in a new chat — existing sessions won't pick up newly added connectors. If a new chat still doesn't see Katana, open the tools menu to confirm it's enabled, then fully quit and reopen Claude Desktop.

How do I disconnect Katana from Claude Desktop?

Customize → Connectors → click KatanaDisconnect. That immediately revokes the connection.

  1. Enable Developer mode in ChatGPT

    In ChatGPT, open Settings → Apps → Advanced settings and toggle Developer mode on. ChatGPT shows an elevated-risk warning — that's normal and required to add any custom MCP server.

  2. Click "Create app"

    A Create app button appears at the top of the Apps screen. Click it to open the New App form.

  3. Fill in the Katana details

    Leave Authentication as OAuth (the default — ChatGPT will auto-discover Katana's OAuth settings). Tick I understand and want to continue, then click Create.

    Name Katana
    Server URL https://mcp.katanamrp.com
  4. Sign in to your Katana account

    A sign-in page opens. Sign in to Katana and approve the connection. You'll be brought back to ChatGPT.

  5. Try it in a new chat

    Open a new chat, select Katana from the apps menu, and ask: "Show me all my currently open sales orders in my Katana account."

ChatGPT · Settings → Apps → Advanced settings → Create app

Name
Katana
MCP Server URL
https://mcp.katanamrp.com
Authentication
OAuth
Custom MCP servers introduce risk. OpenAI hasn't reviewed this MCP server. Only connect servers from developers you trust.
One extra toggle: Developer mode. ChatGPT requires Developer mode to add any custom MCP server — that's expected. Once enabled, sign in to your existing Katana account when prompted.

You'll know it worked when Katana shows in your apps list

Katana Custom
Connected · Live

Troubleshooting

I can't find the Developer mode toggle

Custom MCP apps require a paid ChatGPT plan (Plus, Pro, Team, or Enterprise). If you're on Free, you won't see the Developer mode toggle. The setting lives in Settings → Apps → Advanced settings.

"Create app" button doesn't appear after enabling Developer mode

Refresh the page after toggling Developer mode. If the button still doesn't appear, toggle Developer mode off and on again. Some browser sessions need a hard refresh.

The sign-in window didn't open (or I'm not redirected back)

Allow popups for chatgpt.com and your Katana domain. If the redirect back fails, delete the Katana app from your Apps list and add it again. If you signed in with the wrong Katana account, sign out there first and reconnect.

Katana shows in my apps but ChatGPT can't use the tools in chat

In a new chat, select Katana from the apps menu in the composer before sending your message. ChatGPT requires you to explicitly enable an app per chat for custom MCP apps in Developer mode.

How do I disconnect Katana from ChatGPT?

Settings → Apps → click KatanaDelete. That immediately revokes the connection.

TRUST & SECURITY

You stay in control. Always.

You sign in with your existing Katana account. Nothing the AI can do is anything you couldn't already do yourself.

Your account, your permissions

Sign in to Katana when prompted — the AI can only see and act on what your Katana account is permitted to. Disconnect any time from your AI client.

Read, create, and update — with you in control.

The AI can read your data, create new records, and update existing ones. For updates especially, ask the AI to describe what it'll change before you confirm — "tell me what you're going to update, then wait for me to say go ahead." It handles this reliably.

Encrypted in transit

All traffic between your AI client and Katana is HTTPS-encrypted. Your data is processed by your AI provider under their terms — check your provider's policy for details on training and retention.

Data residency

Your Katana data stays in Katana. The AI provider sees only the tool outputs needed to answer the question.

FAQ

Common questions

What's the difference between Katana MCP and a chatbot inside Katana?

Katana MCP connects your Katana account to AI clients you already use — Claude and ChatGPT today, more coming. The in-product AI Assistant (coming later) will live inside Katana. MCP is for "I'm already in Claude or ChatGPT, let me access Katana from there."

What does it cost?

Katana MCP is included in your existing Katana plan — no extra charge from us. Your AI provider (Anthropic for Claude, OpenAI for ChatGPT) may bill you for their own usage separately.

Can the AI update or delete data in my Katana account?

Update yes, delete no. The AI can read your data, create new records (sales orders, manufacturing orders, POs, transfers, SKUs), and update existing ones. For updates especially, ask the AI to describe what it'll change before you confirm — something like "tell me what you're going to update, then wait for me to say go ahead." It handles this reliably; for example, asked to update a BOM quantity, it'll typically describe which downstream calculations will be affected and wait for your go-ahead before writing anything. Delete is not supported — if you need to remove a record, do that in Katana directly.

Is my data used to train AI models?

Data residency and training policies vary by provider — check your AI provider's terms for details.

Which Katana plans support MCP?

Every plan — including Free. No paid plan required to try. Create a free Katana account and connect Claude in under two minutes.

How do I revoke access?

In Claude: Customize → Connectors → click KatanaDisconnect. That immediately revokes access. Disconnection is managed from the AI client side.

What if I want to build my own integration?

The Katana MCP server runs on our public API. Full developer docs are at developer.katanamrp.com.

EARLY ACCESS

Shape what comes next.

You're one of the first to try Katana MCP. We're rolling it out to a small group before launch — so dive in, see what it can do, and tell us what to build next.

Join the Early Access Slack

Connect with other early users, share prompts that work, report issues, and get direct access to the Katana team as we iterate.

Join the Slack workspace →

Book a feedback call

Tried it? We'd love 30 minutes of your time. Tell us what worked, what didn't, and what you'd like to be able to do next.

Book a call with us →

Try Katana in your AI chat today.

Open Claude or ChatGPT. Add Katana. Ask your first question.