SAP Business One
Work your ERP from a workflow: business partners, items, sales orders and quotations, A/R invoices, purchase orders and activities — read them, create them, and close or cancel an order.
Our servers call it, not your browser, so being on your company VPN does not help — your IT team has to publish it and allow our one fixed address through the firewall. Read the full setup steps, which you can also have emailed to you from inside the app, ready to forward to them.
This integration runs against a system you host, so a little setup is needed first. Share this with whoever administers it.
- Our servers connect to your SAP Service Layer directly. Your own computer is not involved, so being on your company VPN does not make the connection work.
- The Service Layer must be reachable from the internet, not only from inside your network. Your SAP partner may already publish it.
- It must use HTTPS with a certificate from a public authority. A self-signed certificate, common on internal installs, is rejected.
- Have ready the full Service Layer URL including port and version (for example https://sap.example.com:50000/b1s/v1), the company database name, and a username and password.
- Create a dedicated Business One user for the connection rather than reusing a login that belongs to a person, and give it only the permissions you want us to have.
- Allow inbound connections from 164.90.213.249 in your firewall. That is the single fixed address every request of ours comes from, so it is the only one you need to open.
- An administrator of your workspace also adds the Service Layer host name under Settings, Integrations, Private-network destinations. Until it is on that list the connection is refused, which is deliberate: it is what stops anyone pointing our servers at an address you did not choose.
| Category | 💳 Finance |
| Connection | ⚡ Service Layer session one-click |
| Actions | 18 total — 11 read, 7 write |
Actions
Once connected, SAP Business One exposes the following actions. The AI can call them with #-mentions in chat, an agent can be granted a subset as tools, and a workflow can run them in an integration-action node.
| Action | Type | What it does | Proxy |
|---|---|---|---|
Cancel Sales Ordercancel-order | Write | Cancel an order. B1 records a cancellation rather than deleting the document, and it cannot be undone. | Yes |
Close Sales Orderclose-order | Write | Close an order without delivering it. B1 releases the committed stock; the order cannot be reopened. | Yes |
Create Activitycreate-activity | Write | Log a task, call, meeting or note against a business partner. This is the B1-native way for a workflow to leave a trail a salesperson will actually see. | Yes |
Create Business Partnercreate-business-partner | Write | Create a customer, vendor or lead. The code must be unique — SAP refuses a duplicate rather than merging it. | Yes |
Create Sales Ordercreate-order | Write | Create a sales order for a customer. This commits stock and is visible to everyone in B1 immediately. | Yes |
Create Sales Quotationcreate-quotation | Write | Create a quotation for a customer. A quotation commits no stock and is the safe way to price something in B1. | Yes |
Get Business Partnerget-business-partner | Read | Read one customer, vendor or lead by its code. | Yes |
Get A/R Invoiceget-invoice | Read | Read one customer invoice and its lines. | Yes |
Get Itemget-item | Read | Read one inventory item by its code, including what is in stock, on order and committed. | Yes |
Get Sales Orderget-order | Read | Read one sales order and its lines. | Yes |
List Activitieslist-activities | Read | List CRM activities — tasks, calls, meetings and notes against a business partner. | Yes |
List Business Partnerslist-business-partners | Read | List customers, vendors and leads. Filter with OData, e.g. CardType eq 'cCustomer'. | Yes |
List A/R Invoiceslist-invoices | Read | List customer invoices. Filter with OData, e.g. DocumentStatus eq 'bost_Open' for unpaid ones. | Yes |
List Itemslist-items | Read | List inventory items with their stock levels. | Yes |
List Sales Orderslist-orders | Read | List sales orders. Filter with OData, e.g. DocumentStatus eq 'bost_Open'. | Yes |
List Purchase Orderslist-purchase-orders | Read | List purchase orders raised on vendors. | Yes |
List Sales Quotationslist-quotations | Read | List sales quotations. | Yes |
Update Business Partnerupdate-business-partner | Write | Change fields on an existing partner. Only the fields you fill in are sent; everything else is left as it is. | Yes |
Actions tagged Write create, update, or delete data. In chat and agent paths they pause for your confirmation before running; workflows treat their deterministic wiring as implicit consent. Agent tools covers how to scope which actions an agent may use.
Spend & quota
SAP Business One is governed per organization: an admin sets a monetary spend cap and a monthly call quota. A quota of 0 disables the integration — it never means unlimited. See the Integrations overview for the full governance model.