MCP

An MCP server for your ERP and company data.

Through MCP, AI agents such as Claude and Microsoft Copilot can ask WizBI about your ERP, monday.com, spreadsheets and databases, and get answers from your own data — with the permissions of the person who is asking. Every question is logged.

At a glance

What it is
Your company brain, reachable from AI agents via MCP
AI agents
Claude, Microsoft Copilot and others
Answers from
Priority (fully supported), SAP, monday.com, Excel, BigQuery, SQL databases and dozens more
Permissions
The same person has the same permissions as in WhatsApp, Teams, Slack and the web
Access
The tools agreed with you, under your permissions · every question logged and reviewable
Security
ISO/IEC 27001:2022 · Google Cloud

Updated:

What MCP is, in plain words

Many people already work with an AI agent every day — Claude, Microsoft Copilot or another. These agents are good at writing, summarising and thinking a problem through. What they do not know is your business: this quarter's sales, what a customer owes, how much stock is left. That lives in your ERP and your other systems.

MCP (Model Context Protocol) is an open standard that lets an AI agent connect to outside tools and data in a consistent way. Think of it as a standard plug: a system that speaks MCP can be plugged into any agent that supports it, instead of a separate integration for each agent.

WizBI speaks MCP. Once it is connected, the AI agent your people already use can ask your company brain a question and get the answer from your own data.

What it looks like

A finance manager is preparing for a board meeting in an AI agent. She asks for the numbers; the agent asks WizBI; WizBI answers from Priority with her permissions; the agent writes the text around them.

WizBIWeb
Give me three bullet points for tomorrow's board meeting on Q3 sales from Priority, against Q3 last year.
• Sales ₪12.4M, up 9% on Q3 last year (₪11.4M). • Gross margin 31%, down from 33%. • The top 10 customers are 46% of sales, up from 41%.

The agent does the writing. WizBI supplies the numbers — from the source, and only what this person is allowed to see.

Why through WizBI, and not straight to the database

You can connect an AI agent directly to a database. For a developer exploring one database, a generic database connector may be all they need.

For a company it is usually not enough:

  • Tables are not answers. An ERP has a great many tables and cryptic field names. WizBI knows your business terms — what an "open order" or "gross margin" means in your company.
  • Permissions per person. WizBI applies the permissions of the person who is asking, the same ones they have in WhatsApp or Teams.
  • More than one system. One question can draw on the ERP, monday.com and a spreadsheet together.
  • Controlled and logged. The agent gets only the tools agreed with you, under your permissions, and every question is logged and can be reviewed.

For IT: how the connection works

WizBI acts as the MCP server in front of your company brain; the AI agent is the client. When someone asks the agent a business question, the agent calls WizBI. WizBI queries the connected sources, applies that person's permissions, logs the question and returns the answer. The agent does not get direct access to your ERP or databases.

  • Sources: Priority ERP (fully supported), SAP, monday.com, Google Sheets, Excel and CSV files, BigQuery, Morning, SharePoint, Dropbox, SQL databases, documents and APIs. Cloud systems use a dedicated user or an API token; on-premise databases connect through a secure agent, with no inbound ports.
  • Identity and permissions: set by organisation, group and user. The same person has the same permissions on every channel — WhatsApp, Microsoft Teams, Slack, Telegram, e-mail, the web and AI agents via MCP.
  • Tools: the MCP tools WizBI exposes are the ones agreed with you, defined around your process and your permissions.
  • Audit: every question is logged and can be reviewed.
  • Platform: WIZBI AI LTD is certified to ISO/IEC 27001:2022. WizBI runs on Google Cloud; each organisation's data is isolated and encrypted in transit and at rest. The AI models WizBI uses run inside Google Cloud under enterprise terms, and your data is not used to train them.

One point to decide on your side: once WizBI returns an answer to an outside AI agent, that answer is handled by the agent under your organisation's agreement with its provider, so check that provider’s current terms. Choose which agents to connect the way you approve any other tool.

MCP or chat — which channel for whom

MCP does not replace the chat channels. Most of a team will keep asking in WhatsApp or Microsoft Teams, where they already are. MCP is for the people who already spend their day in an AI agent — finance, analysts, managers who write reports and presentations — and want the company's numbers in the same window.

Working with Priority? See AI for Priority ERP. Looking at public AI chat tools for company data in general? See ChatGPT and company data and AI agents for business.

Questions

Questions and answers

What is an MCP server for ERP data?

An MCP server lets AI agents such as Claude or Microsoft Copilot ask questions of a system through the open Model Context Protocol. WizBI provides this for your company brain: AI agents can ask about your ERP and other connected systems and get answers from your own data, with the permissions of the person who is asking.

Can Claude answer questions about our Priority data?

Yes, through WizBI and MCP. Claude asks WizBI, and WizBI answers from Priority — which is fully supported — with the same permissions that person has on every other channel. Claude does not get direct access to Priority.

Does it work with Microsoft Copilot?

Yes, where your Copilot setup supports MCP connections (check Microsoft’s current offering). Microsoft Copilot can then reach WizBI via MCP and ask about ERP and other business data, with each person's permissions, and every question is logged.

Which AI agents can connect?

AI agents that support MCP, such as Claude and Microsoft Copilot, among others. Whichever agent is used, the same person has the same permissions as in WhatsApp, Microsoft Teams, Slack and the web.

What can an AI agent do through WizBI?

What you agree with us. The MCP tools WizBI exposes are defined with you around your process: answers from your data, reports, and automations built at your request. Each runs under the permissions of the person who is asking, and every question and action is logged and can be reviewed.

Is our data used to train AI models?

The AI models WizBI uses run inside Google Cloud under enterprise terms, and your data is not used to train them. An answer that WizBI returns to an outside AI agent is then handled under your organisation's agreement with that agent's provider.

How do we start?

With one system and your team's real questions — in a chat channel, through MCP, or both. First answers within days. There is no public price list: message us on WhatsApp at +972 55-989-2317 or write to contact@wizbi.ai.

Give your AI agent your company's numbers.

One system, each person's permissions — first answers within days.