How to connect Cin7 Omni to Claude with Tugger
How to connect Cin7 Omni to Claude with Tugger, step by step: add the connector, create a Cin7 Omni API connection, give it read access, connect Tugger MCP to Claude, then build a 12-month sales and stock dashboard from one natural language prompt. Full written guide: https://tuggerapp.com/Blogs/Blog/cin7-to-claude Using Cin7 Core instead? Watch: [Cin7 Core video link] Tugger syncs your Cin7 Omni sales orders, credit notes, stock, purchase orders and more into a database that's yours. Tugger MCP lets Claude query it, and the same data can feed your Power BI reports. TRY THE PROMPT (copy and paste into Claude with Tugger MCP connected): Using my Cin7 Omni data in Tugger, build me a sales and stock dashboard for the last 12 full months. Across the top, show total sales, credit notes, net sales (sales minus credit notes) and the number of orders. Then add: - a monthly chart of sales, credit notes and net sales - the top 10 customers by sales, grouping orders with no company name as "Individual customers" - a stock watchlist: anything, by branch, where available stock is zero or open sales are more than the stock on hand Leave out voided orders. Credit notes may be stored as negative amounts, so make sure they reduce sales rather than add to them. Show amounts in pounds. Then try these two follow-ups: Add a monthly split of sales between business customers and individual customers. Flag any month where credit notes were more than 5% of sales. SETUP GUIDES Cin7 Omni connector setup guide: https://docs.tuggerapp.com/docs/cin7-omni-connector-setup-guide Connecting Tugger to Claude: https://docs.tuggerapp.com/docs/connecting-tugger-to-claude What is an MCP server? https://tuggerapp.com/Blogs/Blog/What-Is-an-MCP-Server CHAPTERS 0:00 Intro 0:20 The end result 0:32 How it fits together 0:50 1. Add Cin7 Omni to Tugger 1:02 Create the API connection 1:16 Copy your API username 1:22 Tick Read on every row 1:36 Check your credentials 1:49 Save and sync 2:03 The first sync 2:11 2. Connect Tugger to Claude 2:21 Add Tugger in Claude 2:34 Sign in to Tugger 2:44 Check it's connected 2:55 3. Build a dashboard 3:07 What came back 3:27 Tweak it 3:45 What the tweaks show 3:58 Look-ups and full reports 4:11 Try it on your own data Start a free 10-day trial: https://tuggerapp.com/signup Tugger is UK-based and ISO 27001:2022 certified. Figures in this video come from a Cin7 Omni demo account.
