Artificial Intelligence

The AI module brings language-model capabilities inside Nama ERP — but in a governed way: the AI can do nothing except through tools the system administrator defines, and every tool executes as a real user with the full security model applied. The result is an assistant that answers from your actual data, runs your reports, and even performs actions and imports records — without ever stepping outside what you allowed.

These capabilities reach beyond the system too: Nama ships with a built-in MCP server that lets external AI clients — such as Claude Desktop and Claude Code — connect to the system and use the same tools under the same controls.

Guides

• AI Tool Definitions — how to build tools for the assistant from the AI Tool Definition screen: query, report, entity-flow, and ready-made system tools, with control over who may use each tool.
• The In-System AI Assistant — the built-in chat window: how to open it, choose the model, review chat history, and use Expert Mode to diagnose answers.
• AI Module Configuration — setting up the language models and their providers, authentication keys, the vector store, and semantic search and record indexing.
• Nama ERP MCP Server — how to connect an external MCP client to the system: the server endpoint, authentication, client setup, and a complete reference of the six record export/import tools.