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.

Setting Up

⚙️AI Module ConfigurationSetting up the language models and their providers, authentication keys, the vector store, and semantic search and record indexing.🧰AI Tool DefinitionsBuilding tools for the assistant — query, report, entity-flow and ready-made system tools — with control over who may use each one.

Using the Assistant

💬The In-System AI AssistantThe built-in chat window: opening it, choosing the model, reviewing chat history, and using Expert Mode to diagnose answers.🔌Nama ERP MCP ServerConnecting an external MCP client: the server endpoint, authentication, client setup, and the twelve record export/import tools.🎧Getting Better Support with an AI AssistantThe complete Claude Desktop setup for answering support questions: the documentation knowledge base, keeping it current, and connecting to a live system.