For manufacturers running Epicor Kinetic

Custom apps, AI, and live dashboards for Epicor Kinetic

Kinetic has one of the best integration surfaces in mid-market ERP. Most shops use almost none of it. We build the layer that turns your BAQs and REST endpoints into things your people actually use.

  • Kinetic REST API v2
  • OData v4
  • BAQs
  • Epicor Functions

We do not replace Epicor. We build on the REST API, and everything runs in your accounts.

The gap

Kinetic can do this. Somebody has to build it.

The API is good. That is not usually the bottleneck.

01

You have BAQs nobody turned into anything

Somebody built the queries. They live in the client, they get run by hand, and the results get pasted into a spreadsheet. The data is already shaped. It just never became a dashboard.

Work already done, sitting unused

02

Customizations came with the last consultant

Application Studio layers, BPMs, and functions built by whoever was here in 2021. They work, mostly. Nobody currently on payroll wants to touch them, so nothing new gets built.

Every new request stalls at "who knows Epicor"

03

Your people still live in Excel

Kinetic holds the truth, and the business runs off exports. Scheduling, quoting, and margin tracking happen in files, then somebody keys the decisions back in.

The ERP is a system of record, not a system of work

What we do

What we build on Epicor Kinetic

Six things, in whatever order helps you most. Most manufacturers start with two.

An MCP server for Epicor

MCP is the standard that lets AI assistants talk to real systems. We build one over your Kinetic REST endpoints and BAQs, so Claude, ChatGPT, or Copilot answer from live Epicor data.

In practice

Someone asks "which jobs shipped late last month, and what did they have in common." The assistant runs the right BAQ through the MCP server and answers with real records. Read only by default, and it inherits the API Key plus user identity Kinetic already requires, so permissions are not something we reinvent.

Custom apps on top of Epicor

Shop floor tablets, scanning, quoting tools, customer and rep portals. Built for one job and wired into Kinetic through the REST API instead of another client license.

In practice

An operator clocks a job and flags a scrap part on a tablet. It posts through the Kinetic REST API, so the transaction lands the same way it would from the client, with your BPMs and functions still running.

AI chatbots that know your business

A chatbot grounded in your Epicor data and your own documents. Travelers, work instructions, spec sheets, customer history. It answers from your reality.

In practice

Inside sales asks what a customer ordered last time, what it shipped at, and what is on the floor now. One answer, in seconds, with links back to the Epicor records behind it.

Live Epicor dashboards

Backlog, throughput, on-time delivery, and margin by job on a wall screen and a phone. Built on the BAQs you already have, refreshing on their own.

In practice

We take the BAQs someone already wrote, expose them as REST endpoints, and publish one dashboard everyone shares. No new client licenses, no Friday rebuild.

Epicor integrations that hold

Kinetic connected to CRM, EDI, ecommerce, shipping, and accounting. Data entered once, showing up everywhere it should.

In practice

A web order becomes a Kinetic sales order through the REST API, the shipment posts back, the customer gets tracking, and nobody typed anything twice.

Automations that kill the re-keying

Anywhere someone copies a number into or out of Epicor by hand, we automate it. Quotes, POs, confirmations, invoices, price updates.

In practice

Emailed purchase orders get read, matched against Kinetic, and posted as sales orders through an Epicor Function. Anything ambiguous goes to a person with the reason attached.

Not sure which of these matters most for your company? That is what the first call is for.

Under the hood

How we actually connect to Epicor Kinetic

Through the API Epicor built for exactly this. Nothing bolted on the side.

Kinetic REST API v2
OData v4 endpoints covering business objects, processes, reports, BAQs, and functions. It replaced v1 from 10.2.700 and Kinetic 2022.2 onward.
Business Activity Queries
Your existing BAQs become REST endpoints, so external tools read structured, validated views instead of querying tables directly.
Epicor Functions
Custom server-side logic called over REST, for the cases where a write needs real rules around it rather than a raw record post.
Swagger and OData metadata
Kinetic publishes its own interactive API help. We browse and test against your instance before writing a line of integration code.

What we will not do

  • We do not write directly into Epicor tables. Writes go through the REST API or a function, so your BPMs and validation still run.
  • We do not bypass Epicor security. The API requires an API Key plus a user identity, and what we build inherits that user's permissions.
  • We do not put reporting load on your live database. Heavy analysis comes off BAQs or a replica.
  • We do not hold your data. Everything is deployed to your infrastructure and your accounts.

2 to 4 weeks

from first call to something live in your business

20 to 40+ hrs

of monthly re-keying removed in a typical engagement

0

new Epicor client licenses needed for the apps we build

Questions

Epicor Kinetic questions we get asked

No. Kinetic stays your system of record. If you are on a version with the REST API, and most supported versions are, we have what we need. We will tell you honestly if an upgrade would make a specific build easier, but it is not a prerequisite for starting.

Through the Kinetic REST API, which exposes OData v4 endpoints for business objects, processes, reports, BAQs, and Epicor Functions. We browse your instance's own Swagger help first, so everything we build is tested against your configuration rather than a generic one.

It should not. We work through the API rather than modifying Application Studio layers or BPMs, so what we build sits outside your customization stack. Writes go through the API, which means your existing BPMs and validation still fire exactly as they do from the client.

Yes, and that is usually where we start. A BAQ someone already built is data that has already been shaped and validated. Exposing it as a REST endpoint turns a query somebody runs by hand into a dashboard that updates itself.

MCP is the open standard for letting an AI assistant use a real system safely. An MCP server for Epicor means your team asks questions in plain English and gets answers from live Kinetic data, with every request scoped and logged. It is the difference between an AI that guesses about your business and one that reads your actual order book.

Usually only briefly, to confirm API access and licensing. We are not competing with your Epicor partner for the ERP work. We take the projects that sit outside what a partner typically builds.

Two to four weeks for the first working piece. Kinetic's API is good enough that we spend our time on what to build rather than how to get at the data. The worst re-keying is usually gone inside the first two weeks.

Let's talk

Tell us which BAQ everyone runs by hand.

Thirty minutes. You show us how Kinetic is set up and where people gave up and went back to Excel. We tell you straight what we would build first, and what it would take.

No commitment and no pressure
We will tell you straight if we cannot help
The invite lands in your calendar right away
From first call to live in 2 to 4 weeks
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