Your ERP, agent-ready
Turn plain English into real work across LeadTrackr, UpLog, Project Management, finance, HR—and your full Upbooks stack. Less tab switching. More outcomes.
AI Agent
Claude / GPT
12+
Upbooks apps connected
<2s
Avg. agent response
1
Prompt, many actions
24/7
Autonomous monitoring
How agents talk to Upbooks
From natural language to verified actions—see the flow in one glance.
Step 1
Agent prompt
- · Resolve tools
- · Check permissions
- · Execute APIs
Step 3
Upbooks apps
Agent → MCP → Upbooks apps
From clicking tabs to commanding outcomes
MCP gives AI agents the context and permissions to act across Upbooks—not just chat about it.
Before
- Many tabs and handoffs
- Copy data between apps
- Manual clicks to finish work
With Upbooks MCP
one prompt
"Close the deal, log time, and invoice the client."
- One sentence → many actions
- Cross-app execution in seconds
- Audited, permission-safe runs
Agents that monitor, reason, and act
Set guardrails once. Agents watch pipelines, time logs, and invoices—then respond when your rules fire—no one needs to click refresh.
- Rules-based triggers across modules
- Overnight escalation & follow-ups
Deal stuck 48h
Nudge owner in LeadTrackr
Milestone overdue
Log delay in UpLog · alert PM
Invoice unpaid 7d
Reminder via QuikBilling
Say it once. Watch it run.
Real prompts your team can use today.
> Mark the Acme deal as won and schedule an onboarding call with the client for next Tuesday at 11 AM.
LeadTrackr updates the pipeline while Project Management blocks the onboarding slot.
execution trace
Request
UPDATE deal · SCHEDULE meeting
MCP response
Deal won · Call booked Tue 11 AM
AI on Upbooks
Intelligence that sits on top of your live data
MCP isn't a chat sidebar—it's an execution layer on real ERP data. Agents read metrics, trends, and activity streams before they act—so every step is grounded in what's happening now.
Explore Smart InsightsRevenue
₹12.4L
+8%
Pipeline
24 deals
+3
Utilization
87%
↑
› LeadTrackr · deal updated
› UpLog · 3h logged
› Finance · invoice posted
› HR · leave approved
› MCP · insight generated
› LeadTrackr · deal updated
› UpLog · 3h logged
› Finance · invoice posted
› HR · leave approved
› MCP · insight generated
Upbooks ecosystem
Every app. One agent layer.
Same app icons you see in Products—connected for MCP agents.
How MCP moves intent to impact
01
You speak intent
A goal in plain language—no menus, no macros.
02
MCP maps context
The right Upbooks modules, records, and permissions load instantly.
03
Agents execute
API tools run across apps in the order your business rules allow.
04
Outcome delivered
Structured success, logs, and next steps—ready for humans or the next agent.
Built for builders
Secure, schema-first, and ready for production agents.
LLM-agnostic
Claude, GPT, or your own stack—if it speaks MCP, it works.
Typed tool contracts
Predictable inputs and outputs for reliable agent loops.
One Upbooks surface
CRM, finance, HR, and ops exposed through a unified protocol.
Scoped & auditable
Roles, OAuth, and trails so agents never overstep policy.
Sandbox first
Prototype prompts and tools before production rollout.
Zapier bridge
Extend reach to thousands more workflows when you need them.
Ready to connect your agents to Upbooks?
Start free, explore the API, and ship agent workflows your team will actually use.