💳Finance
SAP Business One
Work your ERP from a workflow: business partners, items, sales orders and quotations, A/R invoices, purchase orders and activities — read them, create them, and close or cancel an order.
This system lives inside your own network
Our servers call it, not your browser, so being on your company VPN does not help — your IT team has to publish it and allow our one fixed address through the firewall. Read the full setup steps, which you can also have emailed to you from inside the app, ready to forward to them.
Before you connect
This integration runs against a system you host, so a little setup is needed first. Share this with whoever administers it.
- Our servers connect to your SAP Service Layer directly. Your own computer is not involved, so being on your company VPN does not make the connection work.
- The Service Layer must be reachable from the internet, not only from inside your network. Your SAP partner may already publish it.
- It must use HTTPS with a certificate from a public authority. A self-signed certificate, common on internal installs, is rejected.
- Have ready the full Service Layer URL including port and version (for example https://sap.example.com:50000/b1s/v1), the company database name, and a username and password.
- Create a dedicated Business One user for the connection rather than reusing a login that belongs to a person, and give it only the permissions you want us to have.
- Allow inbound connections from 164.90.213.249 in your firewall. That is the single fixed address every request of ours comes from, so it is the only one you need to open.
- An administrator of your workspace also adds the Service Layer host name under Settings, Integrations, Private-network destinations. Until it is on that list the connection is refused, which is deliberate: it is what stops anyone pointing our servers at an address you did not choose.
| Category | 💳 Finance |
| Connection | ⚡ Service Layer session one-click |
| Actions | 27 total — 15 read, 12 write |
🔌ConnectFind it in the catalogue
🔐AuthorizeOne-click OAuth
✨Use actionsChat · agents · workflows
How SAP Business One fits into Your Office AI
Actions
Once connected, SAP Business One exposes the following actions. The AI can call them with #-mentions in chat, an agent can be granted a subset as tools, and a workflow can run them in an integration-action node.
| Action | Type | What it does | Proxy |
|---|---|---|---|
Cancel Sales Ordercancel-order | Write | Cancel an order. B1 records a cancellation rather than deleting the document, and it cannot be undone. | Yes |
Close Sales Orderclose-order | Write | Close an order without delivering it. B1 releases the committed stock; the order cannot be reopened. | Yes |
Create Activitycreate-activity | Write | Log a task, call, meeting or note against a business partner. This is the B1-native way for a workflow to leave a trail a salesperson will actually see. | Yes |
Add Partner Catalogue Numbercreate-alternate-catalog-number | Write | Record the number a customer or vendor uses for one of our articles, so the next order quoting it identifies the article on its own. | Yes |
Create Business Partnercreate-business-partner | Write | Create a customer, vendor or lead. The code must be unique — SAP refuses a duplicate rather than merging it. | Yes |
Create Itemcreate-item | Write | Create an article in the item master (Artikelstammdaten). The code must be unique; B1 refuses a duplicate rather than merging it. Anything not listed here goes in "Other fields" using SAP's own property names. | Yes |
Create Sales Ordercreate-order | Write | Create a sales order for a customer. This commits stock and is visible to everyone in B1 immediately. | Yes |
Create Sales Order DRAFTcreate-order-draft | Write | Leave a sales order in B1 as a DRAFT for somebody to check and add. Nothing is posted and no stock is committed: the draft appears in B1 under Sales Orders → Drafts, and a person opens it and presses Add to make it a real order. Prefer this over Create Sales Order for anything a machine assembled. | Yes |
Create Sales Quotationcreate-quotation | Write | Create a quotation for a customer. A quotation commits no stock and is the safe way to price something in B1. | Yes |
Set Special Pricecreate-special-price | Write | Give one customer a specific price for one article — B1's Sonderpreise für Geschäftspartner. The article has to exist first, so this is a second pass after creating it. | Yes |
Get Business Partnerget-business-partner | Read | Read one customer, vendor or lead by its code. | Yes |
Get Draftget-draft | Read | Read one draft document and its lines. | Yes |
Get A/R Invoiceget-invoice | Read | Read one customer invoice and its lines. | Yes |
Get Itemget-item | Read | Read one inventory item by its code, including what is in stock, on order and committed. | Yes |
Get Sales Orderget-order | Read | Read one sales order and its lines. | Yes |
List Activitieslist-activities | Read | List CRM activities — tasks, calls, meetings and notes against a business partner. | Yes |
List Partner Catalogue Numberslist-alternate-catalog-numbers | Read | Look an article up by the number the CUSTOMER uses for it — B1's Geschäftspartner-Katalognummern. This is what an incoming purchase order actually quotes, so it is usually the only lookup that identifies a part with no guessing. Filter with OData, e.g. CardCode eq 'C20000' and Substitute eq '790-000-00-00-33'. | Yes |
List Business Partnerslist-business-partners | Read | List customers, vendors and leads. Filter with OData, e.g. CardType eq 'cCustomer'. | Yes |
List Draftslist-drafts | Read | List draft documents — the ones waiting in B1 for somebody to open and add. Filter with OData, e.g. DocObjectCode eq '17' for sales-order drafts. | Yes |
List A/R Invoiceslist-invoices | Read | List customer invoices. Filter with OData, e.g. DocumentStatus eq 'bost_Open' for unpaid ones. | Yes |
List Itemslist-items | Read | List inventory items with their stock levels. | Yes |
List Sales Orderslist-orders | Read | List sales orders. Filter with OData, e.g. DocumentStatus eq 'bost_Open'. | Yes |
List Purchase Orderslist-purchase-orders | Read | List purchase orders raised on vendors. | Yes |
List Sales Quotationslist-quotations | Read | List sales quotations. | Yes |
List Special Priceslist-special-prices | Read | Read the per-customer prices set against articles. Filter with OData, e.g. CardCode eq 'C20000'. | Yes |
Update Business Partnerupdate-business-partner | Write | Change fields on an existing partner. Only the fields you fill in are sent; everything else is left as it is. | Yes |
Update Itemupdate-item | Write | Change fields on an existing article. Only the fields you fill in are sent; everything else is left as it is. | Yes |
Write actions are confirmation-gated
Actions tagged Write create, update, or delete data. In chat and agent paths they pause for your confirmation before running; workflows treat their deterministic wiring as implicit consent. Agent tools covers how to scope which actions an agent may use.
Spend & quota
SAP Business One is governed per organization: an admin sets a monetary spend cap and a monthly call quota. A quota of 0 disables the integration — it never means unlimited. See the Integrations overview for the full governance model.