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  4. Connect your own AI agent (API key and setup prompt)

Connect your own AI agent (API key and setup prompt)

You can let an outside AI agent, such as Claude Code, Codex, or Cursor, build and run your ERP•AI apps. The agent gets the same permissions as the user whose key it uses, and every action is recorded in the audit logs.

ERP•AI guide 1 min read Article 2 of 2 in Proto, the AI agent

On this page

  1. The three steps
  2. Other ways to connect
  3. Security tips

Proto, the AI agent

  1. Proto AI agent
  2. Connect your own AI agent (API key and setup prompt)

The three steps

01: Generate an API key

  1. Go to Settings → API Keys.
  2. Click New API Key, choose the scopes your agent needs (for example records:read, records:write, tables:read, schema:read, apps:read), and set an expiry if you want one.
  3. Copy the key. It’s shown only once.

See API keys for key types and scopes.

02: Copy the setup prompt

On the Apps page, click + New App, open the Claude Code or Codex tab, and click Copy prompt. Paste the prompt into your agent. It starts with this one-line install command, which installs the ERP•AI skills for the agent:

curl -fsSL https://apps.erp.ai/api/install | bash

03: Start building

Tell your agent what you need. It proposes ideas, plans the work, and builds the app from start to finish.

Other ways to connect

  • API Docs (Command Centre): REST reference for each table and view, plus Download Skill and Connect MCP buttons. See API Docs and External Apps.
  • Base URL for the REST API: https://apps.erp.ai/v1

Security tips

  • Give each agent or integration its own key with only the scopes it needs.
  • Set an expiry date, and revoke keys you no longer use.
  • For server-to-server integrations that shouldn’t depend on one person, use an organization key owned by a service account.
  • Never paste keys into shared documents or code repositories.
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Proto AI agent Proto is ERP•AI’s AI agent for business users.Departments, session timeout, API keys, and service accounts Organize your team into departments (Sales, Finance, Operations…). Click Add Department to create one.

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In ERP•AI, open the organization or app menu and choose Report an issue. For deployment, billing or contract questions, write to the team.

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