We’re excited to announce that Vortex IQ has launched its Model Context Protocol (MCP) Server for Microsoft Dynamics NAV (Navision), enabling intelligent AI agents to automate and optimise core business processes for e-commerce brands.

Navision — now part of Microsoft Dynamics 365 Business Central — remains a popular ERP system across mid-sized businesses. With this MCP Server integration, e-commerce teams can now use AI agents to interact with Navision data, automate workflows, detect anomalies, and trigger actions across finance, inventory, orders, procurement, and fulfilment.

What Is the MCP Server for Navision?

Vortex IQ’s MCP Server for Navision transforms the ERP’s endpoints (via OData or SOAP APIs) into a structured, AI-readable layer. AI agents can:

  • Query financial, inventory, purchasing, and customer data
  • Detect risks (e.g. overdue invoices, stockouts, fulfilment delays)
  • Trigger actions such as order creation, PO generation, or inventory transfer
  • Coordinate Navision with other platforms like Shopify, Magento, GA4, Klaviyo, Emarsys, and OrderWise

The result: your ERP becomes intelligent and adaptive, not just transactional.

Use Cases: Navision + MCP Server for E-Commerce

Here are practical and high-impact ways to apply Vortex IQ’s AI agents with Navision to create a responsive, automated commerce operation.

1. Automated Reorder Triggers Based on Live Demand
  • Agent monitors product views and sales spikes from GA4 or Shopify
  • Cross-references with current stock levels and reorder points in Navision
  • If threshold breached:
    • Automatically generates a purchase order
    • Notifies the procurement team
    • Updates inventory ETA in PDPs or back-in-stock campaigns

Prompt: “Reorder any SKU with <20 units in stock and 7-day traffic up 30%.”

2. Real-Time Cash Flow & Overdue Invoice Alerts
  • Agent queries accounts receivable in Navision
  • Detects overdue invoices or customers with high ageing balances
  • Triggers:
    • Reminder emails
    • Credit hold flag
    • Alert to finance and account manager
  • Can also summarise daily/weekly cash position
3. Fulfilment Delay Detection
  • Agent monitors open orders and dispatch records in Navision
  • Identifies delays or stuck shipments
  • Updates order status in Shopify or Magento
  • Sends proactive delivery delay notification via Klaviyo or Dotdigital
4. Order Error Prevention
  • Before finalising high-value orders, agent verifies:
    • Customer credit limit
    • Product pricing accuracy
    • Inventory availability
  • Flags discrepancies and pauses the transaction for review
  • Avoids costly fulfilment or accounting issues
5. Forecasting & Procurement Intelligence
  • Agent analyses sales trends, supplier lead times, and inventory turnover
  • Recommends reorder quantities
  • Suggests supplier prioritisation or pricing renegotiation
  • Generates weekly procurement intelligence report for buyers
6. Financial Summary & Exception Reporting
  • Agent generates daily or weekly reports from Navision:
    • Sales by channel
    • Gross margin by category
    • Aged receivables
    • COGS and operating cost analysis
  • Flags unusual spikes, margin drops, or expense anomalies
7. Multi-System Coordination via AI Agents
Trigger Agent Action Connected Systems
Cart abandonment + high AOV Check credit terms in Navision and send personalised email Navision + Klaviyo
High sales velocity product Reorder via Navision, update stock status in PDP Navision + Shopify
Customer flagged as overdue Hold order creation, notify account rep Navision + CRM
Back-in-stock product Sync Navision stock level, trigger campaign Navision + Email Platform

Who Benefits?

Role AI Agent Benefits
Finance Teams Automated cash flow monitoring, invoice alerts, and exception reports
Inventory Managers Demand-driven reordering and stockout prevention
CX Teams Proactive fulfilment updates, delay prevention
E-Commerce Managers Margin visibility, SKU-level procurement insight
Leadership Real-time operational visibility and predictive alerts

Enterprise-Grade Security & Compliance

  • Secure OData/SOAP API integration with Navision
  • Role-Based Access Control (RBAC)
  • Agent audit trail and decision logs
  • Hosted or self-managed MCP Server deployment
  • Works with Microsoft Dynamics NAV 2013+, Dynamics 365 Business Central, and hybrid setups

Prompt-to-Action Example

Prompt:
 “Generate a PO for any SKU with <30 units in Navision if the product had >100 add-to-carts this week in Shopify and the vendor lead time is >5 days.”

Agent Flow:

  • Queries inventory + sales velocity
  • Validates supplier lead time
  • Generates PO in Navision
  • Notifies procurement + logs action for review

Ready to Power Navision with AI Agents?

The Vortex IQ MCP Server for Navision is now live — empowering your ERP to act intelligently across operations, finance, and fulfilment using real-time AI agents.

  • Book a live demo with our team
  • Request your secure MCP server deployment
  • Start building AI agents that reduce risk, automate decisions, and scale your commerce backend

Categories

Popular Post