Plur-e MCP · Use cases
What each role does with AI and Plur-e MCP
Eight concrete jobs, one per role. Every one runs on the user's own permissions.
Quick answer
Plur-e MCP use cases by role: sales reps check availability and draft sales orders; customer service looks up CRM cases and Business Central overdue balances; buyers chase late purchase orders; warehouse leads review count discrepancies and open picks; controllers age posted invoices by due date; IT and partners build custom tools and agents on your AI provider's API with governed access to Business Central and Dynamics 365 CRM.
By role
| Role | They ask | Behind the scenes |
|---|---|---|
| Sales rep | “Is PROD-001 available for Customer example 1, and what's their price?” | bc_wms_inventory_counts (GetItemInventoryByLocationV2) + bc_sales (GetAllPriceList, then ProcessSalesOrders as a draft Sales Order). |
| Customer service | “Summarize the open cases for Account example 1 and their overdue invoices.” | crm_query (incident table, on Dataverse) + bc_sales (GetCustomerStatistics for the overdue balance). |
| Buyer | “Which purchase orders are late this week? Draft the vendor emails.” | bc_purchase_orders (GetPurchaseOrders, filtered by status and vendor); your AI assistant drafts the vendor emails from the PO header, you send. |
| Warehouse lead | “Show yesterday's count discrepancies above 5 units and the bins involved.” | bc_wms_inventory_counts (Get_WarehouseInvPhysicalCount_Native) + bc_wms_bins_movements (GetBinContentV3). |
| Controller | “Aged receivables over 60 days by customer, top 20.” | bc_payments (PostedSalesInvoices, with DueDate and RemainingAmount); your AI assistant computes the aging from the due dates. |
| Operations manager | “What's stuck in picking for more than two days?” | bc_wms_picks_shipments (GetWarehousePicks), filtered by status and age. |
| Sales manager | “Pipeline by stage for Q4 with expected close dates; which ones have no activity in 14 days?” | crm_query (opportunity table, filtered by stage and close date) + crm_fetchxml for the last-activity gap. |
| IT / partner | “Add a tool that reads our custom Quality Inspection table.” | Custom tool with schema, scope and tests, deployed with the managed service. |
FAQ
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