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An open operating foundation

Your Agent.
Your business.
Connected through MCP.

Connect a personal or enterprise Agent to the products, stock, purchasing, sales and finance operations already open in Wholety. Existing MCP access is included in the free software foundation.

All features free for one month, including MCP access and 1 hour of consultation and assistance.

Wholety + your Agent

Stop piecing together the answer.

WholetySample data

96 in stock. Can 72 ship?

Manual work
On hand96 casesReserved 30 · Locked 6
Unallocated demand72 casesSO-1042
Inbound stockAfter dispatchPO-2088
W
Agent checks
Ready to review
Available 60Unallocated demand 72
96 − 30 − 6 = 60
12cases · Dispatch gap
Review replenishment
  1. Manual work
  2. Agent checks
  3. Ready to review
  4. Review replenishment

Where do stock and cash get stuck?

Manual work
Sales cost$6,000 CAD
Time-weighted average stock$3,000 CAD
Observation window60 days
W
Agent checks
Ready to review
2.00Inventory turns60 days
PaymentCollection
50 daysWeighted collection cycle
Trace linked orders
  1. Manual work
  2. Agent checks
  3. Ready to review
  4. Trace linked orders

How much cash is sitting on the shelf?

Manual work
On hand240 casesHarbor Tea · CAD 4,800
Sales pace2 cases / days60 / 30 days
Your target45 days90 cases
W
Agent checks
Ready to review
Your target 90Above target 150
$3,000CAD · Above target
120 days · Your target 45 days
Stock cost, not cash released
Review replenishment
  1. Manual work
  2. Agent checks
  3. Ready to review
  4. Review replenishment

Another order to enter by hand?

Manual work
SupplierNorthstar Homeware
SKU matchGLASS-CUPGCP-12
Quantity48 cases$12.50 USD
W
Agent checks
Ready to review

Wholety

Draft #1 saved
Supplier
Northstar Homeware
SKU match
GCP-12
Quantity
48 cases
USD quote
$12.50 USD
Quote total
$600 USD
Your review · Draft #1 saved · Open the draft
  1. Manual work
  2. Agent checks
  3. Ready to review
  4. Open the draft
Start freeConnect your Agent
Data & calculations

Will it ship?

Stock, reservations and locks · SO-1042 · PO-2088

Available = 96 − 30 − 6 = 60 cases. SO-1042 needs 72 cases not included in reservations: a 12-case gap. PO-2088 is due after dispatch.

Why so slow?

Completed sales order · stock cost history · payments and collections

Period turnover = sales cost ÷ time-weighted average inventory = 6,000 ÷ 3,000. Review the linked records behind the 50-day cycle.

One completed order; a 60-day observation, not an annualized rate.

Where’s the cash?

Harbor Tea stock lots · 30-day sales · verified CAD cost

Using a 45-day target: coverage = 240 ÷ (60 ÷ 30); stock above target = 240 − (2 × 45); cost above target = 150 × CAD 20. This is inventory cost, not cash already released.

Create the order

An isolated demonstration account supplies the business records. The Agent conversation is illustrated from recorded tool calls; no production records or secret keys are shown.

48 × $12.50 USD = $600 USD

Illustrated sample data, not measured performance results. Your connected Agent queries Wholety and explains the calculation; you review recommendations and approve record creation. The purchase example uses a USD supplier quote; verify the saved CAD amount and exchange rate separately.

These workflows are available through your connected Agent and authorized Wholety operations. Wholety's managed proactive AI services are still in development.

Verify the work behind the Agent demo

The animation uses sample records. Follow the supplier SKU match, stock and inbound checks, reviewed price and quantity, authorized purchase draft, and saved-record check step by step. Approval, warehouse receiving and payment are separate operations.

Read the 48-case purchase draft walkthrough · Check whether the connected ERP workflow fits your business

Our goal: the entire SaaS, open to your Agent.

One MCP connection should let a personal or enterprise Agent use every authorized operation your team can perform in the interface. Business queries, writes and migration tools are available now. Supported account, member, key and billing administration requires a separate, explicit owner-authorized management scope. Your Agent discovers the available operations and required permissions from the live catalogue. The connection prepared at registration includes business read and write access.

Today, your chosen Agent supplies the reasoning and model calls. Managed AI analysis, proactive replenishment and optimized loading services are still being built. All future operations must preserve account permissions and provide reviewable, traceable results.

Your agent can help you move in.

Bring exports or spreadsheets from your old workflow. Dedicated migration tools guide field mapping, preview source rows and check references before your agent writes business records.

Explore Agent data migration

Your agent reasons. Wholety checks and records.

Keep the agent and model you choose. Connect them to a warehouse that checks access and business rules on every operation.

Your agent

Reads your exports, understands your request and proposes the next action.

Runs in your chosen client and model environment.

Wholety checks

  • The connected account
  • Read or write access
  • Allowed records
  • Business constraints

Your warehouse records

Inventory
Quantities and costs
Orders
Receipts and dispatches
Evidence
Linked documents

Read the actual result before moving to the next step.

Your client receives the business data you request and may send it to its configured model. Choose the client's data handling settings and give each agent only the access it needs.

One prompt connects your Agent.

Registration prepares your business connection. Start in the dashboard; your Agent handles the Skill and MCP setup.

  1. Register and open Wholety

    Start free. Your new account includes a dedicated Agent connection with business read and write access.

  2. Copy the prompt to your Agent

    Open Account & Agents and copy the connection prompt to your own Agent. It identifies the actual client—Codex, Claude Code, Cursor or another client—then installs the Skill and verifies MCP and the expected account before saving private configuration. Reload the client’s MCP servers if it asks you to.

  3. Ask, then check the result

    Ask for available stock or an authorized purchase draft. Your Agent discovers the business operation, checks its inputs and reads the result. Open the same record in Wholety to verify what happened.

Keep the connection prompt private: it contains your dedicated key. Keys stay out of public links and command arguments. Account administration needs the owner's separate, explicit manage authorization.

Advanced: manual MCP or direct API setup

Configure your own client.

Use these options when your client needs custom configuration. The prepared dashboard prompt is the standard route.

Remote HTTP MCP

For clients that support remote MCP and authorization headers. Replace the placeholder with your API Key; your client's configuration format may differ.

{
  "mcpServers": {
    "wholety": {
      "type": "http",
      "url": "https://wzapi.wholety.com/mcp",
      "headers": {
        "Authorization": "Bearer <YOUR_API_KEY>"
      }
    }
  }
}

Clients that use stdio

The Skill includes a Python 3 bridge at scripts/mcp_stdio.py. Set your client's server command to python3, pass the script's absolute path and set WHOLETY_API_KEY in its environment. The bridge uses Python's standard library.

Agents that use HTTP directly

Send Authorization: Bearer <YOUR_API_KEY> to the business API. The API schema describes request parameters. Read-only SQL analytics is available at POST /query/sql.

From a question to an operation.

Discover a workflow, inspect its parameters, then let your Agent use the business API.

MCP tool What it does
wholety_account Check the connected workspace and current plan usage.
wholety_list_operations Find business operations by keyword.
wholety_describe_operation Read the parameters and response schema before acting.
wholety_call_operation Use inventory, orders, finance and document attachments. Writes require write access.
wholety_query Analyze business data in your account with read-only SQL, up to 1,000 rows.

Keep the evidence with the workflow.

Ask your Agent to upload delivery photos, invoices or shipping documents, link them to the right record, and retrieve them when you need them. Document access follows workspace permissions, with temporary links for private files.

The downloadable Skill includes the attachment workflow. Search for files in the operation catalog to inspect the supported document types.

Access you can control.

Owners have independent business spaces. Subaccounts share their owner's workspace according to their roles. API Keys belong to that account and can be revoked immediately.

Use a separate connection for each Agent. Full keys are kept private and stored as hashes on the server. Business access does not grant account administration; supported management actions require an owner key with explicit manage scope. SQL is limited to the connected account's business tables.

Read about accounts and permissions
Where does my AI run?

Your chosen agent handles the conversation and model calls. Wholety provides warehouse data and operations through MCP or HTTP. Requested data may be processed by your client's configured model; review that client's data handling settings.

Which Agents can connect?

Clients with remote HTTP MCP and authorization headers can use the endpoint. stdio MCP clients can use the bundled bridge. Custom Agents can call the HTTP API. No specific model provider is required.

Can a read-only Agent change stock?

No. Read-only keys cannot invoke write operations, including writes that use HTTP POST. Registration prepares a business read/write connection; use a separate read-only key when you want an Agent limited to queries.

What should I try first?

Copy the dashboard connection prompt to your Agent, then ask it to check available stock, review pending orders or prepare a purchase draft you authorize. Verify the returned record in Wholety.

How does the product limit work?

Your one-month free trial includes all features without product-count pricing tiers. Stock quantities and packaging units do not count as extra products. Existing products remain usable at the limit.