Can Claude connect to Cin7 (Core & Omni)?
Yes. Cin7 (Core & Omni) doesn't have an official Claude connector yet, but Helm connects it for you, securely and with only the access you approve.
What is Cin7 (Core & Omni)?
Cin7 is inventory management software used by product businesses and wholesalers, with Cin7 Core (formerly DEAR) and Cin7 Omni covering stock, purchasing, sales, multiple locations and sales channels.
Visit Cin7 (Core & Omni)What Claude can do with Cin7 (Core & Omni)
Read or update, depending on your setup
- Compare stock availability across warehouses and stores
- Flag products below reorder levels
- Summarise sales orders and payments for month end
- Review open purchase orders and expected arrivals
- Summarise top customers and products for a period
Who uses it
Inventory and purchasing managers
Ask Claude what needs reordering and where stock could be moved between locations.
Sales managers
Have Claude summarise orders by customer and spot accounts that have gone quiet.
Finance teams
Use Claude to pull sales and payment totals together before month end.
What your team can ask Claude
“Compare availability for these products across our locations before we reorder.”
“Which products are below their reorder point right now?”
“Summarise this month's sales orders and payments for our month end review.”
“Which purchase orders are overdue from suppliers?”
“Who were our top 10 customers by sales last quarter?”
How it connects
There's no official Claude connector for Cin7 (Core & Omni) yet. Helm connects it using the method that suits your setup, whether that's a secure custom connector we build and host, or an AI agent that works inside Cin7 (Core & Omni) with your team's approval. We'll recommend the right one on a 30-minute call.
Looking after your Cin7 (Core & Omni) data
Cin7 holds customer, supplier and pricing data, so Helm limits Claude to the inventory and order records your team needs and keeps it from posting transactions on its own.
- Only the access you approve.
- Everything stays in your own accounts.
- On Claude's business plans, your data isn't used to train AI models.
Want to learn how to connect Cin7 (Core & Omni)?
Book a 30-minute intro call and we'll show you how Claude can work with Cin7 (Core & Omni) in your business.
Questions about Claude and Cin7 (Core & Omni)
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