Read Your Scopevisio Contacts, Invoices, and Projects Through Your Muse

Through a custom connector, your muse can read your Scopevisio cloud ERP in plain words: search contacts, check outgoing and incoming invoices down to the line items, and look up projects and tasks, without opening Scopevisio itself.

What it does

The connector adds 12 tools, and every one of them only reads. It can show the signed-in user and customer account, and list the organizations, the companies under that account, that the user can reach. It can search contacts, covering customers, suppliers, people, and companies, and open one contact in full or with only the fields you name. It can search outgoing invoices and incoming invoices, open one outgoing invoice, and list the line items on it. It can search projects and open one project, and search tasks and open one task with its topic, status, priority, and the contact and project linked to it. Searches combine their conditions, so a search for one customer in one month stays narrow, and results come back 100 at a time unless you ask for more.

How to use it

1. Start an AnythingMCP account and add the Scopevisio Cloud ERP connector.
2. In Scopevisio, set up a user with the view profiles for contacts, invoices, the incoming invoice book, projects, and tasks.
3. Paste the 7-digit customer number, the user sign-in, and the exact organization name into the connector settings.
4. In Muse, open Settings, then Connectors, and add a custom connector with the address AnythingMCP gives you. Sign in and approve.
5. Ask for a customer record, the outgoing invoices from last month, or the open tasks on a project.

What you need

• A Muse account that can add custom connectors
• An AnythingMCP account with the Scopevisio Cloud ERP connector added
• A Scopevisio account with a user who holds the view profiles

What to watch for

• The connector never writes. It cannot create or change a contact, invoice, project, or task, so edits still happen in Scopevisio.
• The connector cannot answer a one-time password, so use a dedicated technical user without two-factor sign-in, as Scopevisio recommends.
• A 403 error means the user is missing the view profile for that kind of record. Add the profile in Scopevisio and ask again.
• This is a custom connector, and Meta does not review custom connectors. You can disconnect it in Settings at any time. The muse prepares, you decide.