StockTrim MCP Server

Model Context Protocol (MCP) server for StockTrim Inventory Management.

This server provides AI assistants like Claude with tools to interact with your StockTrim inventory system, enabling natural language queries and operations for product management, customer data, and inventory control.

Features

• Product Management: Create, retrieve, update, and delete products with full lifecycle support
• Customer Operations: Access and manage customer data
• Supplier Management: Manage supplier information and relationships
• Inventory Control: Set and update inventory levels across locations
• Purchase Orders: Create and manage purchase orders with line items
• Sales Orders: Track and manage sales orders
• Workflow Tools: High-level business operations (forecast management, urgent orders)
• Safety Features: User confirmation for destructive operations via MCP elicitation (ADR 001)
• Service Layer Architecture: Clean separation of business logic with dependency injection
• Type-Safe: Full type hints with Pydantic validation for all operations (ADR 002)
• Production-Ready: Built-in error handling, logging, and resilience
• FastMCP: Built on FastMCP v3 for high-performance MCP implementation

Installation

Using UV (Recommended)

# Install from workspace
cd stocktrim-openapi-client
uv sync --all-extras

# Run server
uvx --from . stocktrim-mcp-server

Using Pip

pip install stocktrim-mcp-server
stocktrim-mcp-server

Configuration

The server requires StockTrim API credentials via environment variables:

Environment Variables

Create a .env file in your project root or set these in your environment:

# Required
STOCKTRIM_API_AUTH_ID=your_tenant_id_here
STOCKTRIM_API_AUTH_SIGNATURE=your_tenant_name_here

# Optional
STOCKTRIM_BASE_URL=https://api.stocktrim.com  # Default

Getting Your Credentials

1. Log in to your StockTrim account
2. Navigate to Settings → API Settings
3. Copy your Tenant ID (use as STOCKTRIM_API_AUTH_ID)
4. Copy your Tenant Name (use as STOCKTRIM_API_AUTH_SIGNATURE)

Claude Desktop Integration

Recommended: install the .mcpb bundle — Claude Desktop has built-in support for MCP Bundles, which install local MCP servers in one click and prompt for the API credentials via UI (no JSON editing).

1. Download stocktrim-mcp-server-<version>.mcpb from the latest GitHub release.
2. Drag the .mcpb file into Claude Desktop, or open it from the Finder.
3. Confirm install in the dialog. Claude Desktop prompts for both your StockTrim Auth ID (Tenant ID) and Auth Signature (Tenant Name); both are stored securely and never written to a config file by hand.

The bundle ships the server source plus a manifest that declares the runtime requirements; UV handles dep resolution on first launch.

Manual uvx install (fallback)

If you'd rather edit ~/Library/Application Support/Claude/claude_desktop_config.json (or %APPDATA%\Claude\claude_desktop_config.json on Windows) directly:

{
  "mcpServers": {
    "stocktrim": {
      "command": "uvx",
      "args": ["stocktrim-mcp-server"],
      "env": {
        "STOCKTRIM_API_AUTH_ID": "your_tenant_id_here",
        "STOCKTRIM_API_AUTH_SIGNATURE": "your_tenant_name_here"
      }
    }
  }
}

Using Python Environment

If you have the server installed in a specific Python environment:

{
  "mcpServers": {
    "stocktrim": {
      "command": "python",
      "args": ["-m", "stocktrim_mcp_server.server"],
      "env": {
        "STOCKTRIM_API_AUTH_ID": "your_tenant_id_here",
        "STOCKTRIM_API_AUTH_SIGNATURE": "your_tenant_name_here"
      }
    }
  }
}

Either path: restart Claude Desktop after configuring and the StockTrim tools will appear.

Available Tools

Product Tools

get_product

Get detailed information about a specific product by code.

Parameters:

• code (string, required): Product code to retrieve

Returns: ProductInfo object with code, description, pricing, and status

Example Claude prompt:

Get product information for code "WIDGET-001"

search_products

Search for products by code prefix.

Parameters:

• prefix (string, required): Product code prefix to search for

Returns: List of matching products

Example Claude prompt:

Find all products starting with "WIDGET"

Customer Tools

get_customer

Get detailed information about a specific customer by code.

Parameters:

• code (string, required): Customer code to retrieve

Returns: CustomerInfo object with code, name, contact information

Example Claude prompt:

Show me customer CUST-001

list_customers

List all customers in the system.

Parameters:

• limit (integer, optional): Maximum number of customers to return (default: 50)

Returns: List of customers

Example Claude prompt:

List the first 20 customers

Inventory Tools

set_product_inventory

Update inventory levels for a product.

Parameters:

• product_id (string, required): Product ID to update
• stock_on_hand (number, optional): Current stock quantity
• stock_on_order (number, optional): Quantity on order
• location_code (string, optional): Location code
• location_name (string, optional): Location name

Returns: Operation result with success status

Example Claude prompt:

Set inventory for product 123 to 50 units on hand and 100 on order at location WAREHOUSE-A

Example Conversations

Product Discovery

You: What products do we have starting with "WID"?
Claude: Using search_products("WID")...
Found 3 products:
- WIDGET-001: Standard Widget ($10.00)
- WIDGET-002: Premium Widget ($15.00)
- WIDGET-SPECIAL: Custom Widget ($25.00)

Inventory Management

You: Update inventory for product 123 - we have 75 units in the main warehouse
Claude: Using set_product_inventory(product_id="123", stock_on_hand=75, location_code="MAIN")...
Successfully updated inventory for product 123. Stock on hand is now 75 units.

Customer Lookup

You: Get contact information for customer ACME-001
Claude: Using get_customer("ACME-001")...
Customer: ACME Corporation
Email: contact@acme.com
Phone: +1-555-0123
Address: 123 Main St, City, ST 12345

Development

Running Locally

# Clone repository
git clone https://github.com/dougborg/stocktrim-openapi-client.git
cd stocktrim-openapi-client

# Install dependencies
uv sync --all-extras

# Set environment variables
export STOCKTRIM_API_AUTH_ID=your_tenant_id
export STOCKTRIM_API_AUTH_SIGNATURE=your_tenant_name

# Run server
uv run stocktrim-mcp-server

Project Structure

stocktrim_mcp_server/
├── src/stocktrim_mcp_server/
│   ├── __init__.py          # Package metadata
│   ├── server.py            # FastMCP server setup
│   └── tools/               # Tool implementations
│       ├── __init__.py      # Tool registration
│       ├── products.py      # Product management tools
│       ├── customers.py     # Customer management tools
│       └── inventory.py     # Inventory management tools
├── pyproject.toml           # Package configuration
└── README.md               # This file

Adding New Tools

1. Create a new file in src/stocktrim_mcp_server/tools/
2. Define your tool functions with type hints
3. Use the @unpack_pydantic_params decorator for parameter flattening
4. Create a register_tools(mcp: FastMCP) function
5. Import and call in tools/__init__.py

See existing tools for examples.

Parameter Flattening Pattern

All tools use a parameter flattening decorator to expose Pydantic model fields as individual tool parameters. This provides better MCP client compatibility while maintaining type safety.

Example Tool Implementation:

from typing import Annotated
from fastmcp import Context
from pydantic import BaseModel, Field
from stocktrim_mcp_server.unpack import Unpack, unpack_pydantic_params

class SearchProductsRequest(BaseModel):
    """Request model for searching products."""
    search_query: str = Field(..., description="Search query for product name or code")
    limit: int = Field(10, description="Maximum number of results")

class SearchProductsResponse(BaseModel):
    """Response containing matching products."""
    products: list[ProductInfo]
    total_count: int

@unpack_pydantic_params
async def search_products(
    request: Annotated[SearchProductsRequest, Unpack()],
    context: Context
) -> SearchProductsResponse:
    """Search for products by name or code.

    This tool searches across product fields using keyword matching.
    """
    # Inside the function, 'request' is a validated SearchProductsRequest instance
    services = get_services(context)
    results = await services.products.search(request.search_query, request.limit)
    return SearchProductsResponse(products=results, total_count=len(results))

What FastMCP Sees:

# Tool signature exposed to MCP clients:
search_products(
    search_query: str,      # From SearchProductsRequest.search_query
    limit: int = 10,        # From SearchProductsRequest.limit
    context: Context
) -> SearchProductsResponse

Benefits:

• ✅ MCP Compatibility: Flat parameters work reliably with Claude Code and other clients
• ✅ Type Safety: Pydantic validation ensures parameter correctness
• ✅ Clean Code: Tool implementations work with typed model instances
• ✅ Auto Documentation: Field descriptions become parameter documentation

See Also: ADR 0001: Parameter Flattening

Logging

The server logs to standard output with INFO level by default. Logs include:

• Server lifecycle events (startup, shutdown)
• Tool invocations
• API call results
• Error details

To adjust log level:

# Set environment variable
export LOG_LEVEL=DEBUG
uv run stocktrim-mcp-server

Troubleshooting

Authentication Errors

ValueError: STOCKTRIM_API_AUTH_ID environment variable is required

Solution: Ensure both STOCKTRIM_API_AUTH_ID and STOCKTRIM_API_AUTH_SIGNATURE are set in your environment or .env file.

Connection Failures

Failed to initialize StockTrimClient: Connection refused

Solution:

• Check that STOCKTRIM_BASE_URL is correct (default: https://api.stocktrim.com)
• Verify your network connection
• Ensure StockTrim API is accessible

Tool Not Found

Tool 'xyz' not found

Solution: Restart Claude Desktop after updating configuration.

Security Notes

• Never commit .env files or expose API credentials in code
• Use environment variables for credential management
• Consider using a secrets manager in production environments
• Credentials are passed to StockTrim API via secure HTTPS headers
• Client includes automatic retry logic with exponential backoff

Support

• Issues: GitHub Issues
• Documentation: Client Documentation
• StockTrim API: API Documentation

License

MIT License - see LICENSE file for details

Related Projects

• stocktrim-openapi-client: Python client library for StockTrim API
• FastMCP: High-performance MCP server framework

Changelog

v0.1.0 (2025-10-29)

• Initial release
• Product management tools (get, search)
• Customer management tools (get, list)
• Inventory management tools (set levels)
• Claude Desktop integration
• FastMCP-based implementation