Guide · MCP to EDI

MCP to EDI: ask your AI agent about your retailer EDI orders

Your EDI retailers already arrive in InfiPlex as orders: AutoZone, Target, Costco, Walmart DSV purchase orders pulled in, routed, shipped, and invoiced inside the OMS. The same connection is available as JSON through the REST API, which is InfiPlex Bridge EDI to API. And it is available to Claude, Cursor, ChatGPT through Codex, or any MCP client through the native InfiPlex MCP server. That is MCP to EDI: a retailer's purchase orders, ship notices, invoices, inventory feeds, and shop log, answerable in plain English, with a preview before anything channel-visible changes. Every screenshot below is a real session against a live InfiPlex instance, with the client's identifying values replaced.

  • OMSWork EDI orders in the InfiPlex screens, no code
  • REST APIEvery retailer as JSON, Bearer-token auth
  • MCPEvery retailer in front of your AI agent, included with API access

Prompt 1

Which purchase orders have no 856 yet?

The question every EDI vendor asks before the ASN window closes. The agent searches orders by source and ship state and reads the EDI waybill field InfiPlex fills when an 856 goes out.

AI assistant listing nine AutoZone purchase orders with no 856 sent, from a live InfiPlex instance
Read the transcript as text

Show me today's AutoZone purchase orders that do not have an 856 sent yet.

Used InfiPlex OMS integration, loaded tools

All 9 AutoZone POs created today are unshipped (no tracking, edi_waybill_ident empty), so none has had an 856 sent:

Order AZ PO Store Ship To Method SKU Total
240519 91742556 02214 Fond du Lac, WI FedEx Std Overnight AP-1981 $20.31
240518 91742213 03907 Thomaston, GA FedEx Std Overnight AP-7597 $17.47
240517 91741904 06998 (CS, residential) Festus, MO FedEx Priority Overnight AP-5090 $56.22
240516 91741517 01855 Kingsville, TX FedEx Priority Overnight AP-2867 $12.19
240515 91738062 04720 Lebanon, OR FedEx Std Overnight AP-5072 $14.06
240514 91737781 04133 Fishers, IN FedEx Ground AP-1591 $11.22
240513 91735540 06998 (CS, residential) Rincon, GA FedEx Priority Overnight AP-5025 $20.31
240512 91735478 00916 Middleburg, FL FedEx Std Overnight AP-2290 $14.06
240511 91733206 00657 Lexington, KY FedEx Std Overnight AP-2869 $14.34

All status new, qty 1 each, routed to Main. Eight of nine are overnight air.

Nine POs, the store or consumer destination for each (two are STH consumer-direct, flagged CS residential), the carrier service AutoZone specified, and the fact that all nine route to one warehouse. That is the AutoZone order lifecycle read straight from the order records, no report to build.

Prompt 2

Why did this PO route where it did?

InfiPlex writes a routing event log every time an order is allocated. The agent reads that log, not a guess.

AI assistant explaining why an AutoZone PO routed to the Main warehouse, from the InfiPlex routing log
Read the transcript as text

Why did PO 91742213 route to Main?

Loaded tools, used InfiPlex OMS integration

Main was the only warehouse holding AP-7597. Routing ran at 12:13:01 with no forced warehouse and all warehouses eligible, found exactly one item-warehouse record (Main, id 3), zip rules were not in use for the item, Main had qty 1 on hand, and the full order qty of 1 was taken from it, leaving 0.

One sentence, and it covers every input the router considered: forced warehouse, eligibility, item-warehouse records, zip rules, on-hand, and the resulting allocation. The mechanics behind each of those are on the multi-warehouse order routing page.

Prompt 3

What happened on the EDI connection in the last 24 hours?

The shop log is the record InfiPlex writes for every channel call: order pulls, parcel downloads, acknowledgments, file uploads. The agent reads the same log your support contact reads, and sorts the failures to the top.

AI assistant summarizing 24 hours of AutoZone shop log entries in InfiPlex, failures first
Read the transcript as text

Show the shop log entries for AutoZone in the last 24 hours, failures first

Used InfiPlex OMS integration, loaded tools

523 AutoZone log entries since 2026-10-05 2:00 PM. Failure types checked individually: Get Orders, Create Tracking File, Create Inventory File, Create Invoice File, Upload File, Read Parcel, Acknowledge Parcel all have zero failures. The only failure type present is below.

Failures: AutoZone Download Parcel: Failed (73013), 30 entries

Every one of them is paired with a Download Parcel: Successful for the same parcel_id logged in the same second, followed by Acknowledge Parcel: Successful and (for 850s) Load Order from Parcel: Successful. The parcel was downloaded, acknowledged, and loaded each time, so these read as a double-pass artifact in the download loop, not real failures. Parcels affected today: 3107410023 (09:27), 3107502304 (10:27), 3107574015 / 3107574068 / 3107593546 (11:13), 3107597428 / 3107597502 / 3107598353 (11:28), 3107689900 (12:13, loaded 240516-240518), 3107792229 (13:13, loaded 240519), 3107952923 (14:58, a 997). Yesterday: 10 parcels at 14:57, plus 15:27, 16:42, four at 16:57, 17:12, 21:12, and 01:12 today.

Successes in the window

  • Get Orders: polling every 15 min, all successful; total_parcels 0 except the pulls that returned the parcels above.
  • Download Parcel: 850s for today's 9 POs, one 997 inbound at 14:58.
  • Upload File: eleven 810 invoices sent, orders 240497 (14:43), 240509-240510 (16:28), 240501-240508 (16:43), control numbers 26-35.
  • No 856 / Create Tracking File entries at all in the window, which matches none of today's POs being shipped.

Notice what the agent did with the only failure type: it checked whether each failed download was followed by a successful one for the same parcel, found that it was every time, and said so. That is the failed sync watch pattern applied to a retailer EDI connection on demand, and it is why a Web EDI portal with a mailbox and an email address cannot answer this question.

Prompt 4

What is on hand, and what did we last tell the retailer?

Two numbers that are supposed to agree: the warehouse count and the quantity in the last 846 inventory file sent to the retailer. The agent reads both, and knows the retailer file carries the retailer's SKU, not yours.

AI assistant reporting on-hand inventory by warehouse and the quantity in the last 846 sent to AutoZone
Read the transcript as text

What is on-hand for AP-1022 across every warehouse, and what quantity did we last send to AutoZone?

Used InfiPlex OMS integration, loaded tools

The inventory log stores the AutoZone-side SKU (no prefix). Searching for 1022.

Log search

On hand: 10, all in Main (warehouse 3), the only warehouse carrying it. Last modified today 11:01:32.

Last sent to AutoZone: 10, in the 846 built 2026-10-06 00:57:50 (as AutoZone SKU 1022). Same 10 went in the prior two nightly files (10/05 01:48, 10/04 02:48).

On hand, per warehouse, with the last-modified time; then the exact quantity in the last three nightly 846 files, mapped through the retailer's own item number. When a retailer disputes an availability figure, this is the whole investigation.

Prompt 5

Record tracking and send the ship notice

A write. The agent builds the shipment from the order, shows exactly what will be recorded and what will be transmitted to the retailer, and stops. Nothing moves until you say so.

AI assistant previewing a tracking record and ship notice before sending it to the retailer
Read the transcript as text

Record tracking 1Z999AA10123456784 on order 240518 and send the ship notice.

Loaded tools, used InfiPlex OMS integration

Confirm before I send this to AutoZone:

  • Order 240518 (AutoZone PO 91742213), UPS Ground, tracking 1Z999AA10123456784
  • Package: 1x AP-7597 (line 902211), ship from Main (warehouse 3)
  • Marks the order fully shipped and sends the 856 to AutoZone

Go ahead?

The preview names the retailer that will receive the document, the carrier and service, the line and warehouse the package is built from, and the two side effects: the order closes and the 856 goes to AutoZone. That is the same confirmation gate every InfiPlex write tool uses; how AI agent writes are protected covers the key permissions behind it. On a read-only key, the agent can describe this and cannot do it.

Why this works

The agent is reading an order management system, not an EDI mailbox

None of the five answers above is possible if the EDI document is the end of the line. They work because, in InfiPlex, a retailer purchase order is an order with the same routing log, inventory records, shipments, and shop log entries as an Amazon or Shopify order. An EDI platform that hands you a webform or an API for EDI stops at the document; everything the agent just answered lives in the systems you would still have to build around it. The side-by-side is on InfiPlex vs. Orderful.

Frequently asked

Questions, answered

What EDI vendors ask before pointing an agent at their retailer connections.

What does MCP to EDI mean?

MCP (Model Context Protocol) is the open standard AI assistants use to call tools. InfiPlex runs an MCP server on every instance, so the orders, inventory, routing, shipments, and shop log behind your EDI retailers are callable by Claude, Cursor, ChatGPT through Codex, or any MCP client. The EDI documents themselves still flow through InfiPlex to the retailer; the agent works with the orders they became.

Does the agent read raw X12 documents?

It reads what InfiPlex made of them: the order, its lines, the EDI references stored on it (purchase order number, store number, waybill), the shop log entries for each parcel download and file upload, and the inventory file history. That is why it can tell you an 856 has not been sent, or which quantity went in the last 846, without parsing a segment.

Can the agent send an 856 on its own?

Only on a key that allows writes, and only after showing the preview and getting a yes. Recording tracking on an order is what triggers the ship notice in InfiPlex, so the preview names the retailer, carrier, package, and warehouse before anything is transmitted. On a read-only key the agent can report and explain but cannot change anything.

Which retailers does this cover?

Any EDI trading partner connected to InfiPlex: AutoZone, Target, Costco, Walmart DSV, Home Depot, Lowe's, Rooms To Go, and the rest. A retailer is an order source like any other, so the same prompts work across all of them, and across your marketplaces and carts in the same session.

How is this different from an EDI platform that offers an API?

An API for EDI gives your developers the documents as JSON and leaves the order management, warehouse, inventory, and ERP work to you. InfiPlex gives the agent the finished order: where it routed and why, what shipped, what the retailer was last told about stock, and what every channel call did. The agent has something to read because the OMS already did the work.

How do I connect my assistant?

Create an API key in InfiPlex under Tools > Admin API with the permissions you want the agent to have, then add the InfiPlex MCP server to your assistant. The set-up guide walks through Claude, Claude Code, Codex, and Cursor; it takes about five minutes.

Resources

Related pages and references

Your EDI retailers, three ways, one connection

Work them in the OMS, pull them as JSON, or hand them to your agent. The documents go out on time either way.

Running retailer EDI through a portal and a spreadsheet?

Tell us which retailers you ship to and we will show you the same five prompts against a live instance. Contact us, email info@infiplex.com, or call 888‑770‑0857.

InfiPlex™ is a trademark of InfiPlex. AutoZone, Target, Costco, Walmart, and other retailer names are trademarks of their respective owners. InfiPlex is an independent integration provider and is not endorsed by or affiliated with any retailer. Session responses on this page are from a live InfiPlex instance with order numbers, purchase order numbers, store numbers, SKUs, locations, and tracking numbers replaced. ©2026 InfiPlex. All rights reserved.