Priority ERP assistant

Uses: Python SDK - an agent loop lives in your application code, so this recipe is SDK-only by nature. For the same loop in TypeScript, see the Slack assistant.

Identical structure to the monday.com assistant - swap the application slug and the system prompt. This is the point of the pattern: the agent loop is app-agnostic; only the toolset binding changes.

from engini import Engini
from engini.providers.anthropic import AnthropicProvider

client = Engini(provider=AnthropicProvider())   # reads ENGINI_API_KEY
conn_id = next(c.connection_id for c in client.connections.list(application="priority_erp"))

toolset = client.toolset(connections={"priority_erp": conn_id})
tools = toolset.tools()

SYSTEM_PROMPT = (
    "You are a helpful assistant connected to the user's Priority ERP account "
    "through Engini tools. Use the tools to answer questions about their "
    "customers, vendors, sales and purchase orders, invoices, items/inventory, "
    "and financial documents. If a tool needs an ID you don't have yet, call a "
    "tool to look it up first. Only use the tools provided."
)

The loop itself is unchanged - copy it from the monday recipe.

Run the original

cd python/examples/priority-erp-agent
uv run agent.py "What open sales orders do I have?"
uv run agent.py "List my top 5 customers by recent invoice activity."

Source: python/examples/priority-erp-agent/.

Start here

Connect apps

Run tools

Build agents

React to events

Automate

Run the original

​Run the original

Run the original