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Katana + Memtro

Which Katana sales orders are waiting on production, and what is below its reorder point?

Katana connects Memtro to your manufacturing in Katana MRP. It reads sales orders with their delivery, production and availability status, manufacturing orders with deadlines, quantities and costs, stock per variant and location against the reorder point, products and customers. The sync keeps sales order changes in memory. When asked and once an administrator has granted the action by name, it can create and update customers, sales, manufacturing and purchase orders, products and materials, record production, receive goods and mark orders delivered, which moves stock. Deleting a sales order is permanent. Nothing is sent to customers or suppliers.

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In Memtro

What you can do with Katana in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Katana tool, reads what it needs, and answers with the source cited.

What it does

  1. 01Lists sales orders with customer, status, total, delivery date, and invoicing, production and availability status.
  2. 02Lists manufacturing orders with variant, planned and actual quantity, production deadline, ingredient availability, costs and the linked sales order.
  3. 03Shows stock per variant and location: in stock, committed, expected, missing or excess, reorder point and stock value.
  4. 04Lists products with their variants, SKU, sales and purchase price and lead time, and finds customers by name, company or email.
  5. 05When asked and granted, adds or updates customers, creates and changes sales orders, marks them packed or delivered, which moves stock out, and permanently deletes a sales order. Customers are not notified.
  6. 06When asked and granted, creates and completes manufacturing orders, records production output, raises and receives purchase orders, which adds stock, and creates or archives products and materials. Suppliers are not emailed.

Acts when asked

When you ask it to

These tools change something in Katana. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.

  1. 01Add a customer to Katana
  2. 02Update a Katana customer
  3. 03Create a Katana sales order (reserves stock)
  4. 04Update a Katana sales order, including marking it packed or delivered (moves stock)
  5. 05Mark a Katana sales order packed or delivered with a fulfillment (moves stock)
  6. 06Delete a Katana sales order (permanent)
  7. 07Create a Katana manufacturing order
  8. 08Create a Katana manufacturing order for a sales order line
  9. 09Update a Katana manufacturing order, including completing it (moves stock)
  10. 10Record production output on a Katana manufacturing order (moves stock)
  11. 11Raise a Katana purchase order (the supplier is not emailed)
  12. 12Update a Katana purchase order
  13. 13Receive items on a Katana purchase order (adds stock)
  14. 14Create a Katana product
  15. 15Update or archive a Katana product
  16. 16Create a Katana material

Events

When it happens

Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Katana for you. Each event can start a job, with the event as its input. Katana signs every delivery, and one whose signature does not check out is refused before it is read.

Events and webhooks
  • 01A sales order was created
  • 02A sales order was updated
  • 03A sales order was approved
  • 04A sales order was packed
  • 05A sales order was delivered
  • 06An invoice was added to or removed from a sales order
  • 07A sales order was deleted
  • 08A purchase order was created
  • 09A purchase order was updated
  • 10A purchase order was approved
  • 11A purchase order was partially received
  • 12A purchase order was received
  • 13A bill was added to or removed from a purchase order
  • 14A manufacturing order was created
  • 15A manufacturing order started
  • 16A manufacturing order was blocked
  • 17A manufacturing order was completed
  • 18A product fell below its optimal stock
  • 19A material fell below its optimal stock
  • 20A product was created
  • 21A product was updated
  • 22A material was created
  • 23An outsourced purchase order was created
  • 24An outsourced purchase order was received
In practice

Ask it like you would a colleague

Once Katana is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.

Katana logoKatana + Memtro

  • Which sales orders are waiting on production?

  • What is below its reorder point?

  • How many of SKU OAK-TBL-180 do we have at the Leeds warehouse?

  • Mark sales order SO-2214 as delivered.

  • Raise a purchase order to Globex Timber for 40 oak boards at the Leeds warehouse.

01

Promising a delivery date

Priya Sharma, sales lead at Acme Ltd, asked whether order SO-2214 would ship on time. Memtro found the linked manufacturing order, due Thursday with ingredients not yet available. She told the customer to expect the following Monday instead.

02

Booking in a delivery

Tom Reilly, warehouse manager at Northwind, told Memtro that 40 of the 60 oak boards on purchase order PO-118 had arrived. Memtro received 40 on that line, which added them to stock, and Katana kept the other 20 as still due. The supplier was not contacted.

Teams

Where it fits

The teams that lean on Katana most, a question each of them asks, and what they connect beside it.

Better together

Works with

A record in Katana is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.

Also in Finance and commerce

Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.

Setup

How to connect

Connect withAPI key
  1. 1

    In Katana, go to Settings → API → API keys and choose Add new API key. Katana keys have no scopes, so the key can read and change the whole account.

  2. 2

    Name it Memtro and copy the key from the pop-up, as it is shown once.

  3. 3

    In Memtro, open Connections → Katana and paste it into API key. Memtro changes only what an administrator has granted, when asked.

  4. 4

    Ask: which sales orders are waiting on production?

Also works from

Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Katana tools are the same everywhere.

Set it up as an MCP serverClients and agents
FAQ

Questions

Can Memtro change anything in Katana?+

Only when you ask, and only what it has been granted: add a customer to Katana; update a Katana customer; create a Katana sales order (reserves stock); update a Katana sales order, including marking it packed or delivered (moves stock); mark a Katana sales order packed or delivered with a fulfillment (moves stock); delete a Katana sales order (permanent); create a Katana manufacturing order; create a Katana manufacturing order for a sales order line; update a Katana manufacturing order, including completing it (moves stock); record production output on a Katana manufacturing order (moves stock); raise a Katana purchase order (the supplier is not emailed); update a Katana purchase order; receive items on a Katana purchase order (adds stock); create a Katana product; update or archive a Katana product; create a Katana material. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.

Who can use a Katana connection?+

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my Katana data?+

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed Katana records into memory as entities.

How do I connect Katana?+

API key. In Katana, go to Settings → API → API keys and choose Add new API key. Katana keys have no scopes, so the key can read and change the whole account.

Can Katana start a job?+

Yes. Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Katana for you. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.

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