Can we ship it
Tom Reilly, Operations Manager at Acme Ltd, asked whether there was enough WID-100 for a new BigCo order. Memtro read stock on hand in the main warehouse and showed what was on hand, allocated, available and on purchase.
Unleashed + Memtro
How much of this product is available in the main warehouse?
Memtro reads Unleashed stock on hand by product and warehouse, products with prices, sales and purchase orders, sales invoices, and customers with payment terms and stop-credit status. When asked and once an administrator has granted the action by name, it can create, complete or delete sales orders, create and complete purchase orders, add customers, record stock adjustments and transfers, raise credit notes and mark products obsolete. Completing an order, adjustment or credit note changes stock, raises invoices or bills and posts to your accounting system, and cannot be undone through the API.
In Memtro
What you can do with Unleashed in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Unleashed tool, reads what it needs, and answers with the source cited.
What it does
- 01Shows stock per product and warehouse: on hand, allocated, available, on purchase, average and total cost
- 02Lists products with code, group, brand, default sell and purchase prices, and whether sellable or obsolete
- 03Reads sales orders, purchase orders and sales invoices with status, customer or supplier, dates and totals
- 04Finds customers by name or code with payment terms, currency, and whether obsolete or on stop credit
- 05When asked and granted, creates, completes or deletes sales orders and creates or completes purchase orders. Completing ships stock or closes the order, raises the invoice or bill and posts it to your accounting system, and cannot be reopened.
- 06When asked and granted, adds customers, records stock adjustments and warehouse transfers, raises and completes credit notes, and marks products obsolete
Acts when asked
When you ask it to
These tools change something in Unleashed. 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.
- 01Create a sales order (Parked or Placed), complete it (ships stock and raises the invoice), or delete it
- 02Create a purchase order to a supplier (Parked or Placed), or complete it
- 03Add a customer under a new code
- 04Record a stock adjustment, or a transfer of stock between warehouses
- 05Raise a credit note for a customer, or complete it
- 06Mark a product obsolete
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 Unleashed for you. Each event can start a job, with the event as its input. Unleashed signs every delivery, and one whose signature does not check out is refused before it is read.
Events and webhooks- 01A customer was created
- 02A customer was updated
- 03A product was created
- 04A product was updated
In practice
Ask it like you would a colleague
Once Unleashed 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.
Unleashed + MemtroHow much WID-100 is available in the main warehouse?
Which sales orders for BigCo are still open?
Which purchase orders are placed but not yet receipted?
Is Northwind on stop credit?
Place a sales order for Globex for 200 WID-100 from the main warehouse.
Moving stock for a rush order
Priya Sharma, Sales Lead at Acme Ltd, asked Memtro to move 50 WID-100 from the Bristol warehouse to the main one and park a sales order for Northwind. Memtro created the stock transfer and a Parked sales order that held no stock. Nobody was emailed, and the transfer moved stock once completed in Unleashed.
Teams
Where it fits
The teams that lean on Unleashed most, a question each of them asks, and what they connect beside it.
- FinanceAsk the ledger questions in plain EnglishFinance lead, Credit control, Management accountant, Founder or CFO“Which invoices over £5k are more than 30 days overdue?”Used alongside Xero, Stripe, Postgres, HubSpot, QuickBooks Online and 10 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- OperationsMonitors and digests that run themselvesOperations lead, Analyst, Team manager, Administrator“List my jobs”Used alongside Help Scout, Stripe, Xero, Postgres, ShipEngine and 8 more.
Better together
Works with
A record in Unleashed 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.
- CRM and salesUnleashed with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesUnleashed with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesUnleashed with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- SupportUnleashed with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportUnleashed with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportUnleashed with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatUnleashed with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatUnleashed with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatUnleashed with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
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.
- Xero
- Stripe
- Felloh
- Wise
- Starling Bank
- QuickBooks Online
- Shopify
- WooCommerce
NetSuite- Sage Accounting
Ramp- AWS Cost Explorer
- Dynamics 365 Business Central
- Square
- Brex
FreeAgent- GoCardless
- PayPal
- BigCommerce
- Chargebee
- Companies House
- Dynamics 365 Finance & Operations
- ERPNext
- Exact Online
- Lemon Squeezy
- Odoo
- Paddle
- Zoho Books
Holded- Mercury
Mollie
QuickFile
Recurly- Squarespace Commerce
Airwallex- Invoice Ninja
Maxio- Moneybird
Pennylane
Charity Commission (England and Wales)
Checkout.com
FCA Register- Payhawk
- RevenueCat
Soldo
Spendesk- Firefly III
Lago- Medusa
- Braintree
Recharge- PrestaShop
Katana
Chaser- Ecwid
Printful- SumUp
Orb
Quaderno
Donorbox
Avalara AvaTax
Billy
Cin7 Core
Codat
ComplyAdvantage- e-conomic
- Gumroad
inFlow Inventory- Klarna
- Adobe Commerce (Magento)
Metronome- Moss
MRPeasy
Persona
Precoro
Printify
Rydoo
Saleor
Snipcart
Swell- TeamUp
Veeqo
Zuora
VAT Sense
Paystack- Razorpay
- Shopware
Setup
How to connect
Connect withAPI id and API key
- 1
In Unleashed, sign in as the account owner and open Integration Store → Unleashed API Access.
- 2
Copy the API ID and the API Key shown under it. They act as the account owner, so Memtro changes only what an administrator grants.
- 3
In Memtro, open Connections → Unleashed and paste them as the API id and the API key.
- 4
Ask: How much WID-100 is available in the main warehouse?
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Unleashed tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Unleashed?+
Only when you ask, and only what it has been granted: create a sales order (Parked or Placed), complete it (ships stock and raises the invoice), or delete it; create a purchase order to a supplier (Parked or Placed), or complete it; add a customer under a new code; record a stock adjustment, or a transfer of stock between warehouses; raise a credit note for a customer, or complete it; mark a product obsolete. 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 Unleashed 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 Unleashed 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 Unleashed records into memory as entities.
How do I connect Unleashed?+
API id and API key. In Unleashed, sign in as the account owner and open Integration Store → Unleashed API Access.
Can Unleashed 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 Unleashed 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.
Connect Unleashed in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.