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V2.13.1 · FREE (COMMUNITY)

AITOOL for Primavera

An assistant inside Primavera v10 that runs only on machines your company controls.

No vendor account, no per-seat licence, no metered credits. The model is yours to choose — OpenAI, Anthropic, OpenRouter or a local one. Free.

Talk to usView on GitHub

PLATFORM

.NET Framework 4.8 + WebView2 (offline)

TOOLS

24 ERP tools

AI PROVIDERS

4 AI providers + any compatible endpoint

LICENSE

Community License (free)

The film

The assistant that works inside Primavera

Two and a half minutes of the product working on DEMOV10, the Cegid demo company, with the published version: the installer, a screen opened by name, real data, the official PDF, the write with a brake, the audit table, a skill that runs a whole process, and where it runs and what it costs.

Three things it does differently

01

Answers with your ERP, not a summary

Pending items, sales, current account, stock — the query runs now, against your database, with Primavera's own filters.

02

Acts, but shows you first

Creating or changing goes through a preview validated by the ERP; it saves only from the confirmation card you click, and the save is recorded.

03

Runs where you decide

On your machine, against your server, with the model you choose — including a local one that never leaves the building.

The assistant in action

Real captures of AITOOL running inside Primavera, on Cegid's demo company (dark theme). Every number on screen came from the ERP in that session.

  • The assistant docked beside the record it just opened
  • Pending items as cards and a live table — the same ERP query, nothing exported
  • A change previewed by the ERP; it is only saved from the card
  • Every save, refusal and failure lands in AI_AuditLog, in the company database
  • Context, tokens and cost per request — and one click to compact a long conversation

Anatomy of a turn

tool results feed the next round (up to 15 per turn)User messageWebView2 chatModel streamingOpenAI · OpenRouter · AnthropicTool call24 ERP toolsreads (SELECT only)ERP PrimaveraBSO · SQL · UIAwritesHuman confirmationpreview first, save only from the cardBSO save,ERP validationsanswer streams into the chat
How a request is handled: reads go straight to the ERP; writes always pass through a human confirmation before saving.

ERP AUTOMATION

Find any screen in plain language

Primavera has hundreds of functions spread over navigation contexts. AITOOL reads the ribbon catalogue of your installation and opens what you ask for by name — whatever the installation has.

  • Opens any ERP function from the ribbon catalogue, across every navigation context — Accounting, Treasury, HR, whatever is installed.
  • Opens records and account statements in their native editors.
  • Drives open windows: fills fields and grid cells, clicks buttons and tabs, reads dialogs, closes windows — on .NET windows and on the legacy VB6 editors, through UI Automation.
  • When it opens a function, the cursor glides to the visible ribbon button, so you learn where the screen lives.

Things people type

  • Open customer 0031's file and their pending items
  • Open the sales explorer
  • List the fields of the open customer window
  • Close every window except the assistant

The interface is Portuguese; the assistant answers in the language you write in.

Another way in

People who do not know where a screen lives, and people who work better by text, use the ERP through a sentence. Voice is on the roadmap; it is not a feature today.

What it does

24 tools, auto-discovered. Some only read, some drive windows, some write through the ERP's business objects.

Reads

Pending items with the ERP's own query, shown as KPI cards and a live table; sales and purchases analysis; balances with aging; stock by warehouse; document and entity search; guarded read-only SQL.

Drives the ERP

Opens any function by name, opens records and statements, fills fields and grids, clicks buttons, reads dialogs and closes windows — .NET and VB6 alike.

Writes, behind a confirmation card

Customer and supplier files, sales documents, updates. The preview is validated by the ERP itself and becomes a confirmation card whose button carries a single-use authorisation the model never sees, so nothing is saved unless a person clicks. Every save, refusal and failure lands in AI_AuditLog — /auditoria shows it in the chat — and an open file that went stale gets a notice.

Documents

The official Crystal PDF of the series' report, opened by itself; ATCUD and QR code are the ERP's. When the series has no report, an amber warning says so.

Data quality

Enriches a file by tax id from VIES and NIF.pt, with a field-by-field diff before anything is written, and validates tax ids per country.

Web search

Five providers — Tavily, Brave, Serper, Exa or a self-hosted SearXNG — with your own key; results are marked as untrusted content.

Row menus on results

Right-click a row of a result table: open in the ERP, generate the PDF, open the record, show its pending items.

Cancel under a second

Stop mid-answer and the tool call stops with it. Follow-up chips suggest the next question.

Supervisor view

Audit trail and conversation history for every user, for ERP administrators and technicians; everyone else sees only their own.

History in your database

Sessions live in the company's SQL Server, with search and rename; conversations export to Markdown, HTML or plain text.

The 24 tools

  1. 01Entity search
  2. 02Entity details
  3. 03Pending items
  4. 04Account balances
  5. 05Document queries
  6. 06Sales analysis
  7. 07Stock checks
  8. 08Document rendering
  9. 09Guarded SQL
  10. 10Opening records
  11. 11ERP functions
  12. 12Window interaction
  13. 13Printing
  14. 14Sales document types
  15. 15Sales document series
  16. 16Article prices
  17. 17Entity creation
  18. 18Sales-document creation
  19. 19Web search
  20. 20Entity updates
  21. 21Entity enrichment
  22. 22Skills (SKILL.md workflows)
  23. 23CRM sales opportunities
  24. 24E-mail drafts

INSTALLATION

Install once, every workstation gets it

A normal Windows setup — download, next, next, done. What it does for you, in order:

  1. 01

    Finds the Primavera installation by itself: environment variables, then the registry, then a previous install, and only then asks.

  2. 02

    Detects multi-instance ERPs and lets you pick one or several.

  3. 03

    Registers the addon in the ERP's Extensibility screen by itself — as a common extension or per company. No manual ERP configuration.

  4. 04

    Uninstalls cleanly: the same state removes the registration on the way out.

Client-server installs

The ERP lives on the server and the workstations reach the shared SG100 folder through a Windows share. Run the setup once where SG100 lives and every workstation picks it up at its next start. Workstations need only the Edge WebView2 runtime, which Windows 10 and 11 typically already carry.

For IT

Silent mode with the instances, SQL Server and registration scope as parameters. The SHA256 is published with every release.

Download the latest version

The .sha256 file sits next to the setup in every release.

We are not aware of another Primavera addon with a self-registering installer.

PRIVACY

AI without strings

The model is a setting, not a subscription. Where your data goes is your decision.

  • OpenAI, OpenRouter, native Anthropic, or any OpenAI-compatible endpoint — compatible with LM Studio for a local model, where nothing leaves the building. Out of the box it runs on OpenRouter with GPT-5.6 Sol; the model is a setting.
  • The key is encrypted per Windows user (DPAPI) and sent only to the provider you chose.
  • No Bola Labs server in the path. The addon talks to your ERP and to your provider, nothing else.
  • Chat history stays in your SQL Server; the audit table is in your company database.
  • Declares itself an AI system on the welcome screen and under the message box (AI Act, article 50).

Requirements

  • Licensed Primavera v10.20 or later — Evolution or Executive (Professional installs on the same rules, pending a customer confirmation)
  • .NET Framework 4.8
  • Edge WebView2 runtime (typically already on Windows 10/11)
  • SQL Server
  • At least one AI provider key — or a keyless local endpoint

Plans

Community

Free

€0

Full assistant, self-hosted. Bring your own API key (OpenAI, Anthropic, OpenRouter, an OpenAI-compatible endpoint or local).

  • Full streaming chat + ERP tools
  • BYO API key — all providers
  • Free for any use, unlimited seats, community support
View on GitHub

Enterprise Pro

For companies with an SLA

Custom

For companies requiring SLA, white-label/OEM licensing and guided deployment.

  • White-label & OEM licensing
  • Guided deployment & configuration
  • Priority support with SLA
Talk to us

Frequently asked questions

Do I need a Primavera license to use AITOOL?

Yes — AITOOL runs embedded inside Cegid Primavera v10 (SG100), on the Evolution and Executive editions (Professional installs on the same rules, pending a customer confirmation). You need an active Primavera v10.20 license, .NET Framework 4.8, the WebView2 runtime and SQL Server; the setup checks all of it before copying a file.

Which AI providers can I use?

Five: OpenAI, OpenRouter, native Anthropic, local LM Studio, or any OpenAI-compatible endpoint. A fresh install starts on OpenRouter with GPT-5.6 Sol and you change the model in Settings. It’s BYOK — the key is yours, sealed per-user with Windows DPAPI.

Is it safe for ERP data?

AI-generated SQL is read-only (SELECT/WITH), with a blocklist and no statement stacking; any write is previewed by Primavera’s own business objects and then saved from a confirmation card, whose button carries an authorisation the model never sees.

Can I get official documents from the chat?

Yes. Primavera issues the document, as it always has — AITOOL prepares it (with a preview you confirm) and prints its official PDF from the conversation, using the report configured for that series and the ERP's own engine. The signature, ATCUD and QR code are the ERP's.

How much does it cost?

The Community edition is free for any use, including commercial, with your own AI key — no subscription, no per-seat licence. Source licences, white-label/OEM, guided deployment and future premium features are priced case by case. The chat shows what you spend: the session panel lists tokens, requests and the estimated cost, priced with the provider's own figures.

Do I need a partner to install it?

No. The setup finds the Primavera installation and registers the addon in the ERP by itself. Partners may redistribute the unmodified installer and sell their own services around it.

Does it work with my old VB6 screens?

Yes. The legacy VB6 editors are driven through UI Automation: fields, grid cells, buttons, tabs and dialogs — the same commands as on the .NET windows.

Can it run without internet?

With a local OpenAI-compatible model, yes: the ERP, the chat and the tools work on the local network. Web search and VIES enrichment need the network.

Can I teach it my own process?

Yes, with a skill: a folder with one Markdown file that says when it applies and which steps to follow. No code. Skills live in a shared folder every workstation reads and in each user's own folder; the shipped one runs a whole prospecting flow — target companies, customer record, CRM sales opportunity and an e-mail draft — each save confirmed by you.

Next step

Ready to put AI to work inside Primavera?

Talk to us to understand what makes sense for your installation.

Talk to usView on GitHub

AITOOL is free to use. If it saves you time, support it with a star on GitHub, with an issue when something breaks — or hire us for the deployment.

See also: Community Platform