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v2.22.2 · FREE

AITOOL for PRIMAVERA

The AI assistant that works inside PRIMAVERA. On your machines, with your model, and nothing saved without your click.

Ask about your data, open any screen by name, fill windows and create documents in plain language. No vendor account, no per-seat licence, no metered credits.

Download the installer (opens in a new tab)Watch the film (2:37)
Release notes and SHA256 (opens in a new tab) (opens in a new tab)Source on GitHub (opens in a new tab) (opens in a new tab)

Windows · PRIMAVERA v10.20+ · Evolution and Executive · Community License

The AITOOL panel with the pending items: 138 documents, 939,439.54 EUR pending, as KPI cards above a live table.

WHERE IT RUNS

In your network, no BolaLabs server

MODEL

Yours, with tool calling

WRITES

Only on your click

PRICE

€0 per seat

HOW IT WORKS

Ask. See. Confirm.

  1. AITOOL panel: the request “Abre a ficha do cliente 0031” and the open_record answer, then a request to change that customer's phone number and the preview of the change, not yet saved.
    01

    Type the request

    In plain words, as you would ask a colleague. It answers in the language you write in.

  2. AITOOL panel after get_pending_items: four KPI cards (138 pending documents, 939,439.54 EUR), a filter bar by document type and a live table of pending documents by entity.
    02

    See the real data

    The ERP's own query, as cards and a live table.

  3. AITOOL confirmation card to save an FA/C invoice for SOFRIO: two units of article A0002, 45-day payment terms, the ERP's totals (9.72 EUR) and the Gravar documento and Não gravar buttons.
    03

    Confirm on the card

    The ERP validates and totals the document; it is saved only when you press Gravar documento.

Ask like this

Real requests, checked on DEMOV10, the demo company. They stay in Portuguese, as users type them: copy one, swap in your own customer and article, and send it.

  • «Faz uma fatura à SOFRIO com 2 A0002»

    A preview with the ERP's totals and the Gravar documento button.saves on your click

  • «Faz uma proposta à SOFRIO com 2 A0001»

    A sales document with the ERP's prices and totals.saves on your click

  • «Lança a fatura do fornecedor F0003, documento FT 2026/123, 5 A0002 a 300 euros»

    A purchase document, validated by the ERP.saves on your click

Every request in the user guide (opens in a new tab)

WHAT IT DOES

Works in the ERP, not beside it

Six things it does every day, with 29 tools behind them.

AITOOL panel after get_pending_items: four KPI cards (138 pending documents, 939,439.54 EUR), a filter bar by document type and a live table of pending documents by entity.

Real data

Pending items, sales, aged balances and stock per warehouse, read live from the ERP's database; pending items through the ERP's own query.

  • Read-only SQL, guarded
  • Records enriched by tax id (VIES)
  • Web search with your key
See the 29 tools
  1. 01Entity search
  2. 02Entity details
  3. 03Pending items
  4. 04Account balances
  5. 05Document queries
  6. 06Sales analysis
  7. 07Stock checks
  8. 08Document view
  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
  25. 25Article creation
  26. 26Sales series (extend or reactivate)
  27. 27Purchase-document creation
  28. 28Receipts, payments, payment approvals and account offsetting (encontros de contas)
  29. 29Multi-step batches

SAFETY

Nothing is saved without your click

The model proposes, the ERP validates, and the decision to save is yours.

  1. 01Every write goes through PRIMAVERA's business objects: the validations and the numbering are the ERP's.
  2. 02The save needs a single-use token issued with the card. The model never sees it.
  3. 03Typing “sim” in the chat saves nothing: it is refused and logged.
  4. 04Every save, refusal and failure goes to AI_AuditLog, in your database. Supervisors see every user.

The honest limit. Reading tools use the ERP's connection and do not apply PRIMAVERA's per-user permissions. Switch tools off per user, or use a read-only SQL login. Security and privacy (opens in a new tab)

01
You askin the chat, in writing
02
The ERP validatesthe ERP's own totals
03
Your clicksingle-use tokenGravar documento
04
Saved and auditedAI_AuditLog, in your database
typed “sim” → refused and logged

WHERE IT RUNS

Runs where you decide

Install once on the SG100 server and every workstation gets the assistant. You pay your provider directly; the session panel shows tokens and cost.

OpenAI · Anthropic · OpenRouter · LM Studio · compatible endpoint

Models compared on the same nine requests, in the real ERP: results in the user guide.

It needs a model with tool calling; below roughly 8B parameters at 4-bit, local models stop being reliable.

No BolaLabs server in the path.

WHAT'S NEW

The latest releases

Every release in the CHANGELOG (opens in a new tab)
  1. The docked assistant after “Faz uma fatura à SOFRIO com 2 A0002”: the customer and article it found, then the confirmation card for an FA/C invoice with the ERP's totals (9.72 EUR) and a gold Gravar documento button beside Não gravar.
    v2.22

    Clearer cards, fewer questions

    • “Faz uma proposta…”, “Quais os pendentes da SOFRIO?”: the requests in the guide reach the right tool.
    • “Põe 2 do processador Intel”, “armazém 2”: articles found by name and warehouses by their codes; when several fit, it asks.
    • Keep typing while it answers, and the confirmation card shows the progress and the number the ERP gave the document.
  2. Left, PRIMAVERA's sales invoice for SOFRIO with the ERP's variant grid for article I0001 - Computador Pessoal open, and the docked panel reading that the assistant has moved to a window of its own; right, the chat in that window answering "o que tenho aberto no ERP?" with the sales editor and the I0001 dialog.
    v2.21

    The chat in a window of its own

    • An ERP window blocks the rest? The chat moves to its own window and keeps answering.
    • “2 do I0001 com DDR2-1024 e MT2200”: variant grid filled, lines added by the ERP.
    • Formula articles: the width and length you give go into the ERP's “Fórmula” dialog.
  3. AITOOL settings on the Modelo tab: the model field, the reasoning effort selector and a connection check with four green steps.
    v2.20

    Reasoning and variants

    • On OpenAI direct, reasoning models use the effort you pick on ERP requests too.
    • With an article that has dimensions or a formula, the assistant asks before writing the line; the chat no longer gets stuck.
    • Documents saved from the card carry your ERP user.

The film

The assistant that works inside PRIMAVERA

Two and a half minutes on DEMOV10, Cegid's demo company, with v2.12: from the installer to the audit trail.

2:37 · English narration · captions

INSTALLATION

Install once, every workstation gets it

  1. 01

    Download the installer and check its SHA256. It is not code-signed yet, so SmartScreen warns once.

  2. 02

    Run it on the machine that holds SG100. It finds PRIMAVERA and registers the addon in Extensibility by itself.

  3. 03

    Open PRIMAVERA and, on the ribbon, open the BOLA LABS tab › Assistente de IA; choose a provider and paste your key (or point it to a local model).

Requirements: PRIMAVERA v10.20 or later, Evolution or Executive (Professional pending a customer confirmation) · .NET Framework 4.8 and WebView2, installed by the setup when missing · the ERP's SQL Server · a provider key, or a local endpoint such as LM Studio.

Client-server: run the setup where SG100 lives and each workstation picks up the assistant at its next start. IT gets a silent mode.

Install guide: silent mode and client-server (opens in a new tab)

Plans

Community

€0Free

Free for any use, unlimited seats, community support

Download the installer (opens in a new tab)

Enterprise Pro

CustomFor companies with an SLA

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

Talk to us

What's next

Planned, without dates. Each item ships only after it works in a real PRIMAVERA ERP; until then none of this is in the product.

See the roadmap (opens in a new tab)
  • Supplier invoices from a photo or a PDF, read by the AT QR code and a vision model into a purchase document
  • Purchases checked against e-Fatura: what is missing from the ERP and what differs
  • MB WAY and Multibanco collections that come back as receipts, each on its card
  • Word, Excel and PowerPoint reports built from live ERP data, on your machine

Frequently asked questions

Do I need a PRIMAVERA licence to use AITOOL?

Yes. AITOOL runs inside Cegid PRIMAVERA v10.20 or later, on the Evolution and Executive editions (Professional pending a customer confirmation). The setup checks the ERP, .NET Framework 4.8, WebView2 and SQL Server before copying a file.

Which AI providers can I use?

OpenAI, Anthropic, OpenRouter, a local model in LM Studio, or any endpoint compatible with the OpenAI API. The key is yours, encrypted per Windows user (DPAPI) and sent only to that provider.

Is it safe for ERP data?

SQL written by the model is read-only and passes a guard. Every write is validated by PRIMAVERA's business objects and saved only from the card, with a single-use token the model never sees.

How much does it cost?

The Community edition is free for any use, including commercial, with no subscription and no per-seat licence. You pay only your AI provider; the session panel shows tokens and estimated cost. White-label, OEM and guided deployment are priced case by case.

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, with no code. Shared skills serve every workstation, and each save still goes through your card.

Next step

Install it today. It is free.

One setup on the SG100 server and every workstation has the assistant. For a guided deployment, talk to us.

Download the installer (opens in a new tab)Talk to us
See alsoGitHub Repo ManagerCommunity PlatformServices