Agents in Business Central: automate orders and invoices with AI

Business Central agents automate orders and invoices with reliable, governed, ERP-native AI

What are Agents in Business Central

Business Central agents are autonomous yet governed AI components that execute end-to-end operational processes within Business Central. Instead of just making suggestions, they take action: they capture orders from email, convert vendor invoices into accounting drafts, and leave them ready for approval. They are natively activated and configured in the ERP and operate under permissions and profiles defined by IT.

Unlike other automations, these Business Central agents are not fragile integrations glued onto the outside: they live inside the ERP itself. In addition to pre-built agents, Microsoft enables the connection of external agents to the ERP through Model Context Protocol (MCP), a standard that facilitates secure integrations with platforms like Azure OpenAI or Copilot Studio.

Agents in Business Central

Sales order agent

This is one of the most useful Business Central agents for sales teams: it monitors an inbox, understands customer requests, checks availability, generates quotes in PDF, and converts them into orders upon confirmation, without losing human control at any step. It is activated from Copilot & agent capabilities and configured in minutes, assigning authorized users and the mailbox to monitor.

Accounts Payable Specialist

On the purchasing side, this agent reads PDF invoices arriving by email, extracts the data with Azure Document Intelligence, identifies the vendor, proposes the accounting classification, and creates invoice drafts for review. Available in selected country versions, with activation and permissions managed from the Admin Center.

Why implement Business Central Agents now

The agents have gone from “promise” to native capabilities in Business Central: Sales Order Agent y Payables Agent they are documented in detail by Microsoft, including configuration, flow, language limitations, and availability.

Additionally, the MCP server official facilitates a standard and governed pathway to expand system-to-system automation.

Sales Order Agent

Benefits of Business Central Agents

This is what Business Central agents bring to your company's day-to-day operations:

More speed and volume

Less manual tracking: the agent manages the complete lifecycle from email receipt to approval, processing more operations in the same amount of time.

Quality and consistency

Apply your accounting and pricing rules consistently, always with human review and an audit trail, reducing errors and discrepancies.

Security and control

It works with defined permissions and profiles, and no agent executes irreversible actions without your approval, so the automation never gets away from you.

Native deployment

It is activated within the product itself, without fragile integrations, and you can expand it with MCP whenever you need to, protecting your investment for the future.

Frequently Asked Questions about Agents in Business Central

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