Coupa

Read from Coupa and act in it, with the access and approvals you set.

Finance & ERP8 agents connect
What the connection does
What Context reads, what it writes back, and what stays on the run for review. Exact scopes come from your Coupa plan.
Reads

Master data, transactions and plans you approve.

Writes

Entries and updates through the approval flow you configure.

Keeps for review

The source transactions, the proposed change and the approval.

How to set it up

  1. Sign in

    Connect Coupa with your admin's OAuth or a credential scoped to what the agent needs.

  2. Choose what it can see

    Pick the accounts, workspaces, projects or folders the agent may read.

  3. Set what it can do

    Turn on reads and writes separately, and name who approves each action.

  4. Run one job

    Try one read, one approved action, and check the trace before rolling it out.

Ready to connect Coupa?

Connect it from the workspace in a few minutes, or ask us to set it up with your team.