1С:Управление нашей фирмой
Connect 1C:Small Business Management to the AI agent over OData: orders, invoices, cash, stock
Connect 1C:Small Business Management to the AI agent over OData: orders, invoices, cash, stock. The agent flags unpaid invoices and nets receipts against spending.
Documentation2,45 млн ₽ по 31 неоплаченному счёту, 780 тыс ₽ из них просрочены больше месяца.
Половину суммы держат три клиента: «Аквалайн», ИП Гордеев и «СтройДвор». Остаток по кассе и счетам — 1,1 млн ₽, ближайших платежей поставщикам на 1,6 млн ₽ до пятницы. Собрать список на обзвон?
Integration scenarios
Unpaid invoices and cash stuck with clients
The agent collects customer orders and invoices for the period and shows which ones are unpaid and how much money is stuck with clients.
Cash movement for the period
The agent brings together receipts and payments across the cash desk and bank accounts and shows whether the balance covers the nearest obligations.
Stock and reservations against orders
The agent answers questions on item stock across warehouses and shows what is already reserved for accepted orders and what is free.
Work orders that stay open
The agent shows open work orders by assignee and due date and names those that have gone longer than usual without a completion act.
How to connect
Publish the database with the OData interface
In Designer: «Администрирование → Публикация на веб-сервере» (Administration → Publish to web server), Latin-only database name, tick «Публиковать стандартный интерфейс OData». In the 1C:Fresh cloud it is already published.
Tick the objects on the «Состав» (Composition) tab
Full rights needed: «Администрирование → Синхронизация данных → Настройки стандартного интерфейса OData» (Data synchronization → Standard OData interface settings) → «Состав» → «Загрузить метаданные», then tick the objects you need.
Create a dedicated login for the REST service
Same window, the «Авторизация» (Authorization) tab → create a separate username and password for automatic REST service use. The «УдаленныйДоступOData» role is granted automatically; never reuse your own admin account.
Verify the base URL with a $metadata request
You need the URL up to the database name, with no tail: https://server/base-name (in the cloud https://1cfresh.com/a/sbm/<tenant-id>). Open https://your-url/odata/standard.odata/$metadata with the new login: XML must come back.
What the agent does in the first 10 minutes
- Will pull customer orders and invoices for a period and show which are unpaid and how much money is stuck with clients.
- Will answer stock questions per warehouse straight from the UNF database, with no manual export of reports to Excel.
- Will send a scheduled digest of sales and incoming payments — for example every morning before the workday starts.
FAQ
How do I connect 1C:Small Business Management?
With the database address, login and password. In the boxed version the database is published on a web server with the OData interface; in the 1C:Fresh cloud it is already published and the address looks like https://1cfresh.com/a/sbm/<area number>.
What does the agent see in Small Business Management?
Customer orders and invoices, shipments and receipts, cash desk and bank money, items and stock, counterparties — within the OData publication scope and the permissions of the user role.
Do I need a separate user?
Yes. On the Authorisation tab you create a dedicated login and password for automated work with the REST service; your personal administrator account is a poor choice — with it you cannot tell the actions of the agent from your own.
Can the agent issue an invoice or create an order?
It can, if the user role allows writing over OData. By default the connection works read-only: the agent counts, reconciles and sends summaries.