acumatica-customization
Manage Acumatica ERP customization projects via the CustomizationApi web API. Use this skill whenever the user wants to export, import, publish, validate, unpublish, or delete Acumatica customization projects, check publish status, toggle maintenance mode, or automate any customization lifecycle task against an Acumatica instance. Trigger even when the user mentions "Acumatica", "customization project", "publish", "unpublish", or "acumaticahelper".
Best use case
acumatica-customization is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Manage Acumatica ERP customization projects via the CustomizationApi web API. Use this skill whenever the user wants to export, import, publish, validate, unpublish, or delete Acumatica customization projects, check publish status, toggle maintenance mode, or automate any customization lifecycle task against an Acumatica instance. Trigger even when the user mentions "Acumatica", "customization project", "publish", "unpublish", or "acumaticahelper".
Teams using acumatica-customization should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/acumatica-customization/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How acumatica-customization Compares
| Feature / Agent | acumatica-customization | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Manage Acumatica ERP customization projects via the CustomizationApi web API. Use this skill whenever the user wants to export, import, publish, validate, unpublish, or delete Acumatica customization projects, check publish status, toggle maintenance mode, or automate any customization lifecycle task against an Acumatica instance. Trigger even when the user mentions "Acumatica", "customization project", "publish", "unpublish", or "acumaticahelper".
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
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SKILL.md Source
# Acumatica Customization Helper
A bash script (`acumaticahelper.sh`) that manages Acumatica ERP customization
projects through the official `CustomizationApi` web API.
**Script location:** `acumaticahelper.sh` (run from its own directory)
---
## Configuration
The script reads `acumatica.conf` from the **same directory as the script**.
Copy `acumatica.conf.example` to `acumatica.conf` and fill in your values:
```ini
ACUMATICA_URL=http://host/instance # base URL — no trailing slash
ACUMATICA_USERNAME=admin # must have the Customizer role
ACUMATICA_PASSWORD=secret
```
Optional tuning (add to `acumatica.conf` or export as env vars):
| Variable | Default | Description |
|------------------------|---------|--------------------------------------------------|
| `PUBLISH_POLL_INTERVAL`| `30` | Seconds between `publishEnd` polls |
| `PUBLISH_MAX_ATTEMPTS` | `10` | Max polls before timeout (10 × 30s = 5 min max) |
> **Note:** OAuth 2.0 is NOT supported by the `CustomizationApi`. Cookie-based
> session auth is used (`/entity/auth/login` / `/entity/auth/logout`).
---
## Commands
### `list`
List all published customization projects and their items.
```bash
./acumaticahelper.sh list
```
API: `POST /CustomizationApi/getPublished`
---
### `export`
Export a project as a local ZIP file. Validates the zip before saving and
auto-resolves file system conflicts.
```bash
./acumaticahelper.sh export <project-name> [output-dir]
# output-dir defaults to current directory
```
API: `POST /CustomizationApi/getProject`
---
### `import`
Import a ZIP file as a customization project. Derives project name from the
filename if not specified. Replaces an existing project of the same name.
```bash
./acumaticahelper.sh import <file.zip> [project-name] [description]
```
API: `POST /CustomizationApi/import`
---
### `validate`
Validate one or more projects without publishing them. Polls until complete.
```bash
./acumaticahelper.sh validate <project-name> [project-name2 ...]
```
API: `POST /CustomizationApi/publishBegin` (with `isOnlyValidation: true`)
then polls `POST /CustomizationApi/publishEnd`
---
### `publish`
Publish one or more projects. Polls until complete.
```bash
./acumaticahelper.sh publish <project-name> [project-name2 ...]
```
> **Important:** `publishEnd` must be called to complete publication — it
> triggers plug-in execution. The script handles this automatically.
API: `POST /CustomizationApi/publishBegin` → polls `POST /CustomizationApi/publishEnd`
---
### `unpublish`
Unpublish all projects. `tenantMode` controls scope.
```bash
./acumaticahelper.sh unpublish [Current|All]
# defaults to Current
```
API: `POST /CustomizationApi/unpublishAll`
---
### `delete`
Delete an **unpublished** project from the database.
```bash
./acumaticahelper.sh delete <project-name>
```
> **Warning:** The project must be unpublished first. Deletion removes project
> and item data but does NOT remove files/objects added to the site (e.g. site
> map nodes, reports).
API: `POST /CustomizationApi/delete`
---
### `status`
One-shot poll of `publishEnd` to check the current publish/validation state.
```bash
./acumaticahelper.sh status
```
API: `POST /CustomizationApi/publishEnd`
---
### `maintenance-on` / `maintenance-off`
Enable or disable maintenance mode (Lock endpoint V1).
```bash
./acumaticahelper.sh maintenance-on
./acumaticahelper.sh maintenance-off
```
API: `PUT /entity/Lock/1/ApplyUpdate/scheduleLockoutCommand` (on)
`PUT /entity/Lock/1/ApplyUpdate/stopLockoutCommand` (off)
---
## API Endpoints Reference
| Endpoint | Method | Used by |
|------------------------------------------------|--------|----------------------|
| `/entity/auth/login` | POST | all commands |
| `/entity/auth/logout` | POST | all commands |
| `/CustomizationApi/getPublished` | POST | `list` |
| `/CustomizationApi/getProject` | POST | `export` |
| `/CustomizationApi/import` | POST | `import` |
| `/CustomizationApi/publishBegin` | POST | `validate`, `publish`|
| `/CustomizationApi/publishEnd` | POST | `validate`, `publish`, `status` |
| `/CustomizationApi/unpublishAll` | POST | `unpublish` |
| `/CustomizationApi/delete` | POST | `delete` |
| `/entity/Lock/1/ApplyUpdate/scheduleLockoutCommand` | PUT | `maintenance-on` |
| `/entity/Lock/1/ApplyUpdate/stopLockoutCommand` | PUT | `maintenance-off` |
---
## Requirements
- `bash` 4+
- `curl` — HTTP requests
- `jq` — JSON building and parsing
- `base64` — encode/decode project ZIPs
- `python3` — ZIP validation on export (`import zipfile`)
---
## Common Workflows
**Backup before an upgrade:**
```bash
./acumaticahelper.sh export MyProject ./backups
```
**Promote from dev to prod:**
```bash
# On dev — export
./acumaticahelper.sh export MyProject ./release
# On prod — import then publish
./acumaticahelper.sh import ./release/MyProject.zip
./acumaticahelper.sh publish MyProject
```
**Safe publish with maintenance window:**
```bash
./acumaticahelper.sh maintenance-on
./acumaticahelper.sh publish MyProject
./acumaticahelper.sh maintenance-off
```
**Clean slate — unpublish everything then delete:**
```bash
./acumaticahelper.sh unpublish Current
./acumaticahelper.sh delete MyProject
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