--- title: "Commissioning-readiness automation for equipment…" description: "Bring sold service scope, equipment status and site prerequisites into one dispatch-readiness handoff." canonical: https://www.stacksync.com/use-case/equipment-commissioning-readiness-automation last_modified: 2026-09-21 --- Industrial equipment and machinery # Commissioning-readiness automation for equipment manufacturers > For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md ![Industrial equipment and machinery systems connected through Stacksync two-way sync: Salesforce, NetSuite, Acumatica, PostgreSQL](https://www.stacksync.com/images/industry-heroes/icp-industrial-equipment-machinery-800.webp) Bring sold service scope, equipment status and site prerequisites into one dispatch-readiness handoff. Stacksync fits builders that coordinate commissioning across sales, order management and service and still rely on repeated check-in messages. Service operations retains dispatch authority while the workflow collects evidence and follows unresolved conditions. A machine can be shipped and a visit scheduled even though a required accessory or site confirmation is still missing. [Book a demo](https://www.stacksync.com/book-a-demo) Explore your process in a demo, or get our shared two-way sync architecture guide. When this fits ## Built for this operating problem COOs, service directors and IT leaders at US equipment builders with 100–1,000 employees and a mix of manufacturing, distribution and service. ### Make prerequisites visible Connect the actual visit requirements to the machine and accepted service scope. ### Assign the next action Route customer, warehouse and service gaps to accountable owners with current evidence. ### Recheck changing conditions A late delivery or withdrawn confirmation reopens the readiness decision instead of leaving an obsolete ready flag. The process, end to end ## Follow the work across systems a service director wants to prevent avoidable last-minute rescheduling. The evaluation should combine a sold commissioning visit with a missing accessory and an unconfirmed site condition, showing the owner and evidence required before dispatch is approved. [Salesforce connector](https://www.stacksync.com/connectors/salesforce) [NetSuite connector](https://www.stacksync.com/connectors/netsuite) [PostgreSQL connector](https://www.stacksync.com/connectors/postgresql) Scope your implementation ## Bring these details to the demo - One standard machine family and commissioning visit type. - The prerequisites and evidence service requires before dispatch. - Current shipment, customer-confirmation and assignment records. Review [current platform pricing](https://www.stacksync.com/pricing) alongside the records, volume, and actions in your process. Use your own operating baseline to evaluate the economics. [Book a demo](https://www.stacksync.com/book-a-demo) Explore your process in a demo, or get our shared two-way sync architecture guide. From foundation to action ## One connected operating process 01 ### [Two-way sync](https://www.stacksync.com/two-way-sync) Keep shared customer, order, and operational records aligned, with clear field ownership. Explore two-way sync 02 ### [Workflows](https://www.stacksync.com/workflow-automation) Move approved work between systems, assign exceptions, and confirm the result. Explore workflows 03 ### [AI agents (Genies)](https://www.stacksync.com/ai-agents) Investigate cross-system questions, assemble the evidence, and prepare the next action. Explore ai agents (genies) 04 ### [EDI](https://www.stacksync.com/edi) Connect trading-partner documents to operational records and exception handling. Explore edi Go deeper ## Implementation guides for your team - [Equipment commissioning readiness: connect sales promises, site prerequisites and service dispatch](https://www.stacksync.com/blog/equipment-commissioning-readiness-workflow) Before a technician travels, this workflow shows which accessory, site condition or customer confirmation is still missing and who owns resolving it. - [Equipment warranty RMAs: coordinate replacement, return and credit decisions](https://www.stacksync.com/blog/equipment-warranty-rma-replacement-return-workflow) Shipping a replacement should not close the return or decide the credit; each RMA obligation stays open until the owner who holds it confirms the outcome. [Explore all industrial equipment and machinery integration and automation guides ↗](https://www.stacksync.com/industry/manufacturing/industrial-equipment-machinery) ## Common evaluation questions ### Can the workflow book technicians or travel? Only through a separately approved and demonstrated execution route. Start with reliable readiness evidence and dispatch review. ### Who owns the result? Service operations owns the dispatch decision; each prerequisite should have its own responsible party. ### How is value assessed? Measure coordination effort, time to an accurate readiness decision and rescheduling tied to previously discoverable missing prerequisites. ### Does commissioning readiness need two-way sync before the workflow? Yes. Put two-way sync first so Salesforce, NetSuite and Postgres agree on the machine serial, the sold commissioning scope and the shipment and accessory status the readiness case depends on. Then add workflows to collect site prerequisite evidence, route gaps to owners and hold the dispatch decision for service operations. Genies come next if the service desk wants installed-machine and part evidence assembled for aftermarket requests. EDI sits apart from readiness and applies to distributor purchase orders with kits and partial shipments.