PrecisionBook a discovery call
Menu

Erpnext for AI agents

Agents read Erpnext at once. Changes and sends are held for a person's approval by default.

Book a discovery callBrowse all connectors

About Erpnext

Free and open-source integrated Enterprise Resource Planning software built on Frappe Framework

What an agent can do in Erpnext

Every Erpnext action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.

Runs at once (reads)

Looks things up in Erpnext without asking first. 29 actions.

  • Get All RolesTool to get a list of all roles available in the ERPNext system. Use when you need to retrieve all available roles for assignment or reference.
  • Get DocumentTool to get a single document by DocType and name or filters from Frappe/ERPNext. Use when you need to retrieve a specific document's complete details.
  • Get DocumentTool to retrieve a specific document by its DocType and name (ID). Returns the complete document with all fields. Use when you need to fetch details of a specific ERPNext document like Customer, Emplo
  • Get Item DetailsTool to get detailed item information including pricing, taxes, and stock details from ERPNext. Use when you need comprehensive item data for transactions like Sales Orders, Purchase Orders, or Invoic
  • Get List of DocumentsTool to retrieve a list of documents from ERPNext/Frappe with filtering, field selection, and pagination. Use when you need to query documents of a specific DocType with optional filters, sorting, and
  • Get Party DetailsTool to get comprehensive customer or supplier details including addresses, contacts, and default financial settings. Use when creating transactions or updating party information in ERPNext.
  • Get Payment EntryTool to get payment entry details for an invoice or order from ERPNext. Use when you need to retrieve payment information for a Sales Invoice, Purchase Invoice, Sales Order, or Purchase Order. This re
  • Get Stock BalanceTool to retrieve the current stock balance for a specific item in a warehouse. Use when you need to check inventory levels or available quantity.
  • Get Field ValueTool to get specific field value(s) from a document in ERPNext. Use when you need to retrieve one or more field values without loading the entire document.
  • List ERPNext DocumentsTool to list documents of a specific DocType from ERPNext. Returns paginated results (default 20 items). Use when you need to retrieve multiple documents, with support for filtering, field selection,
  • Search Link Field DocumentsTool to search for documents to link in ERPNext/Frappe Link fields. Use when you need autocomplete suggestions for Link fields or to find documents by name/text.
  • Get All LanguagesTool to get a list of all available languages in the ERPNext/Frappe system. Use when you need to retrieve supported languages for translation or localization purposes.
Show all 29
  • Get Document CountTool to get the count of documents matching specified filters in ERPNext/Frappe. Use when you need to know how many records exist for a specific DocType, optionally filtered by conditions.
  • Get DocType MetadataTool to retrieve complete DocType metadata/schema including field definitions, field types, permissions, and configurations. Use when you need to understand the structure of a DocType, its fields, val
  • Get Document with MetadataTool to retrieve a document with full metadata including attachments, comments, activity logs, and related information. Use when you need complete document details beyond the basic fields returned by
  • Get Exchange RateTool to get the currency exchange rate between two currencies in ERPNext. Use when you need to convert amounts between different currencies or check current exchange rates.
  • Get Fiscal YearTool to get fiscal year information for a given date in ERPNext. Use when you need to determine which fiscal year a specific date falls into or retrieve fiscal year boundaries.
  • Get Framework VersionTool to get the Frappe framework version and all installed app versions. Use when you need to check the ERPNext/Frappe system version for compatibility or debugging purposes.
  • Get Logged UserTool to get the email/ID of the currently authenticated user. Use to verify authentication is working.
  • Get TimezonesTool to get a list of all available timezones in the ERPNext system. Use when you need to retrieve timezone options for user configuration or scheduling.
  • Get User RolesTool to get roles assigned to a user. Use when you need to check user permissions or access levels in ERPNext/Frappe.
  • Get Workflow TransitionsTool to get available workflow transitions for a document. Use when you need to check what workflow actions are available for a specific document based on its current state and user permissions.
  • List DocTypesTool to get a list of all DocTypes available in the ERPNext system. Use when you need to retrieve available DocTypes with optional filtering and pagination.
  • List EmployeesTool to retrieve a list of Employee records from ERPNext. Use when you need to fetch employee information with optional filtering and pagination.
  • List ProjectsTool to retrieve a list of Project records from ERPNext. Use when you need to get projects, optionally filtered and paginated.
  • List TimesheetsTool to get a list of Timesheet records from ERPNext. Use when you need to retrieve, search, or filter timesheets. Supports pagination and flexible field selection.
  • List WebhooksTool to list webhook configurations in ERPNext. Use when you need to retrieve all configured webhooks or search for specific webhooks using filters.
  • Ping APITool to check if the ERPNext/Frappe API is reachable. Use when you need to verify API connectivity or test authentication.
  • Global SearchTool to perform global text search across ERPNext documents. Use when you need to find documents, pages, or records by searching for keywords across the system. Results are ranked by relevance and inc

Held for approval by default (changes and sends)

Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 19 actions.

  • Add CommentTool to add a comment to a document in ERPNext/Frappe. Use when you need to add comments or notes to any document type like ToDo, Issue, Task, or custom DocTypes.
  • Apply WorkflowTool to apply a workflow action to a document in ERPNext/Frappe. Use when you need to transition a document through workflow states (e.g., approve, reject, submit). The document must have a workflow c
  • Cancel DocumentCancel a submitted document in ERPNext/Frappe to change its status from Submitted to Cancelled. Use for submittable DocTypes when you need to reverse or cancel a submitted transaction. Document must b
  • Create DocumentTool to create a new document of a specific DocType in ERPNext. Use when you need to create records like ToDo, Customer, Lead, Sales Invoice, etc. The document data should include all required fields
  • Create TimesheetTool to create a new Timesheet record in ERPNext. Use when you need to log time entries for employees or projects.
  • Insert DocumentTool to insert a new document in ERPNext/Frappe using the client API. Use when you need to create any type of document (ToDo, Customer, Item, etc.) by providing the doctype and required fields.
  • Make Delivery NoteCreate a draft Delivery Note from an existing Sales Order in ERPNext. Use when you need to initiate shipment/delivery of items from a confirmed sales order. The created Delivery Note will be in draft
  • Make Purchase OrderCreate a draft Purchase Order from an existing Material Request in ERPNext. Use when you need to initiate procurement of items from an approved material request. The created Purchase Order will be in
  • Make Sales InvoiceTool to create a Sales Invoice from an existing Sales Order in ERPNext. Use when you need to generate an invoice for a confirmed sales order. The created invoice will be in draft state and can be subm
  • Make Stock EntryTool to create a Stock Entry for material transfer, receipt, or issue in ERPNext. Use when you need to record inventory movements between warehouses or add/remove stock. For Material Receipt, include
  • Save Document with ActionTool to save, submit, cancel, or update a document in ERPNext. Use when you need to create or modify documents in ERPNext. The doc parameter must be a JSON-serializable dictionary containing the docum
  • Save DocumentTool to save an existing ERPNext/Frappe document with changes. Use when you need to update an existing document in the system. Requires the complete document object including all system fields and the
Show all 19
  • Set ValueTool to set a specific field value on a document in ERPNext. Use when you need to update a single field without retrieving or modifying the entire document.
  • Submit DocumentSubmit a draft document in ERPNext/Frappe to change its status from Draft to Submitted. Use for submittable DocTypes like Sales Invoice, Purchase Order, Journal Entry, etc. Document must exist in draf
  • Update ERPNext documentTool to update a specific ERPNext document. Acts like a PATCH request - only send the fields you want to change, not the whole document. Use when you need to modify specific fields of an existing docu
  • Add TagTool to add a tag to a document in ERPNext. Use when you need to categorize or label documents for organization and filtering purposes.
  • Delete DocumentTool to delete a specific document by DocType and name. Use when you need to remove a document from ERPNext. Requires delete permissions for the specified DocType.
  • Insert Multiple DocumentsTool to insert multiple documents at once into ERPNext/Frappe. Use when you need to create multiple records (Notes, Customers, Items, etc.) in a single API call for better efficiency.
  • Rename DocumentTool to rename an ERPNext document by changing its unique ID/name. Use when you need to change a document's primary identifier, optionally merging with an existing document.

Changes wait in Needs you

Changes and sends in Erpnext are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

How approvals work

Erpnext questions

Can an agent change data in Erpnext on its own?

Not by default. Changes and sends in Erpnext are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

What can an agent read in Erpnext?

This connector lists 29 read actions. Reads run at once, without waiting for approval.

How does Erpnext connect?

It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

Bring Erpnext to your agents.

Book a discovery call