ERPNext

ERPNext

Open-source ERP on the Frappe framework — REST access to every DocType (customers, suppliers, items, sales/purchase orders and invoices, stock, HR, projects) plus whitelisted server-side methods.

API Key37 tools
Connect ERPNext

Free account. No credit card required.

Three ways to use ERPNext

Ask your specialist

Pull data, take actions, or answer questions with this integration, right in a conversation.

Build a workflow

Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.

Power an app

Use this integration as a data source or action layer behind a dashboard, form, or internal tool.

Supported tools

Actions your AI agents can perform with ERPNext.

Add a Comment (frappe.desk.form.utils.add_comment)

Add a comment to a document's activity timeline.

Tool

Add a Tag (frappe.desk.doctype.tag.tag.add_tag)

Add a tag label to a document for categorization.

Tool

Apply Workflow Action (frappe.model.workflow.apply_workflow)

Transition a document through its configured workflow.

Tool

Call a Whitelisted Method (GET)

Invoke any read-only @frappe.whitelist() server method by dotted path.

Tool

Call a Whitelisted Method (POST)

Invoke a state-changing @frappe.whitelist() server method by dotted path.

Tool

Cancel a Document (frappe.client.cancel)

Cancel a submitted document, moving docstatus 1 to 2.

Tool

Get started automating ERPNext

01Connect your accountLink your account securely with OAuth or an API key.
02Choose a trigger or toolPick the events and actions your workflow should use.
03Configure the workflowDescribe what you want and your specialist wires it up for you.
04Refine the processTest runs, review output, and tweak until it's right.
05Turn it onSet it live and it runs on a schedule or on events.

Ready-to-use workflows

Prompts using ERPNext

Browse all
ERPNext sales order fulfillment board for your ops teamCredit control and order release desk for your finance teamShop floor production board for ERPNext work ordersCatch supplier billing errors in ERPNext before you payChase overdue ERPNext invoices with escalating remindersWeekly stock replenishment brief from ERPNext to SlackDraft an ERPNext sales order when a HubSpot deal is wonDaily ERPNext business health snapshot in Google Sheets