Erpnext Integration for AI Agents

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Erpnext MCP or direct API to create records, update invoices, manage contacts, and automate workflows through natural language.
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Enter a prompt below to test the integration in our Tool Router playground. You'll be redirected to sign in and try it live.

Supported Tools

Tools
Add CommentTool to add a comment to a document in ERPNext/Frappe.
Add TagTool to add a tag to a document in ERPNext.
Apply WorkflowTool to apply a workflow action to a document in ERPNext/Frappe.
Cancel DocumentCancel a submitted document in ERPNext/Frappe to change its status from Submitted to Cancelled.
Create DocumentTool to create a new document of a specific DocType in ERPNext.
Create TimesheetTool to create a new Timesheet record in ERPNext.
Create WebhookTool to create a new webhook configuration in ERPNext.
Delete DocumentTool to delete a document using the Frappe client API.
Delete DocumentTool to delete a specific document by DocType and name.
Download file from ERPNextTool to download a file from ERPNext by its URL.
Download PDF DocumentTool to download a document as PDF from ERPNext with optional print format.
Get All LanguagesTool to get a list of all available languages in the ERPNext/Frappe system.
Get All RolesTool to get a list of all roles available in the ERPNext system.
Get DocumentTool to get a single document by DocType and name or filters from Frappe/ERPNext.
Get Document CountTool to get the count of documents matching specified filters in ERPNext/Frappe.
Get DocType MetadataTool to retrieve complete DocType metadata/schema including field definitions, field types, permissions, and configurations.
Get DocumentTool to retrieve a specific document by its DocType and name (ID).
Get Document with MetadataTool to retrieve a document with full metadata including attachments, comments, activity logs, and related information.
Get Exchange RateTool to get the currency exchange rate between two currencies in ERPNext.
Get Fiscal YearTool to get fiscal year information for a given date in ERPNext.
Get Framework VersionTool to get the Frappe framework version and all installed app versions.
Get Item DetailsTool to get detailed item information including pricing, taxes, and stock details from ERPNext.
Get List of DocumentsTool to retrieve a list of documents from ERPNext/Frappe with filtering, field selection, and pagination.
Get Logged UserTool to get the email/ID of the currently authenticated user.
Get Party DetailsTool to get comprehensive customer or supplier details including addresses, contacts, and default financial settings.
Get Payment EntryTool to get payment entry details for an invoice or order from ERPNext.
Get Stock BalanceTool to retrieve the current stock balance for a specific item in a warehouse.
Get TimezonesTool to get a list of all available timezones in the ERPNext system.
Get User RolesTool to get roles assigned to a user.
Get Field ValueTool to get specific field value(s) from a document in ERPNext.
Get Workflow TransitionsTool to get available workflow transitions for a document.
Insert DocumentTool to insert a new document in ERPNext/Frappe using the client API.
Insert Multiple DocumentsTool to insert multiple documents at once into ERPNext/Frappe.
List DocTypesTool to get a list of all DocTypes available in the ERPNext system.
List ERPNext DocumentsTool to list documents of a specific DocType from ERPNext.
List EmployeesTool to retrieve a list of Employee records from ERPNext.
List ProjectsTool to retrieve a list of Project records from ERPNext.
List TimesheetsTool to get a list of Timesheet records from ERPNext.
List WebhooksTool to list webhook configurations in ERPNext.
Make Delivery NoteCreate a draft Delivery Note from an existing Sales Order in ERPNext.
Make Purchase OrderCreate a draft Purchase Order from an existing Material Request in ERPNext.
Make Sales InvoiceTool to create a Sales Invoice from an existing Sales Order in ERPNext.
Make Stock EntryTool to create a Stock Entry for material transfer, receipt, or issue in ERPNext.
Ping APITool to check if the ERPNext/Frappe API is reachable.
Rename DocumentTool to rename an ERPNext document by changing its unique ID/name.
Save Document with ActionTool to save, submit, cancel, or update a document in ERPNext.
Save DocumentTool to save an existing ERPNext/Frappe document with changes.
Global SearchTool to perform global text search across ERPNext documents.
Search Link Field DocumentsTool to search for documents to link in ERPNext/Frappe Link fields.
Set ValueTool to set a specific field value on a document in ERPNext.
Submit DocumentSubmit a draft document in ERPNext/Frappe to change its status from Draft to Submitted.
Update ERPNext documentTool to update a specific ERPNext document.
Python
TypeScript

Install Composio

python
pip install composio claude-agent-sdk
Install the Composio SDK for Python or TypeScript

Initialize Client and Create Tool Router Session

python
from composio import Composio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions

composio = Composio(api_key='your-composio-api-key')
session = composio.create(user_id='your-user-id')
url = session.mcp.url
Import and initialize the Composio client, then create a Tool Router session for Erpnext

Connect to AI Agent

python
import asyncio

options = ClaudeAgentOptions(
    permission_mode='bypassPermissions',
    mcp_servers={
        'tool_router': {
            'type': 'http',
            'url': url,
            'headers': {
                'x-api-key': 'your-composio-api-key'
            }
        }
    },
    system_prompt='You are a helpful assistant with access to Erpnext tools.',
    max_turns=10
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query('Get all open purchase orders created this week.')
        async for message in client.receive_response():
            if hasattr(message, 'content'):
                for block in message.content:
                    if hasattr(block, 'text'):
                        print(block.text)

asyncio.run(main())
Use the MCP server with your AI agent (Anthropic Claude or Mastra)

Why Use Composio?

AI Native Erpnext Integration

  • Supports both Erpnext MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Erpnext data

Managed Auth

  • Built-in OAuth handling with automatic token refresh and rotation
  • Central place to manage, scope, and revoke Erpnext access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Erpnext
  • Scoped, least privilege access to Erpnext resources
  • Full audit trail of agent actions to support review and compliance

Use Erpnext with any AI Agent Framework

Choose a Framework you want to connect Erpnext with

Frequently Asked Questions

Do I need my own developer credentials to use Erpnext with Composio?

Yes, Erpnext requires you to configure your own API key credentials. Once set up, Composio handles secure credential storage and API request handling for you.

Can I use multiple toolkits together?

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Is Composio secure?

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. Learn more.

What if the API changes?

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

Used by agents from

Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai

Never worry about agent reliability

We handle tool reliability, observability, and security so you never have to second-guess an agent action.

Book a call↗Get started for free