How to integrate Erpnext MCP with Atomic Agent

Connect Atomic Agent to Erpnext MCP. List overdue tasks for all projects, create a new customer record, and more using natural language, with authentication handled for you.

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Api Key

Erpnext is a free, open-source ERP platform built on the Frappe Framework. It streamlines business operations by integrating accounting, inventory, HR, and more in one place.

52 Tools

Introduction

Atomic Agent is an open-source AI agent that runs on your machine and supports local models through llama.cpp. Connect it to 1,500+ apps through Composio, including Erpnext.

This guide uses Atomic Agent's built-in Composio integration. You need Atomic Agent v0.5.6 or later, your own Composio API key, and a Erpnext account. See the Atomic Agent documentation for installation instructions.

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How Atomic Agent connects to Erpnext

Atomic Agent connects to Composio's Tool Router over Streamable HTTP MCP. It discovers the tools needed for your request, and Composio handles account authentication.

Execution and account-connection tools follow Atomic Agent's configured approval policy. Review any approval prompt before allowing an action on your connected account.

Connect Erpnext to Atomic Agent

  1. Sign up or sign in to the Composio dashboard. Copy your API key.
  2. In Atomic Agent, open the Integrations tab and select Composio. Select API key, press e, paste the key, and press Enter. The tools become available immediately, without a restart.
  3. Ask Atomic Agent to do something in Erpnext. It searches Composio for the right tool.
  4. On first use, open the sign-in link returned in the chat. Connect your Erpnext account, then return to Atomic Agent to continue.

Headless setup

Add the following line to ~/.atomic-agent/.env, replacing YOUR_COMPOSIO_API_KEY with your key. Start Atomic Agent after saving the file.

bash
COMPOSIO_API_KEY=YOUR_COMPOSIO_API_KEY

What is the Erpnext MCP server, and what's possible with it?

The Erpnext MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Erpnext account. It provides structured and secure access so your agent can perform Erpnext operations on your behalf.

Use Erpnext from Atomic Agent

With your account connected, ask Atomic Agent to work with Erpnext in natural language. You can connect more apps through the same Composio integration as you need them.

Visit the Atomic Agent website or inspect the Atomic Agent source code.

Troubleshooting

Why is my API key rejected?

Copy the key directly from the Composio dashboard. Atomic Agent requires ASCII characters because it sends the key in an HTTP header. Remove any extra characters introduced when copying.

Why are Composio tools unavailable after saving a key?

Check that you use Atomic Agent v0.5.6 or later and that Composio is enabled in your configuration. A "composio": { "enabled": false } setting disables the integration while keeping the saved key on disk.

Does Composio have a free plan?

The Hobby plan includes 100,000 tool calls per month. Composio-managed OAuth apps have a lower included allowance. See Composio pricing for the current limits that apply to your connection.

TOOLS

Supported Tools

Every Erpnext action and event your agent gets out of the box.

Add Comment

Tool to add a comment to a document in ERPNext/Frappe.

Add Tag

Tool to add a tag to a document in ERPNext.

Apply Workflow

Tool to apply a workflow action to a document in ERPNext/Frappe.

Cancel Document

Cancel a submitted document in ERPNext/Frappe to change its status from Submitted to Cancelled.

Create Document

Tool to create a new document of a specific DocType in ERPNext.

Create Timesheet

Tool to create a new Timesheet record in ERPNext.

Create Webhook

Tool to create a new webhook configuration in ERPNext.

Delete Document

Tool to delete a document using the Frappe client API.

Delete Document

Tool to delete a specific document by DocType and name.

Download file from ERPNext

Tool to download a file from ERPNext by its URL.

Download PDF Document

Tool to download a document as PDF from ERPNext with optional print format.

Get All Languages

Tool to get a list of all available languages in the ERPNext/Frappe system.

Get All Roles

Tool to get a list of all roles available in the ERPNext system.

Get Document

Tool to get a single document by DocType and name or filters from Frappe/ERPNext.

Get Document Count

Tool to get the count of documents matching specified filters in ERPNext/Frappe.

Get DocType Metadata

Tool to retrieve complete DocType metadata/schema including field definitions, field types, permissions, and configurations.

Get Document

Tool to retrieve a specific document by its DocType and name (ID).

Get Document with Metadata

Tool to retrieve a document with full metadata including attachments, comments, activity logs, and related information.

Get Exchange Rate

Tool to get the currency exchange rate between two currencies in ERPNext.

Get Fiscal Year

Tool to get fiscal year information for a given date in ERPNext.

Get Framework Version

Tool to get the Frappe framework version and all installed app versions.

Get Item Details

Tool to get detailed item information including pricing, taxes, and stock details from ERPNext.

Get List of Documents

Tool to retrieve a list of documents from ERPNext/Frappe with filtering, field selection, and pagination.

Get Logged User

Tool to get the email/ID of the currently authenticated user.

Get Party Details

Tool to get comprehensive customer or supplier details including addresses, contacts, and default financial settings.

Get Payment Entry

Tool to get payment entry details for an invoice or order from ERPNext.

Get Stock Balance

Tool to retrieve the current stock balance for a specific item in a warehouse.

Get Timezones

Tool to get a list of all available timezones in the ERPNext system.

Get User Roles

Tool to get roles assigned to a user.

Get Field Value

Tool to get specific field value(s) from a document in ERPNext.

Get Workflow Transitions

Tool to get available workflow transitions for a document.

Insert Document

Tool to insert a new document in ERPNext/Frappe using the client API.

Insert Multiple Documents

Tool to insert multiple documents at once into ERPNext/Frappe.

List DocTypes

Tool to get a list of all DocTypes available in the ERPNext system.

List ERPNext Documents

Tool to list documents of a specific DocType from ERPNext.

List Employees

Tool to retrieve a list of Employee records from ERPNext.

List Projects

Tool to retrieve a list of Project records from ERPNext.

List Timesheets

Tool to get a list of Timesheet records from ERPNext.

List Webhooks

Tool to list webhook configurations in ERPNext.

Make Delivery Note

Create a draft Delivery Note from an existing Sales Order in ERPNext.

Make Purchase Order

Create a draft Purchase Order from an existing Material Request in ERPNext.

Make Sales Invoice

Tool to create a Sales Invoice from an existing Sales Order in ERPNext.

Make Stock Entry

Tool to create a Stock Entry for material transfer, receipt, or issue in ERPNext.

Ping API

Tool to check if the ERPNext/Frappe API is reachable.

Rename Document

Tool to rename an ERPNext document by changing its unique ID/name.

Save Document with Action

Tool to save, submit, cancel, or update a document in ERPNext.

Save Document

Tool to save an existing ERPNext/Frappe document with changes.

Global Search

Tool to perform global text search across ERPNext documents.

Search Link Field Documents

Tool to search for documents to link in ERPNext/Frappe Link fields.

Set Value

Tool to set a specific field value on a document in ERPNext.

Submit Document

Submit a draft document in ERPNext/Frappe to change its status from Draft to Submitted.

Update ERPNext document

Tool to update a specific ERPNext document.

FAQ

Frequently asked questions

With a standalone Erpnext MCP server, the agents and LLMs can only access a fixed set of Erpnext tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Erpnext and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Atomic Agent fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Erpnext tools.

Yes, absolutely. You can configure which Erpnext scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Erpnext data and credentials are handled as safely as possible.

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