How to integrate Erpnext MCP with ChatGPT

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How to integrate Erpnext MCP with ChatGPT

ChatGPT is one of the most popular AI tools today, with capabilities ranging from deep research and image generation to writing, coding, and everyday productivity.

In this guide, I will explain the easiest and most secure way to connect your Erpnext account to ChatGPT via Composio Connect, so it can summarize unread updates from this morning, create draft replies to urgent messages, fetch contact details for recent senders, and more without ever putting your account credentials at risk.

Also integrate Erpnext with

Why use Composio over default connectors?

  • Apps with read and write access. Default connectors mostly can read your data. Composio's Erpnext integration lets ChatGPT take actions like creating drafts, sending updates, labeling records, and more.
  • 1,000+ SaaS toolkits out of the box. Composio gives you instant access to a vast catalog of pre-built connectors, from Gmail and Slack to Notion, Linear, and Salesforce.
  • One MCP server for every app. Connect any of your applications on demand through a single endpoint, rather than juggling a separate server for each app.
  • Smart, context-aware tool loading. Unlike traditional MCP servers that dump every available tool into the LLM context window, Composio searches for and loads only the tools relevant to the task at hand.
  • Cross-app automation. Chain actions across multiple apps in a single run - fetch a thread, summarize it in Notion, and post highlights to Slack without leaving the conversation.

Prerequisites

  • A ChatGPT account with Plus subscription or higher (Business, Enterprise, Edu, or Pro). We will use ChatGPT Web.
  • Access to the Erpnext workspace you want to connect.
  • Composio MCP.

Note: Composio connects through OAuth. You will be asked to sign in and approve specific permissions. Review the permission screen carefully if you are using a work account.

Step-by-step: Connect Erpnext to ChatGPT

1. Enable Developer Mode

In ChatGPT, go to Settings > Apps > Advanced settings and turn on Developer Mode.

ChatGPT settings showing Developer Mode toggle

2. Add the MCP server

Click Create app, then paste the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
ChatGPT create app flow with Composio MCP URL

3. Authorize in your browser

A browser window will open automatically. Sign in to authorize ChatGPT to access your Composio account.

Composio authorization screen for ChatGPT MCP setup

4. Start using Composio

Composio tools are now available in ChatGPT chats and Deep Research. In every new chat, click the + icon at the bottom, click More, and select Composio to enable tools for that conversation.

What you can do after connecting Erpnext

  • List overdue tasks for all projects
  • Create a new customer record
  • Get all open purchase orders

Security + privacy notes (important)

  • Use least-privilege access: Only grant permissions you actually need.
  • Review OAuth permissions before approving: Make sure requested scopes match what you expect Composio and ChatGPT to do.
  • Keep write actions human-reviewed: For actions like sending messages, creating labels, or editing drafts, keep manual confirmation enabled.
  • Be careful with sensitive data: Avoid using this setup with highly sensitive information unless allowed by your personal, company, or client policies.

Supported Tools & Triggers

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.

How to build Erpnext MCP Agent with another framework

FAQ

What are the differences in Tool Router MCP and Erpnext MCP?

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.

Can I use Tool Router MCP with ChatGPT?

Yes, you can. ChatGPT 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.

Can I manage the permissions and scopes for Erpnext while using Tool Router?

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.

How safe is my data with Composio Tool Router?

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.

Used by agents from

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

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