How to connect Erpnext to Claude

Connect Claude Web, Desktop and Cowork 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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Erpnext

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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.

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Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Erpnext account to Claude via Composio Connect, enabling it to list overdue tasks for all projects, create a new customer record, get all open purchase orders, and more such actions on your behalf without compromising your account security.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Connecting Erpnext to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

Click Add custom connector and paste in the Composio MCP server URL:

bash

https://connect.composio.dev/mcp

Add custom connector dialog with Composio MCP server URL

2. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Web, Desktop, and Cowork

3. Connect your Erpnext account

Back in Claude, ask it to connect to Erpnext or give it any Erpnext-related task.

For example, ask Claude to:

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

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your Erpnext account is ready to use.

What is the Erpnext Claude Connector, 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.

Troubleshooting

1. Why does Claude not use the Composio connector for Erpnext?

The connector can show as connected, but Claude must use it in each Erpnext conversation.

Click + at the lower left of the chat, or type /.
Hover Connectors.
Turn on Composio.
Ask Claude to connect to Erpnext again.

2. Why does Claude show an MCP server error before Erpnext connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Erpnext.

Check that the connector URL is https://connect.composio.dev/mcp.
Connectors run from Anthropic's cloud, so your device network is usually not the problem.
Add the connector again from Customize > Connectors, then ask Claude to connect Erpnext.
If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Erpnext authorization link not work?

The Composio connector is one server. Your Erpnext account connects separately when Claude asks for it.

If the browser does not open, or the link expires, ask Claude to retry the Erpnext connection.
Composio creates a fresh Erpnext authorization link.
Open that link in your browser and finish the Erpnext sign-in.

4. Why do Erpnext actions fail after they worked before?

The Erpnext connection can expire or lose permission.

Ask Claude to inspect the Erpnext connection.
If the connection is unhealthy, disconnect it when Claude prompts you.
Reconnect the Erpnext account and retry the action.
If Claude shows a permission prompt, approve it before Claude changes data in Erpnext.
If the action still fails with a permission error, check that the connected account has that permission in Erpnext itself.

5. How do I switch to a different Erpnext account?

Claude can manage the Erpnext connection for you.

Ask Claude to disconnect or delete the current Erpnext account.
Ask Claude to connect Erpnext again.
Open the new Composio authorization link for Erpnext.
Sign in with the other Erpnext account in the browser.
After the account connects, ask Claude to retry the Erpnext task.

6. Why is my Erpnext connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Erpnext connection works in Claude Web, Desktop, and Cowork.

In Claude Desktop, open Customize > Connectors.
Next to Composio, click ⋮ and click Clear cache.
If Erpnext tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Erpnext.

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.

FRAMEWORKS

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Claude Code

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Cursor

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ChatGPT

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Antigravity

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OpenAI Agents SDK

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Claude Agent SDK

Use Erpnext MCP with Claude Agent SDK

Grok Bot

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Codex

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Grok Build

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VS Code

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OpenCode

Use Erpnext MCP with OpenCode

OpenClaw

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Hermes

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Atomic Agent

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Google ADK

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LangChain

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Vercel AI SDK

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Mastra AI

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LlamaIndex

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CrewAI

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Pydantic AI

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AutoGen

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Google Sheets

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Google Sheets is a cloud-based spreadsheet tool for real-time collaboration and data analysis. It lets teams work together from anywhere, updating information instantly.

Notion

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Notion is a collaborative workspace for notes, docs, wikis, and tasks. It streamlines team knowledge, project tracking, and workflow customization in one place.

Airtable

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Airtable combines the flexibility of spreadsheets with the power of a database for easy project and data management. Teams use Airtable to organize, track, and collaborate with custom views and automations.

Asana

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Asana is a collaborative work management platform for teams to organize and track projects. It streamlines teamwork, boosts productivity, and keeps everyone aligned on goals.

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. Claude Cowork 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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How to connect Erpnext to Claude

Connect Erpnext without auth hassles

Introduction

Also integrate Erpnext with

Connecting Erpnext to Claude Web, Desktop, and Cowork

1. Add with one click

Add manually

2. Authorize in your browser

3. Connect your Erpnext account

What is the Erpnext Claude Connector, and what's possible with it?

Troubleshooting

1. Why does Claude not use the Composio connector for Erpnext?

2. Why does Claude show an MCP server error before Erpnext connects?

3. Why does the Erpnext authorization link not work?

4. Why do Erpnext actions fail after they worked before?

5. How do I switch to a different Erpnext account?

6. Why is my Erpnext connection missing in Claude Desktop or on a Team plan?

Supported Tools

How to build Erpnext MCP Agent with another framework

Claude Code

Cursor

ChatGPT

Antigravity

OpenAI Agents SDK

Claude Agent SDK

Grok Bot

Codex

Grok Build

VS Code

OpenCode

OpenClaw

Hermes

Atomic Agent

Google ADK

LangChain

Vercel AI SDK

Mastra AI

LlamaIndex

CrewAI

Pydantic AI

AutoGen

Explore Other Toolkits

Google Sheets

Notion

Airtable

Asana

Frequently asked questions

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

Can I use Tool Router MCP with Claude Cowork?+

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

How safe is my data with Composio Tool Router?+

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