How to integrate Erpnext MCP with Codex

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Introduction

Codex is one of the most popular coding harnesses out there. And MCP makes the experience even better. With Erpnext MCP integration, you can draft, triage, summarise emails, and much more, all without leaving the terminal or app, whichever you prefer.

Composio removes the Authentication handling completely from you. We handle the entire integration lifecycle, and all you need to do is just copy the URL below, authenticate inside Codex, and start using it.

Why use Composio?

Apart from a managed and hosted MCP server, you will get:

  • CodeAct: A dedicated workbench that allows GPT to write its code to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
  • Large tool responses: Handle them to minimise context rot.
  • Dynamic just-in-time access to 20,000 tools across 870+ other Apps for cross-app workflows. It loads the tools you need, so GPTs aren't overwhelmed by tools you don't need.

How to install Erpnext MCP in Codex

Codex CLI

Run the command in your terminal.

Terminal

This will auto-redirect you to the Rube authentication page.

Rube authentication redirect page

Once you're authenticated, you will be able to access the tools.

Verify the installation by running:

codex mcp list

If you otherwise prefer to use config.toml, add the following URL to it. You can get the bearer token from rube.app → Use Rube → MCP URL → Generate token

[projects."/home/user/composio"]
trust_level = "untrusted"

[mcp_servers.rube]
bearer_token_env_var = "your bearer token"
enabled = true
url = "https://rube.app/mcp"

Codex in VS Code

If you have installed Codex in VS Code.

Then: ⚙️ → MCP Settings → + Add servers → Streamable HTTP:

Add the Rube MCP URL: https://rube.app/mcp and the bearer token.

VS Code MCP Settings

To verify, click on the Open config.toml

Open config toml in Codex

Make sure it's there:

[mcp_servers.composio_rube]
bearer_token_env_var = "your bearer token"
enabled = true
url = "https://rube.app/mcp"

Codex App

Codex App follows the same approach as VS Code.

  1. Click ⚙️ on the bottom left → MCP Servers → + Add servers → Streamable HTTP:
Codex App MCP Settings
  1. Restart and verify if it's there in .codex/config.toml
[mcp_servers.composio_rube]
bearer_token_env_var = "your bearer token"
enabled = true
url = "https://rube.app/mcp"
  1. Save, restart the extension, and start working.

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.

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.

Conclusion

You've successfully integrated Erpnext with Codex using Composio's Rube MCP server. Now you can interact with Erpnext directly from your terminal, VS Code, or the Codex App using natural language commands.

Key benefits of this setup:

  • Seamless integration across CLI, VS Code, and standalone app
  • Natural language commands for Erpnext operations
  • Managed authentication through Composio's Rube
  • Access to 20,000+ tools across 870+ apps for cross-app workflows
  • CodeAct workbench for complex tool chaining

Next steps:

  • Try asking Codex to perform various Erpnext operations
  • Explore cross-app workflows by connecting more toolkits
  • Build automation scripts that leverage Codex's AI capabilities

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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 Codex?

Yes, you can. Codex 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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Context
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HubSpot
Agent.ai
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Context
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HubSpot
Agent.ai
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Entelligence
Rolai

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