How to connect Erpnext to Grok Bot

Connect Grok Bot 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 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

Grok is xAI's assistant, and its bot builder lets you create a personal agent that holds context, runs skills, and connects to the apps you already use through plugins.

This guide explains how to connect Erpnext to a Grok bot using Composio Connect, which handles OAuth, token refresh, and reliability so you do not have to. You add Composio as a plugin, authenticate once, then ask your bot to work with Erpnext in plain language.

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Why use Composio?

Composio exposes 1,500+ apps to your Grok bot through a single connection, so you get:

  • Connect to 1,500+ apps with on-demand tool loading, so you do not fill your context window with unnecessary tool definitions.
  • Use programmatic tool calling through a remote workbench, letting the model write its own code to handle complex tool chaining. This reduces back-and-forth for frequent tool calls.
  • Handle large tool responses outside the model context to keep conversations lean.

Connecting Erpnext to Grok Bot

Once Grok Bot is set up, you connect Erpnext entirely from its interface, and the whole flow takes under a minute.

Set up Grok Bot

Get access. Grok Bot is included with Cursor Ultra, Cursor Premium Teams, and SuperGrok Heavy. Get the desktop app for macOS or Windows from x.ai/bot and sign in. An iPhone companion app is also available, and your bots sync across devices.

Create a bot. Pick a suggested role or define your own, then give it a short name, one primary job, and a short description of how it should work. Focused bots work best, because a clear role gives the bot more useful context over time.

Connect Erpnext

1. Add the Composio plugin

Click the button. The Composio listing on x.ai opens and launches Grok Bot for you. If the app does not open on its own, click Add to Grok Bot.

Add to Grok Bot

Composio for Grok Bot listing on x.ai with the Add to Grok Bot button

Grok Bot opens the Composio plugin, showing its connector and skills. Click Add.

Composio plugin sheet in Grok Bot with the Add button

2. Authenticate

Go to the Installed section and click the Composio entry. You'll see its connector and skills listed.

Installed Composio plugin showing the Authenticate button

Click Authenticate. You'll be taken to the Composio consent screen. Review the access it requests and click Authorize. Composio handles the OAuth handshake for you, so you never touch API keys or tokens.

Composio authorization screen with Authorize and Deny

3. Connect your Erpnext account

Back in the chat, ask your bot to connect to Erpnext or give it any Erpnext task.

For example, ask it 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 your Grok bot, and your Erpnext account is ready to use.

What is Grok Bot?

Grok is xAI's assistant, available as a chat interface and a bot builder for creating personal agents that run skills and connect to external apps.

With Composio Connect, your Grok bot can securely access apps like Erpnext through MCP without you sharing account credentials directly with the agent.

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 to your business documents, inventory, sales, purchasing, and workflows, so your agent can create records, update documents, check stock, process orders, and manage workflow actions on your behalf.

  • Business document management: Have your agent create, retrieve, list, update, submit, or cancel documents such as customers, suppliers, orders, and invoices.
  • Sales and delivery processing: Direct your agent to create sales invoices and delivery notes from existing sales orders.
  • Purchasing and stock operations: Let the agent create purchase orders from material requests, record stock movements, and check item balances in specific warehouses.
  • Customer and supplier research: Instruct your agent to retrieve party details, item pricing, taxes, stock information, and payment details for invoices or orders.
  • Workflow and team updates: Have your agent apply workflow actions, add comments to documents, create timesheets, and update document fields.

Way Forward

Now that Erpnext is connected, extend your setup by connecting the other apps you already use every day, so your Grok bot can run true cross-app workflows end to end.

  • Connect Calendar to turn threads into scheduled meetings automatically.
  • Connect Slack or Teams to post summaries, approvals, and alerts where your team works.
  • Connect Notion, Linear, Jira, or Asana to convert requests into tickets, tasks, and docs.
  • Connect Drive, Dropbox, or OneDrive to fetch, file, and share attachments without manual steps.

Start with one workflow you do repeatedly, then keep adding apps as you find new handoffs. With everything behind a single connection, your bot can coordinate multiple tools safely and reliably in one conversation.

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. Grok Bot 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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