get_document
Get Document
Retrieve a single ERPNext document by its DocType and name. Works with any DocType such as Customer, Sales Order, Invoice, Employee, Item, etc. Optionally select specific fields to return.
Supported Tools
cancel_document
Cancel Document
Cancel a submitted ERPNext document. This reverses the submission and marks the document as cancelled. Commonly used with Sales Invoices, Purchase Invoices, Journal Entries, and other submitted transactional documents.
count_documents
Count Documents
Count the number of ERPNext documents matching a given DocType and optional filters. Useful for dashboards, summaries, and checking record counts without fetching full documents.
amend_document
Amend Document
Amend a cancelled or submitted ERPNext document by creating a revised copy linked to the original. The new document is created in draft status with an "amended_from" reference. Optionally override specific fields in the amended copy.
get_report
Get Report
Run an ERPNext report and retrieve its data. Supports both standard and custom reports. Useful for extracting financial summaries, stock balances, sales analytics, and other reporting data.
update_document
Update Document
Update an existing ERPNext document. Supports partial updates — only send the fields you want to change. Works with any DocType such as Customer, Sales Order, Invoice, Item, Employee, etc.
list_documents
List Documents
List and search ERPNext documents of any DocType with filtering, field selection, sorting, and pagination. Supports AND/OR filters using ERPNext filter syntax.
delete_document
Delete Document
Permanently delete an ERPNext document by its DocType and name. This action is irreversible. Works with any DocType.
submit_document
Submit Document
Submit a draft ERPNext document to finalize it. Submission is a workflow step that locks the document from further edits. Commonly used with Sales Invoices, Purchase Invoices, Journal Entries, Stock Entries, and other transactional DocTypes.
call_method
Call Method
Call a whitelisted server-side method on the ERPNext/Frappe backend via the RPC API. This enables access to custom business logic, report generation, and specialized operations beyond standard CRUD.
create_document
Create Document
Create a new ERPNext document of any DocType. Use this to create Customers, Sales Orders, Invoices, Items, Employees, and any other business entity. Provide the DocType and the document fields as key-value pairs.
More integrations teams use with Erpnext
Hubspot
Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.
Salesforce
Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.
Apolloio
Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.
Attio
Manage a customizable CRM workspace including records, lists, notes, tasks, and comments. Create, read, update, delete, and search records across standard and custom objects (people, companies, deals). Upsert records using unique attributes to avoid duplicates. Organize records into lists (e.g., sales pipelines) and manage list entries. Create and manage notes attached to records, assign and complete tasks, and handle threaded comments. Configure the data model by defining custom objects and attributes. Access workspace member information, meeting data, and call recording transcripts. Subscribe to real-time webhook events for records, lists, notes, tasks, comments, and more.
Dataforseo
Retrieve practical DataForSEO API v3 data for SEO, SEM, ecommerce, business listings, Google Play apps, content analysis, and AI optimization. Supports Google/Bing/Yahoo/YouTube organic SERP live search, Google Ads keyword metrics, DataForSEO Labs keyword and domain intelligence, backlinks, OnPage audits and results, domain analytics, Google Shopping and Amazon Merchant tasks, Business Listings and Google Reviews, Google Play App Data tasks, and AI keyword, LLM mentions, and live LLM response benchmarking.
Item
Manage people, companies, and custom objects in item. Query shared views, inspect schema, batch upsert records, list users, and trigger webhook-based skills.
Technical notes for Erpnext
Manage enterprise business processes across ERPNext's integrated ERP platform. Create, read, update, and delete any business document (DocType) including Sales Invoices, Purchase Orders, Customers, Employees, and Items. Manage accounting and finance with Sales Invoices, Purchase Invoices, Payment Entries, Journal Entries, and chart of accounts. Track inventory and stock levels with Stock Entries, Warehouses, Material Requests, and Delivery Notes. Handle the full sales and CRM pipeline including Leads, Opportunities, Quotations, Sales Orders, and customer interactions. Manage purchasing with Suppliers, Purchase Orders, and Requests for Quotation. Administer human resources including Employees, Attendance, Leave Applications, Payroll, and Expense Claims. Support manufacturing with Bills of Materials, Work Orders, and Production Plans. Create and track Projects, Tasks, and Timesheets. Upload files, call custom server-side methods, extract reporting data, and receive webhooks on document lifecycle events such as creation, update, submission, cancellation, and deletion.
Frequently asked questions
Common questions about connecting Erpnext to AI agents with Metorial.
Can Metorial connect Erpnext to AI agents?
Yes. Metorial connects AI agents to Erpnext through a governed integration layer, so teams can use the provider while keeping access controlled and observable.Does the Erpnext integration work with MCP?
Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.How does Metorial control access to Erpnext?
Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.Can teams trace Erpnext activity from agents?
Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.