Erpnext MCP server

Connect Erpnext to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Erpnext MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the get document tool in Erpnext
  • Use the cancel document tool in Erpnext
  • Use the count documents tool in Erpnext
  • Use the amend document tool in Erpnext
  • Use the get report tool in Erpnext
  • Use the update document tool in Erpnext

Supported Tools

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.

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 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.

get_current_user

Get Current User

Retrieve the authenticated ERPNext user identifier for the current connection.

Connect Erpnext to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Erpnext in Metorial. In your Metorial portal, enable the Erpnext MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Erpnext tools.

Run Erpnext through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Erpnext and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Erpnext tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Erpnext

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. 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.

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.

Calendly

List, retrieve, and cancel scheduled events. Book meetings programmatically on behalf of invitees using available time slots. Retrieve event types and their configurations. Query user availability, available time slots, busy times, and availability schedules. Create single-use scheduling links with optional overrides. List and manage invitees, mark no-shows, and access custom question responses and UTM tracking data. Manage organization memberships, invite or remove users. Retrieve routing form configurations and submissions. Subscribe to webhooks for new bookings, cancellations, and routing form submissions.

Linkedin

Authenticate LinkedIn members with OpenID Connect, fetch the authenticated member profile, and create self-serve LinkedIn shares with text, article links, and uploaded images. Organization and Community Management workflows should move to a separate slate because LinkedIn restricts combining those products in one app.

Mailchimp

Manage email marketing audiences, campaigns, and automations. Create, send, schedule, and track email campaigns with detailed reporting on opens, clicks, and bounces. Add, update, and organize audience contacts with tags, segments, and interest groups. Set up and manage automation workflows triggered by subscriber activity or events. Connect e-commerce stores to manage customers, products, orders, and carts. Create and manage reusable email templates and landing pages. Upload and organize files for use in campaigns. Send transactional emails via the Mandrill API. Post custom events to trigger targeted automations. Configure webhooks to track subscribe, unsubscribe, profile updates, and email delivery events.

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.

  1. How many tools does the Erpnext MCP server have?
    The Erpnext MCP server exposes 12 tools, including Get Document, Cancel Document, Count Documents. Each one is governed and traced through Metorial.
  2. Erpnext exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Erpnext MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Erpnext and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Erpnext MCP server yourself or use the hosted gateway.

Connect Erpnext to production AI agents

See how Metorial gives your team governed access to Erpnext, with tracing and security controls built in.