Connect Erpnext to AI agents

Connect Erpnext to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Triggers

document_event

Document Event

Triggers when an ERPNext document is created, updated, submitted, cancelled, deleted, or changed. Receives the full document payload via webhook.

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.

Connect Erpnext to production AI agents

See how Metorial gives Erpnext access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Erpnext to AI agents with Metorial.

  1. 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.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.