ERPNext MCP connector

ERPNext is an open-source enterprise resource planning system that manages accounting, inventory, sales, purchasing, and project operations. The ERPNext MCP connector allows AI agents to explore available document types, retrieve their schemas, and manage documents across all ERPNext modules. It also supports querying document collections, creating and updating records, and removing documents from the system.

Authentication type

• API Key - Requires a static API key to be configured before the agent can connect to the service.

Uses

Use the ERPNext MCP connector to perform the following actions:

• Create sales orders and automatically track inventory across multiple warehouses
• Generate financial reports and reconcile accounts payable and receivable
• Record purchase orders and monitor supplier invoices in real time
• Automate project billing and track resource allocation by cost center
• Sync customer and vendor master data across business units
• Manage stock movements and trigger reorder alerts when inventory falls below threshold
• Post journal entries and maintain audit trails for compliance requirements

Example prompts

Use the following example prompts to invoke ERPNext MCP connector tools from your AI assistant or Boomi Connect workflow:

• Show me all unpaid invoices in ERPNext from the last 30 days.
• Create a new sales order in ERPNext for customer ABC Corp with 50 units of SKU-2024.
• List all purchase orders in ERPNext that are still pending approval.
• Update the delivery address on invoice INV-5847 in ERPNext.
• Get the current stock level for item code WIDGET-A in ERPNext.
• Delete the draft quotation QT-2024-001 from ERPNext.
• Show me all active suppliers in ERPNext and their contact details.
• Create a new vendor in ERPNext named Global Supply Inc with payment terms Net 30.
• Retrieve the project budget and actual costs for project CODE-2024 in ERPNext.
• List all sales invoices in ERPNext marked as overdue.

ERPNext MCP connector tools

The ERPNext MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.

Tool	Description
listDocTypes	Retrieves all available document types in the system.
getDocType	Retrieves the structure and field definitions for a specific document type.
listDocuments	Retrieves a list of documents filtered by type and optional criteria.
createDocument	Creates a new document of a specified type with provided data.
getDocument	Retrieves the complete data for a specific document.
updateDocument	Modifies an existing document with new or changed information.
deleteDocument	Removes a document from the system.