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ERPNext MCP connector

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ERPNext is an open-source enterprise resource planning system that manages accounting, inventory, sales, and other core business operations from a single instance. The ERPNext MCP connector allows AI agents to explore document type definitions and manage business records such as customers, invoices, and stock entries throughout their lifecycle. It also supports listing and retrieving records across modules, giving agents a flexible way to keep business data accurate and current.

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:

  • Track sales invoices and payment status across all customers
  • Manage inventory stock levels across multiple warehouses
  • Automate purchase order creation for procurement teams
  • Monitor customer accounts and outstanding receivables
  • Create and update sales orders directly from conversations
  • Streamline employee records and HR data management
  • Generate financial reports for accounting review
  • Sync product catalog details across sales channels

Example prompts

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

  • Show me all open invoices from last month in ERPNext.
  • Create a new sales order for customer Acme Corp in ERPNext.
  • What's the current stock level for item SKU-1023 in ERPNext?
  • List all document types available in ERPNext.
  • Update the delivery status for order SO-00045 in ERPNext.
  • Find the customer record for Jane Smith in ERPNext.
  • Delete the duplicate purchase order in ERPNext.
  • Show me all pending purchase orders in ERPNext.
  • Get the details of invoice INV-2024-001 in ERPNext.
  • Create a new employee record in ERPNext.

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.

ToolDescription
listDocTypesList all document types
getDocTypeGet document type definition
listDocumentsList documents
createDocumentCreate a document
getDocumentGet a document
updateDocumentUpdate a document
deleteDocumentDelete a document
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