Connect your AI to Dolibarr

What your AI can do with Dolibarr

Once connected, these tools appear automatically in your AI assistant:

• list_thirdpartiesread-only

  List third parties (companies: customers, prospects, suppliers), optionally filtered by name or by relationship type.

• get_thirdpartyread-only

  Get one third party by id: address, contact details, VAT number, customer/supplier codes.

• create_thirdpartywrite · needs approval

  Create a third party (company) in the CRM. Writes to the ERP, so it goes through the confirmation guardrail when enabled.

• list_contactsread-only

  List contacts (people), optionally filtered by name or by third party.

• create_contactwrite · needs approval

  Create a contact (person), optionally attached to a third party. Writes to the ERP, so it goes through the confirmation guardrail when enabled.

• list_invoicesread-only

  List customer invoices, optionally restricted to one third party or to a payment status (unpaid is the usual one for chasing payments).

• get_invoiceread-only

  Get one invoice by id, with its lines, totals and payment situation.

• list_proposalsread-only

  List commercial proposals (quotes), optionally restricted to one third party.

• list_ordersread-only

  List sales orders, optionally restricted to one third party.

• list_supplier_invoicesread-only

  List supplier invoices (what the business owes), optionally restricted to one supplier or to a payment status.

• list_supplier_ordersread-only

  List purchase orders sent to suppliers, optionally restricted to one supplier.

• list_productsread-only

  List products and services from the catalog, optionally filtered by label.

• list_projectsread-only

  List projects (requires the Projects module on the instance).

• list_tasksread-only

  List project tasks, optionally those of one project (requires the Projects module).

• list_ticketsread-only

  List support tickets (requires the Ticket module on the instance).

• list_agenda_eventsread-only

  List agenda events (logged calls, meetings, emails), optionally those of one third party or owned by given users.

• create_agenda_eventwrite · needs approval

  Log an agenda event — a call, meeting, email or on-site intervention — optionally linked to a third party. Writes to the ERP, so it goes through the confirmation guardrail when enabled.

• get_proposalread-only

  Get one commercial proposal by id, with its lines, totals and validity — the detail list_proposals only summarises.

• get_orderread-only

  Get one sales order by id, with its lines, totals and delivery date.

• get_productread-only

  Get one product or service by id: price, VAT rate, description, barcode and — for a stocked product — the quantity on hand.

• list_invoice_paymentsread-only

  List the payments received against one customer invoice: amount, date and payment type — what tells whether a partly-paid invoice still needs chasing.

• update_thirdpartywrite · needs approval

  Update a third party: contact details, address or VAT number. Writes to the ERP, so it goes through the confirmation guardrail when enabled.

• list_recordsread-only

  List one of the other Dolibarr modules' records: warehouses, stock movements, shipments, contracts, interventions, expense reports, bank accounts, members, users or categories. Each needs its module enabled on the instance; ask for the entity by name.

Example prompts

Just ask your AI in plain language — it picks the right Dolibarr tool:

• “Which customer invoices are unpaid, and how much has been received on each so far?”
• “List our suppliers with their orders this quarter, and flag anything not yet received.”
• “Create a prospect from this business card and log a call with them for next Tuesday.”
• “What is in stock in each warehouse, and which products have moved this month?”
• “Which tickets are still open, and what did the last exchange on each of them say?”

How it works

1. Create your Proxoria account and add your MCP endpoint to Claude or ChatGPT.
2. Connect Dolibarr with your API key — each user connects their own account, credentials encrypted at rest.
3. Your AI instantly gets the Dolibarr tools. Write actions wait for your approval in the dashboard before anything changes.

Frequently asked questions

Does Dolibarr have an official MCP server?

You don't need one. Proxoria exposes Dolibarr to your AI through the Model Context Protocol, so you can use it from Claude, ChatGPT, Mistral or any MCP-compatible client — no official Dolibarr MCP server required.

What can my AI do with Dolibarr through Proxoria?

It gets 23 tools: list_thirdparties, get_thirdparty, create_thirdparty, list_contacts, create_contact, list_invoices, get_invoice, list_proposals, list_orders, list_supplier_invoices, list_supplier_orders, list_products, list_projects, list_tasks, list_tickets, list_agenda_events, create_agenda_event, get_proposal, get_order, get_product, list_invoice_payments, update_thirdparty, list_records. For example, list third parties (companies: customers, prospects, suppliers), optionally filtered by name or by relationship type.

Is the Dolibarr connector read-only?

No — it can also make changes. Write actions go through Proxoria's confirmation guardrail by default: your AI proposes them, and you approve each one from your dashboard before anything is written to Dolibarr.

How do I connect Dolibarr to my AI?

Create a Proxoria account, connect Dolibarr with your API key, and add your Proxoria MCP endpoint to Claude or ChatGPT. Your AI instantly gains the Dolibarr tools.