Connect your AI to ERPNext

What your AI can do with ERPNext

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

• list_customersread-only

  List customers, optionally matching a name fragment.

• get_customerread-only

  Read one customer by name (the name is the id, from list_customers).

• create_customerwrite · needs approval

  Create a customer. customerType is the party's legal nature (Company, Individual, Partnership); customerGroup is the commercial segment and is a different field.

• list_sales_ordersread-only

  List sales orders, newest first. docstatus 0 = draft, 1 = submitted (binding, posted to the ledger), 2 = cancelled.

• get_sales_orderread-only

  Read one sales order with its lines. docstatus 0 = draft, 1 = submitted (binding, posted to the ledger), 2 = cancelled.

• list_sales_invoicesread-only

  List customer invoices, newest first. Use unpaidOnly for receivables. docstatus 0 = draft, 1 = submitted (binding, posted to the ledger), 2 = cancelled.

• get_sales_invoiceread-only

  Read one customer invoice with its lines. docstatus 0 = draft, 1 = submitted (binding, posted to the ledger), 2 = cancelled.

• list_suppliersread-only

  List suppliers, optionally matching a name fragment.

• list_purchase_ordersread-only

  List purchase orders, newest first. docstatus 0 = draft, 1 = submitted (binding, posted to the ledger), 2 = cancelled.

• get_purchase_invoiceread-only

  Read one supplier invoice with its lines. docstatus 0 = draft, 1 = submitted (binding, posted to the ledger), 2 = cancelled.

• list_purchase_invoicesread-only

  List supplier invoices, newest first. Use unpaidOnly for payables. docstatus 0 = draft, 1 = submitted (binding, posted to the ledger), 2 = cancelled.

• list_itemsread-only

  List items (products and services), optionally matching a name fragment.

• get_itemread-only

  Read one item by code (the item code is the id).

• get_item_stockread-only

  Stock levels for one item, per warehouse. actual_qty is what is physically there; projected_qty also counts what is ordered in and reserved out. An item with no rows has never moved in any warehouse.

• list_leadsread-only

  List leads, newest first.

• create_leadwrite · needs approval

  Create a lead.

• list_opportunitiesread-only

  List opportunities, newest first.

• create_opportunitywrite · needs approval

  Create an opportunity against an existing customer or lead. opportunityFrom says which of the two party is: pass a customer id with Customer, a lead id with Lead.

• list_journal_entriesread-only

  List journal entries, newest first. Read-only: this connector never posts, amends or cancels an accounting document. docstatus 0 = draft, 1 = submitted (binding, posted to the ledger), 2 = cancelled.

• list_paymentsread-only

  List payment entries (money in and out), newest first. Read-only. docstatus 0 = draft, 1 = submitted (binding, posted to the ledger), 2 = cancelled.

• list_gl_entriesread-only

  List general ledger entries — the posted accounting trail, newest first. Cancelled entries are excluded unless includeCancelled is set. Read-only.

• add_commentwrite · needs approval

  Add a comment to a document. Comments are notes on the timeline: they never change the document itself, which is why this is offered on documents that are otherwise read-only.

• list_documentsread-only

  List one of the other business documents this ERPNext holds: quotations, delivery notes, purchase receipts, stock entries, material requests, projects, tasks, timesheets, employees, contacts, addresses, support issues, work orders or assets. Ask for the entity by name; each has its own useful columns.

• get_documentread-only

  Read one of those documents in full, including its line items when it has any — a quotation's products, a delivery note's shipped lines, a timesheet's logged hours.

• list_reference_dataread-only

  List one of the instance's reference tables, to get the values the other tools filter on: warehouses, chart of accounts, cost centres, item groups, customer and supplier groups, territories, units of measure, price lists or companies.

• run_financial_reportread-only

  Run one of ERPNext's standard accounting reports over a period — trial balance, balance sheet, profit and loss, general ledger, or the receivable/payable ageing. This is the tool for 'where do we stand', rather than reading entries one by one.

• create_taskwrite · needs approval

  Create a task, optionally inside a project and with dates. Writes to ERPNext, so it goes through the confirmation guardrail when enabled.

Example prompts

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

• “Give me the trial balance for this year and flag the accounts that moved most since last quarter.”
• “Which sales invoices are overdue, by how many days, and what is the total per customer?”
• “Which items are below reorder level, and what is already on order for them?”
• “Summarise this quarter's P&L and tell me which cost line grew fastest.”
• “List the open quotations older than 30 days with their amount, so we can chase them.”

How it works

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

Frequently asked questions

Does ERPNext have an official MCP server?

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

What can my AI do with ERPNext through Proxoria?

It gets 27 tools: list_customers, get_customer, create_customer, list_sales_orders, get_sales_order, list_sales_invoices, get_sales_invoice, list_suppliers, list_purchase_orders, get_purchase_invoice, list_purchase_invoices, list_items, get_item, get_item_stock, list_leads, create_lead, list_opportunities, create_opportunity, list_journal_entries, list_payments, list_gl_entries, add_comment, list_documents, get_document, list_reference_data, run_financial_report, create_task. For example, list customers, optionally matching a name fragment.

Is the ERPNext 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 ERPNext.

How do I connect ERPNext to my AI?

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