Add Erpnext to your AI agent

Tool to retrieve the current stock balance for a specific item in a warehouse. Use when you need to check inventory levels or available quantity.

Tool to get specific field value(s) from a document in ERPNext. Use when you need to retrieve one or more field values without loading the entire document.

Tool to insert a new document in ERPNext/Frappe using the client API. Use when you need to create any type of document (ToDo, Customer, Item, etc.) by providing the doctype and required fields.

Tool to list documents of a specific DocType from ERPNext. Returns paginated results (default 20 items). Use when you need to retrieve multiple documents, with support for filtering, field selection, and pagination.

Create a draft Delivery Note from an existing Sales Order in ERPNext. Use when you need to initiate shipment/delivery of items from a confirmed sales order. The created Delivery Note will be in draft state and can be modified before submission.

Create a draft Purchase Order from an existing Material Request in ERPNext. Use when you need to initiate procurement of items from an approved material request. The created Purchase Order will be in draft state and can be modified before submission.

Tool to create a Sales Invoice from an existing Sales Order in ERPNext. Use when you need to generate an invoice for a confirmed sales order. The created invoice will be in draft state and can be submitted separately if needed.

Tool to create a Stock Entry for material transfer, receipt, or issue in ERPNext. Use when you need to record inventory movements between warehouses or add/remove stock. For Material Receipt, include target warehouse and basic_rate. For Material Issue, include source warehouse. For Material Transfer, include both source and target warehouses.

Tool to save, submit, cancel, or update a document in ERPNext. Use when you need to create or modify documents in ERPNext. The doc parameter must be a JSON-serializable dictionary containing the document fields.

Tool to save an existing ERPNext/Frappe document with changes. Use when you need to update an existing document in the system. Requires the complete document object including all system fields and the fields being updated.

Tool to search for documents to link in ERPNext/Frappe Link fields. Use when you need autocomplete suggestions for Link fields or to find documents by name/text.

Tool to set a specific field value on a document in ERPNext. Use when you need to update a single field without retrieving or modifying the entire document.

Submit a draft document in ERPNext/Frappe to change its status from Draft to Submitted. Use for submittable DocTypes like Sales Invoice, Purchase Order, Journal Entry, etc. Document must exist in draft state (docstatus=0) before submission.

Tool to update a specific ERPNext document. Acts like a PATCH request - only send the fields you want to change, not the whole document. Use when you need to modify specific fields of an existing document.

Tool to add a tag to a document in ERPNext. Use when you need to categorize or label documents for organization and filtering purposes.

Tool to delete a specific document by DocType and name. Use when you need to remove a document from ERPNext. Requires delete permissions for the specified DocType.

Tool to download a file from ERPNext by its URL. Use when you need to retrieve file content from the ERPNext instance using the file's URL path.

Tool to download a document as PDF from ERPNext with optional print format. Use when you need to retrieve a document in PDF format, optionally specifying a custom print format or excluding letterhead.

Tool to get a list of all available languages in the ERPNext/Frappe system. Use when you need to retrieve supported languages for translation or localization purposes.

Tool to get the count of documents matching specified filters in ERPNext/Frappe. Use when you need to know how many records exist for a specific DocType, optionally filtered by conditions.

Tool to retrieve a document with full metadata including attachments, comments, activity logs, and related information. Use when you need complete document details beyond the basic fields returned by standard GET requests.

Tool to retrieve complete DocType metadata/schema including field definitions, field types, permissions, and configurations. Use when you need to understand the structure of a DocType, its fields, validation rules, or permissions before creating or querying documents.

Tool to get the currency exchange rate between two currencies in ERPNext. Use when you need to convert amounts between different currencies or check current exchange rates.

Tool to get fiscal year information for a given date in ERPNext. Use when you need to determine which fiscal year a specific date falls into or retrieve fiscal year boundaries.

Tool to get the Frappe framework version and all installed app versions. Use when you need to check the ERPNext/Frappe system version for compatibility or debugging purposes.

Tool to get the email/ID of the currently authenticated user. Use to verify authentication is working.

Tool to get a list of all available timezones in the ERPNext system. Use when you need to retrieve timezone options for user configuration or scheduling.

Tool to get roles assigned to a user. Use when you need to check user permissions or access levels in ERPNext/Frappe.

Tool to get available workflow transitions for a document. Use when you need to check what workflow actions are available for a specific document based on its current state and user permissions.

Tool to insert multiple documents at once into ERPNext/Frappe. Use when you need to create multiple records (Notes, Customers, Items, etc.) in a single API call for better efficiency.

Tool to get a list of all DocTypes available in the ERPNext system. Use when you need to retrieve available DocTypes with optional filtering and pagination.

Tool to retrieve a list of Employee records from ERPNext. Use when you need to fetch employee information with optional filtering and pagination.

Tool to retrieve a list of Project records from ERPNext. Use when you need to get projects, optionally filtered and paginated.

Tool to get a list of Timesheet records from ERPNext. Use when you need to retrieve, search, or filter timesheets. Supports pagination and flexible field selection.

Tool to list webhook configurations in ERPNext. Use when you need to retrieve all configured webhooks or search for specific webhooks using filters.

Tool to check if the ERPNext/Frappe API is reachable. Use when you need to verify API connectivity or test authentication.

Tool to rename an ERPNext document by changing its unique ID/name. Use when you need to change a document's primary identifier, optionally merging with an existing document.

Tool to perform global text search across ERPNext documents. Use when you need to find documents, pages, or records by searching for keywords across the system. Results are ranked by relevance and include document type, name, content preview, and navigation route.