Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@ERPNext MCP Servershow me the latest sales orders"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
ERPNext MCP Server
A Model Context Protocol server for ERPNext integration
This is a TypeScript-based MCP server that provides integration with ERPNext/Frappe API. It enables AI assistants to interact with ERPNext data and functionality through the Model Context Protocol.
Features
Resources
Access ERPNext documents via
erpnext://{doctype}/{name}URIsJSON format for structured data access
Tools
authenticate_erpnext- Authenticate with ERPNext using username and passwordget_documents- Get a list of documents for a specific doctypecreate_document- Create a new document in ERPNextupdate_document- Update an existing document in ERPNextrun_report- Run an ERPNext reportget_doctype_fields- Get fields list for a specific DocTypeget_doctypes- Get a list of all available DocTypes
Related MCP server: Prefect MCP Server
Configuration
The server requires the following environment variables:
ERPNEXT_URL- The base URL of your ERPNext instanceERPNEXT_API_KEY(optional) - API key for authenticationERPNEXT_API_SECRET(optional) - API secret for authentication
Development
Install dependencies:
npm installBuild the server:
npm run buildFor development with auto-rebuild:
npm run watchInstallation
To use with Claude Desktop, add the server config:
On MacOS: ~/Library/Application Support/Claude/claude_desktop_config.json
On Windows: %APPDATA%/Claude/claude_desktop_config.json
{
"mcpServers": {
"erpnext": {
"command": "node",
"args": ["/path/to/erpnext-server/build/index.js"],
"env": {
"ERPNEXT_URL": "http://your-erpnext-instance.com",
"ERPNEXT_API_KEY": "your-api-key",
"ERPNEXT_API_SECRET": "your-api-secret"
}
}
}
}To use with Claude in VSCode, add the server config to:
On MacOS: ~/Library/Application Support/Code/User/globalStorage/saoudrizwan.claude-dev/settings/cline_mcp_settings.json
On Windows: %APPDATA%/Code/User/globalStorage/saoudrizwan.claude-dev/settings/cline_mcp_settings.json
Debugging
Since MCP servers communicate over stdio, debugging can be challenging. We recommend using the MCP Inspector, which is available as a package script:
npm run inspectorThe Inspector will provide a URL to access debugging tools in your browser.
Usage Examples
Authentication
<use_mcp_tool>
<server_name>erpnext</server_name>
<tool_name>authenticate_erpnext</tool_name>
<arguments>
{
"username": "your-username",
"password": "your-password"
}
</arguments>
</use_mcp_tool>Get Customer List
<use_mcp_tool>
<server_name>erpnext</server_name>
<tool_name>get_documents</tool_name>
<arguments>
{
"doctype": "Customer"
}
</arguments>
</use_mcp_tool>Get Customer Details
<access_mcp_resource>
<server_name>erpnext</server_name>
<uri>erpnext://Customer/CUSTOMER001</uri>
</access_mcp_resource>Create New Item
<use_mcp_tool>
<server_name>erpnext</server_name>
<tool_name>create_document</tool_name>
<arguments>
{
"doctype": "Item",
"data": {
"item_code": "ITEM001",
"item_name": "Test Item",
"item_group": "Products",
"stock_uom": "Nos"
}
}
</arguments>
</use_mcp_tool>Get Item Fields
<use_mcp_tool>
<server_name>erpnext</server_name>
<tool_name>get_doctype_fields</tool_name>
<arguments>
{
"doctype": "Item"
}
</arguments>
</use_mcp_tool>