The ERPNext MCP Server is a Model Context Protocol server that provides comprehensive API access to ERPNext, enabling AI assistants to interact with all aspects of an ERPNext instance.

Document Management (CRUD): Create, read, update, delete, and list documents across any ERPNext DocType with advanced filtering, sorting, pagination, field selection, and OR conditions. Get document counts and summary views with total counts in a single call.

Workflow Operations: Submit and cancel submittable documents like invoices, sales orders, and purchase orders.

Schema & Metadata: List all available DocTypes with optional module filtering, retrieve complete field definitions and metadata for any DocType, and search link field values with autocomplete support.

Inventory Management: Query real-time stock balances from warehouse bins, view stock ledger entries (inventory transaction history), and retrieve item prices from price lists.

Trading & Sales Operations: Convert documents through the sales/purchase cycle (e.g., Quotation → Sales Order → Delivery Note → Invoice) and check outstanding balances for customers and suppliers.

Customer & Supplier Details: Retrieve comprehensive party information including addresses, phone numbers, and contacts with alias search support.

File Management: Upload files from local paths or URLs, list files attached to documents, download files, and get file download URLs.

Reporting & Custom Methods: Execute ERPNext query reports with optional filters and call any whitelisted server-side method with custom arguments using GET or POST requests.

Flexible Integration: Works with any ERPNext instance via API keys and can be configured for MCP clients like Claude Desktop.

Provides tools to interact with an ERPNext instance via its REST API, allowing for document management (CRUD), workflow actions like submitting and cancelling documents, running query reports, inspecting schemas, and accessing specialized inventory and trading functions like stock balances and party balances.

1. Click on "Install Server".

2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.

3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@ERPNext MCP Server Show me the current stock balance for item 'iPhone 15' in the Main Warehouse"

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.