Which integrations are available for this server?

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.

How do I use ERPNext MCP Server?

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.

ERPNext MCP Server

MCP (Model Context Protocol) server for ERPNext REST API, built with FastMCP and Python.

Features

CRUD — List, get, create, update, delete documents
Workflow — Submit and cancel submittable documents
Reports — Run ERPNext query reports
Schema — Inspect DocType field definitions, list all DocTypes
Inventory — Stock balance, stock ledger, item prices
Trading — Document conversion (e.g. Quotation → Sales Order), party balance
Helpers — Link search (autocomplete), document count, generic method calls

Requirements

Python >= 3.11
uv (recommended) or pip
ERPNext instance with API key/secret

Setup

# Clone the repo git clone <repo-url> && cd erpnext-mcp # Create .env file cat > .env << 'EOF' ERPNEXT_URL=https://your-erpnext-instance.com ERPNEXT_API_KEY=your_api_key ERPNEXT_API_SECRET=your_api_secret EOF # Install dependencies uv sync

Run

set -a && source .env && set +a && uv run erpnext-mcp

Available Tools

Tool	Description
`list_documents`	List documents with filters, sorting, pagination
`get_document`	Get a single document by name
`create_document`	Create a new document
`update_document`	Update an existing document
`delete_document`	Delete a document
`submit_document`	Submit a submittable document
`cancel_document`	Cancel a submitted document
`run_report`	Execute an ERPNext report
`get_count`	Get document count with optional filters
`get_list_with_summary`	List documents with total count
`run_method`	Call any whitelisted server-side method
`search_link`	Link field autocomplete search
`list_doctypes`	List all available DocType names
`get_doctype_meta`	Get field definitions for a DocType
`get_stock_balance`	Real-time stock balance from Bin
`get_stock_ledger`	Stock ledger entries (inventory history)
`get_item_price`	Item prices from price lists
`make_mapped_doc`	Document conversion (e.g. SO → DN)
`get_party_balance`	Outstanding balance for Customer/Supplier

MCP Client Configuration

Add to your MCP client config (e.g. Claude Desktop claude_desktop_config.json):

{ "mcpServers": { "erpnext": { "command": "uv", "args": ["--directory", "/path/to/erpnext-mcp", "run", "erpnext-mcp"], "env": { "ERPNEXT_URL": "https://your-erpnext-instance.com", "ERPNEXT_API_KEY": "your_api_key", "ERPNEXT_API_SECRET": "your_api_secret" } } } }