ERPNext MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| ERPNEXT_URL | Yes | URL of the ERPNext instance | |
| ERPNEXT_DEBUG | No | Enable debug logging | false |
| ERPNEXT_API_KEY | Yes | ERPNext API key | |
| ERPNEXT_API_SECRET | Yes | ERPNext API secret |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
| resources | {
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| authenticate_erpnextB | Authenticate with ERPNext using username and password (alternative to API key) |
| get_documentA | Get a single document by DocType and name |
| get_documentsB | Get a list of documents for a specific DocType with optional filtering |
| create_documentB | Create a new document in ERPNext |
| update_documentC | Update an existing document in ERPNext |
| delete_documentC | Delete a document from ERPNext |
| submit_documentA | Submit a document (Draft → Submitted). Only works for submittable DocTypes. |
| cancel_documentB | Cancel a submitted document |
| get_doctypesB | Get a list of all available DocTypes in ERPNext |
| get_doctype_fieldsA | Get field definitions for a specific DocType |
| get_doctype_metaC | Get complete metadata for a DocType including all configuration |
| create_doctypeB | Create a new custom DocType in ERPNext |
| add_doctype_fieldC | Add a custom field to an existing DocType |
| create_custom_fieldB | Create a custom field that survives ERPNext updates |
| create_property_setterC | Override a DocType or field property |
| get_workflowB | Get the active workflow for a DocType |
| create_workflowB | Create a new workflow for a DocType |
| update_workflowC | Update an existing workflow |
| run_reportC | Execute an ERPNext report and get results |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| doctypes | List of all available DocTypes in ERPNext |
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