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Kai-Oesterling

ERPNext MCP Server

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
ERPNEXT_URLYesURL of the ERPNext instance
ERPNEXT_DEBUGNoEnable debug loggingfalse
ERPNEXT_API_KEYYesERPNext API key
ERPNEXT_API_SECRETYesERPNext API secret

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": true
}
resources
{
  "listChanged": true
}

Tools

Functions exposed to the LLM to take actions

NameDescription
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

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription
doctypesList of all available DocTypes in ERPNext

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