ERPNext MCP Server

Instructions

Implementation Reference

• src/index.ts:572-610 (handler)

  MCP tool call handler for 'run_report': checks authentication, extracts report_name and optional filters from arguments, calls erpnext.runReport, returns JSON result or error message.

  case "run_report": {
    if (!erpnext.isAuthenticated()) {
      return {
        content: [{
          type: "text",
          text: "Not authenticated with ERPNext. Please configure API key authentication."
        }],
        isError: true
      };
    }
    
    const reportName = String(request.params.arguments?.report_name);
    const filters = request.params.arguments?.filters as Record<string, any> | undefined;
    
    if (!reportName) {
      throw new McpError(
        ErrorCode.InvalidParams,
        "Report name is required"
      );
    }
    
    try {
      const result = await erpnext.runReport(reportName, filters);
      return {
        content: [{
          type: "text",
          text: JSON.stringify(result, null, 2)
        }]
      };
    } catch (error: any) {
      return {
        content: [{
          type: "text",
          text: `Failed to run report ${reportName}: ${error?.message || 'Unknown error'}`
        }],
        isError: true
      };
    }
  }

• src/index.ts:421-439 (schema)

  Input schema for the 'run_report' tool, defining report_name as required string and optional filters object.

  {
    name: "run_report",
    description: "Run an ERPNext report",
    inputSchema: {
      type: "object",
      properties: {
        report_name: {
          type: "string",
          description: "Name of the report"
        },
        filters: {
          type: "object",
          additionalProperties: true,
          description: "Report filters (optional)"
        }
      },
      required: ["report_name"]
    }
  }

• src/index.ts:324-442 (registration)

  Registration of the 'run_report' tool via the ListToolsRequest handler, which includes its name, description, and input schema.

  server.setRequestHandler(ListToolsRequestSchema, async () => {
    return {
      tools: [
        {
          name: "get_doctypes",
          description: "Get a list of all available DocTypes",
          inputSchema: {
            type: "object",
            properties: {}
          }
        },
        {
          name: "get_doctype_fields",
          description: "Get fields list for a specific DocType",
          inputSchema: {
            type: "object",
            properties: {
              doctype: {
                type: "string",
                description: "ERPNext DocType (e.g., Customer, Item)"
              }
            },
              required: ["doctype"]
          }
        },
        {
          name: "get_documents",
          description: "Get a list of documents for a specific doctype",
          inputSchema: {
            type: "object",
            properties: {
              doctype: {
                type: "string",
                description: "ERPNext DocType (e.g., Customer, Item)"
              },
              fields: {
                type: "array",
                items: {
                  type: "string"
                },
                description: "Fields to include (optional)"
              },
              filters: {
                type: "object",
                additionalProperties: true,
                description: "Filters in the format {field: value} (optional)"
              },
              limit: {
                type: "number",
                description: "Maximum number of documents to return (optional)"
              }
            },
            required: ["doctype"]
          }
        },
        {
          name: "create_document",
          description: "Create a new document in ERPNext",
          inputSchema: {
            type: "object",
            properties: {
              doctype: {
                type: "string",
                description: "ERPNext DocType (e.g., Customer, Item)"
              },
              data: {
                type: "object",
                additionalProperties: true,
                description: "Document data"
              }
            },
            required: ["doctype", "data"]
          }
        },
        {
          name: "update_document",
          description: "Update an existing document in ERPNext",
          inputSchema: {
            type: "object",
            properties: {
              doctype: {
                type: "string",
                description: "ERPNext DocType (e.g., Customer, Item)"
              },
              name: {
                type: "string",
                description: "Document name/ID"
              },
              data: {
                type: "object",
                additionalProperties: true,
                description: "Document data to update"
              }
            },
            required: ["doctype", "name", "data"]
          }
        },
        {
          name: "run_report",
          description: "Run an ERPNext report",
          inputSchema: {
            type: "object",
            properties: {
              report_name: {
                type: "string",
                description: "Name of the report"
              },
              filters: {
                type: "object",
                additionalProperties: true,
                description: "Report filters (optional)"
              }
            },
            required: ["report_name"]
          }
        }
      ]
    };
  });

• src/index.ts:129-142 (helper)

  ERPNextClient.runReport helper method that performs the actual API call to ERPNext's frappe.desk.query_report.run endpoint with report_name and filters.

  // Run a report
  async runReport(reportName: string, filters?: Record<string, any>): Promise<any> {
    try {
      const response = await this.axiosInstance.get(`/api/method/frappe.desk.query_report.run`, {
        params: {
          report_name: reportName,
          filters: filters ? JSON.stringify(filters) : undefined
        }
      });
      return response.data.message;
    } catch (error: any) {
      throw new Error(`Failed to run report ${reportName}: ${error?.message || 'Unknown error'}`);
    }
  }