update_document

Instructions

Implementation Reference

• src/index.ts:531-570 (handler)

  MCP CallToolRequestSchema handler case for 'update_document': checks authentication, validates arguments (doctype, name, data), invokes erpnext.updateDocument, and returns formatted success/error response.

  case "update_document": {
    if (!erpnext.isAuthenticated()) {
      return {
        content: [{
          type: "text",
          text: "Not authenticated with ERPNext. Please configure API key authentication."
        }],
        isError: true
      };
    }
    
    const doctype = String(request.params.arguments?.doctype);
    const name = String(request.params.arguments?.name);
    const data = request.params.arguments?.data as Record<string, any> | undefined;
    
    if (!doctype || !name || !data) {
      throw new McpError(
        ErrorCode.InvalidParams,
        "Doctype, name, and data are required"
      );
    }
    
    try {
      const result = await erpnext.updateDocument(doctype, name, data);
      return {
        content: [{
          type: "text",
          text: `Updated ${doctype} ${name}\n\n${JSON.stringify(result, null, 2)}`
        }]
      };
    } catch (error: any) {
      return {
        content: [{
          type: "text",
          text: `Failed to update ${doctype} ${name}: ${error?.message || 'Unknown error'}`
        }],
        isError: true
      };
    }
  }

• src/index.ts:118-127 (handler)

  Core ERPNextClient.updateDocument method: executes the HTTP PUT request to the ERPNext REST API endpoint `/api/resource/{doctype}/{name}` with the provided document data.

  async updateDocument(doctype: string, name: string, doc: Record<string, any>): Promise<any> {
    try {
      const response = await this.axiosInstance.put(`/api/resource/${doctype}/${name}`, {
        data: doc
      });
      return response.data.data;
    } catch (error: any) {
      throw new Error(`Failed to update ${doctype} ${name}: ${error?.message || 'Unknown error'}`);
    }
  }

• src/index.ts:399-420 (schema)

  Tool specification in ListToolsRequestSchema response: defines name, description, and input schema (doctype, name, data as object) for the update_document tool.

    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"]
    }
  },

• src/index.ts:324-442 (registration)

  Registration of all tools including 'update_document' via the ListToolsRequestSchema handler, which lists available tools with their schemas.

  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"]
          }
        }
      ]
    };
  });