ERPNext MCP Server

MCP (Model Context Protocol) server for ERPNext ERP. Manage CRM leads, opportunities, customers, projects, tasks, timesheets, and sales directly from Claude Code.

Tools

CRM - Leads

• list_leads -- List leads filtered by status or source

• get_lead -- Get lead details by ID

• create_lead -- Create a new CRM lead

• update_lead -- Update lead status or notes

CRM - Opportunities

• list_opportunities -- List opportunities filtered by status

• get_opportunity -- Get opportunity details

CRM - Customers

• list_customers -- List all customers

• get_customer -- Get customer details

Projects

• list_projects -- List projects filtered by status

• get_project -- Get project details with tasks

• create_project -- Create a new project

• create_task -- Create a task in a project

• update_task -- Update task status or priority

Timesheets

• list_timesheets -- List timesheets, optionally by project

• add_timesheet -- Add a time entry for a project

Sales

• list_quotations -- List sales quotations/offers

• list_sales_orders -- List sales orders

General

• search -- Global search across ERPNext doctypes

• get_dashboard -- ERPNext dashboard KPIs (leads, opportunities, projects)

Setup

cd erpnext-mcp
python3 -m venv .venv
source .venv/bin/activate
pip install -r requirements.txt

# Configure
cp run-mcp.sh.example run-mcp.sh
chmod +x run-mcp.sh
# Edit run-mcp.sh and set your ERPNext credentials

Environment Variables

Claude Code Configuration

Add to ~/.mcp.json:

{
  "mcpServers": {
    "erpnext": {
      "command": "/path/to/erpnext-mcp/run-mcp.sh",
      "type": "stdio"
    }
  }
}

License

MIT -- see LICENSE