Erpnext MCP integration
Reads stock and party details, raises invoices and delivery notes from existing orders, and drives documents through submit, cancel, and workflow steps.
52actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Add comment
Lyro leaves notes on documents for team coordination instantly. Colleagues communicate context without sending separate emails.
Get item details
Lyro retrieves product specs, pricing, and stock data instantly. Sales reps quote accurately with real inventory information.
Create document
Lyro generates new documents like invoices in ERPNext automatically. Teams create business records from chat without data entry.
How businesses use Erpnext + Lyro
Each card is one request a support team gets, and the Erpnext actions Lyro runs to close it.
Answer a stock or account question from the ERP
Lyro reads the current stock balance for an item in a given warehouse, pulls that item's pricing and tax detail, and returns the customer or supplier record behind the question, all from live data.
Get Stock BalanceGet Item DetailsGet Party DetailsTurn an order into the document that follows it
Lyro creates the sales invoice from an existing sales order, drafts the delivery note that ships against it, and raises a purchase order from a material request instead of rekeying the same lines.
Make Sales InvoiceMake Delivery NoteMake Purchase OrderMove a document through its workflow
Lyro checks which transitions a document currently allows, applies the right workflow action, and submits it, so a status change follows the approval path rather than an unrecorded edit in the field.
Get Workflow TransitionsApply WorkflowSubmit DocumentWork with any DocType, custom ones included
Lyro reads a DocType's field definitions and permissions before it writes anything, then creates, updates, or lists records of that type, so a custom module is handled exactly like a standard one.
Get DocType MetadataCreate DocumentList ERPNext Documents
How it works
Get started in 3 steps
Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Erpnext actions it has and picks the ones a request needs.
Connect Erpnext
Authorize the Erpnext account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Erpnext actions that close it and chains as many as the request needs.
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free
Erpnext · Lyro
What can you do in Erpnext without me setting anything up?
These, right away:
- Add comment
- Get all languages
- Cancel document
Great, let's start with the first one.
FAQ
Everything else about Erpnext
Setup, permissions, and the limits of what Lyro can do inside Erpnext.
Not by editing it, and that is ERPNext behavior rather than a limit of the connection. Submit Document moves a draft to Submitted, and from there Cancel Document is what changes the status to Cancelled. Save Document with Action covers create, save, submit, and cancel as a single call when the intended end state is known up front.
Every action available in Erpnext
All 52 actions your agent can call on Erpnext, straight from the live MCP connection.
Add comment
Add a comment to a document in ERPNext/Frappe.
Add tag
Add a tag to a document in ERPNext.
Apply workflow
Apply a workflow action to a document in ERPNext/Frappe.
Cancel document
Cancel a submitted document in ERPNext/Frappe to change its status from Submitted to Cancelled.
Create document
Create a new document of a specific DocType in ERPNext.
Create timesheet
Create a new Timesheet record in ERPNext.
Create webhook
Create a new webhook configuration in ERPNext.
Delete document
Delete a document using the Frappe client API.
Delete document
Delete a specific document by DocType and name.
Download file from erpnext
Download a file from ERPNext by its URL.
Download PDF document
Download a document as PDF from ERPNext with optional print format.
Get all languages
Get a list of all available languages in the ERPNext/Frappe system.
Get all roles
Get a list of all roles available in the ERPNext system.
Get document
Get a single document by DocType and name or filters from Frappe/ERPNext.
Get document count
Get the count of documents matching specified filters in ERPNext/Frappe.
Get doctype metadata
Retrieve complete DocType metadata/schema including field definitions, field types, permissions, and configurations.
Get document
Retrieve a specific document by its DocType and name (ID).
Get document with metadata
Retrieve a document with full metadata including attachments, comments, activity logs, and related information.
Get exchange rate
Get the currency exchange rate between two currencies in ERPNext.
Get fiscal year
Get fiscal year information for a given date in ERPNext.
Get framework version
Get the Frappe framework version and all installed app versions.
Get item details
Get detailed item information including pricing, taxes, and stock details from ERPNext.
Get list of documents
Retrieve a list of documents from ERPNext/Frappe with filtering, field selection, and pagination.
Get logged user
Get the email/ID of the currently authenticated user.
Get party details
Get comprehensive customer or supplier details including addresses, contacts, and default financial settings.
Get payment entry
Get payment entry details for an invoice or order from ERPNext.
Get stock balance
Retrieve the current stock balance for a specific item in a warehouse.
Get timezones
Get a list of all available timezones in the ERPNext system.
Get user roles
Get roles assigned to a user.
Get field value
Get specific field value(s) from a document in ERPNext.
The tools Erpnext sits next to
Same connection, same setup. Pick the next one your team already uses.
Ascora
Finds jobs by number or address and reports status, drafts quotations from configured labour roles, updates customer records, and checks stock levels.
Ecologi
Reads live Ecologi impact totals - trees funded, emissions avoided, carbon removed and habitat restored - and answers the question in the conversation.
Jira
Searches the backlog with JQL, files properly typed issues with attachments, transitions and assigns them, and moves work into the live sprint.
Motion
Files tasks with priority, due date, and assignee, answers what is on someone's plate, reworks the plan when priorities move, and leaves context behind.
Safetyculture
Raises corrective actions with an owner and a due date, reports where open issues stand, and looks up assets by their code straight from the conversation.
Timely
Lists time entries by project or person, generates filtered billing reports, locks days against edits, and maintains clients, projects, and labels.
Ready to connect Erpnext?
Authorize the account and your agent has all 52 actions from the first conversation.