Erpnext

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.

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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.

See all 52 actions

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 Details

  • Turn 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 Order

  • Move 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 Document

  • Work 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.

  1. 01

    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.

  2. 02

    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.

  3. 03

    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

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.

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Ready to connect Erpnext?

Authorize the account and your agent has all 52 actions from the first conversation.

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