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Erpnextaccounting

50 available actions

What your AI agent can do in Erpnext

Free and open-source integrated Enterprise Resource Planning software built on Frappe Framework This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get Payment EntryTool to get payment entry details for an invoice or order from ERPNext.
  • Get All LanguagesTool to get a list of all available languages in the ERPNext/Frappe system.
  • Add CommentTool to add a comment to a document in ERPNext/Frappe.
  • Add TagTool to add a tag to a document in ERPNext.
  • Update ERPNext documentTool to update a specific ERPNext document.
  • Save Document with ActionTool to save, submit, cancel, or update a document in ERPNext.

Browse all 50 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 29 actionsHide actions
  • Download file from ERPNextTool to download a file from ERPNext by its URL.
  • Download PDF DocumentTool to download a document as PDF from ERPNext with optional print format.
  • Get All LanguagesTool to get a list of all available languages in the ERPNext/Frappe system.
  • Get All RolesTool to get a list of all roles available in the ERPNext system.
  • Get DocumentTool to get a single document by DocType and name or filters from Frappe/ERPNext.
  • Get Document CountTool to get the count of documents matching specified filters in ERPNext/Frappe.
  • Get DocType MetadataTool to retrieve complete DocType metadata/schema including field definitions, field types, permissions, and configurations.
  • Get DocumentTool to retrieve a specific document by its DocType and name (ID).
  • Get Document with MetadataTool to retrieve a document with full metadata including attachments, comments, activity logs, and related information.
  • Get Exchange RateTool to get the currency exchange rate between two currencies in ERPNext.
  • Get Fiscal YearTool to get fiscal year information for a given date in ERPNext.
  • Get Framework VersionTool to get the Frappe framework version and all installed app versions.
  • Get Item DetailsTool to get detailed item information including pricing, taxes, and stock details from ERPNext.
  • Get List of DocumentsTool to retrieve a list of documents from ERPNext/Frappe with filtering, field selection, and pagination.
  • Get Logged UserTool to get the email/ID of the currently authenticated user.
  • Get Party DetailsTool to get comprehensive customer or supplier details including addresses, contacts, and default financial settings.
  • Get Payment EntryTool to get payment entry details for an invoice or order from ERPNext.
  • Get Stock BalanceTool to retrieve the current stock balance for a specific item in a warehouse.
  • Get TimezonesTool to get a list of all available timezones in the ERPNext system.
  • Get User RolesTool to get roles assigned to a user.
  • Get Field ValueTool to get specific field value(s) from a document in ERPNext.
  • Get Workflow TransitionsTool to get available workflow transitions for a document.
  • List DocTypesTool to get a list of all DocTypes available in the ERPNext system.
  • List ERPNext DocumentsTool to list documents of a specific DocType from ERPNext.
  • List EmployeesTool to retrieve a list of Employee records from ERPNext.
  • List ProjectsTool to retrieve a list of Project records from ERPNext.
  • List TimesheetsTool to get a list of Timesheet records from ERPNext.
  • List WebhooksTool to list webhook configurations in ERPNext.
  • Search Link Field DocumentsTool to search for documents to link in ERPNext/Frappe Link fields.
Create & communicateCreate records or send supported messagesView 5 actionsHide actions
  • Add CommentTool to add a comment to a document in ERPNext/Frappe.
  • Add TagTool to add a tag to a document in ERPNext.
  • Create DocumentTool to create a new document of a specific DocType in ERPNext.
  • Create TimesheetTool to create a new Timesheet record in ERPNext.
  • Submit DocumentSubmit a draft document in ERPNext/Frappe to change its status from Draft to Submitted.
Update & manageChange and manage existing recordsView 4 actionsHide actions
  • Save Document with ActionTool to save, submit, cancel, or update a document in ERPNext.
  • Save DocumentTool to save an existing ERPNext/Frappe document with changes.
  • Set ValueTool to set a specific field value on a document in ERPNext.
  • Update ERPNext documentTool to update a specific ERPNext document.
Remove & cancelRemove records or cancel supported workView 2 actionsHide actions
  • Cancel DocumentCancel a submitted document in ERPNext/Frappe to change its status from Submitted to Cancelled.
  • Delete DocumentTool to delete a specific document by DocType and name.
Other actionsSpecialist and administrative actions.View 10 actionsHide actions
  • Apply WorkflowTool to apply a workflow action to a document in ERPNext/Frappe.
  • Insert DocumentTool to insert a new document in ERPNext/Frappe using the client API.
  • Insert Multiple DocumentsTool to insert multiple documents at once into ERPNext/Frappe.
  • Make Delivery NoteCreate a draft Delivery Note from an existing Sales Order in ERPNext.
  • Make Purchase OrderCreate a draft Purchase Order from an existing Material Request in ERPNext.
  • Make Sales InvoiceTool to create a Sales Invoice from an existing Sales Order in ERPNext.
  • Make Stock EntryTool to create a Stock Entry for material transfer, receipt, or issue in ERPNext.
  • Ping APITool to check if the ERPNext/Frappe API is reachable.
  • Rename DocumentTool to rename an ERPNext document by changing its unique ID/name.
  • Global SearchTool to perform global text search across ERPNext documents.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Erpnext

How does the agent connect to Erpnext?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Erpnext?
The page above lists the 50 actions currently available through the Erpnext connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Erpnext included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Erpnext is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Erpnext to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

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