ERPNext MCP Server

ERPNext MCP Server

Enables interaction with ERPNext instances via its REST API to manage documents, inventory, and reports. It supports full CRUD operations, submittable document workflows, and schema inspection through natural language.

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ERPNext MCP Server

MCP (Model Context Protocol) server for ERPNext REST API, built with FastMCP and Python.

Features

  • CRUD — List, get, create, update, delete documents
  • Workflow — Submit and cancel submittable documents
  • Reports — Run ERPNext query reports
  • Schema — Inspect DocType field definitions, list all DocTypes
  • Inventory — Stock balance, stock ledger, item prices
  • Trading — Document conversion (e.g. Quotation → Sales Order), party balance
  • Supplier/Customer — Get complete details with address, phone, contacts; supports alias search
  • Files — Upload, list, download files
  • Helpers — Link search (autocomplete), document count, generic method calls

Requirements

  • Python >= 3.11
  • uv (recommended) or pip
  • ERPNext instance with API key/secret

Setup

# Clone the repo
git clone <repo-url> && cd erpnext-mcp

# Create .env file
cat > .env << 'EOF'
ERPNEXT_URL=https://your-erpnext-instance.com
ERPNEXT_API_KEY=your_api_key
ERPNEXT_API_SECRET=your_api_secret
EOF

# Install dependencies
uv sync

Run

set -a && source .env && set +a && uv run erpnext-mcp

Available Tools

Tool Description
list_documents List documents with filters, sorting, pagination
get_document Get a single document by name
create_document Create a new document
update_document Update an existing document
delete_document Delete a document
submit_document Submit a submittable document
cancel_document Cancel a submitted document
run_report Execute an ERPNext report
get_count Get document count with optional filters
get_list_with_summary List documents with total count
run_method Call any whitelisted server-side method
search_link Link field autocomplete search
list_doctypes List all available DocType names
get_doctype_meta Get field definitions for a DocType
get_stock_balance Real-time stock balance from Bin
get_stock_ledger Stock ledger entries (inventory history)
get_item_price Item prices from price lists
make_mapped_doc Document conversion (e.g. SO → DN)
get_party_balance Outstanding balance for Customer/Supplier
get_supplier_details Get supplier with address, phone, contacts (supports alias search)
get_customer_details Get customer with address, phone, contacts (supports alias search)
upload_file Upload a local file to ERPNext (by file path)
upload_file_from_url Upload a file from URL
list_files List files attached to a document
download_file Download a file by URL
get_file_url Get download URL for a file

MCP Client Configuration

Add to your MCP client config (e.g. Claude Desktop claude_desktop_config.json):

{
  "mcpServers": {
    "erpnext": {
      "command": "uv",
      "args": ["--directory", "/path/to/erpnext-mcp", "run", "erpnext-mcp"],
      "env": {
        "ERPNEXT_URL": "https://your-erpnext-instance.com",
        "ERPNEXT_API_KEY": "your_api_key",
        "ERPNEXT_API_SECRET": "your_api_secret"
      }
    }
  }
}

Project Structure

src/erpnext_mcp/
├── server.py   # MCP tool definitions (FastMCP)
├── client.py   # ERPNext REST API client (httpx async)
└── types.py    # Pydantic models

License

MIT

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