mcp-erpnext
MCP server for ERPNext and Frappe: documents, stock and sales from chat, plus nine viewer windows in the client
- 123 ★ on the repository
- Last commit
- MIT
Broad access
Why this level
- The API key and secret give the agent the documents, invoices and stock of the ERPNext user, within that user's permissions
- The tools create, submit, cancel and delete documents, so a wrong command changes the books
- The key and secret sit in plain text in environment variables of the MCP client configuration
Install
- Works in
In your terminal, with SkillFoxx CLI
npx skillfoxx add mcp/mcp-erpnextDetects the agents on your machine, shows the access level and pins the version.
Other ways to install
Access and checks
How we reviewBroad accessThe tool can change data, run commands or handle secrets.
- The API key and secret give the agent the documents, invoices and stock of the ERPNext user, within that user's permissions
- The tools create, submit, cancel and delete documents, so a wrong command changes the books
- The key and secret sit in plain text in environment variables of the MCP client configuration
This is third-party code. Review the repository files before installing.
What it does
mcp-erpnext connects ERPNext and Frappe to any MCP client: Claude Desktop, Claude Code or VS Code with Copilot. The agent reads and changes documents through the API with the user's key and secret, and shows the result in interactive windows right inside the client. There are nine: a document viewer, a table for any document type, an invoice with line items, stock balance, a chart, a kanban for tasks, deals and issues, a KPI card, a sales funnel and a viewer for recorded purchase data. Tools are split into categories such as sales, inventory and operations. You switch off categories or single tools with the `--categories` and `--exclude-tools` flags or with environment variables. The server works with a self-hosted ERPNext and with Frappe Cloud. By default it starts through `npx` as a local process, and a shared HTTP mode with OAuth is covered in separate project documents.
Who it is for. Teams that keep their books in ERPNext and want to read reports and edit documents by talking to an agent instead of opening the web interface.
Good fit when
- A manager wants the sales funnel or stock levels at a glance without opening ERPNext
- An invoice, task or deal is easier to create with a chat sentence and then inspect in a window
- A blank ERPNext instance is being filled with starter data following the project documentation
- A production server has to serve several users over HTTP with OAuth sign-in
Not a fit when
- The agent must not be trusted with writes: the server can change and delete documents, and you can narrow it only by excluding tools
- The books live in another system such as Odoo, which has its own servers in the catalog
- The client does not support MCP Apps, so the viewer windows and some actions in them are unavailable
Example request
Show the sales funnel for the quarter, then open the three largest invoices and list the line items of eachMCP
- Transport
- stdio, http
- Authentication
- API key
Environment variables
ERPNEXT_URLrequired- Base URL of the ERPNext instance without a trailing slash
ERPNEXT_API_KEYrequired, secret- API key of the ERPNext user
ERPNEXT_API_SECRETrequired, secret- API secret paired with the key
ERPNEXT_CATEGORIES- List of tool categories to load
ERPNEXT_EXCLUDE_TOOLS- Tools to exclude
Limitations
You need the ERPNext address, an API key and a secret, issued in user settings under API Access. On a blank instance the business tools fail validation until master data exists. The windows and some actions depend on what the MCP client supports, and the author advises trying version 3.3 on the client you actually use before replacing a production setup. The HTTP mode of version 3.0 is incompatible with HTTP clients written before 2026.
How to disable. Remove the `erpnext` block from the MCP client configuration and restart the client. You can revoke the API key and secret in the ERPNext user settings.
FAQ
How do I get a key and secret for ERPNext?
In ERPNext open the top-right menu, then My Settings and the API Access section, press Generate Keys and copy the API Key and API Secret. For Frappe Cloud put an address like `https://mysite.frappe.cloud` into `ERPNEXT_URL`.
How do I keep only the tools I need?
Use the `--categories` flag, for example `npx -y @casys/mcp-erpnext --categories=sales,inventory`. Exclusions use `--exclude-tools` and the `ERPNEXT_CATEGORIES`, `ERPNEXT_EXCLUDE_CATEGORIES` and `ERPNEXT_EXCLUDE_TOOLS` variables; command-line values override the variables.
Does it work with ERPNext Cloud?
Yes. API key authentication works as on a self-hosted server: put an address like `https://mycompany.erpnext.com` or `https://mysite.frappe.cloud` into `ERPNEXT_URL`.
Which viewer windows are there?
Nine: document viewer, document table, invoice, stock balance, chart, kanban, KPI card, sales funnel and a viewer for recorded purchase data. They open inside a client that supports MCP Apps.
How do I run the server for several clients at once?
In HTTP mode: one always-on process instead of one per client. The launch procedure is in `docs/http-deployment.md`, and OAuth sign-in is set up from `docs/oauth-setup.md` in the same repository.
Discussion
No questions or reviews yet.
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Comparison with similar tools
Cards that share the main search query, and how they differ.
| Tool | Official | Authentication | Repository stars | Main difference |
|---|---|---|---|---|
| mcp-erpnext (this card) | no | API key | 123 | |
| Frappe Assistant Core | no | OAuth | 337 | installs as an app inside Frappe itself, so no external process is needed |
| Odoo MCP | no | API key | 433 | a server for a different ERP system, Odoo |
README in short
The documentation opens with a note on installing version 3.3.1 through npm and Deno, then gives window screenshots, a changelog and a document map in the Diátaxis style: tutorial, how-to guides and a reference for tools and variables.