Use Erpnext from Claude
Add the Erpnext connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorErpnext
Erpnext integration for Claude and Codex
Create a Erpnext connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategoryFinance & Accounting
Use Erpnext from Codex
Add the Erpnext connection to a Space that runs Codex, then use it from every channel in that Space.
Use Erpnext from Sidekick
Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.
Finance & Accounting
What the Erpnext connector can do
Free and open-source integrated Enterprise Resource Planning software built on Frappe Framework
One connection, many Spaces
Connect Erpnext once, then decide which Spaces can use it in threads, skills, automations, and coding work.
Representative actions
- Add Comment
Tool to add a comment to a document in ERPNext/Frappe. Use when you need to add comments or notes to any document type like ToDo, Issue, Task, or custom DocTypes.
- Add Tag
Tool to add a tag to a document in ERPNext. Use when you need to categorize or label documents for organization and filtering purposes.
- Apply Workflow
Tool to apply a workflow action to a document in ERPNext/Frappe. Use when you need to transition a document through workflow states (e.g., approve, reject, submit). The document must have a workflow configured for its doctype.
- Cancel Document
Cancel a submitted document in ERPNext/Frappe to change its status from Submitted to Cancelled. Use for submittable DocTypes when you need to reverse or cancel a submitted transaction. Document must be in Submitted state (docstatus=1) before cancellation.
- Create Document
Tool to create a new document of a specific DocType in ERPNext. Use when you need to create records like ToDo, Customer, Lead, Sales Invoice, etc. The document data should include all required fields for the specific DocType. Standard fields like creation, modified, and owner are automatically set by ERPNext.
Connection
API and auth details
ERPNext is an open-source ERP built on the Frappe Framework. Integrations commonly use Frappe REST APIs to create, read, update, and submit ERPNext DocTypes such as customers, items, invoices, sales orders, purchase orders, projects, inventory, accounting records, HR data, and custom doctypes.
- Source
- Type catalog metadata
- Auth schemes
- API key
- API docs
- https://docs.erpnext.com/
- API reference
- https://frappeframework.com/docs/user/en/api/rest
- Official site
- https://erpnext.com/
FAQ
Questions people ask before connecting Erpnext
Can Claude use Erpnext?
Yes. Add a Erpnext connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.
Can Codex work with Erpnext through Type?
Yes. Add a Erpnext connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.
Is this the same as a Erpnext MCP server?
Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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