# Erpnext MCP - Tools, Setup and Examples | FlyMy.AI > Erpnext MCP for Claude, Cursor and Codex. Financial workflows, with 52 actions. Your API key. See setup, examples and pricing. Page: https://flymy.ai/mcp/erpnext/ MCP / Finance # Erpnext MCP: financial workflows Free and open-source integrated Enterprise Resource Planning software built on Frappe Framework. Connect it to Claude, Codex, Cursor or any MCP client through one FlyMy.AI MCP. [Connect Erpnext](https://flymy.ai/mcp/erpnext/#connect) [What it can do](https://flymy.ai/mcp/erpnext/#actions) Your own API key, 52 actions, Finance $ YOUR NEXT RUN Claude Code, Codex, Cursor, Any agent ## Use Erpnext MCP in your assistant Paste this prompt into Claude Code, Codex, Cursor or any agent. It reads the guide and helps you connect. ``` Read https://flymy.ai/skill.md and https://flymy.ai/mcp/erpnext.md. Help me connect Erpnext MCP to this assistant. Then help me run this task: Use Erpnext to add comment. Ask me for the required inputs first and show the result. ``` [Open FlyMy.AI](https://app.flymy.ai/new-agent) [Download brief](https://flymy.ai/mcp/erpnext.md) ## What Erpnext MCP can do 52 actions in the FlyMy.AI catalog, the most used first. Your agent finds them through search_tools and calls the one the task needs. | Action | What it does | |---|---| | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_ADD_COMMENT) `ERPNEXT_ADD_COMMENT` | Add a comment to a document in ERPNext/Frappe. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_ADD_TAG) `ERPNEXT_ADD_TAG` | Add a tag to a document in ERPNext. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_APPLY_WORKFLOW) `ERPNEXT_APPLY_WORKFLOW` | Apply a workflow action to a document in ERPNext/Frappe. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_CANCEL_DOCUMENT) `ERPNEXT_CANCEL_DOCUMENT` | Cancel a submitted document in ERPNext/Frappe to change its status from Submitted to Cancelled. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_CREATE_DOCUMENT) `ERPNEXT_CREATE_DOCUMENT` | Create a new document of a specific DocType in ERPNext. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_CREATE_TIMESHEET) `ERPNEXT_CREATE_TIMESHEET` | Create a new Timesheet record in ERPNext. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_CREATE_WEBHOOK) `ERPNEXT_CREATE_WEBHOOK` | Create a new webhook configuration in ERPNext. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_DELETE_CLIENT) `ERPNEXT_DELETE_CLIENT` | Delete a document using the Frappe client API. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_DELETE_DOCUMENT) `ERPNEXT_DELETE_DOCUMENT` | Delete a specific document by DocType and name. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_DOWNLOAD_FILE) `ERPNEXT_DOWNLOAD_FILE` | Download a file from ERPNext by its URL. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_DOWNLOAD_PDF) `ERPNEXT_DOWNLOAD_PDF` | Download a document as PDF from ERPNext with optional print format. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_GET_ALL_LANGUAGES) `ERPNEXT_GET_ALL_LANGUAGES` | Get a list of all available languages in the ERPNext/Frappe system. | **Show all 52 actions** | Action | What it does | |---|---| | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_GET_ALL_ROLES) `ERPNEXT_GET_ALL_ROLES` | Get a list of all roles available in the ERPNext system. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_GET_CLIENT) `ERPNEXT_GET_CLIENT` | Get a single document by DocType and name or filters from Frappe/ERPNext. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_GET_COUNT) `ERPNEXT_GET_COUNT` | Get the count of documents matching specified filters in ERPNext/Frappe. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_GET_DOCTYPE_META) `ERPNEXT_GET_DOCTYPE_META` | Retrieve complete DocType metadata/schema including field definitions, field types, permissions, and configurations. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_GET_DOCUMENT) `ERPNEXT_GET_DOCUMENT` | Retrieve a specific document by its DocType and name (ID). | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_GET_DOC_WITH_META) `ERPNEXT_GET_DOC_WITH_META` | Retrieve a document with full metadata including attachments, comments, activity logs, and related information. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_GET_EXCHANGE_RATE) `ERPNEXT_GET_EXCHANGE_RATE` | Get the currency exchange rate between two currencies in ERPNext. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_GET_FISCAL_YEAR) `ERPNEXT_GET_FISCAL_YEAR` | Get fiscal year information for a given date in ERPNext. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_GET_FRAMEWORK_VERSION) `ERPNEXT_GET_FRAMEWORK_VERSION` | Get the Frappe framework version and all installed app versions. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_GET_ITEM_DETAILS) `ERPNEXT_GET_ITEM_DETAILS` | Get detailed item information including pricing, taxes, and stock details from ERPNext. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_GET_LIST) `ERPNEXT_GET_LIST` | Retrieve a list of documents from ERPNext/Frappe with filtering, field selection, and pagination. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_GET_LOGGED_USER) `ERPNEXT_GET_LOGGED_USER` | Get the email/ID of the currently authenticated user. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_GET_PARTY_DETAILS) `ERPNEXT_GET_PARTY_DETAILS` | Get comprehensive customer or supplier details including addresses, contacts, and default financial settings. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_GET_PAYMENT_ENTRY) `ERPNEXT_GET_PAYMENT_ENTRY` | Get payment entry details for an invoice or order from ERPNext. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_GET_STOCK_BALANCE) `ERPNEXT_GET_STOCK_BALANCE` | Retrieve the current stock balance for a specific item in a warehouse. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_GET_TIMEZONES) `ERPNEXT_GET_TIMEZONES` | Get a list of all available timezones in the ERPNext system. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_GET_USER_ROLES) `ERPNEXT_GET_USER_ROLES` | Get roles assigned to a user. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_GET_VALUE) `ERPNEXT_GET_VALUE` | Get specific field value(s) from a document in ERPNext. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_GET_WORKFLOW_TRANSITIONS) `ERPNEXT_GET_WORKFLOW_TRANSITIONS` | Get available workflow transitions for a document. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_INSERT_DOCUMENT) `ERPNEXT_INSERT_DOCUMENT` | Insert a new document in ERPNext/Frappe using the client API. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_INSERT_MANY) `ERPNEXT_INSERT_MANY` | Insert multiple documents at once into ERPNext/Frappe. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_LIST_DOCTYPES) `ERPNEXT_LIST_DOCTYPES` | Get a list of all DocTypes available in the ERPNext system. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_LIST_DOCUMENTS) `ERPNEXT_LIST_DOCUMENTS` | List documents of a specific DocType from ERPNext. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_LIST_EMPLOYEES) `ERPNEXT_LIST_EMPLOYEES` | Retrieve a list of Employee records from ERPNext. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_LIST_PROJECTS) `ERPNEXT_LIST_PROJECTS` | Retrieve a list of Project records from ERPNext. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_LIST_TIMESHEETS) `ERPNEXT_LIST_TIMESHEETS` | Get a list of Timesheet records from ERPNext. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_LIST_WEBHOOKS) `ERPNEXT_LIST_WEBHOOKS` | List webhook configurations in ERPNext. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_MAKE_DELIVERY_NOTE) `ERPNEXT_MAKE_DELIVERY_NOTE` | Create a draft Delivery Note from an existing Sales Order in ERPNext. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_MAKE_PURCHASE_ORDER) `ERPNEXT_MAKE_PURCHASE_ORDER` | Create a draft Purchase Order from an existing Material Request in ERPNext. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_MAKE_SALES_INVOICE) `ERPNEXT_MAKE_SALES_INVOICE` | Create a Sales Invoice from an existing Sales Order in ERPNext. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_MAKE_STOCK_ENTRY) `ERPNEXT_MAKE_STOCK_ENTRY` | Create a Stock Entry for material transfer, receipt, or issue in ERPNext. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_PING) `ERPNEXT_PING` | Check if the ERPNext/Frappe API is reachable. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_RENAME_DOC) `ERPNEXT_RENAME_DOC` | Rename an ERPNext document by changing its unique ID/name. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_SAVE_DOCS) `ERPNEXT_SAVE_DOCS` | Save, submit, cancel, or update a document in ERPNext. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_SAVE_DOCUMENT) `ERPNEXT_SAVE_DOCUMENT` | Save an existing ERPNext/Frappe document with changes. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_SEARCH_GLOBAL) `ERPNEXT_SEARCH_GLOBAL` | Perform global text search across ERPNext documents. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_SEARCH_LINK) `ERPNEXT_SEARCH_LINK` | Search for documents to link in ERPNext/Frappe Link fields. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_SET_VALUE) `ERPNEXT_SET_VALUE` | Set a specific field value on a document in ERPNext. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_SUBMIT_DOCUMENT) `ERPNEXT_SUBMIT_DOCUMENT` | Submit a draft document in ERPNext/Frappe to change its status from Draft to Submitted. | | [#](https://flymy.ai/mcp/erpnext/#method-ERPNEXT_UPDATE_DOCUMENT) `ERPNEXT_UPDATE_DOCUMENT` | Update a specific ERPNext document. | ## Ask your agent Requests to paste as they are. Each one runs on the actions named under it. **“Use Erpnext to add comment. Ask me for the required inputs first and show the result.”** uses `ERPNEXT_ADD_COMMENT` **“Use Erpnext to add tag. Ask me for the required inputs first and show the result.”** uses `ERPNEXT_ADD_TAG` **“Use Erpnext to apply workflow. Ask me for the required inputs first and show the result.”** uses `ERPNEXT_APPLY_WORKFLOW` ## Connect Erpnext in a minute One MCP for every integration. Add it once, then every MCP in the catalog is a request away. 1. 01 ### Add FlyMy.AI Add the FlyMy.AI MCP to your assistant with one of the commands below and sign in. No key to copy. 2. 02 ### Add your Erpnext credentials Paste them into the Erpnext [connection settings](https://app.flymy.ai/mcp-configs#erpnext) once; they stay with FlyMy.AI, never in a prompt or a chat. - **Base URL** - Your Frappe instance URL (e.g., https://demo.erpnext.com or https://mycompany.com) [Get API key →](https://demo.erpnext.com) - **API Key** - Navigate to User list → Select user → Settings tab → API Access section → Click "Generate Keys" to get your API Key [Open Erpnext →](https://erpnext.com) - **API Secret** - The API Secret is shown once when you generate the keys. Make sure to save it securely. [Open Erpnext →](https://erpnext.com) 3. 03 ### Ask Paste a request from this page. Every run shows what it cost. Claude Code ``` claude mcp add --transport http flymyai https://mcp-agents.flymy.ai/mcp ``` Then run /mcp in Claude Code and sign in. Codex ``` codex mcp add flymy --url https://mcp-agents.flymy.ai/mcp ``` Then run codex mcp login flymy to sign in. claude.ai and Claude Desktop ``` https://mcp-agents.flymy.ai/mcp ``` Settings, Connectors, Add custom connector: paste this URL. ## Pay per run FlyMy.AI bills the run: the model and the tool's seconds. Calls go to your own Erpnext account, under its plan and limits. No seats and no minimum. [See usage pricing →](https://flymy.ai/pricing/) ## More Finance MCPs Payments, banking, accounting, invoices and market data. ### Brex Brex corporate cards & banking: transactions, statements, expenses, budgets, spend limits, transfers, vendors, cards, team, accounting, webhooks, travel... 104 actions / your API key Link: https://flymy.ai/mcp/brex/ ### Alpaca Stock and crypto trading platform with commission-free trading, real-time market data, and algorithmic trading capabilities 100 actions / your API key Link: https://flymy.ai/mcp/alpaca/ ### Alpha Vantage Alpha Vantage provides free APIs for real-time and historical financial data, including stock time series, technical indicators, and more 20 actions / your API key Link: https://flymy.ai/mcp/alpha-vantage/ ### Altoviz Altoviz is a cloud-based billing and invoicing platform for businesses, offering online payments, expense tracking, document management, and customizable... 9 actions / your API key Link: https://flymy.ai/mcp/altoviz/ ### Benzinga Benzinga provides real-time financial news and data APIs, offering comprehensive coverage of market-moving information for developers and financial... 9 actions / your API key Link: https://flymy.ai/mcp/benzinga/ ### Better Proposals Better Proposals is a web-based proposal creation tool that enables users to send professionally designed proposals 22 actions / your API key Link: https://flymy.ai/mcp/better-proposals/ ## Go to the source [Erpnext in the docs →](https://docs.flymy.ai/mcp/apps/erpnext), [Erpnext connection settings →](https://app.flymy.ai/mcp-configs#erpnext), [Erpnext website →](https://erpnext.com), [Every MCP in the catalog →](https://flymy.ai/mcp/#catalog), [Usage pricing →](https://flymy.ai/pricing/) From the FlyMy.AI platform catalog of 2026-11-03: name, description, actions and setup as the platform lists them. Examples are requests to paste, not recorded runs. --- For agents: the FlyMyAI operating guide (sign up, connect, run models, tools and agents) is https://flymy.ai/skill.md, and https://flymy.ai/llms.txt lists the other pages and the documentation.