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.
$ YOUR NEXT RUN
Any agentUse 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.
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 |
|---|---|
# ERPNEXT_ADD_COMMENT | Add a comment to a document in ERPNext/Frappe. |
# ERPNEXT_ADD_TAG | Add a tag to a document in ERPNext. |
# ERPNEXT_APPLY_WORKFLOW | Apply a workflow action to a document in ERPNext/Frappe. |
# ERPNEXT_CANCEL_DOCUMENT | Cancel a submitted document in ERPNext/Frappe to change its status from Submitted to Cancelled. |
# ERPNEXT_CREATE_DOCUMENT | Create a new document of a specific DocType in ERPNext. |
# ERPNEXT_CREATE_TIMESHEET | Create a new Timesheet record in ERPNext. |
# ERPNEXT_CREATE_WEBHOOK | Create a new webhook configuration in ERPNext. |
# ERPNEXT_DELETE_CLIENT | Delete a document using the Frappe client API. |
# ERPNEXT_DELETE_DOCUMENT | Delete a specific document by DocType and name. |
# ERPNEXT_DOWNLOAD_FILE | Download a file from ERPNext by its URL. |
# ERPNEXT_DOWNLOAD_PDF | Download a document as PDF from ERPNext with optional print format. |
# ERPNEXT_GET_ALL_LANGUAGES | Get a list of all available languages in the ERPNext/Frappe system. |
Show all 52 actions
| Action | What it does |
|---|---|
# ERPNEXT_GET_ALL_ROLES | Get a list of all roles available in the ERPNext system. |
# ERPNEXT_GET_CLIENT | Get a single document by DocType and name or filters from Frappe/ERPNext. |
# ERPNEXT_GET_COUNT | Get the count of documents matching specified filters in ERPNext/Frappe. |
# ERPNEXT_GET_DOCTYPE_META | Retrieve complete DocType metadata/schema including field definitions, field types, permissions, and configurations. |
# ERPNEXT_GET_DOCUMENT | Retrieve a specific document by its DocType and name (ID). |
# ERPNEXT_GET_DOC_WITH_META | Retrieve a document with full metadata including attachments, comments, activity logs, and related information. |
# ERPNEXT_GET_EXCHANGE_RATE | Get the currency exchange rate between two currencies in ERPNext. |
# ERPNEXT_GET_FISCAL_YEAR | Get fiscal year information for a given date in ERPNext. |
# ERPNEXT_GET_FRAMEWORK_VERSION | Get the Frappe framework version and all installed app versions. |
# ERPNEXT_GET_ITEM_DETAILS | Get detailed item information including pricing, taxes, and stock details from ERPNext. |
# ERPNEXT_GET_LIST | Retrieve a list of documents from ERPNext/Frappe with filtering, field selection, and pagination. |
# ERPNEXT_GET_LOGGED_USER | Get the email/ID of the currently authenticated user. |
# ERPNEXT_GET_PARTY_DETAILS | Get comprehensive customer or supplier details including addresses, contacts, and default financial settings. |
# ERPNEXT_GET_PAYMENT_ENTRY | Get payment entry details for an invoice or order from ERPNext. |
# ERPNEXT_GET_STOCK_BALANCE | Retrieve the current stock balance for a specific item in a warehouse. |
# ERPNEXT_GET_TIMEZONES | Get a list of all available timezones in the ERPNext system. |
# ERPNEXT_GET_USER_ROLES | Get roles assigned to a user. |
# ERPNEXT_GET_VALUE | Get specific field value(s) from a document in ERPNext. |
# ERPNEXT_GET_WORKFLOW_TRANSITIONS | Get available workflow transitions for a document. |
# ERPNEXT_INSERT_DOCUMENT | Insert a new document in ERPNext/Frappe using the client API. |
# ERPNEXT_INSERT_MANY | Insert multiple documents at once into ERPNext/Frappe. |
# ERPNEXT_LIST_DOCTYPES | Get a list of all DocTypes available in the ERPNext system. |
# ERPNEXT_LIST_DOCUMENTS | List documents of a specific DocType from ERPNext. |
# ERPNEXT_LIST_EMPLOYEES | Retrieve a list of Employee records from ERPNext. |
# ERPNEXT_LIST_PROJECTS | Retrieve a list of Project records from ERPNext. |
# ERPNEXT_LIST_TIMESHEETS | Get a list of Timesheet records from ERPNext. |
# ERPNEXT_LIST_WEBHOOKS | List webhook configurations in ERPNext. |
# ERPNEXT_MAKE_DELIVERY_NOTE | Create a draft Delivery Note from an existing Sales Order in ERPNext. |
# ERPNEXT_MAKE_PURCHASE_ORDER | Create a draft Purchase Order from an existing Material Request in ERPNext. |
# ERPNEXT_MAKE_SALES_INVOICE | Create a Sales Invoice from an existing Sales Order in ERPNext. |
# ERPNEXT_MAKE_STOCK_ENTRY | Create a Stock Entry for material transfer, receipt, or issue in ERPNext. |
# ERPNEXT_PING | Check if the ERPNext/Frappe API is reachable. |
# ERPNEXT_RENAME_DOC | Rename an ERPNext document by changing its unique ID/name. |
# ERPNEXT_SAVE_DOCS | Save, submit, cancel, or update a document in ERPNext. |
# ERPNEXT_SAVE_DOCUMENT | Save an existing ERPNext/Frappe document with changes. |
# ERPNEXT_SEARCH_GLOBAL | Perform global text search across ERPNext documents. |
# ERPNEXT_SEARCH_LINK | Search for documents to link in ERPNext/Frappe Link fields. |
# ERPNEXT_SET_VALUE | Set a specific field value on a document in ERPNext. |
# ERPNEXT_SUBMIT_DOCUMENT | Submit a draft document in ERPNext/Frappe to change its status from Draft to Submitted. |
# 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.
ERPNEXT_ADD_COMMENTERPNEXT_ADD_TAGERPNEXT_APPLY_WORKFLOWConnect Erpnext in a minute
One MCP for every integration. Add it once, then every MCP in the catalog is a request away.
- 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.
- 02
Add your Erpnext credentials
Paste them into the Erpnext connection settings 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 →
- API Key - Navigate to User list → Select user → Settings tab → API Access section → Click "Generate Keys" to get your API Key Open Erpnext →
- API Secret - The API Secret is shown once when you generate the keys. Make sure to save it securely. Open Erpnext →
- 03
Ask
Paste a request from this page. Every run shows what it cost.
claude mcp add --transport http flymyai https://mcp-agents.flymy.ai/mcp
Then run /mcp in Claude Code and sign in.
codex mcp add flymy --url https://mcp-agents.flymy.ai/mcp
Then run codex mcp login flymy to sign in.
https://mcp-agents.flymy.ai/mcp
Settings, Connectors, Add custom connector: paste this URL.
Pay per run
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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.