Use Erpnext from Claude Code
Bring Erpnext context into engineering work while Type keeps app access attached to the teammate and workspace.
AI agent integrationErpnext
Erpnext integration for multiplayer collaboration with AI agents using Claude Code or Codex
One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Erpnext never means pasting credentials into a prompt.
CategoryFinance & Accounting
Automate Erpnext with Codex
Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.
Connect open agent workflows
Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.
Finance & Accounting
What the Erpnext integration exposes
Free and open-source integrated Enterprise Resource Planning software built on Frappe Framework
One connection, many teammates
Connect Erpnext once, then decide which teammates can use it for threads, automations, skills, 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 Code use Erpnext?
Yes. Type lets an AI teammate use connected Erpnext actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.
Can Codex work with Erpnext through Type?
Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Erpnext catalog entry includes public integration details and example capabilities where available.
Is this the same as a Erpnext MCP server?
Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.
More finance & accounting apps for AI teammates
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FreshBooks is a cloud-based accounting software service designed for small and medium-sized businesses, offering features like invoicing, expense tracking, and time management.