Erpnext integration

Download file

Tool to download a file from ERPNext by its URL. Use when you need to retrieve file content from the ERPNext instance using the file's URL path.

Download pdf

Tool to download a document as PDF from ERPNext with optional print format. Use when you need to retrieve a document in PDF format, optionally specifying a custom print format or excluding letterhead.

Get all languages

Tool to get a list of all available languages in the ERPNext/Frappe system. Use when you need to retrieve supported languages for translation or localization purposes.

Get all roles

Tool to get a list of all roles available in the ERPNext system. Use when you need to retrieve all available roles for assignment or reference.

Get client

Tool to get a single document by DocType and name or filters from Frappe/ERPNext. Use when you need to retrieve a specific document's complete details.

Get count

Tool to get the count of documents matching specified filters in ERPNext/Frappe. Use when you need to know how many records exist for a specific DocType, optionally filtered by conditions.

Get doctype meta

Tool to retrieve complete DocType metadata/schema including field definitions, field types, permissions, and configurations. Use when you need to understand the structure of a DocType, its fields, validation rules, or permissions before creating or querying documents.

Get document

Tool to retrieve a specific document by its DocType and name (ID). Returns the complete document with all fields. Use when you need to fetch details of a specific ERPNext document like Customer, Employee, Account, Sales Invoice, etc.

Get doc with meta

Tool to retrieve a document with full metadata including attachments, comments, activity logs, and related information. Use when you need complete document details beyond the basic fields returned by standard GET requests.

Get exchange rate

Tool to get the currency exchange rate between two currencies in ERPNext. Use when you need to convert amounts between different currencies or check current exchange rates.

Get fiscal year

Tool to get fiscal year information for a given date in ERPNext. Use when you need to determine which fiscal year a specific date falls into or retrieve fiscal year boundaries.

Get framework version

Tool to get the Frappe framework version and all installed app versions. Use when you need to check the ERPNext/Frappe system version for compatibility or debugging purposes.

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.

Create timesheet

Tool to create a new Timesheet record in ERPNext. Use when you need to log time entries for employees or projects.

Create webhook

Tool to create a new webhook configuration in ERPNext. Use when you need to set up automated callbacks for DocType events like creation, updates, or submissions.

Delete client

Tool to delete a document using the Frappe client API. Use when you need to remove a specific document by its doctype and name.

Delete document

Tool to delete a specific document by DocType and name. Use when you need to remove a document from ERPNext. Requires delete permissions for the specified DocType.

Insert document

Tool to insert a new document in ERPNext/Frappe using the client API. Use when you need to create any type of document (ToDo, Customer, Item, etc.) by providing the doctype and required fields.

Insert many

Tool to insert multiple documents at once into ERPNext/Frappe. Use when you need to create multiple records (Notes, Customers, Items, etc.) in a single API call for better efficiency.

Make delivery note

Create a draft Delivery Note from an existing Sales Order in ERPNext. Use when you need to initiate shipment/delivery of items from a confirmed sales order. The created Delivery Note will be in draft state and can be modified before submission.