Connect ERPNext to Your AI Agent

Name the document type and record to read business data or apply a specific update.

9 tools API key

Try a ERPNext Task

Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.

oo Skill ERPNext

Summarize Selected Business Documents

Filter a document type and inspect selected records.

/oo ERPNext: List ERPNext documents of DocType [DocType] matching [filters], using fields [field names]. Read details for [document names] and summarize [business question].

Update Chosen Fields

Apply supplied field values to one identified document.

/oo ERPNext: Update ERPNext DocType [DocType], document [document name], setting these fields [field names and values]. Read the updated document and summarize the changes.

Start Working with ERPNext

  1. Install OOMOL

    Set up oo CLI and the oo Skill in your agent.

    Install OOMOL →
  2. Connect ERPNext

    Connect your instance URL, API key, and matching API secret.

    Connect ERPNext →
  3. Give Your Agent a Task

    Use /oo with the pages to read, the changes to make, and where to save the result.

    Connection Guide →

Choose Your Agent

  • An accessible ERPNext or Frappe instance and a user with the required DocType permissions.
  • Use the exact DocType and document name from your instance. Required fields and allowed values depend on its configuration.

ERPNext Tools

The connection reads, creates, updates, and deletes ERPNext documents through Frappe. It also counts matching documents and retrieves or sets individual field values.

Query Documents and Values

List documents, read details or selected values, and count matches.

Create and Update Documents

Create records and change chosen fields according to your instance’s document rules.

9 tools

Get Logged User

Get the currently authenticated ERPNext user for the configured connection.

erpnext.get_logged_user

List Documents

List ERPNext documents for a DocType with optional field selection, filters, sorting, and pagination.

erpnext.list_documents

Get Document

Get one ERPNext document by DocType and name.

erpnext.get_document

Create Document

Create one ERPNext document for the specified DocType.

erpnext.create_document

Update Document

Update selected fields on one ERPNext document.

erpnext.update_document

Delete Document

Delete one ERPNext document by DocType and name.

erpnext.delete_document

Get Document Count

Get the count of ERPNext documents that match an optional filter.

erpnext.get_document_count

Get Document Value

Get one ERPNext field value or a group of field values without loading the full document.

erpnext.get_document_value

Set Document Value

Set one field value on an ERPNext document and return the updated document.

erpnext.set_document_value

Frequently Asked Questions

How do I identify a record?

Provide its DocType and document name. These identify the record within your instance.

Can I read only selected fields?

Yes. List requests support field selection, and value retrieval can read one field or a group of fields.

Why might a write fail?

The connected user needs permission for that DocType, and supplied values must satisfy the instance’s required fields and validation rules.

Connect ERPNext

About ERPNext ↗