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How to Connect ERPNext to Claude — via MCP

ERPNext / Frappe: read and write any DocType — customers, sales orders, invoices, items, stock and leads — with Frappe's filter syntax, plus a generic resource escape hatch. Token auth against your own instance.

HCBy HelpCode teamUpdated 3 min read Open-source on GitHub
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ERPNext

ERPNext

ERPNext / Frappe: read and write any DocType — customers, sales orders, invoices, items, stock and leads — with Frappe's filter syntax, plus a generic resource escape hatch. Token auth against your own instance.

tools

11

Region

INTL

Category

ERP

Authentication

API Key

Required env vars

ERPNEXT_URLERPNEXT_API_KEYERPNEXT_API_SECRET
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  • Open-source on GitHub
    Open source · AGPL-3.0
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

Skip the install. Get this working in under 2 minutes.

Start a free trial on cloud.anythingmcp.com, add the ERPNext in one click, then point your AI client (Claude, ChatGPT, Copilot or Cursor) at the generated MCP endpoint. No Docker, no git clone, zero engineering experience required.

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AnythingMCP is listed in Claude's connector directory: add it to Claude in one click (opens in a new tab), then sign in and choose which MCP servers Claude may use.

Summary

ERPNext / Frappe: read and write any DocType — customers, sales orders, invoices, items, stock and leads — with Frappe's filter syntax, plus a generic resource escape hatch. Token auth against your own instance.

Try asking

Example prompts for ERPNext

Click any prompt to copy it. Paste into Claude, ChatGPT, Cursor, Gemini, Copilot or OpenClaw to run it against this connector.

ERPNext · live via MCP
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Opus 4.7

Claude is AI and can make mistakes. Please double-check responses.

💡 No install? Use cloud.anythingmcp.com directly. Sign in, click Connectors → ERPNext, paste your credentials, mint an MCP API key — done. No Docker, no git clone, no local server.

ERPNext + Claude

ERPNext / Frappe: read and write any DocType — customers, sales orders, invoices, items, stock and leads — with Frappe's filter syntax, plus a generic resource escape hatch. Token auth against your own instance.

Prerequisites

See the full setup instructions baked into the connector (visible in the in-app store when you select the connector). The required environment variables for this connector are:

ERPNEXT_URL, ERPNEXT_API_KEY, ERPNEXT_API_SECRET

Step 1 — Get credentials

Getting a key

  1. In ERPNext open the user you want the agent to act as → Settings → API Access → Generate Keys. You receive an API key and an API secret; the secret is shown once.
  2. Set ERPNEXT_URL to your instance root (no trailing slash), ERPNEXT_API_KEY and ERPNEXT_API_SECRET.

The Authorization header is token key:secret — lower-case token, the two values joined by a colon. Not Bearer, not Basic. This is the single most common reason a correct ERPNext key 401s.

…(continued in the in-app connector instructions)

Step 2 — Install the adapter

curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d

Step 3 — Add the connector in Claude

Your server URL: in AnythingMCP, open MCP Servers → the server this connector is on, and copy its URL (https://cloud.anythingmcp.com/mcp/…). Use it wherever this guide shows YOUR_SERVER_ID.

Recommended path — works on claude.ai web without editing any config file.

  1. In Claude, open Customize → Connectors.
  2. Click +, then Add custom connector.
  3. Enter a name, e.g. ERPNext, and the remote MCP server URL https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID, then click Add.
  4. Click Connect and sign in to AnythingMCP (OAuth) to allow access.

All tools below appear in your chat — start typing prompts.

Available tools

ToolWhat it does
erpnext_get_logged_userRead which user the API key belongs to
erpnext_list_documentsList documents of any DocType with Frappe filters
erpnext_get_documentRead one document of any DocType in full by its name (ERPNext's primary key), including its child tables
erpnext_count_documentsCount the documents of a DocType matching a filter, without transferring them
erpnext_get_doctype_metaDescribe a DocType: every field with its type, label, options and whether it is required
erpnext_list_customersList customers with their name, group, territory, currency and default payment terms
erpnext_list_sales_ordersList sales orders with their customer, date, delivery date, status and grand total
erpnext_list_sales_invoicesList sales invoices with their customer, posting date, due date, status and outstanding amount — the answer to 'what is still unpaid'
erpnext_list_itemsList items from the catalogue with their code, name, group, stock UOM and default rate
erpnext_list_stock_balanceRead per-warehouse stock: actual, reserved and projected quantity per item
erpnext_create_documentCreate a document of any DocType

FAQ

Does it work with Claude Code as well as Claude Desktop? Yes — point both at https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID.

Next steps

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