AnythingMCP Cloud is live — 7-day free trial−30% for 3 months with START30
AnythingMCP
Connector guide4-minute read11 MCP tools7 languages

How to Connect ERPNext to Microsoft Copilot — 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 4 min read Open-source on GitHub
Install ERPNext on Cloud — free trialRead the step-by-step guide

No credit card · 7-day trial · Self-host alternative available

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
Install in one click on Cloud

7-day free trial · No credit card

  • 7-day free trial
    No credit card required
  • GDPR & SOC 2 ready
    EU data residency, audit logs
  • 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.

Start free trial

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
Share
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 + Microsoft Copilot

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 Microsoft Copilot

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.

Microsoft Copilot uses MCP servers through agents built in Copilot Studio: you add AnythingMCP to an agent as a tool, then publish the agent to Microsoft 365 Copilot and Teams. Copilot Studio connects from Microsoft's cloud over Streamable HTTP, which AnythingMCP supports.

  1. In Copilot Studio, open your agent (or create one), go to Tools and choose Add a tool → New tool → Model Context Protocol.
  2. Enter a Server name (for example AnythingMCP), a Server description that says what the connector does, and the Server URL https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID. Copilot Studio uses the description to decide when to call the server.
  3. Under authentication, choose API key, set Type to Header and the header name to X-API-Key, then select Create.
  4. In Add tool, choose Create a new connection, paste an MCP API key from AnythingMCP (MCP Servers → your server → API keys) and select Add to agent.
  5. Try it in the agent's Test pane: ask for something that needs the ERPNext tools.
  6. Select Publish, then Channels → Microsoft 365 and Microsoft Teams, keep Make agent available in Microsoft Copilot selected and choose Add channel. See agent in Teams installs it for you; in Microsoft 365 Copilot, type @ and pick the agent.

Prefer per-user sign-in? Choose OAuth 2.0 → Dynamic discovery instead of an API key: each user then signs in to AnythingMCP the first time the agent calls it.

Self-hosting? Use your instance's public HTTPS address instead of https://cloud.anythingmcp.com. Copilot Studio connects from Microsoft's cloud, so localhost does not work.

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

Which Copilot is this for? Microsoft 365 Copilot at work, through agents built in Copilot Studio. The Microsoft Copilot app for personal accounts has no option to add your own MCP server.

What do I need? A work account with access to Copilot Studio (a license or a trial) to build the agent. People who use it in Microsoft 365 Copilot or Teams need access to the agent: share it with them, or ask an admin to publish it to the organization. If your organization applies data policies to Power Platform connectors, they cover MCP servers too.

The agent doesn't call the tools. Check that the header name is exactly X-API-Key and that the key belongs to the same MCP server as the URL, and make the server description specific: Copilot Studio uses it to decide when to call the server. Publish the agent again after each change; in an open chat, type "start over" to get the new version.

Next steps

Was this guide helpful?

Your ERPNext agent is one click away.

Install the connector, paste the key, prompt Microsoft Copilot. Free for 7 days, no credit card.

Start free on CloudSelf-host with DockerContact Sales

Related guides

Connectors

How to Connect ERPNext to Meta Muse — 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.

Connectors

How to Connect ERPNext to ChatGPT — 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.

Connectors

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.

Connectors

How to Connect ERPNext to Cursor — 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.

Connectors

How to Connect ERPNext to Gemini — 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.

Connectors

ERPNext to MCP — Drive ERPNext from any AI Agent

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.