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// MCP TOOL REFERENCE

MCP ERPNEXT TOOLS

120 tools from the Mcp Erpnext MCP Server, categorised by risk level.

View the Mcp Erpnext policy → Token cost: 14,090 tokens →

// ALL 120 MCP ERPNEXT TOOLS

READ 88 tools

Read erpnext_account_list List Chart of Accounts. Filterable by root_type and is_group. Fields: name, account_name, account_type, roo... Read erpnext_ar_aging Accounts Receivable Aging — stacked bar showing outstanding invoices by customer, grouped into aging bucket... Read erpnext_asset_category_list List Asset Categories. Fields: name, asset_category_name. Read erpnext_asset_get Get a single Asset by name. Returns full details including depreciation schedule and maintenance logs. Read erpnext_asset_list List Fixed Assets. Filterable by status, asset_category, location, custodian. Fields: name, asset_name, ass... Read erpnext_asset_maintenance_get Get a single Asset Maintenance record by name. Returns full details including maintenance tasks. Read erpnext_asset_maintenance_list List Asset Maintenance records. Filterable by asset_name, maintenance_status. Fields: name, asset_name, ass... Read erpnext_asset_movement_get Get a single Asset Movement by name. Returns full details including assets moved. Read erpnext_asset_movement_list List Asset Movements (transfers between locations/custodians). Fields: name, transaction_date, purpose, com... Read erpnext_attendance_list List Attendance records. Filterable by employee, date range. Fields: name, employee, employee_name, attenda... Read erpnext_bom_get Get a single BOM by name (e.g. BOM-ITEM-00001). Returns full document with raw materials and operations. Read erpnext_bom_list List Bills of Materials (BOM). Filterable by item, is_active, is_default. Fields: name, item, item_name, qu... Read erpnext_campaign_list List CRM Campaigns. Fields: name, campaign_name, campaign_type, start_date, end_date, description. Read erpnext_company_list List ERPNext companies. Fields: name, abbr, default_currency, country, domain. Read erpnext_contact_get Get a single Contact by name. Returns all contact details. Read erpnext_contact_list List Contacts. Filterable by company_name, status. Fields: name, first_name, last_name, company_name, email... Read erpnext_customer_get Get a single ERPNext customer by name (ID). Returns all fields including contact details. Read erpnext_customer_list List ERPNext customers. Returns active customers by default. Fields: name, customer_name, customer_group, t... Read erpnext_delivery_note_get Get a single Delivery Note by name (e.g. MAT-DN-00001). Returns full document with delivered items. Read erpnext_delivery_note_list List Delivery Notes. Filterable by customer, status, date range. Fields: name, customer, posting_date, stat... Read erpnext_doc_get Get any ERPNext document by DocType and name. Useful for DocTypes not covered by dedicated tools. Returns t... Read erpnext_doc_list List any ERPNext documents by DocType. Useful for DocTypes not covered by dedicated tools. Supports field s... Read erpnext_employee_get Get a single Employee by name/ID (e.g. HR-EMP-00001). Returns all fields. Read erpnext_employee_list List Employees. Filterable by department, status. Fields: name, employee_name, designation, department, com... Read erpnext_expense_claim_list List Expense Claims. Filterable by employee, status, approval_status. Fields: name, employee, employee_name... Read erpnext_gross_profit Gross profit analysis — composed chart showing revenue (bars) vs margin % (line) by item or customer. Uses ... Read erpnext_item_get Get a single ERPNext Item by name/item_code. Returns all fields including pricing and stock details. Read erpnext_item_list List ERPNext Items. Returns active items by default. Fields: name, item_code, item_name, item_group, stock_... Read erpnext_job_card_get Get a single Job Card by name. Returns full document with time logs and material transfers. Read erpnext_job_card_list List Job Cards (production operations tracking). Filterable by work_order, status, operation. Fields: name,... Read erpnext_journal_entry_get Get a single Journal Entry by name (e.g. JV-00001). Returns full document with accounts. Read erpnext_journal_entry_list List Journal Entries. Filterable by date range and voucher_type. Fields: name, voucher_type, posting_date, ... Read erpnext_kanban_get_board Get a normalized kanban board for a supported ERPNext DocType. Supports Task, Opportunity, and Issue, with ... Read erpnext_kpi_gross_margin KPI card: estimated gross margin % based on Sales Order revenue vs valuation rate from stock (Bin). Margin ... Read erpnext_kpi_orders KPI card: count and total value of Sales Orders created this month, with delta % vs last month. Read erpnext_kpi_outstanding KPI card: total outstanding receivables from submitted Sales Invoices with outstanding_amount > 0. Shows co... Read erpnext_kpi_overdue KPI card: count and total value of overdue Sales Invoices (due_date < today, outstanding_amount > 0, submit... Read erpnext_kpi_revenue KPI card: total Sales Order revenue for the current month, with delta % vs previous month and sparkline of ... Read erpnext_lead_get Get a single CRM Lead by name. Returns all lead details including contact info. Read erpnext_lead_list List CRM Leads. Filterable by status, lead_owner. Fields: name, lead_name, company_name, status, lead_owner... Read erpnext_leave_application_get Get a single Leave Application by name. Returns full document. Read erpnext_leave_application_list List Leave Applications. Filterable by employee, status, leave_type. Fields: name, employee, employee_name,... Read erpnext_leave_balance Get leave balance (allocations) for an employee. Returns Leave Allocations with leave_type, total_leaves_al... Read erpnext_opportunity_get Get a single CRM Opportunity by name. Returns full details including items and competitors. Read erpnext_opportunity_list List CRM Opportunities. Filterable by status, opportunity_owner, opportunity_from. Fields: name, opportunit... Read erpnext_order_breakdown Breakdown of Sales Orders by customer (stacked-bar by status) or as a pie chart of totals. type='stacked-ba... Read erpnext_payment_entry_get Get a single Payment Entry by name (e.g. PE-00001). Returns full document including references. Read erpnext_payment_entry_list List Payment Entries. Filterable by payment_type, party_type, date range. Fields: name, payment_type, party... Read erpnext_payroll_entry_list List Payroll Entries. Filterable by company, status. Fields: name, company, posting_date, payroll_frequency... Read erpnext_price_vs_qty Scatter chart: item selling price (X) vs total qty ordered (Y). Each point is an item. Colored by item grou... Read erpnext_product_radar Radar chart comparing items across multiple dimensions: stock level, stock value, order frequency, and reve... Read erpnext_profit_loss Profit & Loss overview — bar chart comparing total income vs total expenses per month from Sales Orders (in... Read erpnext_project_get Get a single Project by name. Returns full document including tasks summary. Read erpnext_project_list List Projects. Filterable by status. Fields: name, project_name, status, percent_complete, expected_start_d... Read erpnext_purchase_invoice_get Get a single Purchase Invoice by name (e.g. PINV-00001). Returns full document with line items. Read erpnext_purchase_invoice_list List Purchase Invoices (bills from suppliers). Filterable by supplier, status, date range. Fields: name, su... Read erpnext_purchase_order_get Get a single Purchase Order by name (e.g. PO-00001). Returns full document with line items. Read erpnext_purchase_order_list List Purchase Orders. Filterable by supplier, status, date range. Fields: name, supplier, transaction_date,... Read erpnext_purchase_receipt_get Get a single Purchase Receipt by name (e.g. MAT-PRE-00001). Returns full document with received items. Read erpnext_purchase_receipt_list List Purchase Receipts (goods received notes). Filterable by supplier, status, date range. Fields: name, su... Read erpnext_quotation_get Get a single Quotation by name. Returns full document with line items and terms. Read erpnext_quotation_list List Quotations. Filterable by party_name, status. Fields: name, party_name, transaction_date, status, gran... Read erpnext_revenue_vs_orders Composed chart (bar + line) showing revenue (bars, left axis) vs order count (line, right axis) per custome... Read erpnext_salary_slip_get Get a single Salary Slip by name/ID. Returns all fields including earnings and deductions. Read erpnext_salary_slip_list List Salary Slips. Filterable by employee, status, date range. Fields: name, employee, employee_name, posti... Read erpnext_sales_chart Analyze sales revenue as a chart. group_by='customer' → bar chart of top customers by revenue. group_by='it... Read erpnext_sales_funnel Sales funnel from Lead → Opportunity → Quotation → Sales Order. Shows count and value at each stage with co... Read erpnext_sales_invoice_get Get a single Sales Invoice by name (e.g. SINV-00001). Returns full document with line items. Read erpnext_sales_invoice_list List Sales Invoices. Filterable by customer, status, date range. Fields: name, customer, posting_date, due_... Read erpnext_sales_order_get Get a single Sales Order by name (e.g. SO-00001). Returns full document with line items. Read erpnext_sales_order_list List Sales Orders. Filterable by customer, status, date range. Fields: name, customer, transaction_date, st... Read erpnext_shipment_get Get a single Shipment by name. Returns full shipment details including parcels. Read erpnext_shipment_list List Shipments. Filterable by status, pickup_from date range. Fields: name, status, pickup_date, delivery_d... Read erpnext_stock_balance Get stock balance by item and/or warehouse. Reads from the Bin DocType. Fields: item_code, warehouse, actua... Read erpnext_stock_chart Get stock levels as a bar chart. Shows actual_qty per item (optionally filtered by warehouse). Groups items... Read erpnext_stock_entry_get Get a single Stock Entry by name. Returns full document with item details. Read erpnext_stock_entry_list List Stock Entries (material transfers, receipts, issues). Fields: name, stock_entry_type, posting_date, fr... Read erpnext_stock_treemap Stock value as a treemap. Each rectangle represents an item, sized by stock value. Use group_by='warehouse'... Read erpnext_supplier_get Get a single ERPNext supplier by name (ID). Returns all fields including contact details. Read erpnext_supplier_list List ERPNext suppliers. Returns active suppliers by default. Fields: name, supplier_name, supplier_group, s... Read erpnext_supplier_quotation_list List Supplier Quotations (RFQ responses from suppliers). Filterable by supplier, status. Fields: name, supp... Read erpnext_task_get Get a single Task by name. Returns full document including description and dependencies. Read erpnext_task_list List Tasks. Filterable by project, status, priority. Fields: name, subject, project, status, priority, exp_... Read erpnext_timesheet_get Get a single Timesheet by name. Returns full document with time log details. Read erpnext_timesheet_list List Timesheets. Filterable by employee, project. Fields: name, employee, start_date, end_date, status, tot... Read erpnext_warehouse_list List ERPNext Warehouses. Fields: name, warehouse_name, warehouse_type, company. Read erpnext_work_order_get Get a single Work Order by name (e.g. MFG-WO-00001). Returns full document with operations and materials. Read erpnext_work_order_list List Work Orders. Filterable by production_item, status, date range. Fields: name, production_item, qty, pr...

WRITE 29 tools

Write erpnext_asset_create Create a new Asset record. Requires asset_name, asset_category, company, purchase_date, gross_purchase_amou... Write erpnext_company_create Create an ERPNext Company. Requires company_name, abbr, default_currency, country. Prerequisites: Warehouse... Write erpnext_customer_create Create a new Customer. Requires customer_name. Optionally set customer_group, territory, email_id. Write erpnext_customer_update Update an existing Customer. Pass only the fields you want to change. Write erpnext_delivery_note_create Create a new Delivery Note. Requires customer and at least one item with item_code, qty. Typically created ... Write erpnext_doc_create Create any ERPNext document. Works on any DocType including master data (Company, Item Group, UOM, Territor... Write erpnext_doc_submit Submit any ERPNext document (changes status from Draft to Submitted). Applies to submittable DocTypes like ... Write erpnext_doc_update Update any ERPNext document (partial update). Works on any DocType. Pass doctype (e.g. 'Customer', 'Sales O... Write erpnext_expense_claim_create Create a new Expense Claim. Requires employee and expenses array. Each expense item maps to the Expense Cla... Write erpnext_item_create Create a new Item (product or service). Requires item_code and item_name. Set is_stock_item=false for servi... Write erpnext_item_update Update an existing Item. Pass only the fields you want to change. Write erpnext_journal_entry_create Create a new Journal Entry. Requires voucher_type and accounts with debit/credit amounts. Total debits must... Write erpnext_kanban_move_card Move a kanban card for a supported ERPNext DocType. Returns structured success or business error details fo... Write erpnext_lead_create Create a new CRM Lead. Requires lead_name. Optionally set company_name, email_id, mobile_no, source. Write erpnext_leave_application_create Create a new Leave Application. Requires employee, leave_type, from_date, to_date. Dates in YYYY-MM-DD format. Write erpnext_project_create Create a new Project. Requires project_name. Optionally set expected_start_date and expected_end_date. Write erpnext_purchase_order_create Create a new Purchase Order. Requires supplier and at least one item with item_code, qty, rate. Optionally ... Write erpnext_quotation_create Create a new Quotation for a customer or lead. Requires quotation_to (Customer or Lead), party_name, and at... Write erpnext_revenue_trend Sales revenue trend over time. Returns a line chart (or area if type='area') with monthly revenue from Sale... Write erpnext_sales_invoice_create Create a new Sales Invoice. Requires customer and at least one item. On a fresh ERPNext instance, you may a... Write erpnext_sales_invoice_submit Submit a Draft Sales Invoice (posts it to the ledger, changes status to 'Unpaid'). Once submitted, the invo... Write erpnext_sales_order_create Create a new Sales Order. Requires customer and at least one item with item_code, qty, rate. On a fresh ERP... Write erpnext_sales_order_submit Submit a Draft Sales Order (changes status to 'To Deliver and Bill'). Triggers stock reservation and fulfil... Write erpnext_sales_order_update Update an existing Sales Order (only in Draft status). Pass only the fields you want to change (e.g. delive... Write erpnext_stock_entry_create Create a new Stock Entry (material issue, receipt, or transfer). Requires stock_entry_type and items with i... Write erpnext_supplier_create Create a new ERPNext Supplier. Requires supplier_name and supplier_group. Returns the created supplier docu... Write erpnext_task_create Create a new Task in a project. Requires project and subject. Dates in YYYY-MM-DD format. Write erpnext_task_update Update an existing Task. Pass only the fields you want to change. Commonly used to change status, progress,... Write erpnext_work_order_create Create a new Work Order for manufacturing. Requires production_item, bom_no, and qty. Optionally set planne...

DESTRUCTIVE 3 tools

Destructive erpnext_doc_cancel Cancel any ERPNext submitted document (changes status to Cancelled). Applies to submittable DocTypes like S... Destructive erpnext_doc_delete Delete any ERPNext document. Only Draft documents can usually be deleted. For submitted documents, use canc... Destructive erpnext_sales_order_cancel Cancel a submitted Sales Order. Reverses stock reservation. Only works on submitted (non-completed) Sales O...

// RUNNING THIS SERVER

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// FAQ

How many tools does the Mcp Erpnext MCP server have? +

The Mcp Erpnext MCP server exposes 120 tools across 3 categories: Read, Write, Destructive.

How do I enforce policies on Mcp Erpnext tools? +

Route the Mcp Erpnext server through the PolicyLayer gateway. Define allow, deny, or approval rules per tool in the dashboard — they are enforced on every call before it reaches the server.

What risk categories do Mcp Erpnext tools fall into? +

Mcp Erpnext tools are categorised as Read (88), Write (29), Destructive (3). Each category has a recommended default policy.

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