Erpnext for AI agents

ERPNext is open-source enterprise resource planning software covering finance, inventory, HR, and operations for growing businesses that want one system instead of several disconnected tools. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect Erpnext See the 50 actions ↓

Finance and accountingAPI keyMCP + RESTerpnext.com

AUDIT LOG · ERPNEXTPOLICY: acme-support

09:41:07 · claude · u_8f2read

erpnext.list_doctypes

List DocTypes✓ allowed · 212ms

09:41:08 · claude · u_8f2read

erpnext.get_list

Get List of Documents✓ allowed · 164ms

09:41:09 · claude · u_8f2write

erpnext.create_document

Create Document✓ approved · approved by user

09:41:12 · claude · u_8f2destructive

erpnext.delete_document

Delete Document✕ blocked · policy: deny

EVERY ERPNEXT CALL, ON THE RECORD

01 · USE CASES

What agents do in Erpnext.

Check stock balance

Get the stock balance for an item to answer an inventory question before a reorder.

Create a timesheet entry

Create a timesheet for a project once an employee logs their hours.

Confirm before canceling a document

Require approval before canceling a document, since it can reverse a posted transaction like an invoice.

02 · ACTIONS

50 Erpnext actions, graded by risk.

Every Erpnext action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

Look things up. Allowed by default.

erpnext.get_list
Get List of Documents
erpnext.get_count
Get Document Count
erpnext.get_value
Get Field Value
erpnext.get_client
Get Document
erpnext.search_link
Search Link Field Documents
erpnext.get_document
Get Document
erpnext.get_all_roles
Get All Roles
erpnext.get_timezones
Get Timezones
erpnext.list_doctypes
List DocTypes
erpnext.list_projects
List Projects
erpnext.list_webhooks
List Webhooks
erpnext.search_global
Global Search
erpnext.get_user_roles
Get User Roles
erpnext.list_documents
List ERPNext Documents
erpnext.list_employees
List Employees
erpnext.get_fiscal_year
Get Fiscal Year

+ 15 MORE

write

Create and change things. Allow, or ask the user first.

erpnext.add_tag
Add Tag
erpnext.add_comment
Add Comment
erpnext.create_document
Create Document
erpnext.update_document
Update ERPNext document
erpnext.create_timesheet
Create Timesheet
erpnext.save_docs
Save Document with Action
erpnext.set_value
Set Value
erpnext.rename_doc
Rename Document
erpnext.insert_many
Insert Multiple Documents
erpnext.save_document
Save Document
erpnext.apply_workflow
Apply Workflow
erpnext.insert_document
Insert Document
erpnext.submit_document
Submit Document
erpnext.make_stock_entry
Make Stock Entry
erpnext.make_delivery_note
Make Delivery Note
erpnext.make_sales_invoice
Make Sales Invoice

+ 1 MORE

destructive

Delete, cancel or archive. Ask first, or deny outright.

erpnext.cancel_document
Cancel Document
erpnext.delete_document
Delete Document

03 · HOW IT WORKS

Erpnext in three steps.

01Your users connect ErpnextThey add their Erpnext api key on Arc0 Connect, under your brand. It goes straight into the vault.
02You set the rulesReads run, writes like “create Document” can wait for the user, and “delete Document” can be denied outright.
03Any agent can actYour agent calls Erpnext through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.

POLICY.TS

await arc0.policies.set('erpnext', {
  read: 'allow',
  write: 'ask',        // create_document
  destructive: 'deny',  // delete_document
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2

04 · AUTH AND DATA

How Erpnext connects.

Users add their Erpnext api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same Erpnext connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH: API key
CREDENTIALS: Per-tenant encrypted vault
MODEL SEES: Results only, never credentials
AUDIT LOG: Every call, on every plan

05 · WORKS WITH

Use Erpnext from any agent.

Claude

ChatGPT

Cursor

Codex

VS Code

OpenAI Agents SDK

Claude Agent SDK

Vercel AI SDK

Mastra

LangGraph

06 · RELATED

More finance and accounting apps.

Stripe433 actions 44API4 actions

Zoho Books265 actions

Maxio177 actions

ALL FINANCE AND ACCOUNTING APPS →

07 · FAQ

Erpnext and Arc0, answered.

Q01

Can I use Erpnext with Claude, ChatGPT or Cursor?

Yes. Connect Erpnext to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Erpnext actions you allow.

Q02

How do users connect Erpnext?

Users add their Erpnext api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which Erpnext actions can my agent take?

50 in total: 31 read, 17 write and 2 destructive, such as “create Document”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in Erpnext?

Yes. Actions like “delete Document” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call Erpnext too?

Yes. The same Erpnext connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Erpnext into your agent.

Your users connect Erpnext once, under your brand. Your agent gets 50 actions behind your policies, with every call on the record.

Connect Erpnext Browse all apps →

Free to build · MCP + REST · Audit log on every plan