ERPNext integration
An ERPNext or Frappe site over its generic REST API: list, read, create, update and delete documents of any DocType, count matching documents, call a whitelisted server method, and upload a file. The endpoints are generic rather than per module, so the same calls reach Customer, Sales Order, Item or any custom DocType. The site host is part of the connection.
Common ERPNext use cases
- submitting or cancelling a document
- reading a full sales order including its item rows
- attaching a generated document to an ERPNext record
- creating a customer or a sales order from a workflow
- removing a draft document a workflow created by mistake
- reading the documents of a DocType that match a condition
- writing a status or a reference back onto an ERPNext document
- reaching functionality the generic document calls do not cover
- checking whether anything matches before paging through a DocType
- paging through a large DocType
What you can do with ERPNext
Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.
Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.
Document, 6 operations
- GETcount_documents
Returns how many documents of a DocType match a filter, without listing them.
- POSTcreate_document
Creates a document and returns it as stored, including its generated name.
- DELETEdelete_document
Deletes a document, provided nothing else links to it.
- GETget_document
Returns a full document, including the rows of its child tables.
- GETlist_documents
Returns the documents of one DocType under a data array.
- PUTupdate_document
Updates the fields you send on a document and returns the stored result.
Method, 2 operations
- GETcall_method_get
Calls a whitelisted server method that only reads, and returns its result.
- POSTcall_method_post
Calls a whitelisted server method that changes state and returns its result.
File, 1 operation
- POSTupload_file
Uploads a file to the site and returns the File document that was created.
Use ERPNext from Claude Code, Cursor or Codex
Connect ERPNext in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its ERPNext operations become tools the client can call, next to every other integration you connected.
claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"
[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"{
"mcpServers": {
"livecontext": {
"type": "http",
"url": "https://livecontext.ai/mcp",
"headers": {
"X-API-Key": "YOUR_API_KEY"
}
}
}
}How to connect ERPNext
Create your workspace
Sign up free. Nothing to install.
Connect ERPNext once
Add your ERPNext connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.
ERPNext integration FAQ
- What can you do with the ERPNext integration?
- LiveContext exposes 9 operations on ERPNext, covering document, method and file. Common uses include submitting or cancelling a document, reading a full sales order including its item rows and attaching a generated document to an ERPNext record.
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