Use Erpnext from Claude
Add the Erpnext connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorErpnext
Erpnext integration for Claude and Codex
Connect Erpnext once, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategoryFinance & Accounting
Use Erpnext from Codex
Add the Erpnext connection to a Space that runs Codex, then use it from every channel in that Space.
Use Erpnext from Sidekick
Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.
Finance & Accounting
What the Erpnext connector can do
Erpnext is an open-source ERP covering accounting, inventory, projects, and HR on top of the Frappe framework. In type.com, a finance or operations Space can ask the agent to create a new document like a customer or invoice, move it through a workflow, or cancel a submitted record, with the change visible in the thread.
One connection, many Spaces
Connect Erpnext once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Erpnext in type.com
Create records without opening Erpnext
Create a new customer, lead, or invoice document directly from a thread when the details are already at hand.
Create a new Sales Invoice in Erpnext for customer Acme Logistics covering this month's shipment.
Move documents through approval
Apply a workflow action, like approve or submit, to push a document along instead of logging in to change its status.
Apply the approve workflow action to purchase order PO-2291 in Erpnext.
Correct a submitted document
Cancel a submitted document when a transaction needs to be reversed, keeping the record trail intact.
Cancel the submitted Sales Invoice for order 4821 in Erpnext since it was entered twice.
Representative actions
- Add Comment
Adds a comment to a document in Erpnext, useful for notes on a ToDo, Issue, Task, or other document type.
- Add Tag
Applies a tag to a document for easier categorization and filtering.
- Apply Workflow
Moves a document through its configured workflow states, such as approving, rejecting, or submitting it.
- Cancel Document
Reverses a submitted document by changing its status to cancelled, for document types that support submission.
- Create Document
Creates a new record of a given document type, such as a customer, lead, or sales invoice, with its required fields.
Connection
API and auth details
ERPNext is an open-source ERP built on the Frappe Framework. Integrations commonly use Frappe REST APIs to create, read, update, and submit ERPNext DocTypes such as customers, items, invoices, sales orders, purchase orders, projects, inventory, accounting records, HR data, and custom doctypes.
- Source
- type.com catalog metadata
- Auth schemes
- API key
- API docs
- https://docs.erpnext.com/
- API reference
- https://frappeframework.com/docs/user/en/api/rest
- Official site
- https://erpnext.com/
FAQ
Questions people ask before connecting Erpnext
Can Claude create and manage Erpnext records from type.com?
Yes. With an Erpnext connection shared to a Space, the agent can create documents, apply workflow actions, add comments or tags, and cancel submitted records, all visible in the thread.
How does type.com authenticate with Erpnext?
Erpnext uses an API key, added once by an admin when the connection is created, and shared only with Spaces that need it.
Can recurring Erpnext tasks run automatically?
Yes. A repeating task, such as creating a weekly summary invoice, can be set up as a type.com automation.
Is this the same as an MCP server for Erpnext?
Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
More finance & accounting connectors
All Finance & Accounting integrationsConnect Zoho Inventory to Claude in type.com to add invoice comments, attach files, apply credits, and clean up sales orders.
Connect FreshBooks to Claude in type.com to check clients, review business staff, and manage webhooks from a shared accounting thread.
Connect Altoviz to Claude in type.com to add customers, organize contacts into families, and create products for billing from a shared thread.
Connect Lexoffice to Claude in type.com to add contacts, articles, credit notes, and delivery notes from a shared thread.