Erpnext

Tool to add a comment to a document in ERPNext/Frappe. Use when you need to add comments or notes to any document type like ToDo, Issue, Task, or custom DocTypes.

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Tool to add a tag to a document in ERPNext. Use when you need to categorize or label documents for organization and filtering purposes.

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Tool to apply a workflow action to a document in ERPNext/Frappe. Use when you need to transition a document through workflow states (e.g., approve, reject, submit). The document must have a workflow configured for its doctype.

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Cancel a submitted document in ERPNext/Frappe to change its status from Submitted to Cancelled. Use for submittable DocTypes when you need to reverse or cancel a submitted transaction. Document must be in Submitted state (docstatus=1) before cancellation.

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Tool to create a new document of a specific DocType in ERPNext. Use when you need to create records like ToDo, Customer, Lead, Sales Invoice, etc. The document data should include all required fields for the specific DocType. Standard fields like creation, modified, and owner are automatically set by ERPNext.

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Tool to create a new Timesheet record in ERPNext. Use when you need to log time entries for employees or projects.

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Tool to delete a specific document by DocType and name. Use when you need to remove a document from ERPNext. Requires delete permissions for the specified DocType.

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Tool to download a file from ERPNext by its URL. Use when you need to retrieve file content from the ERPNext instance using the file's URL path.

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Tool to download a document as PDF from ERPNext with optional print format. Use when you need to retrieve a document in PDF format, optionally specifying a custom print format or excluding letterhead.

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Tool to get a list of all available languages in the ERPNext/Frappe system. Use when you need to retrieve supported languages for translation or localization purposes.

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Tool to get a list of all roles available in the ERPNext system. Use when you need to retrieve all available roles for assignment or reference.

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Tool to get a single document by DocType and name or filters from Frappe/ERPNext. Use when you need to retrieve a specific document's complete details.

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Tool to get the count of documents matching specified filters in ERPNext/Frappe. Use when you need to know how many records exist for a specific DocType, optionally filtered by conditions.

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Tool to retrieve complete DocType metadata/schema including field definitions, field types, permissions, and configurations. Use when you need to understand the structure of a DocType, its fields, validation rules, or permissions before creating or querying documents.

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Tool to retrieve a specific document by its DocType and name (ID). Returns the complete document with all fields. Use when you need to fetch details of a specific ERPNext document like Customer, Employee, Account, Sales Invoice, etc.

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Tool to retrieve a document with full metadata including attachments, comments, activity logs, and related information. Use when you need complete document details beyond the basic fields returned by standard GET requests.

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Tool to get the currency exchange rate between two currencies in ERPNext. Use when you need to convert amounts between different currencies or check current exchange rates.

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Tool to get fiscal year information for a given date in ERPNext. Use when you need to determine which fiscal year a specific date falls into or retrieve fiscal year boundaries.

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Tool to get the Frappe framework version and all installed app versions. Use when you need to check the ERPNext/Frappe system version for compatibility or debugging purposes.

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Tool to get detailed item information including pricing, taxes, and stock details from ERPNext. Use when you need comprehensive item data for transactions like Sales Orders, Purchase Orders, or Invoices. This action retrieves item-specific information based on the provided context including customer, price list, wareh…

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Tool to retrieve a list of documents from ERPNext/Frappe with filtering, field selection, and pagination. Use when you need to query documents of a specific DocType with optional filters, sorting, and field selection. The response contains an array of document objects with the requested fields.

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Tool to get the email/ID of the currently authenticated user. Use to verify authentication is working.

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Tool to get comprehensive customer or supplier details including addresses, contacts, and default financial settings. Use when creating transactions or updating party information in ERPNext.

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Tool to get payment entry details for an invoice or order from ERPNext. Use when you need to retrieve payment information for a Sales Invoice, Purchase Invoice, Sales Order, or Purchase Order. This returns a Payment Entry document with party details, payment amounts, accounts, exchange rates, and reference information.

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Tool to retrieve the current stock balance for a specific item in a warehouse. Use when you need to check inventory levels or available quantity.

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Tool to get a list of all available timezones in the ERPNext system. Use when you need to retrieve timezone options for user configuration or scheduling.

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Tool to get roles assigned to a user. Use when you need to check user permissions or access levels in ERPNext/Frappe.

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Tool to get specific field value(s) from a document in ERPNext. Use when you need to retrieve one or more field values without loading the entire document.

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Tool to get available workflow transitions for a document. Use when you need to check what workflow actions are available for a specific document based on its current state and user permissions.

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Tool to insert a new document in ERPNext/Frappe using the client API. Use when you need to create any type of document (ToDo, Customer, Item, etc.) by providing the doctype and required fields.

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