All integrations
Catalogue metadata onlyaccountingv20260615_00

ERPNEXT

Erpnext

Free and open-source integrated Enterprise Resource Planning software built on Frappe Framework

Description is untrusted, display-only upstream metadata. It never becomes policy, OAuth scope authority, or an agent instruction.

Pakkawork boundary

Research catalogue metadata only. No Pakkawork OAuth, credential, host, quota, executor, or verifier is enabled.

No Pakkawork execution adapter is enabled. Hosted account-authorisation availability is workspace-specific and checked separately in the dashboard.Check workspace connection options
Attributed source

50

Action summaries

Display-only definitions

0

Trigger types

Not installed instances

1

Auth modes

Field names, never values

No

Execution

No runtime adapter

Authentication map

What setup is declared?

Only field names, types, and required markers are shown. Secret values, default auth URLs, credential material, and inferred OAuth scopes are excluded.
API_KEY

API_KEY

erpnext_api_key

Provider setup

Developer setup

No fields declared in this snapshot.

User connection

  • Base URLfull · stringRequired
  • API Keygeneric_api_key · stringRequired
  • API Secretgeneric_token · stringRequired

Capability index

Actions and trigger definitions

Static summaries are available. Live schemas remain disabled until PROVIDER_HUB_API_KEY is configured server-side.

Showing 31–50 of 50 actions

Insert Multiple Documents

ERPNEXT_INSERT_MANY

Tool to insert multiple documents at once into ERPNext/Frappe. Use when you need to create multiple records (Notes, Customers, Items, etc.) in a single API call for better efficiency.

Untrusted display-only summary

List DocTypes

ERPNEXT_LIST_DOCTYPES

Tool to get a list of all DocTypes available in the ERPNext system. Use when you need to retrieve available DocTypes with optional filtering and pagination.

Untrusted display-only summary

List ERPNext Documents

ERPNEXT_LIST_DOCUMENTS

Tool to list documents of a specific DocType from ERPNext. Returns paginated results (default 20 items). Use when you need to retrieve multiple documents, with support for filtering, field selection, and pagination.

Untrusted display-only summary

List Employees

ERPNEXT_LIST_EMPLOYEES

Tool to retrieve a list of Employee records from ERPNext. Use when you need to fetch employee information with optional filtering and pagination.

Untrusted display-only summary

List Projects

ERPNEXT_LIST_PROJECTS

Tool to retrieve a list of Project records from ERPNext. Use when you need to get projects, optionally filtered and paginated.

Untrusted display-only summary

List Timesheets

ERPNEXT_LIST_TIMESHEETS

Tool to get a list of Timesheet records from ERPNext. Use when you need to retrieve, search, or filter timesheets. Supports pagination and flexible field selection.

Untrusted display-only summary

List Webhooks

ERPNEXT_LIST_WEBHOOKS

Tool to list webhook configurations in ERPNext. Use when you need to retrieve all configured webhooks or search for specific webhooks using filters.

Untrusted display-only summary

Make Delivery Note

ERPNEXT_MAKE_DELIVERY_NOTE

Create a draft Delivery Note from an existing Sales Order in ERPNext. Use when you need to initiate shipment/delivery of items from a confirmed sales order. The created Delivery Note will be in draft state and can be modified before submission.

Untrusted display-only summary

Make Purchase Order

ERPNEXT_MAKE_PURCHASE_ORDER

Create a draft Purchase Order from an existing Material Request in ERPNext. Use when you need to initiate procurement of items from an approved material request. The created Purchase Order will be in draft state and can be modified before submission.

Untrusted display-only summary

Make Sales Invoice

ERPNEXT_MAKE_SALES_INVOICE

Tool to create a Sales Invoice from an existing Sales Order in ERPNext. Use when you need to generate an invoice for a confirmed sales order. The created invoice will be in draft state and can be submitted separately if needed.

Untrusted display-only summary

Make Stock Entry

ERPNEXT_MAKE_STOCK_ENTRY

Tool to create a Stock Entry for material transfer, receipt, or issue in ERPNext. Use when you need to record inventory movements between warehouses or add/remove stock. For Material Receipt, include target warehouse and basic_rate. For Material Issue, include source warehouse. For Material Transfer, include both sour…

Untrusted display-only summary

Ping API

ERPNEXT_PING

Tool to check if the ERPNext/Frappe API is reachable. Use when you need to verify API connectivity or test authentication.

Untrusted display-only summary

Rename Document

ERPNEXT_RENAME_DOC

Tool to rename an ERPNext document by changing its unique ID/name. Use when you need to change a document's primary identifier, optionally merging with an existing document.

Untrusted display-only summary

Save Document with Action

ERPNEXT_SAVE_DOCS

Tool to save, submit, cancel, or update a document in ERPNext. Use when you need to create or modify documents in ERPNext. The doc parameter must be a JSON-serializable dictionary containing the document fields.

Untrusted display-only summary

Save Document

ERPNEXT_SAVE_DOCUMENT

Tool to save an existing ERPNext/Frappe document with changes. Use when you need to update an existing document in the system. Requires the complete document object including all system fields and the fields being updated.

Untrusted display-only summary

Global Search

ERPNEXT_SEARCH_GLOBAL

Tool to perform global text search across ERPNext documents. Use when you need to find documents, pages, or records by searching for keywords across the system. Results are ranked by relevance and include document type, name, content preview, and navigation route.

Untrusted display-only summary

Search Link Field Documents

ERPNEXT_SEARCH_LINK

Tool to search for documents to link in ERPNext/Frappe Link fields. Use when you need autocomplete suggestions for Link fields or to find documents by name/text.

Untrusted display-only summary

Set Value

ERPNEXT_SET_VALUE

Tool to set a specific field value on a document in ERPNext. Use when you need to update a single field without retrieving or modifying the entire document.

Untrusted display-only summary

Submit Document

ERPNEXT_SUBMIT_DOCUMENT

Submit a draft document in ERPNext/Frappe to change its status from Draft to Submitted. Use for submittable DocTypes like Sales Invoice, Purchase Order, Journal Entry, etc. Document must exist in draft state (docstatus=0) before submission.

Untrusted display-only summary

Update ERPNext document

ERPNEXT_UPDATE_DOCUMENT

Tool to update a specific ERPNext document. Acts like a PATCH request - only send the fields you want to change, not the whole document. Use when you need to modify specific fields of an existing document.

Untrusted display-only summary

Provenance

Versioned facts, explicit trust.

The detail snapshot comes from an attributed MIT-licensed repository revision. Safe local icons use exact-match CC0 Simple Icons symbols; unmatched brands use monograms.

Repository
https://github.com/provider-directoryHQ/provider-directory
Commit
85e33f6a81dfe987f6fc3637d48d45052cea8ca5
Generated
2026-09-12
Trust policy
untrusted_display_only

Remote text is plain display metadata only. It must never become an agent prompt, execution policy, OAuth grant, or executable instruction.