AI agents for ERPNext

Find records

Lists records of any DocType (Customer, Item, Sales Order, Sales Invoice, Quotation, Purchase Order, Supplier, Lead, Contact, Address, Bin, Stock Ledger Entry, Task …) with filters like [["status"…

Count records

Counts the records of a DocType that match filters, like open sales orders ([["status", "=", "To Deliver and Bill"]]) or unpaid invoices ([["outstanding_amount", ">", 0], ["docstatus", "=", 1]]).

Read a record

Reads one record of a DocType by its name (ID), like Sales Order SAL-ORD-2026-00012 or Customer "Acme Ltd", with every field and its child tables (a sales order's items, taxes, payment_schedule).

Find customers

Finds customers whose name or ID contains a text, optionally in a customer group or territory, leaving out disabled ones unless asked.

Find items

Finds items whose code or name contains a text, optionally in an item group, leaving out disabled ones.

Check stock levels

Reads stock per item and warehouse (ERPNext's Bin) for an item, a warehouse, or both, optionally only where stock is on hand.

Find sales orders

Lists sales orders, newest first, for a customer, a status (Draft, On Hold, To Deliver and Bill, To Bill, To Deliver, Completed, Cancelled, Closed) or an order-date range.

Find sales invoices

Lists sales invoices, newest first, for a customer, a status.

Create a record

Creates a record of any DocType from its field values, with child rows as lists, like a Lead {"lead_name": "Jane Doe", "email_id": "jane@example.com"} or a ToDo {"description": "Call back"}.

Update a record

Writes field values to one record by its DocType and name; only the fields given change, like {"status": "Replied"} on a Lead or {"delivery_date": "2026-11-02"} on a draft sales order.

Submit a document

Submits a draft document that can be submitted (Sales Order, Sales Invoice, Quotation, Purchase Order, Delivery Note, Stock Entry, Payment Entry …) by setting its docstatus to 1.

Call a server method

Calls a whitelisted Python method by its dotted path with arguments by name, as a POST, which can change data.

Create a customer

Creates a customer with a name, type (Company or Individual) and optionally a customer group, territory, default currency and tax ID.

Create a sales order

Creates a draft sales order for a customer with item lines (item code, quantity, and a rate only to override the price list) and a delivery date.

Create a quotation

Creates a draft quotation for a customer (or a lead) with item lines (item code, quantity, and a rate only to override the price list) and how long it is valid.