Erpnext
for LuumenAI

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

Operate Erpnext from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.

The Erpnext toolbox

49 tools: 30 read, 19 write. Reads answer instantly. Writes require approval by default. Everything is logged.

  • ReadDownload file from ERPNextDownload a file from ERPNext by its URL.
  • ReadDownload PDF DocumentDownload a document as PDF from ERPNext with optional print format.
  • ReadGet All LanguagesGet a list of all available languages in the ERPNext/Frappe system.
  • ReadGet All RolesGet a list of all roles available in the ERPNext system.
  • ReadGet DocumentGet a single document by DocType and name or filters from Frappe/ERPNext.
  • ReadGet Document CountGet the count of documents matching specified filters in ERPNext/Frappe.
  • ReadGet DocType MetadataRetrieve complete DocType metadata/schema including field definitions, field types, permissions, and configurations.
  • ReadGet Document with MetadataRetrieve a document with full metadata including attachments, comments, activity logs, and related information.
  • ReadGet Exchange RateGet the currency exchange rate between two currencies in ERPNext.
  • ReadGet Fiscal YearGet fiscal year information for a given date in ERPNext.
  • ReadGet Framework VersionGet the Frappe framework version and all installed app versions.
  • ReadGet Item DetailsGet detailed item information including pricing, taxes, and stock details from ERPNext.
  • ReadGet List of DocumentsRetrieve a list of documents from ERPNext/Frappe with filtering, field selection, and pagination.
  • ReadGet Logged UserGet the email/ID of the currently authenticated user.
  • ReadGet Party DetailsGet comprehensive customer or supplier details including addresses, contacts, and default financial settings.
  • ReadGet Payment EntryGet payment entry details for an invoice or order from ERPNext.
  • ReadGet Stock BalanceRetrieve the current stock balance for a specific item in a warehouse.
  • ReadGet TimezonesGet a list of all available timezones in the ERPNext system.
  • ReadGet User RolesGet roles assigned to a user.
  • ReadGet Field ValueGet specific field value(s) from a document in ERPNext.
  • ReadGet Workflow TransitionsGet available workflow transitions for a document.
  • ReadList DocTypesGet a list of all DocTypes available in the ERPNext system.
  • ReadList ERPNext DocumentsList documents of a specific DocType from ERPNext.
  • ReadList EmployeesRetrieve a list of Employee records from ERPNext.
  • ReadList ProjectsRetrieve a list of Project records from ERPNext.
  • ReadList TimesheetsGet a list of Timesheet records from ERPNext.
  • ReadList WebhooksList webhook configurations in ERPNext.
  • ReadPing APICheck if the ERPNext/Frappe API is reachable.
  • ReadGlobal SearchPerform global text search across ERPNext documents.
  • ReadSearch Link Field DocumentsSearch for documents to link in ERPNext/Frappe Link fields.
  • WriteAdd CommentAdd a comment to a document in ERPNext/Frappe. Approval by default
  • WriteAdd TagAdd a tag to a document in ERPNext. Approval by default
  • WriteApply WorkflowApply a workflow action to a document in ERPNext/Frappe. Approval by default
  • WriteCancel DocumentCancel a submitted document in ERPNext/Frappe to change its status from Submitted to Cancelled. Approval by default
  • WriteCreate DocumentCreate a new document of a specific DocType in ERPNext. Approval by default
  • WriteCreate TimesheetCreate a new Timesheet record in ERPNext. Approval by default
  • WriteDelete DocumentDelete a specific document by DocType and name. Approval by default
  • WriteInsert DocumentInsert a new document in ERPNext/Frappe using the client API. Approval by default
  • WriteInsert Multiple DocumentsInsert multiple documents at once into ERPNext/Frappe. Approval by default
  • WriteMake Delivery NoteCreate a draft Delivery Note from an existing Sales Order in ERPNext. Approval by default
  • WriteMake Purchase OrderCreate a draft Purchase Order from an existing Material Request in ERPNext. Approval by default
  • WriteMake Sales InvoiceCreate a Sales Invoice from an existing Sales Order in ERPNext. Approval by default
  • WriteMake Stock EntryCreate a Stock Entry for material transfer, receipt, or issue in ERPNext. Approval by default
  • WriteRename DocumentRename an ERPNext document by changing its unique ID/name. Approval by default
  • WriteSave Document with ActionSave, submit, cancel, or update a document in ERPNext. Approval by default
  • WriteSave DocumentSave an existing ERPNext/Frappe document with changes. Approval by default
  • WriteSet ValueSet a specific field value on a document in ERPNext. Approval by default
  • WriteSubmit DocumentSubmit a draft document in ERPNext/Frappe to change its status from Draft to Submitted. Approval by default
  • WriteUpdate ERPNext documentUpdate a specific ERPNext document. Approval by default

Questions

How does LuumenAI connect to Erpnext?

Authorize once with API token. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.

Can LuumenAI change things in Erpnext on its own?

Read actions answer immediately. Anything that writes — add comment, add tag, apply workflow, cancel document, and more — is shown as a plan and requires approval by default, including the 3 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.

Who gets access to the integration?

You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.

Is there an audit trail?

Every call to Erpnext — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.

Put Erpnext to work with Luumen

Connect in minutes. Every action scoped, approved, and audited from day one.