Erpnext

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.

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.

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.

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.

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, warehouse, and currency.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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 source and target warehouses.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.