ERPNext
Open-source ERP on the Frappe framework — REST access to every DocType (customers, suppliers, items, sales/purchase orders and invoices, stock, HR, projects) plus whitelisted server-side methods.
Three ways to use ERPNext
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with ERPNext.
Add a Comment (frappe.desk.form.utils.add_comment)
Add a comment to a document's activity timeline.
Add a Tag (frappe.desk.doctype.tag.tag.add_tag)
Add a tag label to a document for categorization.
Apply Workflow Action (frappe.model.workflow.apply_workflow)
Transition a document through its configured workflow.
Call a Whitelisted Method (GET)
Invoke any read-only @frappe.whitelist() server method by dotted path.
Call a Whitelisted Method (POST)
Invoke a state-changing @frappe.whitelist() server method by dotted path.
Cancel a Document (frappe.client.cancel)
Cancel a submitted document, moving docstatus 1 to 2.
Get started automating ERPNext
Ready-to-use workflows
Prompts using ERPNext
ERPNext sales order fulfillment board for your ops team
See every open order grouped by how far it has shipped, with late orders on top and a one click way to raise deliveries, invoices and customer updates.
Credit control and order release desk for your finance team
See every customer over their credit limit, what they owe and how old it is, then raise the limit or release the held order in one place.
Shop floor production board for ERPNext work orders
See every open work order by status on one tablet screen, record production as it happens, and get a plain answer on why a job is stuck.
Catch supplier billing errors in ERPNext before you pay
Every Monday, check last week's supplier bills against what you ordered and what actually arrived, then get a Slack digest of every overcharge.
Chase overdue ERPNext invoices with escalating reminders
Every weekday morning, review your unpaid ERPNext invoices, email each customer a reminder that gets firmer as the debt ages, and brief finance in Slack.
Weekly stock replenishment brief from ERPNext to Slack
Every Monday at 7am, find out which items will run out before your supplier can deliver, with draft restock requests waiting for approval.
Draft an ERPNext sales order when a HubSpot deal is won
When a deal is marked closed won in HubSpot, the matching order is drafted in ERPNext with the right customer attached, ready for finance to review.
Daily ERPNext business health snapshot in Google Sheets
Every weekday at 6am, add one dated row of your open orders, overdue invoices, and low stock to a Sheet so you can chart the trend.
