Actionist·ERPNext

ERPNext

· #188 most-used

The open-source ERP your agent actually runs

FinanceHRCRMDatabaseAnalyticsAutomationProjectsEcommerce

ERPNext is a free, open-source enterprise resource planning platform that covers accounting, procurement, inventory, HR, CRM, and manufacturing in a single system. Connect it to Actionist and your agents can create invoices, raise purchase orders, reconcile payments, pull custom reports, and react to document events across every module — all triggered by a plain-English instruction or a cross-app workflow. Where teams once juggled spreadsheets and manual data entry between departments, the agent handles the entire document lifecycle end to end.

Try ERPNext with ActionistVisit ERPNext
Average time saved
10 hours
per person · per month
≈ 1 workdays back

Eliminates manual work. Agents replace the repetitive document creation, status-checking, and cross-system data-entry that ERPNext users perform dozens of times a day across every department — invoicing, procurement, HR workflows, and reporting all handled end-to-end without human keystrokes.

Schedule

What your ERPNext agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Tue–Thu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

ERPNext × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
9Apps spanned
~73 hrsSaved / week
6Personas served
For customer success
Featured4 apps

Customer complaint to resolved in minutes

When a customer emails a billing dispute, your agent reads the Sales Invoice from ERPNext, checks the payment history, and creates a corrected Credit Note — all before a human opens the ticket. The corrected document is posted back to the customer via Gmail, the resolution is logged in ERPNext, the support timeline is pinged in Slack, and a follow-up reminder lands in Google Calendar. Cases that used to take two days now close in under five minutes.

~23 hrs / week

Time saved for your team — every week, on autopilot

The flow
Trigger·When a customer emails a billing dispute or invoice query
trigger
Step 1
Gmail
Detect incoming billing dispute email
read
Step 2
ERPNext
Retrieve the referenced Sales Invoice
write
Step 3
ERPNext
Create a Credit Note against the invoice
write
Step 4
Slack
Notify support team of resolution in #cs-ops
write
Step 5
Google Calendar
Create follow-up reminder for account manager
Result
Create a Credit Note against the invoiceNotify support team of resolution in #cs-opsCreate follow-up reminder for account manager
The win
Saved per run
1.5 hrs
Runs / week
~15×
Billing disputes resolved before customers escalate
Driven byCustomer Support Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    18 min / week
    Manual Sales Order entry

    Rep copies deal details from CRM into ERPNext Sales Order form after each close — 15–20 minutes per order, error-prone.

    Sales Agent
    0 min
    Agent creates Sales Order on close

    Agent reads the closed deal and creates the ERPNext Sales Order with all line items in under 60 seconds, zero keystrokes from the rep.

  • Marketing
    13 min / week
    Campaign cost reconciliation

    Marketing manually matches campaign spend from ad platforms to ERPNext cost centres each week — a slow, spreadsheet-heavy chore.

    Marketing Agent
    0 min
    Agent reconciles spend automatically

    Agent pulls campaign totals and creates cost entries in ERPNext, keeping the finance team's view current without a single manual import.

  • Customer Support
    18 min / week
    Billing dispute resolution

    Support reps manually look up invoices, verify payments, and draft Credit Notes — often 30–60 minutes per case.

    Customer Support Agent
    0 min
    Agent resolves disputes end-to-end

    Agent retrieves the invoice, creates the Credit Note in ERPNext, and notifies the customer — the entire case closes in minutes.

  • Human Resources
    7 min / week
    Leave application entry

    HR enters each leave request manually into ERPNext after receiving it by email or Slack — several minutes per request, daily.

    Human Resources Agent
    0 min
    Agent submits leave applications

    Agent parses leave requests from Slack or email and creates Leave Applications in ERPNext instantly, triggering the manager approval flow.

  • Finance
    13 min / week
    Month-end close pack prep

    Finance team manually runs P&L and AR ageing reports, copies data into spreadsheets, and assembles the close pack — hours of work.

    Finance Agent
    0 min
    Agent assembles close pack

    Agent runs the reports in ERPNext, writes results to Google Sheets, and creates the summary page — close pack ready in minutes.

  • Operations
    25 min / week
    Purchase order creation

    Ops manually raises Purchase Orders in ERPNext when stock drops low — checked daily, but often catching stockouts too late.

    Operations Agent
    0 min
    Agent auto-raises reorder POs

    Agent monitors stock levels and creates Purchase Orders in ERPNext the moment an item crosses its reorder threshold — before a human notices.

  • Legal
    6 min / week
    Contract document filing

    Legal manually creates ERPNext document records for each contract signed and links them to the relevant customer — tedious, slow.

    Legal Agent
    0 min
    Agent files contracts on signature

    Agent creates the ERPNext record and links it to the customer document the moment a contract is signed, keeping the audit trail complete.

+ 100s of other ERPNext automations
Average monthly
10 hrs / person / month
Average monthly
10 hrs / person / month
Calculator

Calculate what your team saves

Team size
10 people
Hourly rate
$20 / hr
Hours saved / week
25
Hours saved / year
1,250
Annual ROI
$25,000

Based on ERPNext's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.

Connect

How to plug ERPNext into Actionist

Pick the connection method that suits your environment.

The fastest path to ERPNext. Install the Frappe Dev MCP Server in one click and the agent gains full DocType access through a permissioned API handshake — no tokens to manage, no custom code required.

1
Open the Apps tab

Find ERPNext in the Apps library and click Connect. MCP is selected by default.

2
Connect to your ERPNext instance

Enter your ERPNext site URL (e.g. yourcompany.erpnext.com or self-hosted address). The Frappe Dev MCP Server handles the API handshake using your site credentials.

3
Test the connection

Actionist runs a read-only call to verify the handshake. You're ready.

Actions

15 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

7 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

Skills

Skills that pair with ERPNext

Reusable agent skills that work well alongside this app.

No paired skills curated yet. Add this app to your agent to discover what fits.
MCP servers

MCP servers that work with ERPNext

Connect Actionist to MCP servers built for or around this app.

Frappe Dev MCP Server
Official

Official MCP server for Frappe and ERPNext, giving the agent direct access to DocTypes, bench commands, and the full REST API with no custom integration code.

FAQs

Questions about ERPNext + Actionist

How do I connect Actionist to my ERPNext instance?
Open the Apps tab, find ERPNext, and click Connect. The recommended path is MCP via the Frappe Dev MCP Server — enter your site URL and the server handles the API handshake. If you prefer direct API access, switch to the API Key method: go to Settings > My Settings > API Access in your ERPNext account, generate a key pair, and paste both the key and secret into Actionist. Self-hosted and cloud-hosted ERPNext instances both work with either method.
What credentials does Actionist need, and what scopes does it use?
For the API Key method you need an API Key and API Secret from your ERPNext user account, plus your site URL. The credentials inherit the permissions of the ERPNext user you generate them under — create a dedicated API user with only the DocTypes your agent needs to read and write, so the integration is scoped to exactly what it requires. For MCP, permissions are negotiated during the handshake and follow your ERPNext role assignments.
Which ERPNext DocTypes can the agent work with?
The agent can create, read, update, and delete any ERPNext DocType your API user has permission to access — including Sales Order, Sales Invoice, Purchase Order, Payment Entry, Customer, Employee, Leave Application, Item, Stock Entry, and any custom DocType your instance defines. The Retrieve all documents action supports filtering by any field, so the agent can query across the full document set. Custom fields and child tables are included in retrieved documents.
Can the agent react to events in ERPNext, or only take actions?
Both. The agent can listen for document events via ERPNext triggers: new document created, document updated, document submitted, document cancelled, payment entry recorded, stock entry posted, and task status changed. When a trigger fires, the agent can read context from ERPNext, take further action, and fan out to other connected apps — for example, when an invoice is submitted the agent can email the customer via Gmail and update HubSpot in the same workflow.
How do I avoid creating duplicate documents when a workflow runs multiple times?
Design your workflows to check before creating: use Retrieve all documents with a filter on a unique identifier (order number, customer email, or invoice reference) before running Create. If a matching document already exists, the agent can update it instead. For trigger-based workflows, ERPNext's document submission model provides a natural idempotency gate — Submitted documents cannot be resubmitted, so a Payment Entry trigger fires exactly once per invoice payment.
Can the agent run custom ERPNext reports?
Yes. The Run custom report action executes any saved ERPNext report — Script Reports, Query Reports, or standard module summaries — and returns the data as a structured result the agent can use downstream. This means your Finance Agent can pull a P&L or Accounts Receivable ageing report on schedule, write the output to Google Sheets, and send a summary to Slack, all without manual intervention.
Does Actionist work with self-hosted ERPNext as well as ERPNext Cloud?
Yes. Both deployment types use the same REST API and authentication model. For self-hosted instances, make sure your ERPNext URL is reachable from the internet (or from the network where Actionist runs) and that your firewall allows HTTPS on port 443. The API Key credential method works identically for both; the MCP method requires the Frappe Dev MCP Server to be installed and accessible at your self-hosted site.
What happens if an ERPNext document is in a submitted or cancelled state?
ERPNext's document lifecycle matters for write operations. Submitted documents (like posted invoices) cannot be updated directly — the agent must create an amendment (Credit Note, debit note) rather than editing the original. Cancelled documents cannot be resubmitted. Actionist's agent understands this: when a workflow tries to update a submitted document, it routes to the appropriate amendment action instead and reports the outcome, rather than throwing an unhandled error.