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# ERPNext MCP tools

> The ERPNext MCP tools on the Cotlet server: every operation with its input schema, a tools/call example and an example result.

Source: https://cotlet.dev/docs/mcp/erpnext

Docs sections: [Get started](https://cotlet.dev/docs.md) · [REST API](https://cotlet.dev/docs/api.md) · [MCP](https://cotlet.dev/docs/mcp.md) · [SDKs & CLI](https://cotlet.dev/docs/sdks.md) · [Integrations](https://cotlet.dev/docs/integrations.md)

ERPNext has 13 operations on the Cotlet MCP server, in erpnext_read and erpnext_write. Your agent picks one in `operation`; the tool carries each operation's input schema. Open an operation for its schema and an example call.

- MCP server: `https://cotlet.dev/mcp/v1`
- MCP tools: `erpnext_read`, `erpnext_write`
- Connects with: Your own ERPNext user on your site; its roles decide what it can read, create, submit and cancel
- Integration page: https://cotlet.dev/integrations/erpnext-api-mcp-server

## Read

Return data and change nothing in the account.

| Operation | Description |
|---|---|
| [`list_customers`](https://cotlet.dev/docs/mcp/erpnext/list_customers.md) | Customers with type, group and territory, filtered by name. |
| [`list_items`](https://cotlet.dev/docs/mcp/erpnext/list_items.md) | Items you sell, with code, name, group and unit. |
| [`get_stock_balance`](https://cotlet.dev/docs/mcp/erpnext/get_stock_balance.md) | Quantity and stock value of one item in one warehouse on a date. |
| [`list_sales_invoices`](https://cotlet.dev/docs/mcp/erpnext/list_sales_invoices.md) | Sales invoices with status, due date, total and outstanding amount. |
| [`get_sales_invoice`](https://cotlet.dev/docs/mcp/erpnext/get_sales_invoice.md) | One sales invoice with its lines, taxes, totals and status. |
| [`list_overdue_invoices`](https://cotlet.dev/docs/mcp/erpnext/list_overdue_invoices.md) | Invoices with the Overdue status, oldest due date first, with days overdue. |
| [`list_payment_entries`](https://cotlet.dev/docs/mcp/erpnext/list_payment_entries.md) | Payment entries with party, amount, date, reference and state. |

## Write

Change the account. Calls marked Confirm wait for the user to approve them.

| Operation | Description |
|---|---|
| [`create_customer`](https://cotlet.dev/docs/mcp/erpnext/create_customer.md) | Creates a customer with type, group and territory. |
| [`create_sales_invoice`](https://cotlet.dev/docs/mcp/erpnext/create_sales_invoice.md) | Saves a draft sales invoice with item lines, dates and a tax template. |
| [`submit_sales_invoice`](https://cotlet.dev/docs/mcp/erpnext/submit_sales_invoice.md) (Confirm) | Submits a draft sales invoice so it posts to the ledger. |
| [`create_payment_entry`](https://cotlet.dev/docs/mcp/erpnext/create_payment_entry.md) (Confirm) | Saves a draft Receive payment entry allocated to one or more invoices. |
| [`submit_payment_entry`](https://cotlet.dev/docs/mcp/erpnext/submit_payment_entry.md) (Confirm) | Submits a draft payment entry so it posts to the General Ledger. |
| [`cancel_sales_invoice`](https://cotlet.dev/docs/mcp/erpnext/cancel_sales_invoice.md) (Confirm) | Cancels a submitted sales invoice and reverses its ledger entries. |

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## For AI agents: sign your user up

Is your user asking you to sign them up for Cotlet? You can do it for them, no account or key needed.

1. Read the fields and their allowed values: GET https://cotlet.dev/api/v1/access-requests
2. Ask the user for each value: email, apps, what you will do with them. If they leave the password to you, generate a strong one and show it to them.
3. Show the user what you will send, then POST it as JSON to https://cotlet.dev/api/v1/access-requests.

One call creates the account and sends the access request; we email the user when access is granted.