Ask business questions against ERPNext in plain English
Quand l'utiliser : You want sales / inventory / AR numbers without clicking through ERPNext reports or waiting for the analyst.
Prérequis
- ERPNext site with Frappe Assistant Core installed —
bench get-app+bench install-app frappe_assistant_core - User account with appropriate read roles — Use your own login; permissions follow
Déroulement
-
Connect Claude Desktop via OAuthConnect to my ERPNext MCP endpoint at https://erp.example.com/api/method/frappe_assistant_core.mcp✓ Copié→ OAuth login completes; Claude lists available tools
-
Ask a business questionWhat's my total sales this month broken down by customer group? Compare to last month.✓ Copié→ Claude runs report tool and returns comparison
-
Drill into an anomalyCustomer group 'Wholesale' dropped 40%. Show me the top 10 customers in that group and their YoY sales.✓ Copié→ Ranked list with actionable insight
Résultat : Answers to finance/ops questions in seconds without leaving your chat client.
Pièges
- Claude hallucinates a Doctype name that doesn't exist in your customization — Always ask it to list available Doctypes first, then reference by exact name
- Python execution tool runs unsanitized code against your DB — Disable the
execute_python_codetool for non-admin users via role permissions