Ask business questions against ERPNext in plain English
Когда использовать: You want sales / inventory / AR numbers without clicking through ERPNext reports or waiting for the analyst.
Предварительные требования
- 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
Поток
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Connect Claude Desktop via OAuthConnect to my ERPNext MCP endpoint at https://erp.example.com/api/method/frappe_assistant_core.mcp✓ Скопировано→ OAuth login completes; Claude lists available tools
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Ask a business questionWhat's my total sales this month broken down by customer group? Compare to last month.✓ Скопировано→ Claude runs report tool and returns comparison
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Drill into an anomalyCustomer group 'Wholesale' dropped 40%. Show me the top 10 customers in that group and their YoY sales.✓ Скопировано→ Ranked list with actionable insight
Итог: Answers to finance/ops questions in seconds without leaving your chat client.
Подводные камни
- 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