Frappe_Assistant_Core MCP — Use Cases, Install & Live Demo

Why use it

Key features

21 built-in tools: document CRUD, search, reports, analytics, Python exec, visualization
OAuth 2.0 + OIDC with dynamic client registration — per-user sessions, no shared API key
Respects ERPNext role-based permissions — users can only read/write what they already can in the UI
Plugin architecture — custom Frappe apps expose their own tools via hooks.py
One-click Claude Desktop setup via generated DXT bundle

Live Demo

What it looks like in practice

frappe-assistant-core.replay ▶ ready

0/0

Install

Pick your client

~/Library/Application Support/Claude/claude_desktop_config.json · Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "frappe-assistant-core": {
      "command": "uvx",
      "args": [
        "Frappe_Assistant_Core"
      ],
      "_inferred": true
    }
  }
}

Open Claude Desktop → Settings → Developer → Edit Config. Restart after saving.

~/.cursor/mcp.json · .cursor/mcp.json

{
  "mcpServers": {
    "frappe-assistant-core": {
      "command": "uvx",
      "args": [
        "Frappe_Assistant_Core"
      ],
      "_inferred": true
    }
  }
}

Cursor uses the same mcpServers schema as Claude Desktop. Project config wins over global.

VS Code → Cline → MCP Servers → Edit

{
  "mcpServers": {
    "frappe-assistant-core": {
      "command": "uvx",
      "args": [
        "Frappe_Assistant_Core"
      ],
      "_inferred": true
    }
  }
}

Click the MCP Servers icon in the Cline sidebar, then "Edit Configuration".

~/.codeium/windsurf/mcp_config.json

{
  "mcpServers": {
    "frappe-assistant-core": {
      "command": "uvx",
      "args": [
        "Frappe_Assistant_Core"
      ],
      "_inferred": true
    }
  }
}

Same shape as Claude Desktop. Restart Windsurf to pick up changes.

~/.continue/config.json

{
  "mcpServers": [
    {
      "name": "frappe-assistant-core",
      "command": "uvx",
      "args": [
        "Frappe_Assistant_Core"
      ]
    }
  ]
}

Continue uses an array of server objects rather than a map.

~/.config/zed/settings.json

{
  "context_servers": {
    "frappe-assistant-core": {
      "command": {
        "path": "uvx",
        "args": [
          "Frappe_Assistant_Core"
        ]
      }
    }
  }
}

Add to context_servers. Zed hot-reloads on save.

claude mcp add frappe-assistant-core -- uvx Frappe_Assistant_Core

One-liner. Verify with claude mcp list. Remove with claude mcp remove.

Use Cases

Real-world ways to use Frappe_Assistant_Core

Ask business questions against ERPNext in plain English

👤 Founders, ops leads, finance teams ⏱ ~15 min beginner

When to use: You want sales / inventory / AR numbers without clicking through ERPNext reports or waiting for the analyst.

Prerequisites

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

Flow

Connect Claude Desktop via OAuth

Connect to my ERPNext MCP endpoint at https://erp.example.com/api/method/frappe_assistant_core.mcp✓ Copied

→ OAuth login completes; Claude lists available tools
Ask a business question

What's my total sales this month broken down by customer group? Compare to last month.✓ Copied

→ Claude runs report tool and returns comparison
Drill into an anomaly

Customer group 'Wholesale' dropped 40%. Show me the top 10 customers in that group and their YoY sales.✓ Copied

→ Ranked list with actionable insight

Outcome: Answers to finance/ops questions in seconds without leaving your chat client.

Pitfalls

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_code tool for non-admin users via role permissions

Combine with: notion

Create or update documents in bulk from a brief

👤 ERPNext implementation consultants, data migrators ⏱ ~20 min intermediate

When to use: You have a spreadsheet or paragraph of data that needs to land in ERPNext as multiple Docs (Items, Customers, Suppliers).

Prerequisites

Write permission on the target Doctype — Via the role assigned to your user

Flow

Describe what to create

I have these 15 new suppliers [paste table]. Create them as Supplier records with country, currency, and tax category set.✓ Copied

→ Claude proposes the records, asks to confirm before writing
Confirm then execute

Looks good, proceed. Report any validation errors per row.✓ Copied

→ Row-by-row create report with any errors
Verify in ERPNext

List the Suppliers I just created along with their creation date to confirm.✓ Copied

→ Matching list of 15

Outcome: Bulk data entry completed in minutes without CSV import tool friction.

Pitfalls

Claude creates duplicate records if natural keys aren't checked — Tell it to search for existing records before each create

Expose your custom Frappe app's logic as MCP tools

👤 Frappe/ERPNext developers ⏱ ~45 min advanced

When to use: You have a custom app with domain logic (e.g. loan amortization, manufacturing BOM exploder) and want LLMs to call it directly.

Prerequisites

A Frappe custom app — Standard bench new-app

Flow

Register a tool in your app's hooks.py

Walk me through adding a custom MCP tool in my app acme_lending that computes loan amortization, based on the Frappe Assistant Core plugin spec.✓ Copied

→ Concrete hooks.py snippet + tool function
Reload and verify

How do I reload Frappe Assistant Core to pick up the new tool, and how do I confirm it shows up in Claude?✓ Copied

→ bench restart + tool listing check

Outcome: Your domain logic is now callable from any MCP client, no separate API to build.

Pitfalls

Tool logs sensitive fields into audit log — Mark fields as no_copy or mask in the tool response

Combinations

Pair with other MCPs for X10 leverage

frappe-assistant-core + notion

Run monthly ERPNext P&L, post summary to Notion for the leadership weekly

Run our monthly P&L report in ERPNext for last month, summarize top 3 variances vs plan, and create a Notion page in 'Finance Weekly'.✓ Copied

frappe-assistant-core + filesystem

Export ERPNext report to CSV/Markdown for offline sharing

Run Sales by Customer report for Q1, save as /reports/sales-q1.csv.✓ Copied

Tools

What this MCP exposes

Tool	Inputs	When to call	Cost
get_document	doctype: str, name: str	Fetch a specific ERPNext document by primary key	1 DB read
get_list	doctype: str, filters?: obj, fields?: str[], limit?: int	List/search documents of a Doctype with filters	1 DB query
create_document	doctype: str, data: obj	Insert a new document — respects validation	1 DB write + hooks
update_document	doctype, name, data	Patch fields on an existing doc	1 DB write
run_report	report_name: str, filters?: obj	Execute a saved Frappe Query/Script/Report Builder report	variable
execute_python_code	code: str	Run arbitrary Python in the Frappe context — ADMIN ONLY, disable for regular users	unbounded
get_chart_data	chart_name / config	Render a Frappe Dashboard chart as data	1 aggregation query

Cost & Limits

What this costs to run

API quota: Bounded by your ERPNext site's capacity — treat MCP calls like web UI calls
Tokens per call: List queries 500-3000 tokens; single Doc reads 200-800
Monetary: Free — AGPL-3.0. Cost is whatever you pay for ERPNext hosting.
Tip: Always pass fields to get_list — fetching a full Sales Invoice with all child tables can blow through 10k tokens per row.

Security

Permissions, secrets, blast radius

Minimum scopes: Whatever role permissions the user already has in ERPNext

Credential storage: OAuth token stored by MCP client; rotate in ERPNext User settings

Data egress: Direct from your ERPNext site to the LLM provider you've connected

Never grant: System Manager to the OAuth app unless genuinely needed Enable `execute_python_code` for non-admin users

AGPL-3.0 license — if you run Frappe Assistant Core as a network service, AGPL terms apply to any modifications.
Audit every tool call — ERPNext logs them; review weekly during rollout.

Troubleshooting

Common errors and fixes

OAuth redirect fails / invalid_client

Confirm the OAuth client is registered in ERPNext > OAuth Client and redirect URIs match your MCP client's callback exactly.

Verify: Check `bench log` and the OAuth Client record

Tool says 'Permission denied' for a Doctype

The logged-in user lacks read/write role. Grant the appropriate role in User permissions.

Verify: Try the same operation in the ERPNext web UI

Custom plugin tool not appearing

Run bench restart and ensure the app is installed on the site and hooks.py exposes the tool correctly.

Verify: List tools from Claude — your custom tool should be present

ChatGPT custom connector rejects the endpoint

ChatGPT custom connectors require ChatGPT Plus with Developer Mode. Claude Desktop is more forgiving.

Alternatives

Frappe_Assistant_Core vs others

Alternative	When to use it instead	Tradeoff
Direct REST API + custom MCP wrapper	You only need 2-3 operations and don't want to install a Frappe app	You build and maintain the wrapper yourself
Odoo MCP	You're on Odoo instead of ERPNext	Different ERP, different Doctypes

More

Resources

📖 Read the official README on GitHub

🐙 Browse open issues

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