ceven

Erpnext

Syncs your business operations by automating document creation, tracking project time, and reconciling stock levels across your entire organization in real time.

Try Erpnext in Ceven

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Why use Ceven?

  1. AI native Erpnext integration

    • Describe the outcome and Ceven picks the right Erpnext calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Erpnext data, across all 50 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Erpnext access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Erpnext, when, and on whose behalf.
    • The agent pauses and asks when Erpnext is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Erpnext.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Erpnext action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Erpnext, and when to use it.

Create Document
Use this to create any new record like a Customer, Lead, or Sales Invoice by providing the DocType and required fields.
Get Document
Pull the full details of a specific record using its DocType and name.
List Documents
Retrieve a filtered list of documents for a specific DocType with pagination.
Apply Workflow
Use this to move a document through states like approve or reject to trigger internal business logic.
Get Stock Balance
Pull the current inventory level for a specific item within a chosen warehouse.
Create Timesheet
Log work hours for employees or projects to track billable time and resource utilization.
Make Delivery Note
Generate a draft Delivery Note from an existing Sales Order to start the shipping process.
Get Item Details
Pull comprehensive data on an item including pricing, taxes, and current stock levels.
Get Party Details
Retrieve full customer or supplier records including contacts and financial settings.
Cancel Document
Change a submitted document status to cancelled to reverse a transaction.
Add Comment
Use this to attach notes or internal communications to any document like a Task or Issue.
Download PDF
Generate and retrieve a PDF version of a document using a specific print format.
Get Exchange Rate
Pull the current conversion rate between two currencies for international invoicing.
Get Document Count
Count how many records exist for a DocType based on specific filters.
Add Tag
Tool to add a tag to a document in ERPNext. Use when you need to categorize or label documents for organization and filtering purposes.
Create Webhook
Tool to create a new webhook configuration in ERPNext. Use when you need to set up automated callbacks for DocType events like creation, updates, or submissions.
Delete Document
Tool to delete a document using the Frappe client API. Use when you need to remove a specific document by its doctype and name.
Download file from ERPNext
Tool to download a file from ERPNext by its URL. Use when you need to retrieve file content from the ERPNext instance using the file's URL path.
Download PDF Document
Tool to download a document as PDF from ERPNext with optional print format. Use when you need to retrieve a document in PDF format, optionally specifying a custom print format or excluding letterhead.
Get All Languages
Tool to get a list of all available languages in the ERPNext/Frappe system. Use when you need to retrieve supported languages for translation or localization purposes.
Get All Roles
Tool to get a list of all roles available in the ERPNext system. Use when you need to retrieve all available roles for assignment or reference.
Get DocType Metadata
Tool to retrieve complete DocType metadata/schema including field definitions, field types, permissions, and configurations. Use when you need to understand the structure of a DocType, its fields, validation rules, or permissions before cre
Get Document with Metadata
Tool to retrieve a document with full metadata including attachments, comments, activity logs, and related information. Use when you need complete document details beyond the basic fields returned by standard GET requests.
Get Fiscal Year
Tool to get fiscal year information for a given date in ERPNext. Use when you need to determine which fiscal year a specific date falls into or retrieve fiscal year boundaries.
Get Framework Version
Tool to get the Frappe framework version and all installed app versions. Use when you need to check the ERPNext/Frappe system version for compatibility or debugging purposes.
Get List of Documents
Tool to retrieve a list of documents from ERPNext/Frappe with filtering, field selection, and pagination. Use when you need to query documents of a specific DocType with optional filters, sorting, and field selection. The response contains
Get Logged User
Tool to get the email/ID of the currently authenticated user. Use to verify authentication is working.
Get Payment Entry
Tool to get payment entry details for an invoice or order from ERPNext. Use when you need to retrieve payment information for a Sales Invoice, Purchase Invoice, Sales Order, or Purchase Order. This returns a Payment Entry document with part
Get Timezones
Tool to get a list of all available timezones in the ERPNext system. Use when you need to retrieve timezone options for user configuration or scheduling.
Get User Roles
Tool to get roles assigned to a user. Use when you need to check user permissions or access levels in ERPNext/Frappe.

30 actions · scroll to see them all

Frequently asked questions

Ceven operates using the permissions assigned to the API user you connect. If the user account lacks the role to edit a Sales Invoice, the agent will receive a permission error from the Frappe framework. We recommend creating a dedicated service user in ERPNext with a specific Role Permissions Manager configuration. This ensures the agent can only touch the DocTypes it needs. You can audit every action the agent takes through the ERPNext activity log, which tracks which user made the change and when. This provides a full audit trail for compliance and internal security reviews.
Yes. Because Ceven uses the generic Create and Get Document tools, it can interact with any custom DocType you have built in the Frappe framework. You just need to provide the exact name of the DocType and the field labels. The agent can pull the schema using the Get DocType Metadata tool to understand which fields are mandatory and which are read only. This makes it possible to automate industry specific records that do not exist in the standard ERPNext installation, such as specialized medical records or unique manufacturing logs.
The Frappe API uses pagination for list requests, typically returning twenty records per page. When you ask Ceven to analyze all customers or a massive list of invoices, the agent must make multiple sequential calls to walk the cursor through every page. This can lead to slower response times for very large accounts. Additionally, the ERPNext server may impose rate limits on the number of requests per minute depending on your hosting setup. If you hit these limits, Ceven will automatically retry with an exponential backoff to ensure no data is lost during the sync.
Ceven triggers the internal ERPNext print engine to generate a PDF based on your configured print formats. You can specify which format to use, or let the agent use the system default. Once the PDF is generated on the server, Ceven retrieves the file via the download tool and can then send it to a customer via email or upload it to a cloud drive. This eliminates the need for a human to manually open every invoice and click the print button before sending it out to a client.
Absolutely. Ceven can use the Apply Workflow tool to move a document from one state to another, such as moving a Purchase Order from Draft to Pending Approval. The agent first checks the available transitions for that specific document to ensure the move is valid. If the document is in a state where the requested transition is not allowed, the agent will notify you of the conflict. This allows you to build complex approval chains where the agent handles the routing based on external triggers or data validation.
Yes. Ceven can pull current exchange rates directly from your ERPNext currency exchange table. When creating invoices or payment entries in a foreign currency, the agent can verify the rate is current or update it based on an external feed before submitting the document. This ensures that your accounting remains accurate and that you are not losing money due to outdated exchange rates during the conversion process between your base currency and the customer currency.
The agent monitors stock levels by querying the stock balance for specific items and warehouses. You can set up a workflow where Ceven checks inventory every time a lead is converted to a sales order. If the stock falls below a certain threshold, the agent can automatically create a Material Request to replenish the items. This creates a closed loop system where your inventory levels drive your purchasing decisions without requiring a manual audit of the warehouse every morning.
Yes. You can instruct the agent to search for documents that meet certain criteria, such as leads that have not been contacted in six months, and then use the Delete Document tool to remove them. However, we strongly recommend using the Cancel Document tool for any submittable records like invoices or payments to maintain the integrity of your financial ledger. The agent can be programmed to archive records by moving them to a specific status instead of deleting them entirely to preserve your historical data.

Alternatives to Erpnext

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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