Built by Metorial, the integration platform for agentic AI.
Retrieve a single ERPNext document by its DocType and name. Works with any DocType such as Customer, Sales Order, Invoice, Employee, Item, etc. Optionally select specific fields to return.
Cancel a submitted ERPNext document. This reverses the submission and marks the document as cancelled. Commonly used with Sales Invoices, Purchase Invoices, Journal Entries, and other submitted transactional documents.
Count the number of ERPNext documents matching a given DocType and optional filters. Useful for dashboards, summaries, and checking record counts without fetching full documents.
Amend a cancelled or submitted ERPNext document by creating a revised copy linked to the original. The new document is created in draft status with an "amended_from" reference. Optionally override specific fields in the amended copy.
Run an ERPNext report and retrieve its data. Supports both standard and custom reports. Useful for extracting financial summaries, stock balances, sales analytics, and other reporting data.
Update an existing ERPNext document. Supports partial updates — only send the fields you want to change. Works with any DocType such as Customer, Sales Order, Invoice, Item, Employee, etc.
List and search ERPNext documents of any DocType with filtering, field selection, sorting, and pagination. Supports AND/OR filters using ERPNext filter syntax.
Permanently delete an ERPNext document by its DocType and name. This action is irreversible. Works with any DocType.
Submit a draft ERPNext document to finalize it. Submission is a workflow step that locks the document from further edits. Commonly used with Sales Invoices, Purchase Invoices, Journal Entries, Stock Entries, and other transactional DocTypes.
Call a whitelisted server-side method on the ERPNext/Frappe backend via the RPC API. This enables access to custom business logic, report generation, and specialized operations beyond standard CRUD.
Create a new ERPNext document of any DocType. Use this to create Customers, Sales Orders, Invoices, Items, Employees, and any other business entity. Provide the DocType and the document fields as key-value pairs.