@casys/mcp-erpnext 2.3.0 → 2.4.0

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Files changed (4) hide show
  1. package/README.md +85 -44
  2. package/mcp-erpnext.mjs +9605 -3259
  3. package/package.json +1 -1
  4. package/ui-dist/kanban-viewer/index.html +48 -48
package/README.md CHANGED
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  # @casys/mcp-erpnext
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- MCP server for [ERPNext](https://erpnext.com) / Frappe ERP — **120 tools**
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+ [![JSR](https://jsr.io/badges/@casys/mcp-erpnext)](https://jsr.io/@casys/mcp-erpnext)
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+ [![npm](https://img.shields.io/npm/v/@casys/mcp-erpnext?logo=npm&color=cb3837)](https://www.npmjs.com/package/@casys/mcp-erpnext)
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+ [![CI](https://github.com/Casys-AI/mcp-erpnext/actions/workflows/test.yml/badge.svg)](https://github.com/Casys-AI/mcp-erpnext/actions/workflows/test.yml)
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+ [![MCP](https://img.shields.io/badge/MCP-server-1f6feb?logo=modelcontextprotocol&logoColor=white)](https://modelcontextprotocol.io)
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+ [![License: MIT](https://img.shields.io/badge/license-MIT-blue.svg)](LICENSE)
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+
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+ MCP server for [ERPNext](https://erpnext.com) / Frappe ERP — **122 tools**
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  across **14 categories**, with **7 interactive UI viewers**.
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  Connect any MCP-compatible AI agent (Claude Desktop, Claude Code, VS Code
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  Works with **self-hosted** and **ERPNext Cloud** (frappe.cloud) instances.
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- ## What's New in v2.1
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-
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- - **Cross-viewer navigation** — click a row in any list to drill down, click a
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- button to open related documents in another viewer via `sendMessage`
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- - **Inline detail panels** — expand any row in doclist/stock viewers to see full
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- document details + action buttons (Submit, Cancel, Payments)
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- - **Interactive charts** — click bar/pie/line data points to drill into
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- underlying documents
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- - **KPI drill-down** — click the big number or sparkline to explore exceptions
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- or trends
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- - **Funnel redesign** — trapezoid stages with gradient fills, conversion badges,
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- click-through navigation
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- - **Better error messages** — Frappe API errors are now surfaced with full
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- detail instead of generic "Tool execution failed"
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- - **VS Code Copilot fix** — schema validation issue with `erpnext_doc_list`
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- filters resolved (#2)
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+ ## Screenshots
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+
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+ Interactive viewers rendered inside an MCP host, driven entirely by tool
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+ results.
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+
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+ <table>
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+ <tr>
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+ <td width="50%" align="center">
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+ <img src="docs/assets/doclist-viewer.png" alt="Document list viewer with chip filters and inline detail" width="100%"><br>
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+ <sub><b>doclist-viewer</b> — any DocType as a sortable table with chip filters and an inline detail panel</sub>
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+ </td>
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+ <td width="50%" align="center">
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+ <img src="docs/assets/invoice-viewer.png" alt="Invoice viewer with line items and actions" width="100%"><br>
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+ <sub><b>invoice-viewer</b> — invoice with parties, line items, item drill-down and Submit/Cancel/Payments</sub>
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+ </td>
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+ </tr>
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+ <tr>
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+ <td width="50%" align="center">
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+ <img src="docs/assets/funnel-viewer.png" alt="Sales funnel viewer" width="100%"><br>
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+ <sub><b>funnel-viewer</b> — Lead → Opportunity → Quotation → Order with conversion rates</sub>
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+ </td>
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+ <td width="50%" align="center">
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+ <img src="docs/assets/kpi-viewer.png" alt="KPI viewer with sparkline" width="100%"><br>
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+ <sub><b>kpi-viewer</b> — big-number KPI with delta vs last period and a sparkline</sub>
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+ </td>
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+ </tr>
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+ <tr>
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+ <td width="50%" align="center">
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+ <img src="docs/assets/chart-viewer.png" alt="Chart viewer" width="100%"><br>
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+ <sub><b>chart-viewer</b> — universal Recharts renderer (here: stock levels)</sub>
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+ </td>
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+ <td width="50%" align="center">
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+ <img src="docs/assets/stock-viewer.png" alt="Stock balance viewer" width="100%"><br>
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+ <sub><b>stock-viewer</b> — stock balance with color-coded quantity badges</sub>
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+ </td>
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+ </tr>
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+ <tr>
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+ <td width="50%" align="center">
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+ <img src="docs/assets/kanban-viewer.png" alt="Read-write kanban board" width="100%"><br>
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+ <sub><b>kanban-viewer</b> — read-write board (Task / Opportunity / Issue) with inline edit</sub>
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+ </td>
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+ <td width="50%" align="center">
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+ <img src="docs/assets/profit-loss.png" alt="Profit and loss composed chart" width="100%"><br>
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+ <sub><b>chart-viewer</b> — composed dual-axis chart (here: profit &amp; loss)</sub>
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+ </td>
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+ </tr>
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+ </table>
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+
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+ ## What's New
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+ See the [CHANGELOG](CHANGELOG.md) for the full release history, or the
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+ [latest release](https://github.com/Casys-AI/mcp-erpnext/releases/latest) for
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+ the current version's highlights.
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  ## Quick Start
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  node build-all.mjs
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  ```
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- ## Tools (120)
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+ ## Tools (122)
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  **14 categories** covering the full ERPNext surface. Each `_list` tool returns
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  interactive results in the doclist-viewer with row click, inline detail, and
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  cross-viewer navigation.
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- | Category | Tools | Viewer | Key capabilities |
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- | ----------------- | ----- | -------------------- | -------------------------------------------------------------------- |
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- | **Sales** | 17 | doclist / invoice | Customers, Sales Orders, Invoices, Quotations — CRUD + Submit/Cancel |
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- | **Purchasing** | 11 | doclist / invoice | Suppliers, Purchase Orders, Invoices, Receipts |
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- | **Inventory** | 9 | doclist / stock | Items, Stock Balance, Warehouses, Stock Entries |
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- | **Accounting** | 6 | doclist | Accounts, Journal Entries, Payment Entries |
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- | **HR** | 12 | doclist | Employees, Attendance, Leave, Salary, Expenses |
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- | **Project** | 9 | doclist | Projects, Tasks, Timesheets |
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- | **Delivery** | 5 | doclist | Delivery Notes, Shipments |
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- | **Manufacturing** | 7 | doclist | BOMs, Work Orders, Job Cards |
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- | **CRM** | 8 | doclist | Leads, Opportunities, Contacts, Campaigns |
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- | **Assets** | 8 | doclist | Assets, Movements, Maintenance, Categories |
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- | **Operations** | 7 | doclist | Generic CRUD for **any** DocType (`erpnext_doc_*`) |
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- | **Kanban** | 2 | kanban | Task/Opportunity/Issue boards with drag-and-drop |
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- | **Analytics** | 17 | chart / kpi / funnel | 12 chart types, 5 KPIs, sales funnel |
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- | **Setup** | 2 | — | Company creation |
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+ | Category | Tools | Viewer | Key capabilities |
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+ | ----------------- | ----- | -------------------- | ---------------------------------------------------------------------- |
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+ | **Sales** | 17 | doclist / invoice | Customers, Sales Orders, Invoices, Quotations — CRUD + Submit/Cancel |
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+ | **Purchasing** | 11 | doclist / invoice | Suppliers, Purchase Orders, Invoices, Receipts |
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+ | **Inventory** | 9 | doclist / stock | Items, Stock Balance, Warehouses, Stock Entries |
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+ | **Accounting** | 6 | doclist | Accounts, Journal Entries, Payment Entries |
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+ | **HR** | 12 | doclist | Employees, Attendance, Leave, Salary, Expenses |
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+ | **Project** | 9 | doclist | Projects, Tasks, Timesheets |
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+ | **Delivery** | 5 | doclist | Delivery Notes, Shipments |
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+ | **Manufacturing** | 7 | doclist | BOMs, Work Orders, Job Cards |
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+ | **CRM** | 8 | doclist | Leads, Opportunities, Contacts, Campaigns |
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+ | **Assets** | 8 | doclist | Assets, Movements, Maintenance, Categories |
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+ | **Operations** | 8 | doclist | Generic CRUD + native assignment for **any** DocType (`erpnext_doc_*`) |
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+ | **Kanban** | 2 | kanban | Task/Opportunity/Issue boards with drag-and-drop |
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+ | **Analytics** | 17 | chart / kpi / funnel | 12 chart types, 5 KPIs, sales funnel |
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+ | **Setup** | 3 | — | Company creation, assignable user listing |
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  > Full tool reference with all parameters: [`docs/tools.md`](docs/tools.md)
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@@ -293,19 +336,17 @@ cd src/ui && npm run dev:kanban
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  ## Release Flow
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- Release is intentionally GitHub-driven:
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+ Releases are manual and explicit:
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- 1. Run `deno task release:check` locally before publishing work.
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- 2. Push or merge to `main`.
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- 3. Release Please opens or updates the release PR with the semver bump,
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- `CHANGELOG.md`, `deno.json`, and `server.ts`.
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- 4. Merge the Release Please PR.
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- 5. `.github/workflows/release-please.yml` creates the GitHub release, then calls
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- `.github/workflows/publish.yml` to publish the released version to JSR and
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+ 1. Update `deno.json`, `server.ts`, and `CHANGELOG.md`.
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+ 2. Run `deno task release:check` locally.
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+ 3. Commit and push the release commit to `main`.
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+ 4. Create the GitHub release/tag, for example `v2.3.0`.
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+ 5. Run the `Publish` workflow manually to publish the same version to JSR and
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  npm.
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- Do not bump versions manually unless bypassing Release Please for an emergency
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- release.
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+ The package name stays `@casys/mcp-erpnext`; releases only bump the package
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+ version.
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  ## License
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