@casys/mcp-erpnext 2.3.0 → 2.4.0

package/README.md

@@ -1,6 +1,12 @@
 # @casys/mcp-erpnext
 
-MCP server for [ERPNext](https://erpnext.com) / Frappe ERP — **120 tools**
+[![JSR](https://jsr.io/badges/@casys/mcp-erpnext)](https://jsr.io/@casys/mcp-erpnext)
+[![npm](https://img.shields.io/npm/v/@casys/mcp-erpnext?logo=npm&color=cb3837)](https://www.npmjs.com/package/@casys/mcp-erpnext)
+[![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)
+[![MCP](https://img.shields.io/badge/MCP-server-1f6feb?logo=modelcontextprotocol&logoColor=white)](https://modelcontextprotocol.io)
+[![License: MIT](https://img.shields.io/badge/license-MIT-blue.svg)](LICENSE)
+
+MCP server for [ERPNext](https://erpnext.com) / Frappe ERP — **122 tools**
 across **14 categories**, with **7 interactive UI viewers**.
 
 Connect any MCP-compatible AI agent (Claude Desktop, Claude Code, VS Code
@@ -9,22 +15,59 @@ Copilot, custom) to your ERPNext instance via the
 
 Works with **self-hosted** and **ERPNext Cloud** (frappe.cloud) instances.
 
-## What's New in v2.1
-
-- **Cross-viewer navigation** — click a row in any list to drill down, click a
-  button to open related documents in another viewer via `sendMessage`
-- **Inline detail panels** — expand any row in doclist/stock viewers to see full
-  document details + action buttons (Submit, Cancel, Payments)
-- **Interactive charts** — click bar/pie/line data points to drill into
-  underlying documents
-- **KPI drill-down** — click the big number or sparkline to explore exceptions
-  or trends
-- **Funnel redesign** — trapezoid stages with gradient fills, conversion badges,
-  click-through navigation
-- **Better error messages** — Frappe API errors are now surfaced with full
-  detail instead of generic "Tool execution failed"
-- **VS Code Copilot fix** — schema validation issue with `erpnext_doc_list`
-  filters resolved (#2)
+## Screenshots
+
+Interactive viewers rendered inside an MCP host, driven entirely by tool
+results.
+
+<table>
+  <tr>
+    <td width="50%" align="center">
+      <img src="docs/assets/doclist-viewer.png" alt="Document list viewer with chip filters and inline detail" width="100%"><br>
+      <sub><b>doclist-viewer</b> — any DocType as a sortable table with chip filters and an inline detail panel</sub>
+    </td>
+    <td width="50%" align="center">
+      <img src="docs/assets/invoice-viewer.png" alt="Invoice viewer with line items and actions" width="100%"><br>
+      <sub><b>invoice-viewer</b> — invoice with parties, line items, item drill-down and Submit/Cancel/Payments</sub>
+    </td>
+  </tr>
+  <tr>
+    <td width="50%" align="center">
+      <img src="docs/assets/funnel-viewer.png" alt="Sales funnel viewer" width="100%"><br>
+      <sub><b>funnel-viewer</b> — Lead → Opportunity → Quotation → Order with conversion rates</sub>
+    </td>
+    <td width="50%" align="center">
+      <img src="docs/assets/kpi-viewer.png" alt="KPI viewer with sparkline" width="100%"><br>
+      <sub><b>kpi-viewer</b> — big-number KPI with delta vs last period and a sparkline</sub>
+    </td>
+  </tr>
+  <tr>
+    <td width="50%" align="center">
+      <img src="docs/assets/chart-viewer.png" alt="Chart viewer" width="100%"><br>
+      <sub><b>chart-viewer</b> — universal Recharts renderer (here: stock levels)</sub>
+    </td>
+    <td width="50%" align="center">
+      <img src="docs/assets/stock-viewer.png" alt="Stock balance viewer" width="100%"><br>
+      <sub><b>stock-viewer</b> — stock balance with color-coded quantity badges</sub>
+    </td>
+  </tr>
+  <tr>
+    <td width="50%" align="center">
+      <img src="docs/assets/kanban-viewer.png" alt="Read-write kanban board" width="100%"><br>
+      <sub><b>kanban-viewer</b> — read-write board (Task / Opportunity / Issue) with inline edit</sub>
+    </td>
+    <td width="50%" align="center">
+      <img src="docs/assets/profit-loss.png" alt="Profit and loss composed chart" width="100%"><br>
+      <sub><b>chart-viewer</b> — composed dual-axis chart (here: profit &amp; loss)</sub>
+    </td>
+  </tr>
+</table>
+
+## What's New
+
+See the [CHANGELOG](CHANGELOG.md) for the full release history, or the
+[latest release](https://github.com/Casys-AI/mcp-erpnext/releases/latest) for
+the current version's highlights.
 
 ## Quick Start
 
@@ -177,28 +220,28 @@ npm install
 node build-all.mjs
 ```
 
-## Tools (120)
+## Tools (122)
 
 **14 categories** covering the full ERPNext surface. Each `_list` tool returns
 interactive results in the doclist-viewer with row click, inline detail, and
 cross-viewer navigation.
 
-| Category          | Tools | Viewer               | Key capabilities                                                     |
-| ----------------- | ----- | -------------------- | -------------------------------------------------------------------- |
-| **Sales**         | 17    | doclist / invoice    | Customers, Sales Orders, Invoices, Quotations — CRUD + Submit/Cancel |
-| **Purchasing**    | 11    | doclist / invoice    | Suppliers, Purchase Orders, Invoices, Receipts                       |
-| **Inventory**     | 9     | doclist / stock      | Items, Stock Balance, Warehouses, Stock Entries                      |
-| **Accounting**    | 6     | doclist              | Accounts, Journal Entries, Payment Entries                           |
-| **HR**            | 12    | doclist              | Employees, Attendance, Leave, Salary, Expenses                       |
-| **Project**       | 9     | doclist              | Projects, Tasks, Timesheets                                          |
-| **Delivery**      | 5     | doclist              | Delivery Notes, Shipments                                            |
-| **Manufacturing** | 7     | doclist              | BOMs, Work Orders, Job Cards                                         |
-| **CRM**           | 8     | doclist              | Leads, Opportunities, Contacts, Campaigns                            |
-| **Assets**        | 8     | doclist              | Assets, Movements, Maintenance, Categories                           |
-| **Operations**    | 7     | doclist              | Generic CRUD for **any** DocType (`erpnext_doc_*`)                   |
-| **Kanban**        | 2     | kanban               | Task/Opportunity/Issue boards with drag-and-drop                     |
-| **Analytics**     | 17    | chart / kpi / funnel | 12 chart types, 5 KPIs, sales funnel                                 |
-| **Setup**         | 2     | —                    | Company creation                                                     |
+| Category          | Tools | Viewer               | Key capabilities                                                       |
+| ----------------- | ----- | -------------------- | ---------------------------------------------------------------------- |
+| **Sales**         | 17    | doclist / invoice    | Customers, Sales Orders, Invoices, Quotations — CRUD + Submit/Cancel   |
+| **Purchasing**    | 11    | doclist / invoice    | Suppliers, Purchase Orders, Invoices, Receipts                         |
+| **Inventory**     | 9     | doclist / stock      | Items, Stock Balance, Warehouses, Stock Entries                        |
+| **Accounting**    | 6     | doclist              | Accounts, Journal Entries, Payment Entries                             |
+| **HR**            | 12    | doclist              | Employees, Attendance, Leave, Salary, Expenses                         |
+| **Project**       | 9     | doclist              | Projects, Tasks, Timesheets                                            |
+| **Delivery**      | 5     | doclist              | Delivery Notes, Shipments                                              |
+| **Manufacturing** | 7     | doclist              | BOMs, Work Orders, Job Cards                                           |
+| **CRM**           | 8     | doclist              | Leads, Opportunities, Contacts, Campaigns                              |
+| **Assets**        | 8     | doclist              | Assets, Movements, Maintenance, Categories                             |
+| **Operations**    | 8     | doclist              | Generic CRUD + native assignment for **any** DocType (`erpnext_doc_*`) |
+| **Kanban**        | 2     | kanban               | Task/Opportunity/Issue boards with drag-and-drop                       |
+| **Analytics**     | 17    | chart / kpi / funnel | 12 chart types, 5 KPIs, sales funnel                                   |
+| **Setup**         | 3     | —                    | Company creation, assignable user listing                              |
 
 > Full tool reference with all parameters: [`docs/tools.md`](docs/tools.md)
 
@@ -293,19 +336,17 @@ cd src/ui && npm run dev:kanban
 
 ## Release Flow
 
-Release is intentionally GitHub-driven:
+Releases are manual and explicit:
 
-1. Run `deno task release:check` locally before publishing work.
-2. Push or merge to `main`.
-3. Release Please opens or updates the release PR with the semver bump,
-   `CHANGELOG.md`, `deno.json`, and `server.ts`.
-4. Merge the Release Please PR.
-5. `.github/workflows/release-please.yml` creates the GitHub release, then calls
-   `.github/workflows/publish.yml` to publish the released version to JSR and
+1. Update `deno.json`, `server.ts`, and `CHANGELOG.md`.
+2. Run `deno task release:check` locally.
+3. Commit and push the release commit to `main`.
+4. Create the GitHub release/tag, for example `v2.3.0`.
+5. Run the `Publish` workflow manually to publish the same version to JSR and
    npm.
 
-Do not bump versions manually unless bypassing Release Please for an emergency
-release.
+The package name stays `@casys/mcp-erpnext`; releases only bump the package
+version.
 
 ## License