> mcp // crm & productivity
ERPNext CRM
for AI.
ERPNext CRM, support tickets, and business management for AI agents
// what it is
ERPNext is a powerful open-source business platform: CRM, support, projects, and more. This connector gives your AI assistant direct access to it, so you can look up a customer, check open support tickets, manage contacts, or review project status just by asking. Seven gateway tools, one conversation.
GOOD FOR // Businesses running ERPNext who want to query and update their CRM, support queue, and project records conversationally, without navigating the ERPNext UI for every lookup.
// what you can do
CRM: customers & contacts
Search and manage customer records and their linked contacts. Find a client by name, check their details, and keep the relationship data current.
Support tickets
Create, view, and manage support issues in ERPNext. Track what's open and what needs attention without digging through the portal.
Projects & service sites
Access client websites and service projects. Pull project details, check progress, and link work back to the right customer.
Documents, comments & leads
Attach and retrieve file attachments, log comments on any ERPNext document, and access leads, quotations, and addresses across the system.
// try asking
Show me all open support tickets for Blue Gum Engineering.
Find the contact details for Sarah Chen at Coastal Constructions.
What projects are currently active for our top five customers?
Log a comment on ticket #1042 saying we're waiting on the client.
// the full toolset
erpnext_customers list, get, search, create, update Customer erpnext_contacts list, get, create, update Contact (with Dynamic Link customer filter) erpnext_issues list, get, create, update, close Issue erpnext_projects list, get Client Management, SEO, Website Build, Graphic Design erpnext_records list, get, search Lead, Quotation, Address (+ cross-DocType search) erpnext_files list, get, upload File erpnext_comments list, add Communication // connect
Works with Claude (Code, Desktop, claude.ai), and any MCP-compatible client. OAuth on first connect: no keys to paste.
claude mcp add --transport http erpnext-crm-mcp https://erpnext.mcp.jezweb.ai/mcpclaude.ai: Settings → Connectors → Add connector → https://erpnext.mcp.jezweb.ai/mcp
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