Workflow Automation
Connect ERPNext to Your AI Agents
Enable your Wkil agents to manage documents, invoices, purchase orders, and stock through a secure ERPNext integration.
Authentication: API key
What you can do
- Create and manage business documents
- Generate sales invoices and purchase orders
- Check stock balances and search records
Available capabilities may vary by authentication and workspace configuration.
Actions supported by the connector
52 verified tools
Create Document
Create a new document of any configured DocType.
Make Sales Invoice
Create a sales invoice record.
Make Purchase Order
Create a purchase order record.
Get Stock Balance
Check the current stock balance for an item.
Global Search
Search across documents in the ERPNext instance.
Apply Workflow
Move a document through its configured approval workflow.
Submit Document
Submit a document to finalize it.
Cancel Document
Cancel a previously submitted document.
List Employees
List employee records in the system.
View all verified tools (search)
Add CommentAdd TagApply WorkflowCancel DocumentCreate DocumentCreate TimesheetCreate WebhookDelete DocumentDownload file from ERPNextDownload PDF DocumentGet All LanguagesGet All RolesGet DocumentGet Document CountGet DocType MetadataGet Document with MetadataGet Exchange RateGet Fiscal YearGet Framework VersionGet Item DetailsGet List of DocumentsGet Logged UserGet Party DetailsGet Payment EntryGet Stock BalanceGet TimezonesGet User RolesGet Field ValueGet Workflow TransitionsInsert DocumentInsert Multiple DocumentsList DocTypesList ERPNext DocumentsList EmployeesList ProjectsList TimesheetsList WebhooksMake Delivery NoteMake Purchase OrderMake Sales InvoiceMake Stock EntryPing APIRename DocumentSave Document with ActionSave DocumentGlobal SearchSearch Link Field DocumentsSet ValueSubmit DocumentUpdate ERPNext document
Practical agent use cases
- An agent creates a sales invoice once an order is confirmed.
- An agent checks stock balance before confirming a customer order can be fulfilled.
How it works with Wkil
- 1Choose the integrationAdd ERPNext to your agent from inside the Wkil platform.
- 2Grant the permissions it needsDefine precisely what the agent can access and perform.
- 3Test, then run itTest actions before they go live, with human approval where needed.
Permissions always stay in your control — you can scope access and require human approval before any sensitive action.
FAQ
Does this work with any ERPNext DocType?
Access depends on which DocTypes and fields you expose to the agent in your ERPNext/Frappe configuration.