Main
先从只读场景落地(检索、列表、报表),确认安全后再逐步开放更新/删除类能力。
用 OAuth + 角色体系做最小权限:给助手单独建 ERP 用户并严格分配角色。
把审计日志 review 变成例行工作:把工具调用当作 API 访问来监控异常查询。
需要扩展自定义工具时,把逻辑做小做窄,并在 DocType 层面做好权限边界。
README (excerpt)
Frappe Assistant Core
Talk to your ERPNext site. FAC lets Claude, ChatGPT, and other MCP-ready LLMs work directly with your invoices, customers, stock, workflows, and custom apps — inside your ERPNext permissions, with every call logged.
What you get
Once FAC is installed, your team can ask an LLM for things they'd normally do by hand:
"Show me overdue invoices from our top five customers."
"Update this lead's status to Qualified and set next action date to Monday."
"Run the monthly revenue report and summarise the top movers."
"How much stock of SKU-1234 do we have across all warehouses?"
Behind that simple interaction, FAC exposes 24 built-in tools for the things your team does every day — document CRUD, search, reports, workflows, analytics, file extraction, and dashboards. Admins can publish Skills (reusable instructions that teach the LLM how to
Source-backed notes
- README 描述 MCP 客户端通过 OAuth 2.0(PKCE)连接到 ERPNext 站点。
- README 给出自托管安装方式:
bench get-app ...+bench --site ... install-app ...。 - README 提到 FAC 内置 24 个工具,覆盖文档操作、检索、报表、分析与仪表盘等能力。
FAQ
- 支持自托管 ERPNext 吗?:支持:README 提供基于 bench 的自托管安装流程。
- 访问权限怎么控制?:README 描述 OAuth 登录与 ERP 角色权限体系,工具调用在用户权限内执行。
- 如何更安全?:从只读开始,使用专用用户,并定期审计工具调用日志。