ERPNext + Memtro

What you can do with ERPNext in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right ERPNext tool, reads what it needs, and answers with the source cited.

• Customers in ERPNext, with their group, territory and currency.
• Suppliers in ERPNext, with their group and currency.
• The item catalogue in ERPNext: codes, names, groups and the stock unit.
• Sales invoices in ERPNext with their status and what is still outstanding: the tool for "what is unpaid"…
• Purchase invoices in ERPNext: what the organisation has been billed, by whom, and what is still outstanding on each.
• Sales orders in ERPNext, with how much of each has been delivered and billed.
• Payments in and out recorded in ERPNext: who paid or was paid, how much, when and by what means.
• Lists any ERPNext DocType by name, for the records the named tools do not cover: Lead, Quotation, Delivery Note, Stock Entry, Employee, Project…
• One ERPNext document in full, by DocType and id — including its child tables, which a listing never returns: the line items on an invoice…
• Hourly sync of recent records into memory

Where it fits

Teams that get the most from ERPNext in Memtro, with the rest of their stack attached.

• FinanceAsk the ledger questions in plain EnglishXero, Stripe and the warehouse answer through tools that read by default, and Xero can raise a draft invoice or record a payment when you ask and an administrator has granted it. Duplicate charges, aged receivables, revenue by segment: one question, with the figures cited to their source.
• LeadershipOne question across the whole companyFounders and managers ask what is happening and get an answer stitched from support, sales, finance and engineering, with every figure traced to its source and the rest of the week handled by jobs.
• OperationsMonitors and digests that run themselvesJobs are prompts the agent runs on a schedule with the same tools as their owner. Create them in plain language, get the report in a chat, pause or change them in a sentence.

Questions

Can Memtro change anything in ERPNext?

Only when you ask, and only what it has been granted: create a customer; create an item in the catalogue; raise a sales invoice as a draft, for a person to check and submit in ERPNext. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.

Who can use a ERPNext connection?

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my ERPNext data?

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed ERPNext records into memory as entities.

How do I connect ERPNext?

Site URL, API key and API secret. In ERPNext, get site URL (The root URL of the ERPNext site, with no path and no /api on the end. It has to be reachable from the internet over https: Memtro refuses private, loopback …), API key (In ERPNext, open the user this connection should act as → API Access → Generate Keys. The key is the half that stays visible on the user record.) and API secret (Shown once, when the keys are generated; if it has been lost, generate a new pair. The connection reads and writes as that user, so their roles decide what i…).