What to Ask Leina to Do with ERPNext
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Filter a document type and inspect selected records.
List ERPNext documents of DocType [DocType] matching [filters], using fields [field names]. Read details for [document names] and summarize [business question].
Apply supplied field values to one identified document.
Update ERPNext DocType [DocType], document [document name], setting these fields [field names and values]. Read the updated document and summarize the changes.
Get Started with ERPNext
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Connect Your Account
Connect your instance URL, API key, and matching API secret.
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Try a Task
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
Set Up Leina in Your Chat → -
Check the Result
Review the result and any changes in the connected app.
Supported ERPNext Capabilities
The connection reads, creates, updates, and deletes ERPNext documents through Frappe. It also counts matching documents and retrieves or sets individual field values.
- Query Documents and Values
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List documents, read details or selected values, and count matches.
- List Documents
- Get Document
- Create and Update Documents
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Create records and change chosen fields according to your instance’s document rules.
- Create Document
- Update Document
View All 9 Actions
- Get Logged User
- List Documents
- Get Document
- Create Document
- Update Document
- Delete Document
- Get Document Count
- Get Document Value
- Set Document Value
Frequently Asked Questions
How do I identify a record?
Provide its DocType and document name. These identify the record within your instance.
Can I read only selected fields?
Yes. List requests support field selection, and value retrieval can read one field or a group of fields.
Why might a write fail?
The connected user needs permission for that DocType, and supplied values must satisfy the instance’s required fields and validation rules.
Your AI employee for ERPNext
Tell Leina what you need in your team chat. Include the source, destination, and expected result.