SpeakDo for ERPNext
The ERPNext integration is more recent than the Dolibarr one; it is in initial support. The SpeakDo app, confirmations, profiles and AI assistants work the same way; what differs is the module installed in the ERP and the list of available actions.
The companion module#
The speakdo_erpnext companion module is a Frappe app, installed in your ERPNext instance by its administrator. It is used to:
- configure the SpeakDo integration in ERPNext;
- manage the connection settings with the SpeakDo middleware;
- enable user enrollment by QR code;
- provide the middleware with the information it needs: device status, user permissions.
It does not host the conversational engine and does not reimplement ERPNext features. It is not a mobile app: the app used in the field is the SpeakDo PWA.
Installation#
The companion module has no public release yet. It will be published, with its verified ERPNext/Frappe compatibility, on the SpeakDo website (integrations). To try SpeakDo with your ERPNext instance, write to hello@speakdo.fr stating your ERPNext and Frappe versions.
Configuration#
From ERPNext, the module links your instance to SpeakDo: it declares the instance address and sets up a signed connection with the middleware. This link is specific to your instance; it cannot be moved to another address without a new installation.
Enrollment#
Each ERPNext user pairs their phone with a temporary QR code. At pairing time, the companion module provides the middleware with an access specific to that user (an ERPNext API token): actions are then executed with their ERPNext permissions. No password is entered in the app. Without a usable access, pairing is refused.
Compatibility#
Actions bound to ERPNext, their limits and the actions with no equivalent are listed on ERPNext compatibility, a page generated from SpeakDo's code.
Known limits#
- Real-condition validation in progress: no execution on a real ERPNext instance is documented yet.
- Interventions: the SpeakDo intervention record (dated lines, duration, invoicing) has no ERPNext equivalent. Maintenance Visits can be looked up, but creating and invoicing interventions is refused.
- Invoices: an ERPNext invoice is only paid through a Payment Entry; SpeakDo never marks it as paid directly.
- Prospects and suppliers: in ERPNext they are documents distinct from customers; third-party search only covers customers.
- AI assistants: the MCP connection is validated with Dolibarr; it is not yet announced as validated with ERPNext.