Documentation
ERP AutoGen uses a step-based generation and execution pipeline to create ERP customizations safely.
How ERPNext Integration Works
- Connect with temporary ERPNext credentials via `/api/method/login`.
- Generate a structured instruction set from your prompt.
- Execute steps through ERPNext REST resources and method endpoints.
- Review execution results and keep audit-friendly step logs.
Security Considerations
- Use a dedicated temporary ERP user with minimum required permissions.
- Disable or rotate credentials after each generation session.
- Avoid using full-admin credentials for AI-assisted generation workflows.
- Run this platform behind HTTPS and secure environment configurations in production.
Prompt Writing Guide
- State the business objective and target DocType.
- Mention filters, date ranges, and chart/report format preferences.
- Specify workspace placement and visualization details if needed.