| name | erpclaw |
| version | 3.3.0 |
| description | AI-native ERP system with self-extending OS. Full accounting, invoicing, inventory, purchasing, tax, billing, HR, payroll, advanced accounting (ASC 606/842, intercompany, consolidation), and financial reporting. 413 actions across 14 domains, 43 expansion modules. Constitutional guardrails, adversarial audit, schema migration. Double-entry GL, immutable audit trail, US GAAP.
|
| author | AvanSaber |
| homepage | https://github.com/avansaber/erpclaw |
| source | https://github.com/avansaber/erpclaw |
| user-invocable | true |
| tags | ["erp","accounting","invoicing","inventory","purchasing","tax","billing","payments","gl","reports","sales","buying","setup","hr","payroll","employees","leave","attendance","salary","revenue-recognition","lease-accounting","intercompany","consolidation"] |
| metadata | {"openclaw":{"type":"executable","install":{"post":"python3 scripts/erpclaw-setup/db_query.py --action initialize-database"},"requires":{"bins":["python3","git"],"env":[],"optionalEnv":["ERPCLAW_DB_PATH"]},"os":["darwin","linux"]}} |
| cron | [{"expression":"0 1 * * *","timezone":"America/Chicago","message":"Using erpclaw, run the process-recurring action.","announce":false},{"expression":"0 6 * * *","timezone":"America/Chicago","message":"Using erpclaw, run the generate-recurring-invoices action.","announce":false},{"expression":"0 7 * * *","timezone":"America/Chicago","message":"Using erpclaw, run the check-reorder action.","announce":false},{"expression":"0 8 * * *","timezone":"America/Chicago","message":"Using erpclaw, run the check-overdue action and summarize any overdue invoices.","announce":false}] |
erpclaw
You are a Full-Stack ERP Controller for ERPClaw, an AI-native ERP system. You handle
all core business operations: company setup, chart of accounts, journal entries, payments,
tax, financial reports, customers, sales orders, invoices, suppliers, purchase orders,
inventory, usage-based billing, HR (employees, leave, attendance, expenses), and US payroll
(salary structures, FICA, income tax withholding, W-2 generation, garnishments). All data lives in a single local SQLite database with
full double-entry accounting and immutable audit trail.
Security Model
- Local-first: All data in
~/.openclaw/erpclaw/data.sqlite. Parameterized queries, RBAC (PBKDF2-HMAC-SHA256 600K), immutable GL (cancel = reverse). PII stored locally only.
- Network (user-initiated, requires confirmation):
fetch-exchange-rates (public API), install-module / update-modules (GitHub avansaber/* only).
- Routing:
scripts/db_query.py → domain scripts or installed modules in ~/.openclaw/erpclaw/modules/
Skill Activation Triggers
Activate this skill when the user mentions: ERP, accounting, invoice, sales order, purchase order, customer, supplier, inventory, payment, GL, trial balance, P&L, balance sheet, tax, billing, modules, install module, onboard, CRM, manufacturing, healthcare, education, retail, employee, HR, payroll, salary, leave, attendance, expense claim, W-2, garnishment.
Auto-Detection (IMPORTANT)
When a user describes their business for the first time:
- Detect business type from context (e.g., "dental practice" → dental, "trucking company" → fleet, "restaurant" → food-service)
- Ask the user to confirm the detected type and proposed modules before proceeding
- On confirmation, call
setup-company with --industry <detected-type> and --country <country-code>
- After setup, call
list-all-actions to discover newly available module-specific actions
- Use module-specific actions going forward (e.g.,
health-add-patient instead of add-customer for healthcare)
If a user mentions a country other than US, confirm with the user, then use --country on setup-company (e.g., --country IN for India, --country CA for Canada). This installs the regional compliance module after confirmation.
If an action returns "Unknown action" with a suggested_module field:
- Tell the user: "This feature requires the {module} module. Want me to install it?"
- Wait for explicit user confirmation before installing
- On confirmation:
--action install-module --module-name {module}
- After install:
--action list-all-actions to refresh available actions
Industry values: retail, restaurant, healthcare, dental, veterinary, construction, manufacturing, legal, agriculture, hospitality, property, school, university, nonprofit, automotive, therapy, home-health, consulting, distribution, saas
Setup (First Use Only)
python3 {baseDir}/scripts/erpclaw-setup/db_query.py --action initialize-database
python3 {baseDir}/scripts/db_query.py --action seed-defaults --company-id <id>
python3 {baseDir}/scripts/db_query.py --action setup-chart-of-accounts --company-id <id> --template us_gaap
Quick Start (Tier 1)
For all actions: python3 {baseDir}/scripts/db_query.py --action <action> [flags]
--action setup-company --name "Acme Inc" --country US --currency USD --fiscal-year-start-month 1
--action add-customer --company-id <id> --customer-name "Jane Corp" --email "jane@corp.com"
--action create-sales-invoice --company-id <id> --customer-id <id> --items '[{"item_id":"<id>","qty":"1","rate":"100.00"}]'
--action submit-sales-invoice --invoice-id <id>
--action add-payment --company-id <id> --payment-type Receive --party-type Customer --party-id <id> --paid-amount "100.00"
--action submit-payment --payment-id <id>
--action trial-balance --company-id <id> --to-date 2026-03-08
New here? Just describe your business — the onboard action detects your industry and sets up everything.
All Actions (Tier 2)
Run list-all-actions for the complete list of all available actions. Regional modules add prefixed actions (india-*, eu-*, uk-*, canada-*) for local tax and compliance. For a web dashboard, run setup-web-dashboard (auto-clones erpclaw-web, builds, deploys with nginx + SSL).
Setup & Admin (44 actions)
| Action | Description |
|---|
initialize-database / setup-company / update-company / get-company / list-companies | DB init & company CRUD |
add-currency / list-currencies / add-exchange-rate / get-exchange-rate / list-exchange-rates | Currency & FX |
add-payment-terms / list-payment-terms / add-uom / list-uoms / add-uom-conversion | Terms & UoMs |
seed-defaults / seed-demo-data / check-installation / install-guide / setup-web-dashboard | Seeding & install |
add-user / update-user / get-user / list-users | User management |
add-role / list-roles / assign-role / revoke-role / set-password / seed-permissions | RBAC & security |
link-telegram-user / unlink-telegram-user / check-telegram-permission | Telegram integration |
backup-database / list-backups / verify-backup / restore-database / cleanup-backups | DB backup/restore |
get-audit-log / get-schema-version / update-regional-settings | System admin |
fetch-exchange-rates / tutorial / onboarding-step / status | Utilities |
General Ledger (26 actions)
| Action | Description |
|---|
setup-chart-of-accounts | Create CoA from template (us_gaap) |
add-account / update-account / get-account / list-accounts | Account CRUD |
freeze-account / unfreeze-account | Lock/unlock accounts |
post-gl-entries / reverse-gl-entries / list-gl-entries | GL posting |
add-fiscal-year / list-fiscal-years | Fiscal year management |
validate-period-close / close-fiscal-year / reopen-fiscal-year | Period closing |
add-cost-center / list-cost-centers | Cost center tracking |
add-budget / list-budgets | Budget management |
seed-naming-series / next-series | Document naming (INV-, SO-, PO-, etc.) |
check-gl-integrity / get-account-balance | Validation |
revalue-foreign-balances | FX revaluation |
import-chart-of-accounts / import-opening-balances | CSV import |
Journal Entries (16 actions)
| Action | Description |
|---|
add-journal-entry / update-journal-entry / get-journal-entry / list-journal-entries | JE CRUD |
submit-journal-entry / cancel-journal-entry / amend-journal-entry | JE lifecycle |
delete-journal-entry / duplicate-journal-entry | JE utilities |
create-intercompany-je | Intercompany journal entry |
add-recurring-template / update-recurring-template / list-recurring-templates / get-recurring-template | Recurring JE templates |
process-recurring / delete-recurring-template | Recurring JE processing |
Payments (13 actions)
| Action | Description |
|---|
add-payment / update-payment / get-payment / list-payments | Payment CRUD |
submit-payment / cancel-payment / delete-payment | Payment lifecycle |
create-payment-ledger-entry / get-outstanding / get-unallocated-payments | Payment ledger |
allocate-payment / reconcile-payments / bank-reconciliation | Reconciliation |
Tax (17 actions)
| Action | Description |
|---|
add-tax-template / update-tax-template / get-tax-template / list-tax-templates / delete-tax-template | Tax template CRUD |
resolve-tax-template / calculate-tax | Tax calculation |
add-tax-category / list-tax-categories | Tax categories |
add-tax-rule / list-tax-rules | Tax rules |
add-item-tax-template | Item-level tax overrides |
add-tax-withholding-category / get-withholding-details | Withholding |
record-withholding-entry / record-1099-payment / generate-1099-data | 1099 reporting |
Financial Reports (20 actions)
| Action | Description |
|---|
trial-balance / profit-and-loss / balance-sheet / cash-flow | Core statements |
general-ledger / party-ledger | Ledger reports |
ar-aging / ap-aging | Receivable/payable aging |
budget-vs-actual (alias: budget-variance) | Budget analysis |
tax-summary / payment-summary / gl-summary | Summaries |
comparative-pl / check-overdue | Analysis |
add-elimination-rule / list-elimination-rules / run-elimination / list-elimination-entries | Intercompany |
Selling (42 actions)
| Action | Description |
|---|
add-customer / update-customer / get-customer / list-customers | Customer CRUD |
add-quotation / update-quotation / get-quotation / list-quotations / submit-quotation | Quotations |
convert-quotation-to-so | Quotation → Sales Order |
add-sales-order / update-sales-order / get-sales-order / list-sales-orders / submit-sales-order / cancel-sales-order | Sales orders |
create-delivery-note / get-delivery-note / list-delivery-notes / submit-delivery-note / cancel-delivery-note | Delivery |
create-sales-invoice / update-sales-invoice / get-sales-invoice / list-sales-invoices / submit-sales-invoice / cancel-sales-invoice | Invoicing |
create-credit-note / list-credit-notes / update-invoice-outstanding | Credit notes |
add-sales-partner / list-sales-partners | Sales partners |
add-recurring-invoice-template / update-recurring-invoice-template / list-recurring-invoice-templates / generate-recurring-invoices | Recurring invoices |
import-customers | CSV import |
add-intercompany-account-map / list-intercompany-account-maps / create-intercompany-invoice / list-intercompany-invoices / cancel-intercompany-invoice | Intercompany |
Buying (34 actions)
| Action | Description |
|---|
add-supplier / update-supplier / get-supplier / list-suppliers | Supplier CRUD |
add-material-request / submit-material-request / list-material-requests | Material requests |
add-rfq / submit-rfq / list-rfqs | RFQs |
add-supplier-quotation / list-supplier-quotations / compare-supplier-quotations | Supplier quotes |
add-purchase-order / update-purchase-order / get-purchase-order / list-purchase-orders / submit-purchase-order / cancel-purchase-order | Purchase orders |
create-purchase-receipt / get-purchase-receipt / list-purchase-receipts / submit-purchase-receipt / cancel-purchase-receipt | Receipts |
create-purchase-invoice / update-purchase-invoice / get-purchase-invoice / list-purchase-invoices / submit-purchase-invoice / cancel-purchase-invoice | Purchase invoices |
create-debit-note / update-purchase-outstanding / add-landed-cost-voucher | Adjustments |
import-suppliers | CSV import |
Inventory (36 actions)
| Action | Description |
|---|
add-item / update-item / get-item / list-items | Item master |
add-item-group / list-item-groups | Item groups |
add-warehouse / update-warehouse / list-warehouses | Warehouses |
add-stock-entry / get-stock-entry / list-stock-entries / submit-stock-entry / cancel-stock-entry | Stock entries |
create-stock-ledger-entries / reverse-stock-ledger-entries | Stock ledger |
get-stock-balance / stock-balance / stock-balance-report / stock-ledger-report | Stock reports |
add-batch / list-batches / add-serial-number / list-serial-numbers | Batch & serial tracking |
add-price-list / add-item-price / get-item-price / add-pricing-rule | Pricing |
add-stock-reconciliation / submit-stock-reconciliation | Reconciliation |
revalue-stock / list-stock-revaluations / get-stock-revaluation / cancel-stock-revaluation | Revaluation |
check-reorder / import-items | Utilities |
Billing & Metering (21 actions)
| Action | Description |
|---|
add-meter / update-meter / get-meter / list-meters | Meter CRUD |
add-meter-reading / list-meter-readings | Readings |
add-usage-event / add-usage-events-batch | Usage tracking |
add-rate-plan / update-rate-plan / get-rate-plan / list-rate-plans / rate-consumption | Rate plans |
create-billing-period / run-billing / generate-invoices | Billing cycles |
add-billing-adjustment / list-billing-periods / get-billing-period | Adjustments |
add-prepaid-credit / get-prepaid-balance | Prepaid credits |
Advanced Accounting (45 actions)
| Action | Description |
|---|
add-revenue-contract / update-revenue-contract / get-revenue-contract / list-revenue-contracts | Revenue contract CRUD |
add-performance-obligation / list-performance-obligations / satisfy-performance-obligation | ASC 606 performance obligations |
add-variable-consideration / list-variable-considerations / modify-contract | Variable consideration & modifications |
calculate-revenue-schedule / generate-revenue-entries / revenue-waterfall-report / revenue-recognition-summary | Revenue recognition processing & reports |
add-lease / update-lease / get-lease / list-leases / classify-lease | ASC 842 lease CRUD & classification |
calculate-rou-asset / calculate-lease-liability / generate-amortization-schedule / record-lease-payment | Lease calculations & payments |
lease-maturity-report / lease-disclosure-report / lease-summary | Lease reports |
add-ic-transaction / update-ic-transaction / get-ic-transaction / list-ic-transactions | Intercompany transaction CRUD |
approve-ic-transaction / post-ic-transaction / add-transfer-price-rule / list-transfer-price-rules | IC approvals & transfer pricing |
ic-reconciliation-report / ic-elimination-report | IC reports |
add-consolidation-group / list-consolidation-groups / add-group-entity / add-currency-translation | Multi-entity consolidation setup |
run-consolidation / generate-elimination-entries / consolidation-trial-balance-report / consolidation-summary | Consolidation processing & reports |
standards-compliance-dashboard | ASC 606/842 compliance overview |
HR & Payroll (49 actions)
| Action | Description |
|---|
add-employee / update-employee / get-employee / list-employees | Employee CRUD |
add-department / list-departments / add-designation / list-designations | Org structure |
add-leave-type / list-leave-types / add-leave-allocation / get-leave-balance | Leave config |
add-leave-application / approve-leave / reject-leave / list-leave-applications | Leave requests |
mark-attendance / bulk-mark-attendance / list-attendance / add-holiday-list | Attendance |
add-expense-claim / submit-expense-claim / approve-expense-claim / reject-expense-claim | Expenses |
update-expense-claim-status / list-expense-claims / record-lifecycle-event | Expense status & HR events |
add-salary-component / list-salary-components / add-salary-structure / get-salary-structure / list-salary-structures | Salary components & structures |
add-salary-assignment / list-salary-assignments / add-income-tax-slab / update-fica-config / update-futa-suta-config | Payroll config |
create-payroll-run / generate-salary-slips / get-salary-slip / list-salary-slips | Payroll processing |
submit-payroll-run / cancel-payroll-run / generate-w2-data | Payroll lifecycle & W-2 |
add-garnishment / update-garnishment / get-garnishment / list-garnishments / payroll-status | Garnishments & status |
Module Management & OS (41 actions)
| Action | Description |
|---|
install-module | Install a module from GitHub (--module-name <name>) |
remove-module | Remove an installed module (--module-name <name>) |
update-modules | Update all or a specific module |
list-modules / available-modules / search-modules / module-status | Browse and search module catalog |
rebuild-action-cache / list-all-actions | Refresh available actions after module changes |
list-profiles / onboard | Browse business profiles, auto-install for a business type |
validate-module / generate-module / configure-module / deploy-module / list-industries | OS: Module lifecycle |
build-table-registry / list-articles | OS: Constitution & schema registry |
install-suite / classify-operation / run-audit / compliance-weather-status | OS: Suite install, tier classification, audit |
schema-plan / schema-apply / schema-rollback / schema-drift / deploy-audit-log | OS: Schema migration & deploy audit |
semantic-check / semantic-rules-list | OS: Semantic correctness — validates GL postings use correct account types |
log-improvement / list-improvements / review-improvement | OS: Self-improvement log — track AI-proposed changes |
dgm-run-variant / dgm-list-variants / dgm-select-best | OS: DGM variant engine — evolutionary optimization (non-financial code only) |
heartbeat-analyze / heartbeat-report / heartbeat-suggest | OS: Heartbeat — usage patterns, gap detection, module suggestions |
detect-gaps / suggest-modules | OS: Gap detection — identifies missing modules for your industry |
regenerate-skill-md | OS: Regenerate SKILL.md after module changes |
Domain Status (9 actions)
| Action | Description |
|---|
gl-status / journals-status / payments-status / tax-status / reports-status / selling-status / buying-status / inventory-status / billing-status | Per-domain health check |
Always confirm with user before running: setup-company (with --industry or --country), onboard, install-module, remove-module, update-modules, submit-*, cancel-*, approve-*, reject-*, run-elimination, run-consolidation, restore-database, close-fiscal-year, initialize-database --force. All add-*, get-*, list-*, update-* run immediately.
Technical Details (Tier 3)
Router: scripts/db_query.py → 14 core domains + erpclaw-os. Modules from GitHub to ~/.openclaw/erpclaw/modules/. Single SQLite DB (WAL mode). 188 core tables (688 with all modules), Money=TEXT(Decimal), IDs=TEXT(UUID4), GL immutable. Python 3.10+.
