erpclaw

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":"[Truncated]","env":"[Truncated]","optionalEnv":"[Truncated]"},"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