Pacioli — Claude Code MCP server: setup and features
Pacioli gives agents governed access to ERPNext through MCP and A2A. It suits workflows where document submissions and cancellations need consent checks.
claude mcp add pacioli -- uvx pacioliWhat Pacioli — the ERPNext broker you can hand the books does
Pacioli connects an agent to ERPNext over MCP and A2A. Its foundation is pacioli-guard, a Frappe/ERPNext app that checks API credentials and consent for document submissions or cancellations. Authentication and document lifecycle hooks enforce those checks. A ledger preview needs the same consent marker as a submission, but does not consume it.
The API-key check does not cover OAuth2 Bearer tokens, desk sessions, or background jobs. Writes that bypass the document lifecycle, such as raw SQL or db_set, also bypass the consent check. Coverage therefore has defined boundaries. In Claude Code, the MCP server can be started with uvx pacioli.
What it helps with
- check API credentials on ERPNext requests
- require consent before submitting a document
- check consent before cancelling a document
- enforce consent for ledger previews
Example prompts for the agent
- Check which ERPNext document actions need consent through Pacioli.
- Submit this ERPNext document through Pacioli after checking consent.
- Prepare an ERPNext ledger preview through Pacioli.
How to install Pacioli — the ERPNext broker you can hand the books
Platform CLI
claude mcp add pacioli -- uvx pacioliuvx runs the command named after the package; if the README names another one, use uvx --from pacioli <command>
Platform CLI
codex mcp add pacioli-the-erpnext-broker-you-can-hand-the-books -- uvx pacioliuvx runs the command named after the package; if the README names another one, use uvx --from pacioli <command>
Config file
{
"mcpServers": {
"pacioli-the-erpnext-broker-you-can-hand-the-books": {
"command": "uvx",
"args": [
"pacioli"
]
}
}
}uvx runs the command named after the package; if the README names another one, use uvx --from pacioli <command>
Config file
{
"servers": {
"pacioli-the-erpnext-broker-you-can-hand-the-books": {
"type": "stdio",
"command": "uvx",
"args": [
"pacioli"
]
}
}
}uvx runs the command named after the package; if the README names another one, use uvx --from pacioli <command>
Platform CLI
gemini mcp add pacioli-the-erpnext-broker-you-can-hand-the-books uvx pacioliuvx runs the command named after the package; if the README names another one, use uvx --from pacioli <command>
Step by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about Pacioli — the ERPNext broker you can hand the books
How do I install Pacioli in Claude Code?
Run claude mcp add pacioli -- uvx pacioli to add the MCP server.
What does Pacioli do?
It provides governed agent access to ERPNext over MCP. Its checks cover API credentials and consent for document actions.
Which operations bypass Pacioli's checks?
Writes that skip the document lifecycle, including raw SQL and db_set, bypass the consent check. The API-key check also excludes OAuth2 Bearer tokens and desk sessions.
