# Pacioli — the ERPNext broker you can hand the books

Pacioli gives agents governed access to ERPNext through MCP and A2A. It suits workflows where document submissions and cancellations need consent checks.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 5
- Author: john-broadway
- License: Apache-2.0 · policy=link-only · description only; the file stays with the author
- Source: https://github.com/john-broadway/pacioli
- Updated: 2026-10-17
- HTML: https://affpapa.org/en/nevibecode/mcp/pacioli-the-erpnext-broker-you-can-hand-the-books

## What it 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`.

## Requirements
- Needs: Python and uv (commands run via uvx)

## Install

### Claude Code (native platform)

**Platform CLI**
```bash
claude mcp add pacioli -- uvx pacioli
```
uvx runs the command named after the package; if the README names another one, use uvx --from pacioli <command>

### Codex

**Platform CLI**
```bash
codex mcp add pacioli-the-erpnext-broker-you-can-hand-the-books -- uvx pacioli
```
uvx runs the command named after the package; if the README names another one, use uvx --from pacioli <command>

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "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>

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "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>

### Gemini CLI

**Platform CLI**
```bash
gemini mcp add pacioli-the-erpnext-broker-you-can-hand-the-books uvx pacioli
```
uvx runs the command named after the package; if the README names another one, use uvx --from pacioli <command>

## When to use it
- 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
- 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.

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