- name
- erpclaw
- version
- 3.5.0
- description
- >
- 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
- timezone
- America/Chicago
- message
- Using erpclaw, run the process-recurring action.
- announce
- false
- timezone
- America/Chicago
- message
- Using erpclaw, run the generate-recurring-invoices action.
- announce
- false
- timezone
- America/Chicago
- message
- Using erpclaw, run the check-reorder action.
- announce
- false
- timezone
- America/Chicago
- message
- Using erpclaw, run the check-overdue action and summarize any overdue invoices.
- announce
- false
erpclaw
Full-Stack ERP Controller for ERPClaw. Handles company setup, chart of accounts, journal entries, payments, tax, financial reports, customers, sales, suppliers, purchasing, inventory, billing, HR (employees, leave, attendance, expenses), US payroll (FICA, W-2, garnishments), advanced accounting (ASC 606/842, intercompany, consolidation), and 43 industry modules. Single local SQLite DB, double-entry GL, immutable audit trail.
Security: Local-first (~/.openclaw/erpclaw/data.sqlite). Parameterized queries. RBAC (PBKDF2). Immutable GL. Network only for fetch-exchange-rates (public API) and install-module (GitHub avansaber/*, requires user approval). Integration API keys (Stripe, Shopify, etc.) are passed via --api-key flags and stored in the local DB only — no credentials in code or environment variables.
Skill Activation Triggers
Activate when 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, integration.
Auto-Detection
When a user describes their business: detect type (e.g., "dental practice" -> dental), ask user to confirm before proceeding, then call setup-company --industry <type>. Industry values: retail, restaurant, healthcare, dental, veterinary, construction, manufacturing, legal, agriculture, hospitality, property, school, university, nonprofit, automotive, therapy, home-health, consulting, distribution, saas. When a user asks about a service or integration not currently installed, search the module registry and suggest installation (never auto-install without user approval).
Setup
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
All 467 Actions
Setup & Admin (44)
| 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 / fetch-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 / tutorial / onboarding-step / status | Seeding & utilities |
add-user / update-user / get-user / list-users / set-password | User management |
add-role / list-roles / assign-role / revoke-role / 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 / onboard | System admin |
General Ledger (26)
| Action | Description |
|---|
setup-chart-of-accounts / add-account / update-account / get-account / list-accounts | Account CRUD |
freeze-account / unfreeze-account / get-account-balance / check-gl-integrity | Account management |
post-gl-entries / reverse-gl-entries / list-gl-entries | GL posting |
add-fiscal-year / list-fiscal-years / validate-period-close / close-fiscal-year / reopen-fiscal-year | Fiscal year |
add-cost-center / list-cost-centers / add-budget / list-budgets | Cost centers & budgets |
seed-naming-series / next-series / revalue-foreign-balances | Naming & FX revaluation |
import-chart-of-accounts / import-opening-balances | CSV import |
Journal Entries (16)
| 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 / delete-journal-entry / duplicate-journal-entry | JE lifecycle |
create-intercompany-je | Intercompany JE |
add-recurring-template / update-recurring-template / list-recurring-templates / get-recurring-template / process-recurring / delete-recurring-template | Recurring JEs |
Payments (13)
| Action | Description |
|---|
add-payment / update-payment / get-payment / list-payments / submit-payment / cancel-payment / delete-payment | Payment CRUD & lifecycle |
create-payment-ledger-entry / get-outstanding / get-unallocated-payments / allocate-payment / reconcile-payments / bank-reconciliation | Reconciliation |
Tax (17)
| 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 / add-tax-category / list-tax-categories / add-tax-rule / list-tax-rules | Tax rules |
add-item-tax-template / add-tax-withholding-category / get-withholding-details | Withholding |
record-withholding-entry / record-1099-payment / generate-1099-data | 1099 reporting |
Financial Reports (20)
| Action | Description |
|---|
trial-balance / profit-and-loss / balance-sheet / cash-flow / general-ledger / party-ledger | Core statements |
ar-aging / ap-aging / budget-vs-actual (alias: budget-variance) | Aging & budget |
tax-summary / payment-summary / gl-summary / comparative-pl / check-overdue | Summaries |
add-elimination-rule / list-elimination-rules / run-elimination / list-elimination-entries | Intercompany |
Selling (48)
| Action | Description |
|---|
add-customer / update-customer / get-customer / list-customers / import-customers | Customer CRUD |
add-quotation / update-quotation / get-quotation / list-quotations / submit-quotation / convert-quotation-to-so | Quotations |
add-sales-order / update-sales-order / get-sales-order / list-sales-orders / submit-sales-order / cancel-sales-order / amend-sales-order / close-sales-order | Sales orders |
add-blanket-order / get-blanket-order / list-blanket-orders / submit-blanket-order / create-so-from-blanket | Blanket orders |
create-delivery-note / get-delivery-note / list-delivery-notes / submit-delivery-note / cancel-delivery-note / add-packing-slip / get-packing-slip / list-packing-slips | Delivery & packing |
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-template / update-recurring-template / list-recurring-templates / generate-recurring-invoices | Recurring invoices |
add-intercompany-account-map / list-intercompany-account-maps / create-intercompany-invoice / list-intercompany-invoices / cancel-intercompany-invoice | Intercompany |
Buying (40)
| Action | Description |
|---|
add-supplier / update-supplier / get-supplier / list-suppliers / import-suppliers | Supplier CRUD |
add-material-request / submit-material-request / list-material-requests | Material requests |
add-rfq / submit-rfq / list-rfqs / add-supplier-quotation / list-supplier-quotations / compare-supplier-quotations | RFQs & quotes |
add-purchase-order / update-purchase-order / get-purchase-order / list-purchase-orders / submit-purchase-order / cancel-purchase-order / close-purchase-order | Purchase orders |
add-blanket-po / get-blanket-po / list-blanket-pos / submit-blanket-po / create-po-from-blanket / create-po-from-so / create-drop-ship-order | Blanket POs & drop ship |
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 / add-landed-cost-voucher / update-receipt-tolerance / update-three-way-match-policy | Adjustments |
Inventory (42)
| Action | Description |
|---|
add-item / update-item / get-item / list-items / import-items / add-item-group / list-item-groups | Item master |
add-item-attribute / create-item-variant / generate-item-variants / list-item-variants | Item variants |
add-item-supplier / list-item-suppliers / set-item-purchase-uom | Item suppliers |
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 / get-projected-qty | Stock reports |
add-batch / list-batches / add-serial-number / list-serial-numbers | Batch & serial |
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 / check-reorder | Revaluation & reorder |
Billing & Metering (23)
| Action | Description |
|---|
add-meter / update-meter / get-meter / list-meters / add-meter-reading / list-meter-readings | Meters |
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 / get-billing-period / list-billing-periods | Billing cycles |
add-billing-adjustment / add-prepaid-credit / get-prepaid-balance | Adjustments & prepaid |
add-recurring-bill-template / list-recurring-bill-templates / generate-recurring-bills | Recurring bills |
Advanced Accounting (45)
| Action | Description |
|---|
add-revenue-contract / update-revenue-contract / get-revenue-contract / list-revenue-contracts | Revenue contracts |
add-performance-obligation / list-performance-obligations / satisfy-performance-obligation | ASC 606 |
add-variable-consideration / list-variable-considerations / modify-contract | Variable consideration |
calculate-revenue-schedule / generate-revenue-entries / revenue-waterfall-report / revenue-recognition-summary | Revenue recognition |
recognize-schedule-entry / update-performance-obligation / update-schedule-amounts | Revenue schedule management |
add-lease / update-lease / get-lease / list-leases / classify-lease | ASC 842 leases |
calculate-rou-asset / calculate-lease-liability / generate-amortization-schedule / record-lease-payment | Lease calculations |
lease-maturity-report / lease-disclosure-report / lease-summary | Lease reports |
add-ic-transaction / update-ic-transaction / get-ic-transaction / list-ic-transactions | Intercompany |
approve-ic-transaction / post-ic-transaction / add-transfer-price-rule / list-transfer-price-rules | IC approvals |
ic-reconciliation-report / ic-elimination-report | IC reports |
add-consolidation-group / list-consolidation-groups / add-group-entity / add-currency-translation | Consolidation setup |
run-consolidation / generate-elimination-entries / consolidation-trial-balance-report / consolidation-summary | Consolidation |
standards-compliance-dashboard | ASC 606/842 compliance |
HR & Payroll (58)
| Action | Description |
|---|
add-employee / update-employee / get-employee / list-employees / record-lifecycle-event | Employee CRUD |
add-employee-bank-account / list-employee-bank-accounts / add-employee-document / get-employee-document / list-employee-documents / check-expiring-documents | Employee details |
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-shift-type / update-shift-type / list-shift-types / assign-shift / list-shift-assignments | Shift management |
add-regularization-rule / apply-attendance-regularization | Attendance regularization |
add-expense-claim / submit-expense-claim / approve-expense-claim / reject-expense-claim / update-expense-claim-status / list-expense-claims | Expenses |
add-salary-component / list-salary-components / add-salary-structure / get-salary-structure / list-salary-structures | Salary config |
add-salary-assignment / list-salary-assignments / add-income-tax-slab / add-state-tax-slab / update-employee-state-config | Payroll config |
update-fica-config / update-futa-suta-config / add-overtime-policy / calculate-overtime / calculate-retro-pay | Tax & overtime |
create-payroll-run / generate-salary-slips / get-salary-slip / list-salary-slips / submit-payroll-run / cancel-payroll-run | Payroll processing |
generate-w2-data / generate-nacha-file / add-garnishment / update-garnishment / get-garnishment / list-garnishments | W-2, NACHA, garnishments |
get-amendment-history | Amendment tracking |
Module Management & Quality (41)
| Action | Description |
|---|
install-module / remove-module / update-modules / list-modules / available-modules / search-modules / module-status | Module catalog (install/remove require user approval) |
rebuild-action-cache / list-all-actions / list-profiles / onboard / list-industries | Actions & profiles |
validate-module / generate-module / configure-module / deploy-module | Module lifecycle (all require user approval) |
build-table-registry / list-articles / install-suite / classify-operation / run-audit / compliance-weather-status | Validation & audit |
schema-plan / schema-apply / schema-rollback / schema-drift / deploy-audit-log | Schema migration (apply/rollback require user approval) |
semantic-check / semantic-rules-list | Semantic correctness |
log-improvement / list-improvements / review-improvement | Improvement suggestions (advisory only) |
dgm-run-variant / dgm-list-variants / dgm-select-best | Variant analysis (advisory only, never auto-deployed) |
heartbeat-analyze / heartbeat-report / heartbeat-suggest / detect-gaps / suggest-modules | Gap detection (suggestions only) |
regenerate-skill-md | Regenerate SKILL.md |
Always confirm with user before running: setup-company, onboard, install-module, remove-module, update-modules, generate-module, deploy-module, schema-apply, schema-rollback, submit-*, cancel-*, approve-*, reject-*, run-elimination, run-consolidation, restore-database, close-fiscal-year, initialize-database --force.
Technical Details (Tier 3)
Router: scripts/db_query.py -> 14 core domains. Optional modules installed from GitHub (avansaber/*) to ~/.openclaw/erpclaw/modules/ (user-approved only). Single SQLite DB (WAL). 188 core tables (688 with modules). Money=TEXT(Decimal), IDs=TEXT(UUID4), GL immutable. Python 3.10+. All network activity limited to: (1) fetch-exchange-rates — public exchange rate API, (2) install-module — git clone from github.com/avansaber/* only, requires user approval.
