Tools Reference
Onboarding & Bulk Operations
Setup
| Tool | Description |
|---|---|
company_setup | Automated company creation and initial configuration |
blueprint_executor | Parse and execute setup blueprints from documents (DOCX, PDF, XLSX) |
The setup tools handle the foundational configuration of your ERP instance. The Blueprint Executor is particularly powerful — it can parse structured documents containing company configuration data and automatically create all the necessary records.
Onboarding
| Tool | Description |
|---|---|
onboarding_orchestrator | Interactive company and module setup with guided Q&A flow |
The onboarding orchestrator walks users through setting up their company, chart of accounts, tax templates, and ERP modules via a conversational interface. See Smart Onboarding for details.
Bulk Operations
| Tool | Description |
|---|---|
bulk_create_documents | Create multiple documents at once with rollback support |
bulk_update_documents | Update multiple documents matching specific filters |
bulk_delete_documents | Safe deletion of multiple documents with confirmation |
Bulk operations automatically trigger the Human-in-the-Loop confirmation system based on the number of affected documents.
Data Import
| Tool | Description |
|---|---|
smart_data_importer | Import data from CSV, Excel, or JSON with automatic field mapping |
duplicate_detector | Find and merge duplicate records across DocTypes |
The smart data importer automatically maps columns from your file to the target DocType's fields, supporting formats including .xlsx, .csv, and .json with a maximum file size of 50MB.