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Jarvis

The AI teammate inside ERPNext.

Your ERP already knows what happened. Jarvis helps your team ask what it means, prepare what should happen next, and repeat good work without losing human judgement.

Ask. Verify. Approve. Repeat.

What makes Jarvis different

Jarvis is not a chat window pointed at your database. Three things hold, always:

  • It acts as you. Every question and every action runs under your own Frappe and ERPNext permissions. Jarvis can never see or touch a record you could not open yourself.
  • Nothing important happens without you. Reading and explaining happen directly. Anything that writes, submits, or is hard to reverse waits for a person to review and approve it, with the evidence in view.
  • Your data stays on your bench. Your ERP records never leave your server. The AI reaches them only through a single, permission-checked door, never a copy of your books.

Features

Ask your business in plain language

  • Ask about cash, sales, purchases, stock, customers, suppliers, projects, or any other records you are allowed to see.
  • Trace an answer back to the records, dates, and evidence behind it.
  • Investigate a question, compare options, prepare a draft, and continue the work in one conversation.
  • Speak a request or attach an image, PDF, spreadsheet, or business document when typing would leave out useful context.
  • Name, star, search, and return to conversations without mixing unrelated decisions.

Turn incoming documents into reviewed work

  • Drop supplier bills, statements, price lists, and other source files into File Box.
  • Let Jarvis read the source, prepare the corresponding work, and surface any uncertainty instead of quietly guessing.
  • Use the Approval Board to inspect drafts, answer questions, approve the next step, or reject it with the source conversation still in reach.
  • Preview spreadsheet imports before any rows are added.
  • Export useful records, reports, and prepared documents when the work needs to leave the screen.

Turn good judgement into team practice

  • Add Business Notes for the terms, exceptions, and operating facts that make your company different.
  • Use the Wiki to see what Jarvis knows, where it came from, who it applies to, and whether it needs correction.
  • Save a business rule as a Skill so Jarvis follows it consistently next time.
  • Save several steps as a Macro, run them again, or put them on a daily, weekly, or monthly schedule.
  • Create a Trigger for work that should begin when an important ERPNext record changes.
  • Install an Agent to check a defined area in the background and bring back findings or prepared work.
  • Review suggested learning before it becomes a personal or shared rule.

See the business and find the work faster

  • Turn a question into a saved Dashboard and share the view with the right people.
  • Search chats, dashboards, records, lists, and reports from one command palette.
  • Filter, sort, and choose columns for busy work queues.
  • Receive notifications when work finishes or needs a decision.
  • Continue conversations, approvals, File Box work, and key business views from the mobile app.

Control & administration

  • Administrators may allow ordinary, reversible changes within a conversation; proposed work and its evidence remain visible for review.
  • Connect a supported chat subscription you already pay for or an approved API key, choose the models available to the team, and set backups when needed.
  • Review personal and team usage, limits, plan details, renewals, and activity from the workspace.

How to Install

Jarvis supports Frappe 15 and 16.

Self-hosted bench

Run these commands from your Frappe bench:

# On a Frappe 15 site, use --branch version-15 instead
bench get-app https://github.com/aerele/jarvis.git --branch version-16
bench --site your-site.example install-app jarvis

Frappe Cloud

On a private bench group:

  1. Open Bench Group > Apps, choose Add App, and add https://github.com/aerele/jarvis.git from the version-16 branch (version-15 for a Frappe 15 site).
  2. Deploy the bench update to your site.
  3. Open Site > Apps, choose Install App, and install Jarvis.

After installation, sign in as a System Manager, open /jarvis/onboarding, and follow the setup shown on screen.