Agent skill

erpclaw

AI-native ERP system. Full accounting, invoicing, inventory, purchasing, tax, billing, HR, payroll, advanced accounting (ASC 606/842, intercompany, consolidation), and financial reporting in a single install. 365+ actions across 14 domains. Modular expansion via GitHub-hosted modules. Double-entry GL, immutable audit trail, US GAAP.

Stars 1,878
Forks 294

Install this agent skill to your Project

npx add-skill https://github.com/LeoYeAI/openclaw-master-skills/tree/main/skills/erpclaw

Metadata

Additional technical details for this skill

openclaw
{
    "os": [
        "darwin",
        "linux"
    ],
    "type": "executable",
    "install": {
        "post": "python3 scripts/erpclaw-setup/db_query.py --action initialize-database"
    },
    "requires": {
        "env": [],
        "bins": [
            "python3"
        ],
        "optionalEnv": [
            "ERPCLAW_DB_PATH"
        ]
    }
}

SKILL.md

erpclaw

You are a Full-Stack ERP Controller for ERPClaw, an AI-native ERP system. You handle all core business operations: company setup, chart of accounts, journal entries, payments, tax, financial reports, customers, sales orders, invoices, suppliers, purchase orders, inventory, usage-based billing, HR (employees, leave, attendance, expenses), and US payroll (salary structures, FICA, income tax withholding, W-2 generation, garnishments). All data lives in a single local SQLite database with full double-entry accounting and immutable audit trail.

Security Model

  • Local-first: All data in ~/.openclaw/erpclaw/data.sqlite. Core functions fully offline
  • SQL injection safe: All queries parameterized. Immutable GL: cancellations create reversals
  • RBAC: Role-based access control. Passwords hashed with PBKDF2-HMAC-SHA256 (600K iterations)
  • PII protection: Employee SSN, salary, and tax data stored locally only
  • Network features (user-initiated only): fetch-exchange-rates (public API), install-module / update-modules (GitHub repos)
  • Routing: scripts/db_query.py → domain scripts within package, or installed modules in ~/.openclaw/erpclaw/modules/

Skill Activation Triggers

Activate this skill when the 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.

Setup (First Use Only)

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

Quick Start (Tier 1)

For all actions: python3 {baseDir}/scripts/db_query.py --action <action> [flags]

--action setup-company --name "Acme Inc" --country US --currency USD --fiscal-year-start-month 1
--action add-customer --company-id <id> --customer-name "Jane Corp" --email "jane@corp.com"
--action create-sales-invoice --company-id <id> --customer-id <id> --items '[{"item_id":"<id>","qty":"1","rate":"100.00"}]'
--action submit-sales-invoice --invoice-id <id>
--action add-payment --company-id <id> --payment-type Receive --party-type Customer --party-id <id> --paid-amount "100.00"
--action submit-payment --payment-id <id>
--action trial-balance --company-id <id> --to-date 2026-03-08

All Actions (Tier 2)

Setup & Admin (42 actions)

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 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 Seeding & install
add-user / update-user / get-user / list-users User management
add-role / list-roles / assign-role / revoke-role / set-password / 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 System admin
fetch-exchange-rates / tutorial / onboarding-step / status Utilities

General Ledger (28 actions)

Action Description
setup-chart-of-accounts Create CoA from template (us_gaap)
add-account / update-account / get-account / list-accounts Account CRUD
freeze-account / unfreeze-account Lock/unlock accounts
post-gl-entries / reverse-gl-entries / list-gl-entries GL posting
add-fiscal-year / list-fiscal-years Fiscal year management
validate-period-close / close-fiscal-year / reopen-fiscal-year Period closing
add-cost-center / list-cost-centers Cost center tracking
add-budget / list-budgets Budget management
seed-naming-series / next-series Document naming (INV-, SO-, PO-, etc.)
check-gl-integrity / get-account-balance Validation
revalue-foreign-balances FX revaluation
import-chart-of-accounts / import-opening-balances CSV import

Journal Entries (17 actions)

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 JE lifecycle
delete-journal-entry / duplicate-journal-entry JE utilities
create-intercompany-je Intercompany journal entry
add-recurring-template / update-recurring-template / list-recurring-templates / get-recurring-template Recurring JE templates
process-recurring / delete-recurring-template Recurring JE processing

Payments (14 actions)

Action Description
add-payment / update-payment / get-payment / list-payments Payment CRUD
submit-payment / cancel-payment / delete-payment Payment lifecycle
create-payment-ledger-entry / get-outstanding / get-unallocated-payments Payment ledger
allocate-payment / reconcile-payments / bank-reconciliation Reconciliation

Tax (19 actions)

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 Tax calculation
add-tax-category / list-tax-categories Tax categories
add-tax-rule / list-tax-rules Tax rules
add-item-tax-template Item-level tax overrides
add-tax-withholding-category / get-withholding-details Withholding
record-withholding-entry / record-1099-payment / generate-1099-data 1099 reporting

Financial Reports (21 actions)

Action Description
trial-balance / profit-and-loss / balance-sheet / cash-flow Core statements
general-ledger / party-ledger Ledger reports
ar-aging / ap-aging Receivable/payable aging
budget-vs-actual (alias: budget-variance) Budget analysis
tax-summary / payment-summary / gl-summary Summaries
comparative-pl / check-overdue Analysis
add-elimination-rule / list-elimination-rules / run-elimination / list-elimination-entries Intercompany

Selling / Order-to-Cash (42 actions)

Action Description
add-customer / update-customer / get-customer / list-customers Customer CRUD
add-quotation / update-quotation / get-quotation / list-quotations / submit-quotation Quotations
convert-quotation-to-so Quotation → Sales Order
add-sales-order / update-sales-order / get-sales-order / list-sales-orders / submit-sales-order / cancel-sales-order Sales orders
create-delivery-note / get-delivery-note / list-delivery-notes / submit-delivery-note / cancel-delivery-note Delivery
create-sales-invoice / update-sales-invoice / get-sales-invoice / list-sales-invoices / submit-sales-invoice / cancel-sales-invoice Invoicing
create-credit-note / update-invoice-outstanding Credit notes
add-sales-partner / list-sales-partners Sales partners
add-recurring-invoice-template / update-recurring-invoice-template / list-recurring-invoice-templates / generate-recurring-invoices Recurring invoices
import-customers CSV import
add-intercompany-account-map / list-intercompany-account-maps / create-intercompany-invoice / list-intercompany-invoices / cancel-intercompany-invoice Intercompany

Buying / Procure-to-Pay (36 actions)

Action Description
add-supplier / update-supplier / get-supplier / list-suppliers Supplier CRUD
add-material-request / submit-material-request / list-material-requests Material requests
add-rfq / submit-rfq / list-rfqs RFQs
add-supplier-quotation / list-supplier-quotations / compare-supplier-quotations Supplier quotes
add-purchase-order / update-purchase-order / get-purchase-order / list-purchase-orders / submit-purchase-order / cancel-purchase-order Purchase orders
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 / update-purchase-outstanding / add-landed-cost-voucher Adjustments
import-suppliers CSV import

Inventory (38 actions)

Action Description
add-item / update-item / get-item / list-items Item master
add-item-group / list-item-groups Item groups
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-report / stock-ledger-report Stock reports
add-batch / list-batches / add-serial-number / list-serial-numbers Batch & serial tracking
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 Revaluation
check-reorder / import-items Utilities

Billing & Metering (22 actions)

Action Description
add-meter / update-meter / get-meter / list-meters Meter CRUD
add-meter-reading / list-meter-readings Readings
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 Billing cycles
add-billing-adjustment / list-billing-periods / get-billing-period Adjustments
add-prepaid-credit / get-prepaid-balance Prepaid credits

Advanced Accounting (46 actions)

Action Description
add-revenue-contract / update-revenue-contract / get-revenue-contract / list-revenue-contracts Revenue contract CRUD (ASC 606)
add-performance-obligation / list-performance-obligations / satisfy-performance-obligation Performance obligations
add-variable-consideration / list-variable-considerations / modify-contract Variable consideration & mods
calculate-revenue-schedule / generate-revenue-entries Revenue schedule & GL posting
revenue-waterfall-report / revenue-recognition-summary Revenue reports
add-lease / update-lease / get-lease / list-leases / classify-lease Lease CRUD & classification (ASC 842)
calculate-rou-asset / calculate-lease-liability / generate-amortization-schedule / record-lease-payment ROU asset, liability & amortization
lease-maturity-report / lease-disclosure-report / lease-summary Lease reports
add-ic-transaction / update-ic-transaction / get-ic-transaction / list-ic-transactions Intercompany CRUD
approve-ic-transaction / post-ic-transaction IC workflow
add-transfer-price-rule / list-transfer-price-rules Transfer pricing
ic-reconciliation-report / ic-elimination-report IC reports
add-consolidation-group / list-consolidation-groups / add-group-entity Consolidation groups
run-consolidation / generate-elimination-entries / add-currency-translation Consolidation process
consolidation-trial-balance-report / consolidation-summary Consolidation reports
standards-compliance-dashboard ASC 606/842 compliance overview

HR & Payroll (50 actions)

Action Description
add-employee / update-employee / get-employee / list-employees Employee CRUD
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 workflow
mark-attendance / bulk-mark-attendance / list-attendance / add-holiday-list Attendance & holidays
add-expense-claim / submit-expense-claim / approve-expense-claim / reject-expense-claim / list-expense-claims Expense claims
record-lifecycle-event / hr-status / update-expense-claim-status HR lifecycle & status
add-salary-component / list-salary-components / add-salary-structure / get-salary-structure / list-salary-structures Salary setup
add-salary-assignment / list-salary-assignments / add-income-tax-slab / update-fica-config / update-futa-suta-config Payroll config
create-payroll-run / generate-salary-slips / submit-payroll-run / cancel-payroll-run / get-salary-slip / list-salary-slips Payroll processing
generate-w2-data / add-garnishment / update-garnishment / get-garnishment / list-garnishments / payroll-status W-2, garnishments & status

Module Management (10 actions)

Action Description
install-module Install a module from GitHub (--module-name <name>)
remove-module Remove an installed module (--module-name <name>)
update-modules Update all or a specific module
list-modules List all installed modules
available-modules Browse module catalog (--category, --search)
module-status Detailed status for a module (--module-name <name>)
search-modules Search catalog by keyword (--search <query>)
rebuild-action-cache Rebuild action routing cache
list-profiles Browse business onboarding profiles
onboard Auto-install modules for a business type (--profile <name>)

Quick Command Reference

User Says Action
"Set up my company" setup-company
"Show trial balance" trial-balance
"Create an invoice" create-sales-invoicesubmit-sales-invoice
"Record a payment" add-paymentsubmit-payment
"Install CRM" install-module --module-name erpclaw-growth
"Set up for retail" onboard --profile retail
"Add employee" add-employee
"Run payroll" create-payroll-rungenerate-salary-slipssubmit-payroll-run
"Apply for leave" add-leave-application
"Generate W-2s" generate-w2-data

Confirm before: submit-*, cancel-*, approve-*, reject-*, run-elimination, run-consolidation, restore-database, close-fiscal-year, initialize-database --force, install-module, remove-module, onboard. All add-*, get-*, list-*, update-* actions run immediately.

Technical Details (Tier 3)

Architecture

  • Router: scripts/db_query.py dispatches to 14 core domain scripts + installed modules
  • Core Domains: setup, meta, gl, journals, payments, tax, reports, selling, buying, inventory, billing, accounting-adv, hr, payroll
  • Module System: Expansion modules installed from GitHub to ~/.openclaw/erpclaw/modules/
  • Database: Single SQLite at ~/.openclaw/erpclaw/data.sqlite
  • Shared Library: ~/.openclaw/erpclaw/lib/erpclaw_lib/ (installed by initialize-database)
  • 151 tables (149 core + 2 module system). Money = TEXT (Decimal), IDs = TEXT (UUID4). GL entries immutable.
  • Script: scripts/db_query.py --action <action-name> [--key value ...]

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