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
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-invoice
→ submit-sales-invoice
|
| "Record a payment" | add-payment
→ submit-payment
|
| "Install CRM" | install-module --module-name erpclaw-growth
|
| "Set up for retail" | onboard --profile retail
|
| "Add employee" | add-employee
|
| "Run payroll" | create-payroll-run
→ generate-salary-slips
→ submit-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 ...]
