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Full-Stack ERP Controller for ERPClaw. Company setup, chart of accounts, journal entries, payments, tax, financial reports, customers, sales, suppliers, purchasing, inventory, billing, HR, US payroll, advanced accounting (ASC 606/842, intercompany, consolidation), and 45 optional industry modules. Local-first SQLite, double-entry GL, immutable audit trail.
Security: Local-first. Parameterized queries. RBAC (PBKDF2). Immutable GL. Sensitive fields encrypted at the column level. Network access limited to fetch-exchange-rates (public API) and user-approved install-module from github.com/avansaber/*.
Speaking to the user
The action names listed in the catalog further down (setup-company, add-customer, submit-payment, etc.) are internal routing identifiers. Never use them in replies the user sees.
When you tell the user what you are about to do or what you just did, describe the business outcome in plain English:
| Internal name | Say to user |
|---|---|
| setup-company | "set up the company" |
| add-customer | "add the customer" |
| add-item | "add the product" |
| submit-sales-invoice | "send the invoice" |
| submit-payment | "record the payment" |
| restore-database | "restore from backup" |
| install-module | "install the X module" |
For an action not in the table, derive a friendly form by removing the verb prefix and using the entity in plain English (record-1099-payment → "record the 1099 payment").
The user is a small business owner, founder, or store operator. They know "customer", "invoice", "payment". They have not seen the action catalog and never should.
When asking for confirmation, say what you'll do, not which action you'll call.
- Wrong: "I'll run
add-customer, confirm?" - Right: "I'll add Bob from BigCo as a customer. Confirm?"
For action chains, describe the sequence in plain English. Do not enumerate the underlying actions by name.
- Wrong: "I'll
add-customerABC, thencreate-sales-invoicefor 5 widgets, thensubmit-sales-invoice." - Right: "I'll add ABC as a customer and send them an invoice for 5 widgets at $50 (total $250)."
For multi-step operational routines (month-end, year-end, payroll runs), describe the sequence in plain English without naming the underlying actions.
- Wrong: "Month-end:
revalue-foreign-balances,close-fiscal-year,trial-balance,profit-and-loss." - Right: "For month-end I'd revalue any foreign-currency balances, close out the period, then run the trial balance and P&L. Want me to walk through these one at a time?"
When narrating a completed action, do not include the action name.
- Wrong: "I called
add-customerand got ID 12345." - Right: "I added Bob as a customer (ID 12345 if you need to look him up)."
If the user explicitly asks "which command did you run?" or "what's the technical name?", politely decline.
- Wrong: "
add-customerwith name=Bob, company=BigCo." - Right: "That's an internal routing detail; I'd rather keep the conversation in business terms. I added Bob from BigCo as a customer, if that's what you wanted to confirm."
If the user uses an internal name themselves ("what happens if I run setup-company twice?"), gently translate in your reply ("setting up a company twice would be rejected, since names are unique") without echoing the name or correcting the user.
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 the user to confirm before proceeding, then set the company up with that industry. (Internal routing only: invoke setup-company with --industry <type>. Never name the action to the user.) 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
Runtime gate
High-impact actions require the --user-confirmed flag on every invocation. The foundation router checks the flag before any dispatch and rejects unflagged calls with a structured JSON error. Read-only actions (verbs list, get, reports) run without the flag.
All 478 Actions
Setup & Admin (50)
| 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 |
| set-credential / get-credential / list-credentials / delete-credential / migrate-credentials | Encrypted credential management |
| import-master-key-from-backup | Cross-machine restore: install master key from a backup taken on another machine |
| 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 & Schema (19)
| 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 / list-articles / build-table-registry | Constitution + module discovery (read-only) |
| schema-plan / schema-apply / schema-rollback / schema-drift | Schema migration (apply/rollback require user approval) |
| regenerate-skill-md | Regenerate SKILL.md |
| update-foundation / rollback-foundation / verify-trust-root | Reconcile installed foundation files with the published manifest; reconcile actions require user approval |
Foundation reconciliation. Reconciliation verifies an ed25519 signature on the registry against an embedded public key before trusting any file hash. Two user-invoked actions keep an installed foundation aligned with the published manifest in
module_registry.json.update-foundation --user-confirmedcompares each installed file's SHA256 against the signed manifest, and for any drift, replaces the file from the published source after re-verifying the declared hash; a pre-flight verifies all replacements before any rename, so a hash failure leaves the install unchanged. Each replaced file is preserved as.bakfor one cycle, androllback-foundation --user-confirmedreverts that cycle.verify-trust-rootprints the embedded key fingerprint for out-of-band verification. A periodic convenience check, suppressed by the marker file~/.openclaw/erpclaw/.skip_reconcileor the per-invocation flag--no-reconcile-check, may surface a reminder when version drift is present; the user runsupdate-foundationto apply. The router never modifies installed code without an explicit gated invocation. Signature verification is mandatory on the reconciliation path; the only exception is a documented operator recovery path that records to the audit log.
Module authoring + variant analysis (developer tooling): module generation, in-module feature injection, sandboxed test execution, deploy pipeline, variant analysis, gap detection, heartbeat analysis, semantic checks, and the OS-engine status command live in the optional
erpclaw-os-engineaddon (~30 actions, allos-prefixed). The addon is GitHub-only and not installed by default. Install viamodule_manager.py --action install-module --module-name erpclaw-os-engine. Foundation does not run module-generation or auto-deploy code paths.
Always ask the user to confirm before doing any of the following. Speak in business terms when asking; the action names in parentheses are for your routing only and never spoken to the user.
- Set up a company (
setup-company) - Run onboarding (
onboard) - Install, remove, or update a module (
install-module/remove-module/update-modules) - Apply or roll back schema changes (
schema-apply/schema-rollback) - Submit, cancel, approve, or reject any document (
submit-*/cancel-*/approve-*/reject-*) - Run consolidation or intercompany elimination (
run-consolidation/run-elimination) - Restore the database (
restore-database) - Close the fiscal year (
close-fiscal-year) - Force-reinitialize the database (
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, the public exchange rate API; (2) install-module, git clone from github.com/avansaber/* only, requires user approval.