leoyeai/erpclaw

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 "[email protected]"
--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 ...]