GreyCube FLOW AI — AI agents inside your ERPNext | GreyCube Technologies
GreyCube · FLOW AI

AI agents that run inside your ERPNext.

GreyCube FLOW AI puts an AI assistant inside your Frappe / ERPNext site. It knows your DocTypes, respects your permissions, and operates your system in plain English — answering questions, building charts, filing documents, and running multi-step work through agents you control.

Runs on your permissionsNever Administrator, always your roles
Multiple AI ProvidersPick the model per conversation

What GreyCube FLOW AI does

Everything, from a single chat box

Eight core capabilities that turn plain-language requests into real work in your ERPNext — safely, and with a full audit trail.

Built to be trusted with real data

Your permissionsEvery request obeys the user's own roles, field, row and company rules
Confirm before writeCreate, update, submit or delete only after you approve it
Fully auditedEvery conversation, tool call and output is saved to the database
No lock-inSwitch between available AI providers and models through configuration
AI Chat Interface

Talk to your ERP in plain English

A global assistant that opens anywhere in the Frappe Desk with Cmd/Ctrl + I. Ask questions, pull records, or tell it what to do — no reports to build, no forms to hunt for.

  • Opens from anywhere in the Desk with one shortcut
  • Switch AI Models per Conversation
  • Conversations saved to your account, private to you
FLOW AI chat interface
Dynamic Chart Creation

Charts and dashboards from a sentence

Describe the view you want and GreyCube FLOW AI builds it — turning your live data into charts and dashboards you can keep, instead of raising a custom report request.

  • Create dashboard charts on demand
  • Assemble and list user dashboards
  • Grounded in your real records, not guesses
Dynamic Charts
File2ERP

Documents in, records out

Drop in a document and let an OCR-backed agent read it and map the details into the right DocType fields — no manual re-keying from PDFs or scans.

  • OCR agent extracts key details from files
  • Maps content into real DocType fields
  • Configurable behaviour in File2ERP settings
File2ERP Document OCR
User Permission Restriction

It can only see what you can see

Every request runs strictly under the signed-in user's own Frappe permissions — the same roles, permission rules and record-level restrictions that apply everywhere else. GreyCube FLOW AI never acts with Administrator access on your behalf.

  • Enforces role, field, row and company rules
  • Honours User Permission record restrictions
  • No hidden elevation — ever
User Permissions
Approval Before Create / Update

Nothing changes without a yes

Read-only questions are answered instantly. Anything that creates, updates, submits, cancels or deletes a record goes through a confirmation gate — backed by a native Flow Approval Request when a formal human decision is needed.

  • Confirmation prompt on every write action
  • Owner-scoped requests, decisions limited to System Managers
  • Leaves a permission-checked audit comment on the record
Approval Request
Macros

Package a routine, run it in one go

Turn a repeatable, multi-step task into a saved macro made of ordered steps, then run it whenever you need it — with each run recorded.

  • Define a macro as a sequence of steps
  • Re-run the whole flow on demand
  • Each macro run is saved for review
Macros
Triggers

Put agents on autopilot

Run an agent automatically on a DocType event or on a schedule — so work happens when a record changes or at a set time, without anyone opening the chat.

  • Fire on DocType events (create, update, submit…)
  • Or run on a recurring schedule
  • e.g. a 9am weekday summary of new leads
Triggers
Agents

Purpose-built agents you control

Configure agents from the Desk or in code — each with its own instructions, model, tools, memory and knowledge. GreyCube FLOW AI ships a prebuilt catalog split into read-only Auditor and confirmed-write Operator roles, each locked to a DocType allowlist.

  • Auditor agents: read, report, analyse, export only
  • Operator agents: confirmed create / update within a write contract
  • Per-agent tools, memory and knowledge sources
Agents

And more

The rest of the toolbox

Additional capabilities that ship with GreyCube FLOW AI — every data tool still checks Frappe permissions, and every write still passes the confirmation gate.

Knowledge Base & RAG

Embed and index files, URLs and DocTypes for retrieval-augmented answers, kept in sync automatically.

Reports & Analysis

Generate reports, analyse business data, and run sandboxed Python and database queries.

Search

Search across documents, within a specific DocType, and resolve link-field values.

Excel Export

Export query and report results straight to Excel for sharing offline.

Memory & Audit Trail

Agents keep memory across turns; every session, run and tool call is persisted for audit.

Multi-Provider

Configure Flow Providers and Models to run on Claude, OpenAI and beyond — no lock-in.

Python Framework

Define tools and build agents in code with a lightweight decorator-based API.

How GreyCube FLOW AI works

Ask → understand → confirm → done

A predictable loop that keeps a human in charge of anything that changes your data.

01

You ask

Type a request in plain English, or let a trigger fire an agent for you.

02

It reads your data

GreyCube FLOW AI inspects the right DocTypes — always under your own permissions.

03

It proposes the action

For any write, it shows exactly what it will create or change and waits.

04

You confirm, it logs

On approval it runs the tool and records the whole run for audit.

FLOW AI workflow diagram

What it costs

Bring your own AI provider

GreyCube FLOW AI runs on your own provider account — start free with OpenRouter, or use pay-as-you-go credits or a subscription with a paid provider.

AI ProviderTypeMinimum costUsageLink
Free — via OpenRouter
Nvidia
nvidia/nemotron-3.5-lightning:free
API Free 50 requests / day OpenRouter ↗
Paid — credits & subscriptions
OpenAI (ChatGPT) APICredits from $5Top up credit Billing ↗
Subscription$20Monthly
ClaudeAPICredits from $5Top up credit Buy credits ↗
DeepSeekAPICredits from $2Top up credit Top up ↗
Gemini APIFree Free tier: 10 requests/min · 250,000 tokens/min · 1,500 requests/day Billing ↗
APICredits from $5Top up credit

Costs and free-tier limits are set by each provider and can change — check the provider's page for current details.

FAQ

Questions, answered

The essentials on models, data, permissions and setup.

What is GreyCube FLOW AI?
A chat assistant built into your Frappe / ERPNext site. You ask in plain language and it can read — and, when permitted, update — your data to help answer. Open it from the GreyCube FLOW AI page, or with Cmd/Ctrl + I anywhere in the Desk.
Which AI models can I use?
GreyCube FLOW AI supports AI models from multiple providers, including OpenAI, Anthropic (Claude), deepseek and other supported providers.
The models available to you depend on which providers and models your administrator has enabled. You can select an available model from the model picker in the chat window and use different models for different conversations.
How do I get an API key?
Create an API key from the provider's account or developer console and add it to GreyCube FLOW AI Provider. Some providers may require billing credits or a paid API account before the key can be used.
Does GreyCube FLOW AI support AI provider chat subscriptions?
Yes. GreyCube FLOW AI currently supports OpenAI Chat subscriptions. Usage limits vary depending on the OpenAI plan and model you use.
Can it see or change data I'm not allowed to access?
No. Every request runs strictly under your own Frappe user permissions — the same roles, permission rules and record-level restrictions that apply elsewhere. GreyCube FLOW AI never acts with Administrator-level access on your behalf.
Will it change my data without asking?
For destructive or data-changing actions — deleting, submitting, cancelling or otherwise modifying a record — it asks for confirmation first. Read-only questions such as "show me", "how many" or "summarize" are answered directly.
Where are my conversations stored?
Each conversation and message is saved against your user account in this site's database and is visible only to you. You can start a new conversation any time from the sidebar in the chat window.
Can I delete a conversation?
Yes — use the delete option next to a conversation in the chat sidebar. Deleting permanently removes that conversation and its messages.
Is my data sent anywhere outside this site?
Your messages and required data are sent to the selected AI provider to generate a response. GreyCube FLOW AI does not share your data with other third parties.
I got an error talking to the AI provider — what do I do?
Usually the API key isn't configured, has run out of credit, or the selected model is temporarily unavailable. Try another model with the picker; if it persists, ask your administrator to check GreyCube FLOW AI Provider.
Who configures GreyCube FLOW AI?
Your System Manager / Administrator configures the enabled models, API keys and access restrictions in GreyCube FLOW AI settings. Ask them to enable a model or grant access if you need it.

Bring GreyCube FLOW AI to your ERPNext

Tell us a workflow that eats your team's time — we'll show you how GreyCube FLOW AI handles it inside your own Frappe site, grounded in your data and bound by your permissions.