ES ERP Claude AI Integration

Product Info

 

Claude AI Integration for ES ERP

A full-featured Anthropic Claude AI chat interface embedded directly within your ES ERP system — multi-model support, conversation history, system prompt personas, and token usage tracking.

🤖 5 Claude Models 💬 Conversation History 🎭 System Prompt Personas 📊 Token Tracking 🔒 Role-Based Access
5
Claude Models
4
System Personas
3
Server APIs
3
Custom DocTypes
MIT
Licensed

Overview

Claude AI Integration is an ES ERP app that brings the power of Anthropic's Claude AI directly into your business system. Access a full desktop chat interface at /claude-chat — complete with a dark sidebar, conversation management, model selection, and persona switching — all without leaving your ERP environment.

Built on ES ERP, the integration uses server-side API calls to Anthropic, ensuring your API key stays secure. Every conversation is stored as a document with full message history, token usage statistics, and model metadata — making AI interactions auditable, searchable, and manageable through standard ERP tools.

 

 

💬 Full Desktop Chat Interface

📋 Dark Sidebar

Modern dark-themed sidebar inspired by Claude Desktop. Browse conversation history, search across all chats, create new conversations, and manage existing ones — with collapsible design for full-width chat when needed.

🗂️ Conversation Management

Create, load, search, rename, and delete conversations. Conversations are grouped by time period (today, yesterday, this week, this month, older) in the sidebar for easy navigation.

🔄 Model Selector

Switch between Claude models on the fly with the header model badge and dropdown. The active model is displayed prominently and persists per conversation so you can use different models for different tasks.

🎭 Persona Presets

Select from built-in system prompt personas — Default, ERP Analyst, Developer, and General — each tailored with specific instructions. Custom persona prompts are fully configurable in settings.

📱 Responsive Design

Works on desktop and mobile devices. The sidebar collapses on smaller screens, the chat area adapts to available width, and all controls remain accessible on touch devices.

🔍 Search & History

Search across all conversations from the sidebar search box. Conversation history is stored as documents, fully indexed and accessible through standard ERP list views and reports.

 

 

🧠 Supported Claude Models

Model API Identifier Best For
Claude Opus 4.6 claude-opus-4-6 Most advanced — complex analysis, deep reasoning, long-form content
Claude Sonnet 4.5 claude-sonnet-4-5-20250929 High intelligence — balanced performance and speed for most tasks
Claude Opus 4 claude-opus-4-20250514 Advanced reasoning — complex business analysis and document work
Claude Sonnet 4 claude-sonnet-4-20250514 Default model — fast, capable, ideal for everyday ERP tasks
Claude Haiku 4.5 claude-haiku-4-5-20251001 Fastest and most affordable — quick queries, summaries, lookups

 

 

🎭 System Prompt Personas

⚙️

Default

The standard system prompt configured in settings — your baseline AI behaviour for general use within the ERP.

📊

ERP Analyst

Tailored for ERP-specific queries — accounting, inventory, reporting, workflow questions, and business process analysis.

💻

Developer

Optimised for ES ERP development — custom scripts, server scripts, DocType design, and Python/JavaScript coding.

💬

General

A general-purpose assistant for any topic — drafting emails, research, brainstorming, content creation, and open-ended questions.

All persona prompts are fully customisable from the Claude AI Integration settings page.

 

 

🏗️ Architecture & Components

Custom DocTypes

Claude AI Integration

Single DocType

Global configuration and API settings — API key (stored as Password field), default model, max tokens (1,024–128,000), system prompts, persona definitions, rate limits, appearance settings, and API status monitoring.

Claude AI Conversation

Document

Conversation records linked to the user who created them. Stores title, status, selected model, system prompt, message history (child table), total input/output tokens, and message count.

Claude AI Message

Child Table

Individual messages within a conversation — role (user/assistant), content, timestamp, and per-message token usage for both input and output tokens.

Server Script APIs

API Endpoint Method Function
Claude AI Status claude_ai_status Returns configuration status, available personas, and current settings
Claude AI Conversations claude_ai_conversations CRUD operations — create, load, list, search, rename, and delete conversations
Claude AI Chat claude_ai_chat Sends messages to Anthropic API, manages conversation history, and tracks token usage

 

 

⚙️ Configuration Settings

API Configuration

Enable/disable the integration, store your Anthropic API key securely (Password field), select the default Claude model, and set the maximum tokens per response (1,024–128,000).

System Prompts

Configure the default system prompt and customise each persona (ERP Analyst, Developer, General) with tailored instructions that guide Claude's behaviour and expertise.

Rate Limiting

Set per-user request limits per hour and maximum conversation length to control API usage and costs across your organisation.

Appearance

Configure chat window height and theme colour. The interface features a modern dark sidebar with a clean light chat area, adapting to your ERP environment.

 

 

Key Features at a Glance

Feature Description
Full Desktop Chat UI Complete chat interface at /claude-chat with dark sidebar, message area, and input controls
Multi-Model Support Claude Opus 4.6, Sonnet 4.5, Opus 4, Sonnet 4, and Haiku 4.5 — switchable per conversation
Conversation History Create, load, search, rename, and delete — grouped by time period in the sidebar
System Prompt Personas Default, ERP Analyst, Developer, and General — fully customisable in settings
Token Usage Tracking Per-message and per-conversation input/output token counts for cost monitoring
Rate Limiting Configurable per-user request limits and maximum conversation length
Responsive Design Desktop and mobile — collapsible sidebar, adaptive layout, touch-friendly controls
Secure API Key Storage API key stored as a ES ERP Password field — encrypted at rest, never exposed to the browser
Frappe Native Full integration with ES ERP permissions, user context, CSRF protection, and document model

 

 

🚀 Quick Setup

1

Install App

Install via bench get-app and bench install-app

2

Configure Settings

Navigate to Claude AI Integration settings, enable, and add your Anthropic API key

3

Set Model & Prompts

Choose default model, configure max tokens, and customise system prompt personas

4

Start Chatting

Access the chat interface at /claude-chat and start asking Claude

 

 

Technical Specifications

Platform

  • ✓ ES ERP Framework
  • ✓ ES ERP v15+
  • ✓ Python ≥ 3.10
  • ✓ Version 1.0.0

Components

  • ✓ 3 Custom DocTypes
  • ✓ 3 Server Script APIs
  • ✓ Web Page Interface
  • ✓ Fixtures Export

AI Integration

  • ✓ Anthropic Claude API
  • ✓ 5 Model Options
  • ✓ 4 System Personas
  • ✓ Token Usage Tracking

Security & Licensing

  • ✓ MIT Licensed
  • ✓ Encrypted API Key
  • ✓ CSRF Protection
  • ✓ ES ERP Permissions

Bring AI Into Your ERP

Contact Enterprise Systems Australia to deploy Claude AI Integration in your ES ERP environment. Ask questions about your business data, generate reports, draft communications, and get expert assistance — all within your ERP.

Claude AI Integration for ES ERP | Powered by Anthropic Claude

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