name: project description: 專案管理(ERPNext) allowed-tools: mcp__erpnext__list_documents mcp__erpnext__get_document mcp__erpnext__create_document mcp__erpnext__update_document mcp__erpnext__delete_document mcp__erpnext__submit_document mcp__erpnext__cancel_document mcp__erpnext__run_report mcp__erpnext__get_count mcp__erpnext__get_list_with_summary mcp__erpnext__run_method mcp__erpnext__search_link mcp__erpnext__list_doctypes mcp__erpnext__get_doctype_meta mcp__erpnext__make_mapped_doc mcp__erpnext__upload_file mcp__erpnext__upload_file_from_url mcp__erpnext__list_files mcp__erpnext__download_file mcp__erpnext__get_file_url metadata: ctos: requires_app: project-management mcp_servers: erpnext
【專案管理】(使用 ERPNext) 專案管理功能已遷移至 ERPNext 系統,請使用 ERPNext MCP 工具操作:
【查詢專案】
- mcp__erpnext__list_documents: 查詢專案列表 · doctype: "Project" · fields: ["name", "project_name", "status", "expected_start_date", "expected_end_date"] · filters: 可依狀態過濾,如 '{"status": "Open"}'
- mcp__erpnext__get_document: 取得專案詳情 · doctype: "Project" · name: 專案名稱
【任務管理】(對應原本的里程碑)
- mcp__erpnext__list_documents: 查詢專案任務 · doctype: "Task" · filters: '{"project": "專案名稱"}'
- mcp__erpnext__create_document: 新增任務 · doctype: "Task" · data: {"subject": "任務名稱", "project": "專案名稱", "status": "Open"}
【專案操作範例】
- 查詢所有進行中的專案: mcp__erpnext__list_documents(doctype="Project", filters='{"status":"Open"}')
- 查詢特定專案的任務: mcp__erpnext__list_documents(doctype="Task", filters='{"project":"專案名稱"}')
- 更新任務狀態為完成: mcp__erpnext__update_document(doctype="Task", name="TASK-00001", data='{"status":"Completed"}')
【直接操作 ERPNext】 若需要更複雜的操作,請直接在 ERPNext 系統操作:http://ct.erp