Check your ERPNext version
Check the current compatibility information in the Jarvis repository before installation. On Frappe Cloud, custom apps require a compatible private or dedicated bench.
Install Jarvis
Add Jarvis to ERPNext.
Install the app, connect an approved AI service, and begin with a question that changes nothing.
Before installation
Choose the site and first task.
Installation is short. A useful rollout still needs a person responsible for access, the AI connection, and the first checked result.
Choose the Jarvis administrator
This person completes onboarding, manages the approved AI connections, understands the company's roles, and can test with a normal user account.
Choose one question first
Use a question that matters today and has a result the team can verify, such as cash after this week's dues or invoices overdue by more than 15 days.
Install on your own server
From the Bench directory, get the current public beta branch and install the app on the intended site:
bench get-app https://github.com/Aerele-RnD/jarvis --branch beta
bench --site your-site install-app jarvis
Replace your-site with the exact site name. Follow the normal backup, staging, maintenance, and deployment process used for every ERPNext application in that environment.
Install on Frappe Cloud
- Use a compatible private or dedicated bench that allows custom apps.
- Add the public Jarvis repository as a custom app and select the current supported branch.
- Deploy the updated bench, then install Jarvis on the intended ERPNext site.
- Open Jarvis and continue through the onboarding path shown for that workspace.
The exact Frappe Cloud controls can change. Use the current custom-app interface and the compatibility information published with Jarvis instead of relying on an old screenshot.
Set up Jarvis
A managed workspace can show steps for the introduction, company details, plan, payment or trial, and AI connection. The live onboarding screen owns the current plan, price, trial, and payment terms for that account.
Connect only a chat subscription, API key, or local model method approved by the company. Enter credentials only in the AI model connection screen. Never paste a password, key, or token into Chat, Wiki, Business Notes, or Support.
Start safely: after the connection is usable, ask one question that does not change any records. Confirm that the answer and source records match that user's ERPNext access.
Check that the setup works
- The onboarding path shows no unfinished required step.
- The account, plan, trial, payment, and renewal state are clear where applicable.
- An approved AI connection shows as usable.
- A normal user can ask one read-only business question.
- The user can open the permitted ERPNext records behind the result.
- The team knows who will review the first prepared action.
See what is open source
The Jarvis app installed on the ERPNext site is open source under the GNU Affero General Public License version 3. Its separate agentic loop is hosted and operated by Aerele Technologies and is not open source.
Read Trust and control for the full explanation of roles, evidence, ordinary reversible changes, consequential work, and Approval Board.
Your first session
Complete one small task first.
01Ask
Name one company, one period, and one question that matters now.
02Verify
Check the dates, records, and assumptions behind the answer.
03Prepare
Ask for one safe next step, such as a draft reminder or missing-bill list.
04Review
Correct the work and decide whether the task deserves reuse.
Install Jarvis. Prove it on one task.
Aerele can help choose the first task, connect the approved AI service, and set clear approval rules with your team.