# Erstan

- [Welcome to Erstan](https://docs.erstan.com/index.md): Erstan is an AI agent platform for NetSuite finance and operations — chat, build agents, and act on your data with approvals.
- [Quickstart](https://docs.erstan.com/get-started/quickstart.md): Connect NetSuite, open Chat, and run your first agent in a few minutes.
- [Core concepts](https://docs.erstan.com/get-started/concepts.md): The mental model behind Erstan: workspaces, teams, agents, skills, tasks, connectors, knowledge, and approvals.
- [A tour of Erstan](https://docs.erstan.com/get-started/tour.md): Find your way around: the sidebar, the Home launchpad, and switching workspaces and teams.
- [Chatting with Erstan](https://docs.erstan.com/chat/overview.md): Ask Erstan to find, analyze, and act on your NetSuite data, and follow its replies in the transcript.
- [Working with agents in chat](https://docs.erstan.com/chat/agents-mentions.md): Direct a conversation to a specific agent with @mentions, then follow its run step by step.
- [Knowledge, Tools, Web Search & Models](https://docs.erstan.com/chat/knowledge-tools-models.md): Control what Erstan can see and use in chat: connections, knowledge sources, web search, and the model behind each reply.
- [Approving and rejecting AI actions](https://docs.erstan.com/chat/approvals.md): Stay in control: review write actions before they run, and decide when to auto-approve.
- [The Canvas panel](https://docs.erstan.com/chat/canvas.md): Open documents, files, SuiteQL queries, and NetSuite records inline beside your chat without leaving the conversation.
- [Agents overview](https://docs.erstan.com/agents/overview.md): Meet the three agent shapes — Assistants, Workforces, and Automations — and how they read and act on your NetSuite data.
- [Create your first agent](https://docs.erstan.com/agents/create-first-agent.md): Build, preview, and publish a working agent from scratch in the visual builder.
- [Triggers](https://docs.erstan.com/agents/triggers.md): Choose how an agent starts: chat, form, schedule, webhook, email, or manual — and which agent shape each one implies.
- [The visual builder](https://docs.erstan.com/agents/builder.md): Design an agent on the canvas — add steps, wire them together, set instructions, and publish.
- [Choosing AI steps](https://docs.erstan.com/agents/ai-steps.md): When to use AI Respond, AI Think, AI Plan & Execute, AI Agent, approvals, branches, and loops.
- [Step reference](https://docs.erstan.com/agents/step-reference.md): Every step type you can add to an agent: triggers, AI steps, actions, logic, and utilities.
- [Giving agents tools, skills & connections](https://docs.erstan.com/agents/tools-skills-connections.md): Attach the skills, tools, and connectors an agent needs to do real NetSuite finance work — with write approvals on by default.
- [Preview, Publish & Versions](https://docs.erstan.com/agents/publish-lifecycle.md): Test an agent in the builder, publish it live, manage versions, and share it with a team.
- [Running agents](https://docs.erstan.com/agents/run-and-tasks.md): Run agents on demand and assign runs as tasks — now, scheduled, or recurring.
- [Run history, traces & analytics](https://docs.erstan.com/agents/run-history-traces.md): Track every agent run, read its step-by-step trace, and review feedback, usage, and cost.
- [Scheduling recurring runs](https://docs.erstan.com/agents/schedules.md): Run an agent automatically on a schedule — minutes, hourly, daily, weekly, or monthly — and manage it from the agent's runs page.
- [Skills overview](https://docs.erstan.com/skills/overview.md): Reusable instruction packages that make agents do a task the same expert way every time.
- [Creating and editing skills](https://docs.erstan.com/skills/create-edit.md): Author a skill by hand or with Skill Chat using the package editor, then save it as a draft.
- [Publishing, sharing & lifecycle](https://docs.erstan.com/skills/publish-share.md): Publish a skill so agents can use it, set who can see it, and manage its lifecycle through archive and delete.
- [Built-in skills](https://docs.erstan.com/skills/built-in.md): Review the skills Erstan ships, and prioritize, disable, or replace them for your workspace.
- [Starter prompts](https://docs.erstan.com/skills/starter-prompts.md): Ready-made prompts you can copy, run, or send to the best-fit agent for quick finance wins.
- [Marketplace overview](https://docs.erstan.com/marketplace/overview.md): Discover and add ready-made agents and teams built for NetSuite work.
- [Adding Agents from the Marketplace](https://docs.erstan.com/marketplace/add-agents.md): Review a ready-made Agent, add it to your workspace, and connect the services it needs.
- [Teams, capabilities & example requests](https://docs.erstan.com/marketplace/add-skills-bundles.md): Understand what a Team installs and how Skills and Prompts appear inside Marketplace solutions.
- [Publishing with Erstan Builders](https://docs.erstan.com/marketplace/builders.md): Admins can publish Agents through the feature-gated Builder workflow and manage the review lifecycle.
- [Tasks overview](https://docs.erstan.com/tasks/overview.md): See and manage the work your agents do — every agent run becomes a trackable task.
- [Projects](https://docs.erstan.com/projects/overview.md): Group related agent tasks under team or company-wide projects.
- [Working with tasks](https://docs.erstan.com/tasks/working-with-tasks.md): Filter and save task views, open a task to chat with its agent, set properties and sub-tasks, and run bulk actions.
- [Reviewing and approving agent work](https://docs.erstan.com/tasks/review-approve.md): Use Needs Review and Approvals to check what agents produce and sign off before work is final.
- [Teams overview](https://docs.erstan.com/teams/overview.md): Organize people, agents, content, and tasks into focused teams inside your workspace.
- [Managing a team](https://docs.erstan.com/teams/managing.md): Add members, set team defaults and labels, and manage the content a team's agents work with.
- [Documents and the editor](https://docs.erstan.com/content/documents.md): Create rich documents in a block editor that agents can read and write alongside you, organized in your team's Content.
- [Publishing, Exporting & Collaborating](https://docs.erstan.com/content/publish-export.md): Publish documents, export them to Word, PDF, Markdown, or Excel, and collaborate with comments and version history.
- [Files: upload, preview & edit](https://docs.erstan.com/content/files.md): Store any file in a team, preview it inline, and edit text-based files in the browser.
- [Agent knowledge](https://docs.erstan.com/content/agent-knowledge.md): Make a team file searchable so agents and automations can pull it in as context when they work.
- [Playbooks](https://docs.erstan.com/playbooks/overview.md): Outcome-focused recipes for putting Erstan to work across your NetSuite finance operations.
- [Accounts receivable & collections](https://docs.erstan.com/playbooks/ar-collections.md): Find overdue invoices, understand customer balances, and draft collections outreach — with approvals on every change.
- [Accounts payable](https://docs.erstan.com/playbooks/accounts-payable.md): Triage vendor bills, flag exceptions and duplicates, and prep payment runs that land in Needs Review.
- [Reporting with SuiteQL](https://docs.erstan.com/playbooks/reporting-suiteql.md): Ask Erstan to query NetSuite with SuiteQL, view results in Canvas, and turn them into a document or workbook.
- [Workspaces and people](https://docs.erstan.com/admin/workspaces-people.md): Switch between workspaces and invite, manage, and remove the people in them.
- [Setting up a workspace](https://docs.erstan.com/admin/setup.md): Walk through the onboarding wizard: name your workspace, connect NetSuite, add an AI provider, and invite teammates.
- [Audit log and usage](https://docs.erstan.com/admin/audit-usage.md): Review the workspace audit trail and keep an eye on agent usage and estimated cost.
- [API keys](https://docs.erstan.com/admin/api-keys.md): Create scoped API keys for published agent runs and draft authoring.
- [Security & write safety](https://docs.erstan.com/security/overview.md): How Erstan keeps your NetSuite data safe and keeps you in control of every change.
- [Troubleshooting](https://docs.erstan.com/troubleshooting/common-issues.md): Fixes for the most common issues: connections, approvals, and the NetSuite busy queue.
- [Solution Library](https://docs.erstan.com/library/index.md): AI solutions for NetSuite teams — 61 ready-to-run agents and 13 team packs across 12 business functions.
- [Accounts Payable Team](https://docs.erstan.com/library/ap-automation.md): A full AP team in one install — a lead AP Agent and four specialists take payables from vendor onboarding to clean data, with every NetSuite write held for your approval.
- [AP Agent](https://docs.erstan.com/library/ap-agent.md): Runs your AP desk — aging, duplicate catches, vendor spend, and payment-run planning — with every write held for your approval.
- [AP Data Quality & Audit](https://docs.erstan.com/library/ap-data-quality-audit.md): Sweeps AP for duplicate bills, missing tax IDs, bad bank details, stale vendors, and unusual spend — strictly read-only, so it never touches a NetSuite record.
- [AP Payment Recommendations](https://docs.erstan.com/library/ap-payment-recommendations.md): Ranks open bills by urgency and drafts your weekly payment-run plan — follow-up tasks are created only after your approval.
- [AP Vendor Bill Automation](https://docs.erstan.com/library/mcp-ap-vendor-bill-simple.md): Turns incoming invoices into matched, duplicate-checked vendor bills — every bill waits for your approval before it is created.
- [Invoice Processing Agent](https://docs.erstan.com/library/invoice-ocr-ap-agent.md): Turns invoice files into reviewed, duplicate-checked AP data — bills are only prepared with your approval.
- [Vendor Onboarding](https://docs.erstan.com/library/vendor-onboarding.md): Collects, validates, and duplicate-checks new vendor details — the vendor record is created in NetSuite only after your approval.
- [AR & Collections Team](https://docs.erstan.com/library/ar-collections.md): A receivables team that keeps cash moving — aging turned into priorities, statements and dunning drafted for review, cash applied to the right invoices, and disputes routed, with approval on every send and every change.
- [AR Aging Analysis](https://docs.erstan.com/library/ar-aging-analysis.md): Ages your receivables by bucket and customer with executive commentary and DSO context — strictly read-only, nothing in NetSuite changes.
- [AR Cash Application](https://docs.erstan.com/library/mcp-ar-cash-application.md): Matches customer payments to open invoices and applies the cash — low-confidence matches come to you for review before posting.
- [AR Officer](https://docs.erstan.com/library/ar-officer.md): Keeps cash coming in with AR aging, collections priorities, and dunning drafts — no outreach is sent without your approval.
- [Customer Statement Runner](https://docs.erstan.com/library/customer-statement-runner.md): Builds reconciled customer statements and drafts the covering email — nothing is sent to a customer without your approval.
- [Dispute Triage](https://docs.erstan.com/library/dispute-triage.md): Finds short-pays, disputed invoices, and orphan credits, then routes each one — follow-up tasks are created only after your approval.
- [Collections Team](https://docs.erstan.com/library/collections-team.md): Turns credit risk, dunning, promises-to-pay, and DSO into one collections rhythm — outreach and follow-up tasks go out only after your approval.
- [Credit Health Scoring](https://docs.erstan.com/library/credit-health-scoring.md): Scores every customer's credit health from payment history, aging, and limit utilization — strictly read-only, recommendations stay recommendations.
- [DSO Analysis](https://docs.erstan.com/library/dso-analysis.md): Computes DSO with the method stated, tracks the trend, and decomposes every move into its drivers — strictly read-only, nothing in NetSuite changes.
- [Dunning Sequence](https://docs.erstan.com/library/dunning-sequence.md): Runs escalation-aware dunning across your overdue accounts — every email is drafted for your approval before anything is sent.
- [Promise-to-pay Tracking](https://docs.erstan.com/library/promise-to-pay-tracking.md): Logs customer payment promises, verifies them against cash received, and chases the broken ones — follow-up tasks are created only after your approval.
- [Procurement Team](https://docs.erstan.com/library/procurement-team.md): Runs procurement from requisition to purchase order — requests validated, vendors risk-screened, spend categorised, and every PO draft held for your approval.
- [PO Drafting](https://docs.erstan.com/library/po-drafting.md): Turns purchase requests and vendor quotes into complete, validated purchase orders — nothing is created in NetSuite until you approve.
- [Requisition Intake](https://docs.erstan.com/library/requisition-intake.md): Turns chat and email purchase requests into complete, validated requisitions — follow-up tasks are created only after your approval.
- [Spend Categorisation](https://docs.erstan.com/library/spend-categorisation.md): Maps vendor spend into clean categories and flags miscoded transactions with evidence — strictly read-only, so no NetSuite record is ever changed.
- [Vendor Risk Screening](https://docs.erstan.com/library/vendor-risk-screening.md): Scores vendor reliability, price stability, and single-source dependency risk from your purchasing history — strictly read-only, nothing in NetSuite is touched.
- [Vendor Spend Anomaly Monitor](https://docs.erstan.com/library/mcp-vendor-spend-anomaly.md): Watches vendor spend against baseline and escalates anomalies as ready-to-act risk briefs — read-only monitoring, no surprises.
- [Month-end Close Team](https://docs.erstan.com/library/controller-close-pack.md): A close team that keeps the checklist moving — routine journals drafted, accounts reconciled, variances explained, close readiness checked, and nothing posts without your approval.
- [Account Reconciliation](https://docs.erstan.com/library/account-reconciliation.md): Reconciles GL control accounts to subledger detail and builds an aged exception list — strictly read-only, it never posts or changes anything in NetSuite.
- [Bad-Debt Reserve JE: Estimate, Draft and Post](https://docs.erstan.com/library/bad-debt-reserve-je.md): Estimates the bad-debt reserve from your AR history and drafts the journal entry — nothing posts without your approval.
- [Close-readiness Check](https://docs.erstan.com/library/close-readiness-check.md): Checks period status and hunts down every close blocker into a go/no-go checklist — strictly read-only, it never closes or locks a period.
- [Controller Close](https://docs.erstan.com/library/controller-close.md): Guides a cleaner month-end close, with every journal entry and period change paused for your explicit approval.
- [Routine Journal Posting](https://docs.erstan.com/library/mcp-month-end-close-journal.md): Keeps routine close journals moving — drafted, balanced, and posted only after your approval.
- [Variance Analyser](https://docs.erstan.com/library/variance-analyser.md): Runs materiality-screened flux analysis and decomposes every variance into quantified drivers — strictly read-only, nothing in NetSuite is ever changed.
- [Inventory Team](https://docs.erstan.com/library/inventory-team.md): Keeps stock levels, reorders, write-downs, and cycle counts under control — reorder POs and inventory adjustments are drafted for review, and nothing posts without your approval.
- [Cycle Count Reconciliation](https://docs.erstan.com/library/cycle-count-reconciliation.md): Reconciles physical counts against NetSuite balances and explains every variance — inventory adjustments are created only after your approval.
- [Inventory Write-down](https://docs.erstan.com/library/mcp-inventory-obsolescence.md): Finds slow-moving stock, recommends reserves, and drafts the write-down — journals post only after your approval.
- [Reorder Drafting](https://docs.erstan.com/library/reorder-drafting.md): Computes reorder needs net of inbound stock and drafts vendor-grouped purchase orders — nothing is created in NetSuite until you approve.
- [Stock Level Monitor](https://docs.erstan.com/library/stock-level-monitor.md): Watches item-location stock levels against reorder points and leads with the exceptions — read-only monitoring, nothing in NetSuite is changed.
- [Billing Team](https://docs.erstan.com/library/billing-team.md): Turns fulfilled orders and due schedules into clean invoices while catching pricing breaches and unbilled revenue — every invoice is created only after your approval.
- [Billing Schedule Runner](https://docs.erstan.com/library/billing-schedule-runner.md): Works out which billing-schedule instalments are due and drafts the run — invoices are created in NetSuite only after your approval.
- [Invoice Generation](https://docs.erstan.com/library/invoice-generation.md): Finds fulfilled-but-unbilled orders and drafts accurate invoices — each invoice is created in NetSuite only after your approval.
- [Pricing Rule Enforcement](https://docs.erstan.com/library/pricing-rule-enforcement.md): Audits sold prices against your price levels and flags off-list rates and discount breaches — read-only, it never changes your NetSuite data.
- [Revenue Leakage Detection](https://docs.erstan.com/library/revenue-leakage-detection.md): Hunts unbilled fulfillments, lapsed renewals, and missed uplifts, then ranks the recovery worklist — read-only, it never changes your NetSuite data.
- [NetSuite Finance Essentials](https://docs.erstan.com/library/netsuite-finance-essentials.md): The baseline finance analysis toolkit for every NetSuite workspace, approval-gated on any write-capable action.
- [Reporting Team](https://docs.erstan.com/library/reporting-team.md): Builds close packs, variance commentary, board narratives, and refreshed KPI views straight from NetSuite — analysis is read-only and nothing is ever written to your books.
- [Board Report Drafting](https://docs.erstan.com/library/board-report-drafting.md): Drafts the board narrative and deck with tie-outs checked before distribution — strictly read-only, nothing in NetSuite is ever changed.
- [Close Pack Builder](https://docs.erstan.com/library/close-pack-builder.md): Assembles the monthly close pack — statements, KPIs, flux, and tie-outs — into workbook and deck deliverables; strictly read-only, nothing in NetSuite is ever changed.
- [Enterprise Research Agent (Anthropic)](https://docs.erstan.com/library/anthropic-enterprise-research.md): Turns a company name into a research-grade brief, built from live web research and delivered as a structured document.
- [Financial Analyst](https://docs.erstan.com/library/financial-analyst.md): Delivers CFO-ready analysis of performance, cash, and variance drivers straight from NetSuite — read-only and evidence-backed.
- [KPI Dashboard Refresh](https://docs.erstan.com/library/kpi-dashboard-refresh.md): Refreshes your KPI pack from exact inline SuiteQL sources and rebuilds the dashboard workbook — strictly read-only, nothing in NetSuite is ever changed.
- [NetSuite Orchestrator](https://docs.erstan.com/library/netsuite-router.md): One front door for NetSuite finance — routes every request to the right specialist.
- [NetSuite Report Writer](https://docs.erstan.com/library/netsuite-report-writer.md): Turns SuiteQL and saved-search results into polished, executive-ready reports and documents.
- [Variance Commentary](https://docs.erstan.com/library/variance-commentary.md): Turns period variances into reviewer-ready narrative with quantified drivers and clear escalations — strictly read-only, nothing in NetSuite is ever changed.
- [Sales & CRM Team](https://docs.erstan.com/library/sales-crm-team.md): Keeps CRM data clean and the pipeline honest — leads enriched, quotes drafted, gaps and upsell signals surfaced, with every NetSuite write held for your approval.
- [Lead Enrichment](https://docs.erstan.com/library/lead-enrichment.md): Finds incomplete lead and customer records and drafts sourced field updates — each record is changed in NetSuite only after your approval.
- [Pipeline Gap Analysis](https://docs.erstan.com/library/pipeline-gap-analysis.md): Measures pipeline coverage against target by period, rep, and stage — read-only, it never changes your NetSuite data.
- [Quote Drafting](https://docs.erstan.com/library/quote-drafting.md): Turns a plain-language request into a priced, validated NetSuite estimate — the quote is created only after your approval.
- [Sales Agent](https://docs.erstan.com/library/sales-agent.md): Moves deals from pipeline to booked sales order — quotes, orders, and outreach are drafted for your approval first.
- [Support Triage](https://docs.erstan.com/library/support-triage.md): Keeps customer support cases categorized, prioritized, and routed with full context — case updates and replies wait for your approval.
- [Upsell Signal Detection](https://docs.erstan.com/library/upsell-signal-detection.md): Mines order history for expansion signals and ranks your upsell targets — read-only, it never changes your NetSuite data.
- [Audit & Controls Team](https://docs.erstan.com/library/audit-controls-team.md): Watches your ledger and access model for fraud patterns, toxic permission combinations, and control exceptions — everything is evidence-backed and read-only, and follow-up tasks are created only after your approval.
- [Approvals Manager](https://docs.erstan.com/library/approvals-manager.md): Clears approval queues faster with evidence-backed approve/reject recommendations — the final say on every record stays with you.
- [Audit Trail Export](https://docs.erstan.com/library/audit-trail-export.md): Extracts who-changed-what audit trails from system notes into a workbook-ready evidence package — read-only from start to finish, nothing in NetSuite is ever changed.
- [Exception Flagging](https://docs.erstan.com/library/exception-flagging.md): Sweeps NetSuite for control exceptions and routes each one to an owner — follow-up tasks are created only after your approval.
- [Fraud Pattern Detection](https://docs.erstan.com/library/fraud-pattern-detection.md): Sweeps transactions for duplicate, round-amount, structuring, and velocity fraud patterns — findings are scored and reported for your review, and nothing in NetSuite is ever changed.
- [Segregation of Duties Check](https://docs.erstan.com/library/segregation-of-duties-check.md): Maps roles and permissions against a segregation-of-duties conflict matrix — conflicts are reported with least-privilege fixes for your review, and no role is ever changed.
- [CFO Command](https://docs.erstan.com/library/cfo-command.md): A finance team for the corner office — cash, working capital, and variance analysed by the lead analyst, then turned into board-ready reporting, with approval before any write.
- [Software Delivery](https://docs.erstan.com/library/software-delivery.md): Plan a build from Project Resources and turn the plan into ordinary assigned Tasks.
- [Delivery Architect](https://docs.erstan.com/library/delivery-architect.md): Turns agreed requirements into blueprints a team can implement without guessing.
- [Delivery Coordinator](https://docs.erstan.com/library/delivery-coordinator.md): Turns Project context into a clear plan and creates ordinary Tasks when you are ready.
- [Erstan Agent Builder](https://docs.erstan.com/library/agent-builder-expert.md): Designs, drafts, and debugs working Erstan agents with you — every NetSuite write tool it wires stays approval-gated by contract.
- [Erstan Dashboard Builder](https://docs.erstan.com/library/dashboard-builder.md): Turns KPI conversations into refreshable NetSuite dashboards with exact validated SuiteQL embedded inline — strictly read-only, it never writes to NetSuite.
- [NetSuite CSV Import Runner](https://docs.erstan.com/library/mcp-csv-import-runner.md): Runs your saved NetSuite CSV imports on demand and reports back the task status — routine data loads without the clicks.
- [NetSuite SuiteQL Expert](https://docs.erstan.com/library/suiteql-agent.md): Turns questions into correct, validated SELECT-only SuiteQL using curated examples and live metadata.
- [NetSuite SuiteScript Expert](https://docs.erstan.com/library/suitecloud-engineer.md): Reads your deployed SuiteScript, drafts reviewed 2.1 code, and stages File Cabinet uploads and script runs behind your approval.
- [Product Manager](https://docs.erstan.com/library/product-analyst.md): Keeps product requirements sharp, testable, and evidence-backed across draft and published Documents.
- [Tools overview](https://docs.erstan.com/tools/overview.md): What Erstan tools are, where they run, and how they are grouped by source.
- [Tools by Erstan](https://docs.erstan.com/tools/by-erstan.md): First-party Erstan tools for tasks, projects, documents, files, workbooks, skills, agent runs, and Agent Builder.
- [Tools by connector](https://docs.erstan.com/tools/by-connector.md): Connector-backed tools from NetSuite, Slack, LLM providers, business apps, and MCP servers.
- [Connectors overview](https://docs.erstan.com/connectors/overview.md): Link your workspace to NetSuite, AI providers, Slack, and more so your agents can read and act on your data.
- [Connecting NetSuite](https://docs.erstan.com/connectors/netsuite.md): Link your NetSuite account to Erstan using the recommended Erstan app or your own integration record.
- [Authorizing your NetSuite user](https://docs.erstan.com/connectors/netsuite-authorize.md): Each member authorizes their own NetSuite user so agents act with their permissions.
- [Managing NetSuite: tools & write policy](https://docs.erstan.com/connectors/netsuite-manage.md): Control which NetSuite tools agents can use and which actions need approval from the connector's detail tabs.
- [Connecting an LLM provider](https://docs.erstan.com/connectors/llm-providers.md): Connect OpenAI or Anthropic and choose which models your agents and chat can use.
- [Slack and other connectors](https://docs.erstan.com/connectors/other.md): Connect Slack, MCP servers, and other systems your agents can act in.
- [Connection troubleshooting](https://docs.erstan.com/connectors/troubleshooting.md): Resolve connection problems: expired auth, unhealthy connections, re-authenticating, and the NetSuite busy queue.
- [Erstan Developer API](https://docs.erstan.com/developers/index.md): Run published agents and build agent drafts from external systems.
- [Quickstart](https://docs.erstan.com/developers/quickstart.md): Create an API key, run an agent lane, and read the result.
- [API Keys](https://docs.erstan.com/developers/api-keys.md): Create scoped keys for external systems.
- [Run Agents](https://docs.erstan.com/developers/run-agents.md): Discover lanes, start agent runs, and poll results.
- [Connect a Coding Agent](https://docs.erstan.com/developers/connect-coding-agent.md): Install Erstan in Claude or Codex, authorize workspace access with OAuth, and manage the connection in Erstan.
- [Build agents over MCP](https://docs.erstan.com/developers/build-agents.md): Create, inspect, validate, and publish Erstan agents and their reusable Skill packages from an external MCP client.
- [NetSuite OCR Quote Intake](https://docs.erstan.com/developers/netsuite-ocr-quote-intake.md): Run an OCR quote-intake agent from a NetSuite scheduled script.
- [Errors](https://docs.erstan.com/developers/errors.md): Public API error format and common error codes.
- [Partner Content Model](https://docs.erstan.com/developers/partner-content-model.md): How Erstan separates tools, skills, agents, templates, and packs.
- [Partner Submission Checklist](https://docs.erstan.com/developers/partner-submission-checklist.md): Package and review requirements for partner skills and templates.
- [List agents](https://docs.erstan.com/api-reference/agents/list-agents.md): Lists published agents the API key creator can currently read.
- [Get agent](https://docs.erstan.com/api-reference/agents/get-agent.md): Returns public lane details and input schemas for a published agent the API key creator can currently read.
- [Start agent run](https://docs.erstan.com/api-reference/agents/start-agent-run.md): Starts an asynchronous run for a selected public lane. `laneId` may be omitted only when the agent has one public lane.
- [Get run](https://docs.erstan.com/api-reference/runs/get-run.md): Returns run status, a pending interaction when the run is waiting for user input, and the final response when the run has completed. Only the same API key that started the run may read it.
- [Cancel a run](https://docs.erstan.com/api-reference/runs/cancel-a-run.md): Durably requests cancellation of a run. The response remains `cancelling` until the owning worker acknowledges the signal or its execution lease expires. Repeating the request is idempotent. Closing a client connection does not cancel a run, and cancellation does not roll back external effects that…
- [Send a follow-up turn to a terminal run](https://docs.erstan.com/api-reference/runs/send-a-follow-up-turn-to-a-terminal-run.md): Sends the next user message into a terminal run's conversation — the API twin of typing another message in the Erstan chat UI. Always poll the `runId` **returned by this call**: a completed chat-lane run of an interactive agent usually continues under the same `runId` with full conversation context,…
- [Reply to a waiting run](https://docs.erstan.com/api-reference/runs/reply-to-a-waiting-run.md): Answers a pending `user_input` interaction and durably queues the same run to resume from its checkpoint. Only the same API key that started the run may reply. A simple `message` maps to the sole question; use `answers` for a multi-question interaction. Concurrent or repeated replies fail with `409`…
- [Decide a waiting run approval](https://docs.erstan.com/api-reference/runs/decide-a-waiting-run-approval.md): Explicitly approves or rejects the exact approval occurrence currently blocking a run, then durably queues that run to resume from its checkpoint. The approval id is derived server-side from the persisted interaction. Only the same API key that started the run may decide it. Concurrent, repeated, or…
- [MCP endpoint](https://docs.erstan.com/api-reference/mcp/mcp-endpoint.md): Stateless streamable-HTTP MCP endpoint (JSON-RPC 2.0). Supports `initialize`, `tools/list`, and `tools/call`. `tools/list` returns only the tools allowed by the connected-app OAuth grant or API-key scopes; `tools/call` re-checks that authorization, the connection owner's current permissions, and app…

## OpenAPI Specs

- [openapi](/api-reference/openapi.json)
- [public-api](/openapi/public-api.yaml)